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DIVZ vs PID

Polen Dividend Income ETF vs Invesco International Dividend Achievers ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

PID

Invesco International Dividend Achievers ETF

Invesco

Annual cost

0.53%

Fund size

$929M

Key differences

  • PID costs 0.12% less per year.
  • PID is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • DIVZ covers north america markets; PID covers global.
  • DIVZ follows a active selection strategy; PID uses index tracking.
  • Over the last 3 years, DIVZ has delivered higher annualized returns.
  • PID has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVZPID
Annual cost (TER)0.65%0.53%
Fund size (AUM)$242M$929M
Since20212005
Dividend yield2.57%3.28%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+18.6%
CAGR 3Y+15.6%+12.4%
CAGR 5Y+9.2%+9.0%
Sharpe 3Y1.050.71
Volatility 1Y9.19%9.72%
Max drawdown-15.43%-46.07%

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

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