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GROZ vs HDV

Zacks Focus Growth ETF vs iShares Core High Dividend ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

Both GROZ and HDV are equity ETFs. GROZ charges 0.55% a year and HDV 0.08%. The main difference: GROZ follows a active selection strategy; HDV uses index tracking.

  • GROZ follows a active selection strategy; HDV uses index tracking.
  • HDV costs 0.47% less per year.
  • HDV is much larger than GROZ. 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

GROZHDV
Annual cost (TER)0.55%0.08%
Fund size (AUM)$90M$13.4B
Since20242011
Dividend yield0.04%2.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+22.4%
CAGR 3YN/A+15.9%
CAGR 5YN/A+10.8%
Sharpe 3YN/A1.04
Volatility 1Y15.54%9.71%
Max drawdown-23.33%-37.04%

Similar to GROZ and HDV