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DVVY vs HDV

Invesco Diversified Dividend Opportunities ETF vs iShares Core High Dividend ETF

DVVY

Invesco Diversified Dividend Opportunities ETF

Annual cost

0.33%

Fund size

$3M

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

Both DVVY and HDV are equity ETFs. DVVY charges 0.33% a year and HDV 0.08%. The main difference: DVVY follows a active selection strategy; HDV uses index tracking.

  • DVVY follows a active selection strategy; HDV uses index tracking.
  • HDV costs 0.25% less per year.
  • HDV is much larger than DVVY. 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

DVVYHDV
Annual cost (TER)0.33%0.08%
Fund size (AUM)$3M$13.4B
Since20262011
Dividend yield2.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.4%
CAGR 3YN/A+15.9%
CAGR 5YN/A+10.8%
Sharpe 3YN/A1.04
Volatility 1Y9.71%
Max drawdown-2.57%-37.04%

Similar to DVVY and HDV