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KDVD vs DIVB

Keeley Dividend ETF vs iShares Core Dividend ETF

KDVD

Keeley Dividend ETF

Annual cost

0.00%

Fund size

$8M

DIVB

iShares Core Dividend ETF

Annual cost

0.05%

Fund size

$1.5B

Key differences

Both KDVD and DIVB are equity ETFs. KDVD charges 0.00% a year and DIVB 0.05%. The main difference: KDVD follows a active selection strategy; DIVB uses index tracking.

  • KDVD follows a active selection strategy; DIVB uses index tracking.
  • KDVD costs 0.05% less per year.
  • DIVB is much larger than KDVD. Larger funds are usually more liquid and less likely to close.
  • DIVB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KDVDDIVB
Annual cost (TER)0.00%0.05%
Fund size (AUM)$8M$1.5B
Since20252017
Dividend yield2.20%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.7%
CAGR 3YN/A+22.6%
CAGR 5YN/A+12.2%
Sharpe 3YN/A1.33
Volatility 1Y11.55%
Max drawdown-10.98%-36.93%

Similar to KDVD and DIVB