Screener
HIDV vs PEY
AB US High Dividend ETF vs Invesco High Yield Equity Dividend Achievers ETF
Key differences
HIDV is an equity ETF, while PEY is a fixed income ETF. HIDV charges 0.35% a year and PEY 0.54%.
- HIDV is an equity fund, while PEY is a fixed income fund. They carry different risk/return profiles.
- HIDV follows a active selection strategy; PEY uses index tracking.
- HIDV costs 0.19% less per year.
- PEY is much larger than HIDV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HIDV has delivered higher annualized returns.
- PEY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HIDV | PEY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.54% |
| Fund size (AUM) | $192M | $1.1B |
| Since | 2023 | 2004 |
| Dividend yield | 2.25% | 4.46% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.0% | +18.7% |
| CAGR 3Y | +22.6% | +12.8% |
| CAGR 5Y | N/A | +6.2% |
| Sharpe 3Y | 1.23 | 0.60 |
| Volatility 1Y | 12.04% | 14.08% |
| Max drawdown | -18.76% | -41.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.