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SPDV vs DIVG

AAM S&P 500 High Dividend Value ETF vs Invesco S&P 500 High Dividend Growers ETF

SPDV

AAM S&P 500 High Dividend Value ETF

AAM

Annual cost

0.29%

Fund size

$90M

DIVG

Invesco S&P 500 High Dividend Growers ETF

Invesco

Annual cost

0.39%

Fund size

$10M

Key differences

  • SPDV costs 0.10% less per year.
  • SPDV is significantly larger than DIVG — larger funds tend to be more liquid and less likely to close.
  • SPDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDVDIVG
Annual cost (TER)0.29%0.39%
Fund size (AUM)$90M$10M
Since20172023
Dividend yield3.38%3.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+23.6%
CAGR 3Y+17.5%N/A
CAGR 5Y+8.2%N/A
Sharpe 3Y0.92N/A
Volatility 1Y12.32%10.81%
Max drawdown-43.81%-14.94%

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

Similar to SPDV and DIVG