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DVDN vs PEY

Kingsbarn Dividend Opportunity ETF vs Invesco High Yield Equity Dividend Achievers ETF

DVDN

Kingsbarn Dividend Opportunity ETF

Annual cost

1.65%

Fund size

$3M

PEY

Invesco High Yield Equity Dividend Achievers ETF

Annual cost

0.54%

Fund size

$1.1B

Key differences

Both DVDN and PEY are equity ETFs. DVDN charges 1.65% a year and PEY 0.54%. The main difference: DVDN follows a active selection strategy; PEY uses index tracking.

  • DVDN follows a active selection strategy; PEY uses index tracking.
  • PEY costs 1.11% less per year.
  • PEY is much larger than DVDN. Larger funds are usually more liquid and less likely to close.
  • PEY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVDNPEY
Annual cost (TER)1.65%0.54%
Fund size (AUM)$3M$1.1B
Since20232004
Dividend yield14.38%4.46%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-16.7%+18.7%
CAGR 3YN/A+12.8%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.60
Volatility 1Y17.86%14.08%
Max drawdown-34.59%-41.55%

Similar to DVDN and PEY