DIVD vs JDIV

DIVDBAltrius Global Dividend ETF

JDIVCJPMorgan Dividend Leaders ETF

In short

DIVD An actively managed global dividend fund priced like an index product: 0.49% to hunt value-priced dividend payers across developed and emerging markets, with income paid out monthly.

JDIV Active global dividend investing at a near-index price. JPMorgan screens for stocks that pay more today and raise payouts faster, and charges roughly half the typical fee in its corner of the market.

Stated mandate

DIVD The Fund seeks long-term capital growth and income. It is actively managed and identifies dividend-paying companies using attractive valuations and other financial characteristics.

JDIV The fund seeks long-term growth and dividend income by investing through global stocks.

Why people hold it

• DIVD Charges 0.49%, less than half the typical fee in its global dividend income peer group and unusually low for a hand-picked portfolio.
• Genuinely global mandate: developed international and emerging market dividend payers, not a US large-cap list wearing a world label.
• Pays monthly, so distributions arrive twelve times a year instead of in quarterly lumps.
• Stock picking is bottom-up value: valuation and financial characteristics drive the list, and the portfolio rates among the strongest in its small cohort.

• JDIV Charges 0.47% a year, about half the median fee among active global dividend funds, and a hair under DIVD, the other low-cost name in the group.
• The screen wants both halves of the dividend trade: higher yield now plus faster dividend growth, rather than the fattest payout on the board.jpmorgan.com
• Global mandate, roughly 80 holdings, so the income comes from a concentrated bench that reaches past the usual US dividend stalwarts.
• The portfolio matches the global growth-and-income job description on its own fact sheet, and it sits in the upper half of its peer group overall.

Worth knowing

• DIVD A small, thinly traded fund. Spreads can run wider and large orders are harder to fill than in a mega-cap index ETF.
• Launched in 2022, so the public record is short, and results ride on the manager's calls rather than a published index.
• The value screen means the holdings can look nothing like a broad global benchmark, and can drift from it for long stretches.

• JDIV Launched in 2024, so the record is short. There is limited history showing how the dividend screen behaves through a full market cycle.
• A small, lightly traded fund. Spreads can run wider than on the mega-cap dividend giants, which makes limit orders worth the extra click.
• Distributions land quarterly, not monthly, so the cash arrives in four lumps a year.

Full DIVD profile⁠

Full JDIV profile⁠