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DIVZ vs IGRO

Polen Dividend Income ETF vs iShares International Dividend Growth ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

IGRO

iShares International Dividend Growth ETF

iShares

Annual cost

0.15%

Fund size

$1.2B

Key differences

  • IGRO costs 0.50% less per year.
  • IGRO is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • DIVZ covers north america markets; IGRO covers global.
  • DIVZ follows a active selection strategy; IGRO uses index tracking.
  • IGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVZIGRO
Annual cost (TER)0.65%0.15%
Fund size (AUM)$242M$1.2B
Since20212016
Dividend yield2.57%2.39%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+17.0%
CAGR 3Y+15.6%+15.2%
CAGR 5Y+9.2%+8.0%
Sharpe 3Y1.050.88
Volatility 1Y9.19%12.50%
Max drawdown-15.43%-36.25%

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

Similar to DIVZ and IGRO