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NDIV vs HDV

Amplify Energy & Natural Resources Covered Call ETF vs iShares Core High Dividend ETF

NDIV

Amplify Energy & Natural Resources Covered Call ETF

Annual cost

0.59%

Fund size

$29M

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

NDIV is an alternative ETF, while HDV is an equity ETF. NDIV charges 0.59% a year and HDV 0.08%.

  • NDIV is an alternative fund, while HDV is an equity fund. They carry different risk/return profiles.
  • NDIV follows a option income strategy; HDV uses index tracking.
  • NDIV covers global markets; HDV covers North America.
  • HDV costs 0.51% less per year.
  • HDV is much larger than NDIV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, NDIV has delivered higher annualized returns.
  • HDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NDIVHDV
Annual cost (TER)0.59%0.08%
Fund size (AUM)$29M$13.4B
Since20222011
Dividend yield6.62%2.91%
Asset classalternativeequity
Regionglobalnorth america
Strategyoption incomeindex tracking
CAGR 1Y+27.3%+22.3%
CAGR 3Y+18.0%+15.4%
CAGR 5YN/A+10.9%
Sharpe 3Y0.781.01
Volatility 1Y20.00%9.73%
Max drawdown-19.73%-37.04%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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