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DVDN vs DIVB

Kingsbarn Dividend Opportunity ETF vs iShares Core Dividend ETF

DVDN

Kingsbarn Dividend Opportunity ETF

Annual cost

1.65%

Fund size

$3M

DIVB

iShares Core Dividend ETF

Annual cost

0.05%

Fund size

$1.5B

Key differences

Both DVDN and DIVB are equity ETFs. DVDN charges 1.65% a year and DIVB 0.05%. The main difference: DVDN follows a active selection strategy; DIVB uses index tracking.

  • DVDN follows a active selection strategy; DIVB uses index tracking.
  • DIVB costs 1.60% less per year.
  • DIVB is much larger than DVDN. Larger funds are usually more liquid and less likely to close.
  • DIVB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVDNDIVB
Annual cost (TER)1.65%0.05%
Fund size (AUM)$3M$1.5B
Since20232017
Dividend yield14.38%2.20%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-16.7%+28.7%
CAGR 3YN/A+22.6%
CAGR 5YN/A+12.2%
Sharpe 3YN/A1.33
Volatility 1Y17.86%11.55%
Max drawdown-34.59%-36.93%

Similar to DVDN and DIVB