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DVVY vs DIVZ

Invesco Diversified Dividend Opportunities ETF vs Polen Dividend Income ETF

DVVY

Invesco Diversified Dividend Opportunities ETF

Invesco

Annual cost

0.33%

Fund size

$3M

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • DVVY costs 0.32% less per year.
  • DIVZ is significantly larger than DVVY — larger funds tend to be more liquid and less likely to close.
  • DIVZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVVYDIVZ
Annual cost (TER)0.33%0.65%
Fund size (AUM)$3M$242M
Since20262021
Dividend yield2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+16.1%
CAGR 3YN/A+15.6%
CAGR 5YN/A+9.2%
Sharpe 3YN/A1.05
Volatility 1Y9.19%
Max drawdown-2.57%-15.43%

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

Similar to DVVY and DIVZ