Screener
SHRY vs FID
First Trust Bloomberg Shareholder Yield ETF vs First Trust S&P International Dividend Aristocrats ETF
Key differences
- FID is significantly larger than SHRY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FID has delivered higher annualized returns.
Side-by-side comparison
| SHRY | FID | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.60% |
| Fund size (AUM) | $18M | $161M |
| Since | 2017 | 2013 |
| Dividend yield | 1.66% | 4.09% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.3% | +24.8% |
| CAGR 3Y | +15.2% | +16.6% |
| CAGR 5Y | +8.5% | +8.0% |
| Sharpe 3Y | 0.88 | 1.03 |
| Volatility 1Y | 10.89% | 10.17% |
| Max drawdown | -36.67% | -39.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SHRY and FID
Explore further