Screener
DIVZ vs PFM
Polen Dividend Income ETF vs Invesco Dividend Achievers ETF
Key differences
- PFM costs 0.13% less per year.
- PFM is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
- DIVZ follows a active selection strategy; PFM uses index tracking.
- PFM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVZ | PFM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.52% |
| Fund size (AUM) | $242M | $764M |
| Since | 2021 | 2005 |
| Dividend yield | 2.57% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.1% | +21.4% |
| CAGR 3Y | +15.6% | +16.4% |
| CAGR 5Y | +9.2% | +10.5% |
| Sharpe 3Y | 1.05 | 1.04 |
| Volatility 1Y | 9.19% | 9.63% |
| Max drawdown | -15.43% | -32.21% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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