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KEAT vs HDV

Keating Active ETF vs iShares Core High Dividend ETF

KEAT

Keating Active ETF

Annual cost

0.85%

Fund size

$123M

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

Both KEAT and HDV are equity ETFs. KEAT charges 0.85% a year and HDV 0.08%. The main difference: KEAT follows a active selection strategy; HDV uses index tracking.

  • KEAT follows a active selection strategy; HDV uses index tracking.
  • HDV costs 0.77% less per year.
  • HDV is much larger than KEAT. 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

KEATHDV
Annual cost (TER)0.85%0.08%
Fund size (AUM)$123M$13.4B
Since20242011
Dividend yield2.24%2.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.4%+22.4%
CAGR 3YN/A+15.9%
CAGR 5YN/A+10.8%
Sharpe 3YN/A1.04
Volatility 1Y10.47%9.71%
Max drawdown-7.45%-37.04%

Similar to KEAT and HDV