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DIVZ vs DJD

Polen Dividend Income ETF vs Invesco Dow Jones Industrial Average Dividend ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

DJD

Invesco Dow Jones Industrial Average Dividend ETF

Invesco

Annual cost

0.07%

Fund size

$449M

Key differences

  • DJD costs 0.58% less per year.
  • DIVZ follows a active selection strategy; DJD uses index tracking.
  • Over the last 3 years, DJD has delivered higher annualized returns.
  • DJD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVZDJD
Annual cost (TER)0.65%0.07%
Fund size (AUM)$242M$449M
Since20212015
Dividend yield2.57%2.51%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+25.6%
CAGR 3Y+15.6%+18.0%
CAGR 5Y+9.2%+10.0%
Sharpe 3Y1.051.14
Volatility 1Y9.19%10.28%
Max drawdown-15.43%-34.66%

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

Similar to DIVZ and DJD