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DVDN vs HDV

Kingsbarn Dividend Opportunity ETF vs iShares Core High Dividend ETF

DVDN

Kingsbarn Dividend Opportunity ETF

Annual cost

1.65%

Fund size

$3M

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

Both DVDN and HDV are equity ETFs. DVDN charges 1.65% a year and HDV 0.08%. The main difference: DVDN follows a active selection strategy; HDV uses index tracking.

  • DVDN follows a active selection strategy; HDV uses index tracking.
  • HDV costs 1.57% less per year.
  • HDV is much larger than DVDN. Larger funds are usually more liquid and less likely to close.
  • HDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVDNHDV
Annual cost (TER)1.65%0.08%
Fund size (AUM)$3M$13.4B
Since20232011
Dividend yield14.38%2.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-16.7%+22.4%
CAGR 3YN/A+15.9%
CAGR 5YN/A+10.8%
Sharpe 3YN/A1.04
Volatility 1Y17.86%9.71%
Max drawdown-34.59%-37.04%

Similar to DVDN and HDV