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DJD vs DIVZ

Invesco Dow Jones Industrial Average Dividend ETF vs Polen Dividend Income ETF

DJD

Invesco Dow Jones Industrial Average Dividend ETF

Invesco

Annual cost

0.07%

Fund size

$449M

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • DJD costs 0.58% less per year.
  • DJD follows a index tracking strategy; DIVZ uses active selection.
  • Over the last 3 years, DJD has delivered higher annualized returns.
  • DJD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DJDDIVZ
Annual cost (TER)0.07%0.65%
Fund size (AUM)$449M$242M
Since20152021
Dividend yield2.51%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+25.6%+16.1%
CAGR 3Y+18.0%+15.6%
CAGR 5Y+10.0%+9.2%
Sharpe 3Y1.141.05
Volatility 1Y10.28%9.19%
Max drawdown-34.66%-15.43%

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

Similar to DJD and DIVZ