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DIVZ vs DVYA

Polen Dividend Income ETF vs iShares Asia/Pacific Dividend ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

DVYA

iShares Asia/Pacific Dividend ETF

iShares

Annual cost

0.49%

Fund size

$70M

Key differences

  • DVYA costs 0.16% less per year.
  • DIVZ is significantly larger than DVYA — larger funds tend to be more liquid and less likely to close.
  • DIVZ follows a active selection strategy; DVYA uses index tracking.
  • Over the last 3 years, DVYA has delivered higher annualized returns.
  • DVYA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVZDVYA
Annual cost (TER)0.65%0.49%
Fund size (AUM)$242M$70M
Since20212012
Dividend yield2.57%4.31%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+41.3%
CAGR 3Y+15.6%+21.3%
CAGR 5Y+9.2%+10.6%
Sharpe 3Y1.051.15
Volatility 1Y9.19%13.00%
Max drawdown-15.43%-45.61%

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

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