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FDIV vs DVY

MarketDesk Focused U.S. Dividend ETF vs iShares Select Dividend ETF

FDIV

MarketDesk Focused U.S. Dividend ETF

Annual cost

0.35%

Fund size

$70M

DVY

iShares Select Dividend ETF

Annual cost

0.38%

Fund size

$22.5B

Key differences

Both FDIV and DVY are equity ETFs. FDIV charges 0.35% a year and DVY 0.38%. The main difference: FDIV follows a active selection strategy; DVY uses index tracking.

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

FDIVDVY
Annual cost (TER)0.35%0.38%
Fund size (AUM)$70M$22.5B
Since20232003
Dividend yield2.86%3.39%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+8.8%+23.5%
CAGR 3YN/A+17.0%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.95
Volatility 1Y12.78%11.11%
Max drawdown-18.60%-41.59%

Similar to FDIV and DVY