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DIVZ vs SPDV

Polen Dividend Income ETF vs AAM S&P 500 High Dividend Value ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

SPDV

AAM S&P 500 High Dividend Value ETF

AAM

Annual cost

0.29%

Fund size

$90M

Key differences

  • SPDV costs 0.36% less per year.
  • DIVZ follows a active selection strategy; SPDV uses index tracking.
  • Over the last 3 years, SPDV has delivered higher annualized returns.

Side-by-side comparison

DIVZSPDV
Annual cost (TER)0.65%0.29%
Fund size (AUM)$242M$90M
Since20212017
Dividend yield2.57%3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+29.3%
CAGR 3Y+15.6%+17.2%
CAGR 5Y+9.2%+8.5%
Sharpe 3Y1.050.91
Volatility 1Y9.19%12.31%
Max drawdown-15.43%-43.81%

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

Similar to DIVZ and SPDV