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SPDV vs DIVB

AAM S&P 500 High Dividend Value ETF vs iShares Core Dividend ETF

SPDV

AAM S&P 500 High Dividend Value ETF

AAM

Annual cost

0.29%

Fund size

$90M

DIVB

iShares Core Dividend ETF

iShares

Annual cost

0.05%

Fund size

$1.4B

Key differences

  • DIVB costs 0.24% less per year.
  • DIVB is significantly larger than SPDV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DIVB has delivered higher annualized returns.

Side-by-side comparison

SPDVDIVB
Annual cost (TER)0.29%0.05%
Fund size (AUM)$90M$1.4B
Since20172017
Dividend yield3.38%2.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+29.5%
CAGR 3Y+17.2%+22.0%
CAGR 5Y+8.5%+12.0%
Sharpe 3Y0.911.30
Volatility 1Y12.31%11.34%
Max drawdown-43.81%-36.93%

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

Similar to SPDV and DIVB