Screener
DIVY vs VRIG
Sound Equity Income ETF vs Invesco Variable Rate Investment Grade ETF
Key differences
DIVY is an equity ETF, while VRIG is a fixed income ETF. DIVY charges 0.45% a year and VRIG 0.30%.
- DIVY is an equity fund, while VRIG is a fixed income fund. They carry different risk/return profiles.
- VRIG costs 0.15% less per year.
- VRIG is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DIVY has delivered higher annualized returns.
Side-by-side comparison
| DIVY | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.30% |
| Fund size (AUM) | $28M | $1.5B |
| Since | 2020 | 2016 |
| Dividend yield | 3.10% | 4.80% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.4% | +5.0% |
| CAGR 3Y | +9.4% | +6.0% |
| CAGR 5Y | +6.5% | +4.4% |
| Sharpe 3Y | 0.44 | 2.84 |
| Volatility 1Y | 13.06% | 0.50% |
| Max drawdown | -18.23% | -13.04% |
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