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DVYA vs SDY

iShares Asia/Pacific Dividend ETF vs State Street SPDR S&P Dividend ETF

DVYA

iShares Asia/Pacific Dividend ETF

iShares

Annual cost

0.49%

Fund size

$70M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SDY costs 0.14% less per year.
  • SDY is significantly larger than DVYA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DVYA has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVYASDY
Annual cost (TER)0.49%0.35%
Fund size (AUM)$70M$22.0B
Since20122005
Dividend yield4.31%2.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.3%+14.8%
CAGR 3Y+21.3%+10.1%
CAGR 5Y+10.6%+6.2%
Sharpe 3Y1.150.56
Volatility 1Y13.00%10.48%
Max drawdown-45.61%-36.70%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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