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DIVZ vs HDV

Polen Dividend Income ETF vs iShares Core High Dividend ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

HDV

iShares Core High Dividend ETF

iShares

Annual cost

0.08%

Fund size

$13.6B

Key differences

  • HDV costs 0.57% less per year.
  • HDV is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • DIVZ follows a active selection strategy; HDV uses index tracking.
  • HDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVZHDV
Annual cost (TER)0.65%0.08%
Fund size (AUM)$242M$13.6B
Since20212011
Dividend yield2.57%2.88%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+25.2%
CAGR 3Y+15.6%+16.3%
CAGR 5Y+9.2%+10.8%
Sharpe 3Y1.051.09
Volatility 1Y9.19%9.59%
Max drawdown-15.43%-37.04%

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

Similar to DIVZ and HDV