Grow it · ETFs

DIVI vs IHD

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing DIVI and IHD. IHD has the lower management fee at 0.22% a year, IHD has the higher 5 years return at 10.3% a year, and DIVI offers the higher at 4.94%.
Lower fee
IHD 0.22% p.a.
Higher 5 years return
IHD 10.3% p.a.
Higher yield
DIVI 4.94%
Higher risk-adjusted
IHD Sharpe 0.59 (5y)
Lower volatility
DIVI 11.8% (5y)
Larger fund
DIVI $1.7bn

Side-by-side comparison

Metric DIVI
Ausbil Active Dividend Income Fund - Active ETF
IHD
iShares S&P/ASX Dividend Opportunities ESG Screened ETF
Snapshot
Provider
—
iShares
Tracks index
—
S&P/ASX Dividend Opportunities ESG Screened Index
Categories
AU, Dividend, Active
AU, Dividend, ESG
Listed since
—
2010 (16 yrs)
Fund size (AUM)
$1.7bn
$406m
Cost & income
Management fee
0.85%
0.22%
Dividend yield
4.94%
4.1%
Franking
75%
80%
Turnover
60%
35%
Tax drag 1.94% 1.2%
Returns
Tax bracket
1-year return
7.6%
net
8.7%
net
3-year return
10.6%
net
14.5%
net
5-year return
7.4%
net
10.3%
net
10-year return
—
7.9%
net
Risk
Volatility (3y)
10.3%
10.2%
Volatility (5y)
11.8%
12.1%
Volatility (10y)
—
13.6%
Sharpe ratio (3y)
0.64
0.98
Sharpe ratio (5y)
0.38
0.59
Sharpe ratio (10y)
—
0.47
Bid/ask spread
—
—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

DIVI Ausbil Active Dividend Income Fund - Active ETF
  • Pays a useful 4.94% income yield.
  • A 0.85% management fee is high and compounds against you over time.
IHD iShares S&P/ASX Dividend Opportunities ESG Screened ETF
  • Low-cost: a 0.22% management fee keeps more of the return in your pocket.
  • Pays a useful 4.1% income yield.
  • Cheaper alternatives exist: IOZ, VAS, and SYI.

Frequently Asked Questions

What's the difference between DIVI vs IHD?

DIVI and IHD are 2 Australian-listed ETFs we compare side by side. IHD carries the lower management fee (0.22%). Over 5 years, IHD has delivered the higher total return (10.3% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - DIVI vs IHD?

IHD has the lower management fee at 0.22% a year, versus DIVI 0.85%.

Which has performed higher - DIVI vs IHD?

Over the past 5 years, IHD has delivered the higher total return at 10.3% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

DIVI pays the higher at 4.94%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

DIVI is the larger fund by assets ($1.7bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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