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DIVZ vs DIVB

Polen Dividend Income ETF vs iShares Core Dividend ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

DIVB

iShares Core Dividend ETF

iShares

Annual cost

0.05%

Fund size

$1.4B

Key differences

  • DIVB costs 0.60% less per year.
  • DIVB is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • DIVZ follows a active selection strategy; DIVB uses index tracking.
  • Over the last 3 years, DIVB has delivered higher annualized returns.

Side-by-side comparison

DIVZDIVB
Annual cost (TER)0.65%0.05%
Fund size (AUM)$242M$1.4B
Since20212017
Dividend yield2.57%2.34%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+29.5%
CAGR 3Y+15.6%+22.0%
CAGR 5Y+9.2%+12.0%
Sharpe 3Y1.051.30
Volatility 1Y9.19%11.34%
Max drawdown-15.43%-36.93%

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

Similar to DIVZ and DIVB