Skip to content
Beacon
Screener

SHRY vs FTDS

First Trust Bloomberg Shareholder Yield ETF vs First Trust Dividend Strength ETF

SHRY

First Trust Bloomberg Shareholder Yield ETF

First Trust

Annual cost

0.60%

Fund size

$18M

FTDS

First Trust Dividend Strength ETF

First Trust

Annual cost

0.70%

Fund size

$31M

Key differences

  • SHRY costs 0.10% less per year.
  • Over the last 3 years, FTDS has delivered higher annualized returns.
  • FTDS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHRYFTDS
Annual cost (TER)0.60%0.70%
Fund size (AUM)$18M$31M
Since20172006
Dividend yield1.66%1.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.3%+20.4%
CAGR 3Y+15.2%+17.0%
CAGR 5Y+8.5%+6.9%
Sharpe 3Y0.880.87
Volatility 1Y10.89%13.16%
Max drawdown-36.67%-42.47%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SHRY and FTDS