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DVDN vs DVY
Kingsbarn Dividend Opportunity ETF vs iShares Select Dividend ETF
Key differences
Both DVDN and DVY are equity ETFs. DVDN charges 1.65% a year and DVY 0.38%. The main difference: DVDN follows a active selection strategy; DVY uses index tracking.
- DVDN follows a active selection strategy; DVY uses index tracking.
- DVY costs 1.27% less per year.
- DVY is much larger than DVDN. Larger funds are usually more liquid and less likely to close.
- DVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DVDN | DVY | |
|---|---|---|
| Annual cost (TER) | 1.65% | 0.38% |
| Fund size (AUM) | $3M | $22.5B |
| Since | 2023 | 2003 |
| Dividend yield | 14.38% | 3.39% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -16.7% | +23.5% |
| CAGR 3Y | N/A | +17.0% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | N/A | 0.95 |
| Volatility 1Y | 17.86% | 11.11% |
| Max drawdown | -34.59% | -41.59% |
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