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DIVD vs DIVZ

Altrius Global Dividend ETF vs Polen Dividend Income ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • DIVD costs 0.16% less per year.
  • DIVZ is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DIVD has delivered higher annualized returns.

Side-by-side comparison

DIVDDIVZ
Annual cost (TER)0.49%0.65%
Fund size (AUM)$17M$242M
Since20222021
Dividend yield2.70%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+27.6%+16.1%
CAGR 3Y+17.7%+15.6%
CAGR 5YN/A+9.2%
Sharpe 3Y1.081.05
Volatility 1Y11.41%9.19%
Max drawdown-13.88%-15.43%

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

Similar to DIVD and DIVZ