Skip to content
Beacon
Screener

DIVZ vs WDIV

Polen Dividend Income ETF vs State Street SPDR S&P Global Dividend ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

Key differences

  • WDIV costs 0.25% less per year.
  • DIVZ follows a active selection strategy; WDIV uses index tracking.
  • Over the last 3 years, WDIV has delivered higher annualized returns.
  • WDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVZWDIV
Annual cost (TER)0.65%0.40%
Fund size (AUM)$242M$266M
Since20212013
Dividend yield2.57%4.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+24.8%
CAGR 3Y+15.6%+16.6%
CAGR 5Y+9.2%+8.0%
Sharpe 3Y1.051.06
Volatility 1Y9.19%10.17%
Max drawdown-15.43%-42.34%

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

Similar to DIVZ and WDIV