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TEQI vs DIVY

T. Rowe Price Equity Income ETF vs Sound Equity Income ETF

TEQI

T. Rowe Price Equity Income ETF

Annual cost

0.54%

Fund size

$406M

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

Key differences

Both TEQI and DIVY are equity ETFs. TEQI charges 0.54% a year and DIVY 0.45%. The main difference: DIVY costs 0.09% less per year.

  • DIVY costs 0.09% less per year.
  • TEQI is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TEQI has delivered higher annualized returns.

Side-by-side comparison

TEQIDIVY
Annual cost (TER)0.54%0.45%
Fund size (AUM)$406M$28M
Since20202020
Dividend yield1.54%3.10%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+21.8%+19.4%
CAGR 3Y+16.4%+9.4%
CAGR 5Y+9.5%+6.5%
Sharpe 3Y0.970.44
Volatility 1Y10.73%13.06%
Max drawdown-17.82%-18.23%

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

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