Screener
DIVZ vs SDY
Polen Dividend Income ETF vs State Street SPDR S&P Dividend ETF
Key differences
- SDY costs 0.30% less per year.
- SDY is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
- DIVZ follows a active selection strategy; SDY uses index tracking.
- Over the last 3 years, DIVZ has delivered higher annualized returns.
- SDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVZ | SDY | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.35% |
| Fund size (AUM) | $242M | $22.0B |
| Since | 2021 | 2005 |
| Dividend yield | 2.57% | 2.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.1% | +14.8% |
| CAGR 3Y | +15.6% | +10.1% |
| CAGR 5Y | +9.2% | +6.2% |
| Sharpe 3Y | 1.05 | 0.56 |
| Volatility 1Y | 9.19% | 10.48% |
| Max drawdown | -15.43% | -36.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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