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FDIV vs HDV

MarketDesk Focused U.S. Dividend ETF vs iShares Core High Dividend ETF

FDIV

MarketDesk Focused U.S. Dividend ETF

Annual cost

0.35%

Fund size

$70M

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

Both FDIV and HDV are equity ETFs. FDIV charges 0.35% a year and HDV 0.08%. The main difference: FDIV follows a active selection strategy; HDV uses index tracking.

  • FDIV follows a active selection strategy; HDV uses index tracking.
  • HDV costs 0.27% less per year.
  • HDV is much larger than FDIV. 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

FDIVHDV
Annual cost (TER)0.35%0.08%
Fund size (AUM)$70M$13.4B
Since20232011
Dividend yield2.86%2.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+8.8%+22.4%
CAGR 3YN/A+15.9%
CAGR 5YN/A+10.8%
Sharpe 3YN/A1.04
Volatility 1Y12.78%9.71%
Max drawdown-18.60%-37.04%

Similar to FDIV and HDV