DIVD vs. TDIV
Compare and contrast key facts about Altrius Global Dividend ETF (DIVD) and First Trust NASDAQ Technology Dividend Index Fund (TDIV).
DIVD and TDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVD is an actively managed fund by Altrius. It was launched on Sep 29, 2022. TDIV is a passively managed fund by First Trust that tracks the performance of the NASDAQ Technology Dividend Index. It was launched on Aug 14, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVD or TDIV.
Correlation
The correlation between DIVD and TDIV is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DIVD vs. TDIV - Performance Comparison
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Key characteristics
DIVD:
0.39
TDIV:
0.65
DIVD:
0.71
TDIV:
1.17
DIVD:
1.10
TDIV:
1.16
DIVD:
0.46
TDIV:
0.79
DIVD:
1.71
TDIV:
2.83
DIVD:
3.77%
TDIV:
6.45%
DIVD:
14.99%
TDIV:
24.97%
DIVD:
-13.88%
TDIV:
-31.97%
DIVD:
-2.74%
TDIV:
-2.95%
Returns By Period
In the year-to-date period, DIVD achieves a 9.77% return, which is significantly higher than TDIV's 3.84% return.
DIVD
9.77%
5.30%
5.47%
5.86%
N/A
N/A
TDIV
3.84%
15.92%
2.24%
16.10%
18.91%
13.72%
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DIVD vs. TDIV - Expense Ratio Comparison
DIVD has a 0.49% expense ratio, which is lower than TDIV's 0.50% expense ratio.
Risk-Adjusted Performance
DIVD vs. TDIV — Risk-Adjusted Performance Rank
DIVD
TDIV
DIVD vs. TDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Altrius Global Dividend ETF (DIVD) and First Trust NASDAQ Technology Dividend Index Fund (TDIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
DIVD vs. TDIV - Dividend Comparison
DIVD's dividend yield for the trailing twelve months is around 3.11%, more than TDIV's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVD Altrius Global Dividend ETF | 3.11% | 3.39% | 2.96% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TDIV First Trust NASDAQ Technology Dividend Index Fund | 1.64% | 1.59% | 1.74% | 2.51% | 1.76% | 2.07% | 2.27% | 2.97% | 2.27% | 2.45% | 2.52% | 2.80% |
Drawdowns
DIVD vs. TDIV - Drawdown Comparison
The maximum DIVD drawdown since its inception was -13.88%, smaller than the maximum TDIV drawdown of -31.97%. Use the drawdown chart below to compare losses from any high point for DIVD and TDIV. For additional features, visit the drawdowns tool.
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Volatility
DIVD vs. TDIV - Volatility Comparison
The current volatility for Altrius Global Dividend ETF (DIVD) is 3.46%, while First Trust NASDAQ Technology Dividend Index Fund (TDIV) has a volatility of 6.68%. This indicates that DIVD experiences smaller price fluctuations and is considered to be less risky than TDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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