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DGRO vs DIVZ

iShares Core Dividend Growth ETF vs Polen Dividend Income ETF

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • DGRO costs 0.57% less per year.
  • DGRO is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • DGRO follows a index tracking strategy; DIVZ uses active selection.
  • Over the last 3 years, DGRO has delivered higher annualized returns.
  • DGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGRODIVZ
Annual cost (TER)0.08%0.65%
Fund size (AUM)$39.6B$242M
Since20142021
Dividend yield2.00%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+24.3%+16.1%
CAGR 3Y+17.2%+15.6%
CAGR 5Y+10.6%+9.2%
Sharpe 3Y1.111.05
Volatility 1Y9.59%9.19%
Max drawdown-35.10%-15.43%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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