SHRYvsDIVNETF Comparison
First Trust Bloomberg Shareholder Yield ETF (SHRY) belongs to the US High Dividend segment. Horizon Dividend Income ETF (DIVN) is part of the Options Strategies segment. SHRY's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, DIVN's top sector exposures are Information Technology, Health Care and Financials. SHRY is less expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.7% for DIVN. SHRY is up 5.38% year-to-date (YTD) with -$2M in YTD flows. DIVN performs better with 13.56% YTD performance, and +$45M in YTD flows. Run a side-by-side ETF comparison of SHRY and DIVN below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SHRY vs DIVN performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY DIVN | +1.21%+4.66% | +1.69%+5.46% | +5.38%+13.56% | +6.14%n/a | +46.84%n/a | +47.78%n/a |
| Flows | SHRY DIVN | -$2M+$36M | -$2M+$43M | -$2M+$45M | -$4M- | -$8M- | -$18M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY DIVN | +10.35%+10.94% | +10.84%n/a | +12.89%n/a | +15.85%n/a |
| Max drawdown | SHRY DIVN | -3.31%-2.09% | -7.16%n/a | -15.23%n/a | -23.88%n/a |
| Max drawdown duration | SHRY DIVN | 53d22d | 99dn/a | 208dn/a | 717dn/a |
SHRY | DIVN | |
Last sale 6/15/2026 at 1:30 PM | $43.38 | $29.67 |
| Previous close 06/15/2026 | $43.99 | $29.73 |
| Consolidated volume 06/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SHRY | DIVN | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SHRY | DIVN | |
|---|---|---|
| Last price | $43.38 | $29.67 |
| 1D performance | -1.38% | -0.23% |
| AuM | $15.41 M | $190.01 M |
| E/R | 0.6% | 0.7% |
SHRY | DIVN | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | First Trust | Horizon Investments |
| Benchmark | Bloomberg Shareholder Yield Index | - |
| N° of holdings | 49 | 124 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 20, 2017 | June 25, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
