Screener
DIVY vs TDVG
Sound Equity Income ETF vs T. Rowe Price Dividend Growth ETF
Key differences
Both DIVY and TDVG are equity ETFs. DIVY charges 0.45% a year and TDVG 0.50%. The main difference: TDVG is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- TDVG is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TDVG has delivered higher annualized returns.
Side-by-side comparison
| DIVY | TDVG | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.50% |
| Fund size (AUM) | $28M | $1.3B |
| Since | 2020 | 2020 |
| Dividend yield | 3.10% | 0.99% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.4% | +17.5% |
| CAGR 3Y | +9.4% | +16.0% |
| CAGR 5Y | +6.5% | +10.3% |
| Sharpe 3Y | 0.44 | 1.00 |
| Volatility 1Y | 13.06% | 9.86% |
| Max drawdown | -18.23% | -19.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.