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DIVZ vs SPYD

Polen Dividend Income ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

Key differences

  • SPYD costs 0.58% less per year.
  • SPYD is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • DIVZ follows a active selection strategy; SPYD uses index tracking.
  • SPYD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVZSPYD
Annual cost (TER)0.65%0.07%
Fund size (AUM)$242M$7.4B
Since20212015
Dividend yield2.57%4.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+18.8%
CAGR 3Y+15.6%+14.8%
CAGR 5Y+9.2%+6.9%
Sharpe 3Y1.050.78
Volatility 1Y9.19%11.72%
Max drawdown-15.43%-46.42%

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

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