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FVD vs SHRY
First Trust Value Line Dividend Index Fund vs First Trust Bloomberg Shareholder Yield ETF
Key differences
- FVD is significantly larger than SHRY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SHRY has delivered higher annualized returns.
- FVD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FVD | SHRY | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.60% |
| Fund size (AUM) | $8.2B | $18M |
| Since | 2003 | 2017 |
| Dividend yield | 2.26% | 1.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +10.4% | +8.3% |
| CAGR 3Y | +8.9% | +15.2% |
| CAGR 5Y | +5.9% | +8.5% |
| Sharpe 3Y | 0.50 | 0.88 |
| Volatility 1Y | 9.61% | 10.89% |
| Max drawdown | -35.25% | -36.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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