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DIVZ vs DIV

Polen Dividend Income ETF vs Global X SuperDividend U.S. ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

DIV

Global X SuperDividend U.S. ETF

Global X Funds

Annual cost

0.45%

Fund size

$750M

Key differences

  • DIV costs 0.20% less per year.
  • DIV is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • DIVZ follows a active selection strategy; DIV uses index tracking.
  • Over the last 3 years, DIVZ has delivered higher annualized returns.
  • DIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVZDIV
Annual cost (TER)0.65%0.45%
Fund size (AUM)$242M$750M
Since20212013
Dividend yield2.57%6.57%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+20.3%
CAGR 3Y+15.6%+13.2%
CAGR 5Y+9.2%+6.0%
Sharpe 3Y1.050.76
Volatility 1Y9.19%10.29%
Max drawdown-15.43%-52.74%

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

Similar to DIVZ and DIV