ATFV vs DVDN
Alger 35 ETF vs Kingsbarn Dividend Opportunity ETF
Which is better, ATFV or DVDN?
ATFV has been ahead.
ATFV has a lower expense ratio. ATFV led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ATFV | DVDN |
|---|---|---|
| Expense Ratio | 0.55%Best | 1.65% |
| AUM | $629M | $3M |
| Dividend Yield | 0.17% | 15.59% |
| Holdings | 36 | 30 |
| YTD Return | +10.86%Best | -29.25% |
| 1Y Return | +11.47%Best | -33.02% |
| 3Y Return (annualized) | +37.88%Best | -11.58% |
| 5Y Return (annualized) | +12.24% | - |
| Volatility (annualized) | 23.2% | 16.4%Best |
| Max Drawdown | -29.0%Best | -45.9% |
| $10,000 over 2.9 years | $26,166Best | $6,998 |
| Fund Family | Alger | Kingsbarn Capital Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 4, 2021 | Mar 17, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 2, 2023 to Oct 14, 2026 (2.9 years).
ATFV vs DVDN growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
ATFV vs DVDN Performance
Alger 35 ETF (ATFV) is an ETF from Alger and Kingsbarn Dividend Opportunity ETF (DVDN) is an ETF from Kingsbarn Capital Management. Over the past year ATFV returned +11.47% while DVDN returned -33.02%. Year to date, ATFV is up 10.86% versus a loss of 29.25% for DVDN.
Over three years, ATFV compounded at +37.88% per year against -11.58% for DVDN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ATFV has been the more volatile fund, with annualized monthly volatility of 23.2% compared with 16.4% for DVDN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -29.0% for ATFV and -45.9% for DVDN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.23. They move largely independently of each other.
Fees and Cost Over Time
ATFV charges 0.55% per year while DVDN charges 1.65%. On a $10,000 position that is $55 vs $165 annually, a gap of $110 per year that compounds over a long holding period. On income, ATFV currently yields 0.17% against 15.59% for DVDN.
You are not choosing between two funds in isolation.
Whichever of ATFV and DVDN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ATFV or DVDN?
ATFV has an expense ratio of 0.55% while DVDN charges 1.65%. ATFV is the cheaper option, by $110 a year on a $10,000 investment.
Which performed better, ATFV or DVDN?
Over the past year ATFV returned +11.47% vs -33.02% for DVDN, so ATFV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ATFV or DVDN?
ATFV has been the more volatile fund at 23.2% annualized versus 16.4% for DVDN. Worst drawdown: ATFV -29.0% vs DVDN -45.9%.
Should I hold both ATFV and DVDN?
ATFV and DVDN have a monthly-return correlation of 0.23, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ATFV or DVDN?
ATFV yields 0.17% while DVDN yields 15.59%, so DVDN currently pays the higher dividend yield.
Is DVDN better than ATFV?
ATFV has a lower expense ratio. ATFV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.