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DVVY vs DVY

Invesco Diversified Dividend Opportunities ETF vs iShares Select Dividend ETF

DVVY

Invesco Diversified Dividend Opportunities ETF

Annual cost

0.33%

Fund size

$3M

DVY

iShares Select Dividend ETF

Annual cost

0.38%

Fund size

$22.5B

Key differences

Both DVVY and DVY are equity ETFs. DVVY charges 0.33% a year and DVY 0.38%. The main difference: DVVY follows a active selection strategy; DVY uses index tracking.

  • DVVY follows a active selection strategy; DVY uses index tracking.
  • DVY is much larger than DVVY. 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

DVVYDVY
Annual cost (TER)0.33%0.38%
Fund size (AUM)$3M$22.5B
Since20262003
Dividend yield3.39%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+23.5%
CAGR 3YN/A+17.0%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.95
Volatility 1Y11.11%
Max drawdown-2.57%-41.59%

Similar to DVVY and DVY