DIVD vs. TDIV

Last updated Jun 24, 2026

DIVD (Altrius Global Dividend ETF) and TDIV (First Trust NASDAQ Technology Dividend Index Fund) are both exchange-traded funds - DIVD is a Global Equities fund actively managed by Altrius, while TDIV is a Technology Equities fund tracking the NASDAQ Technology Dividend Index. DIVD is actively managed, while TDIV is passively managed. Over the past 3 years, DIVD returned 17.20%/yr vs 28.59%/yr for TDIV. A 0.58 correlation means they provide meaningful diversification when combined. DIVD charges 0.49%/yr vs 0.50%/yr for TDIV.

Performance

DIVD vs. TDIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Altrius Global Dividend ETF (DIVD) and First Trust NASDAQ Technology Dividend Index Fund (TDIV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DIVD achieves a 11.73% return, which is significantly lower than TDIV's 19.03% return.

DIVD

• 1D: 0.41%
• 1M: -0.83%
• YTD: 11.73%
• 6M: 11.58%
• 1Y: 24.38%
• 3Y*: 17.20%
• 5Y*: —
• 10Y*: —

TDIV

• 1D: -2.33%
• 1M: -0.89%
• YTD: 19.03%
• 6M: 18.00%
• 1Y: 33.98%
• 3Y*: 28.59%
• 5Y*: 17.24%
• 10Y*: 18.56%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DIVD vs. TDIV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
DIVD Altrius Global Dividend ETF	11.73%	26.18%	2.52%	14.27%	17.01%
TDIV First Trust NASDAQ Technology Dividend Index Fund	19.03%	25.27%	24.43%	36.71%	8.51%

Correlation

The correlation between DIVD and TDIV is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.38
Correlation (3Y) Calculated over the trailing 3-year period	0.53
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022	0.58

Over the past year, the correlation between DIVD and TDIV has dropped to 0.38 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.

DIVD vs. TDIV - Sectors Allocation Comparison

Sectors	DIVD	TDIV
Financial Services	19.1%	-
Healthcare	19.0%	-
Consumer Defensive	18.2%	-
Industrials	12.5%	1.3%
Energy	8.6%	-
Technology	8.0%	87.1%
Basic Materials	5.4%	-
Consumer Cyclical	4.6%	-
Communication Services	3.5%	11.6%
Real Estate	1.2%	-
Utilities	-	-

Return for Risk

DIVD vs. TDIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DIVD

DIVD Risk / Return Rank: 73
DIVD Sharpe Ratio Rank: 72
DIVD Sortino Ratio Rank: 74
DIVD Omega Ratio Rank: 69
DIVD Calmar Ratio Rank: 76
DIVD Martin Ratio Rank: 75

TDIV

TDIV Risk / Return Rank: 53
TDIV Sharpe Ratio Rank: 52
TDIV Sortino Ratio Rank: 48
TDIV Omega Ratio Rank: 49
TDIV Calmar Ratio Rank: 63
TDIV Martin Ratio Rank: 52

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DIVD vs. TDIV - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DIVD	TDIV	Difference
Sharpe ratio: Return per unit of total volatility	2.15	1.71	+0.44
Sortino ratio: Return per unit of downside risk	3.09	2.29	+0.79
Omega ratio: Gain probability vs. loss probability	1.38	1.30	+0.08
Calmar ratio: Return relative to maximum drawdown	3.66	3.01	+0.65
Martin ratio: Return relative to average drawdown	13.36	8.56	+4.80

DIVD vs. TDIV - Sharpe Ratio Comparison

The current DIVD Sharpe Ratio is 2.15, which is comparable to the TDIV Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of DIVD and TDIV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	DIVD	TDIV	Difference
Max Drawdown Largest peak-to-trough decline	-13.88%	-31.97%	+18.09%
Max Drawdown (1Y) Largest decline over 1 year	-6.70%	-11.35%	+4.65%
Max Drawdown (3Y) Largest decline over 3 years	-13.88%	-23.00%	+9.12%
Max Drawdown (5Y) Largest decline over 5 years	—	-31.97%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-31.97%	—
Current Drawdown Current decline from peak	-1.62%	-10.47%	+8.85%
Average Drawdown Average peak-to-trough decline	-2.21%	-4.85%	+2.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.83%	3.98%	-2.15%

Volatility

DIVD vs. TDIV - Volatility Comparison

The current volatility for Altrius Global Dividend ETF (DIVD) is 2.77%, while First Trust NASDAQ Technology Dividend Index Fund (TDIV) has a volatility of 10.50%. 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.

Volatility by Period

	DIVD	TDIV	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.77%	10.50%	-7.73%
Volatility (6M) Calculated over the trailing 6-month period	8.28%	15.69%	-7.41%
Volatility (1Y) Calculated over the trailing 1-year period	11.38%	20.02%	-8.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.24%	20.97%	-7.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.24%	20.96%	-7.72%

DIVD vs. TDIV - Expense Ratio Comparison

DIVD has a 0.49% expense ratio, which is lower than TDIV's 0.50% expense ratio.

Dividends

DIVD vs. TDIV - Dividend Comparison

DIVD's dividend yield for the trailing twelve months is around 2.71%, more than TDIV's 1.22% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DIVD Altrius Global Dividend ETF	2.71%	2.86%	3.39%	2.96%	0.60%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
TDIV First Trust NASDAQ Technology Dividend Index Fund	1.22%	1.40%	1.59%	1.74%	2.51%	1.76%	2.07%	2.27%	2.97%	2.27%	2.45%	2.52%

Frequently Asked Questions

Can I hold both DIVD and TDIV in my portfolio?

DIVD and TDIV have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DIVD or TDIV?

TDIV has higher volatility (10.50%) compared to DIVD (2.77%). In terms of maximum drawdown, DIVD dropped -13.88% vs TDIV's -31.97%.

Which ETF is better, DIVD or TDIV?

On 3-year performance, TDIV leads with 28.59% vs 17.20% for DIVD. On fees, DIVD is cheaper at 0.49% per year. On volatility, DIVD has been the lower-risk option at 2.77%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DIVD or TDIV?

Over the 3-year period, TDIV has performed better with a 28.59% return vs 17.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DIVD or TDIV?

DIVD is cheaper with a 0.49% expense ratio, compared with 0.50% for TDIV.

Which ETF pays a higher dividend yield, DIVD or TDIV?

DIVD has the higher dividend yield at 2.71%, compared with 1.22% for TDIV.

What is the main difference between DIVD and TDIV?

DIVD is categorized as Global Equities, while TDIV is Technology Equities. They also come from different issuers: Altrius and First Trust. Their fees differ too: 0.49% for DIVD and 0.50% for TDIV.

Which has better risk-adjusted returns?

DIVD currently has the higher Sharpe Ratio (2.15 vs 1.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.