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DIVZ vs TDVG

Polen Dividend Income ETF vs T. Rowe Price Dividend Growth ETF

DIVZ

Polen Dividend Income ETF

Annual cost

0.65%

Fund size

$244M

TDVG

T. Rowe Price Dividend Growth ETF

Annual cost

0.50%

Fund size

$1.3B

Key differences

Both DIVZ and TDVG are equity ETFs. DIVZ charges 0.65% a year and TDVG 0.50%. The main difference: TDVG costs 0.15% less per year.

  • TDVG costs 0.15% less per year.
  • TDVG is much larger than DIVZ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DIVZTDVG
Annual cost (TER)0.65%0.50%
Fund size (AUM)$244M$1.3B
Since20212020
Dividend yield2.58%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+12.9%+16.5%
CAGR 3Y+16.3%+16.3%
CAGR 5Y+8.9%+9.9%
Sharpe 3Y1.101.02
Volatility 1Y9.28%9.75%
Max drawdown-15.43%-19.20%

Similar to DIVZ and TDVG