Screener
DIVY vs SVAL
Sound Equity Income ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both DIVY and SVAL are equity ETFs. DIVY charges 0.45% a year and SVAL 0.20%. The main difference: DIVY follows a active selection strategy; SVAL uses index tracking.
- DIVY follows a active selection strategy; SVAL uses index tracking.
- SVAL costs 0.25% less per year.
- SVAL is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| DIVY | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.20% |
| Fund size (AUM) | $28M | $187M |
| Since | 2020 | 2020 |
| Dividend yield | 3.10% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.5% | +35.9% |
| CAGR 3Y | +9.7% | +19.2% |
| CAGR 5Y | +6.1% | +7.0% |
| Sharpe 3Y | 0.46 | 0.75 |
| Volatility 1Y | 13.03% | 17.82% |
| Max drawdown | -18.23% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.