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FID vs DIVZ

First Trust S&P International Dividend Aristocrats ETF vs Polen Dividend Income ETF

FID

First Trust S&P International Dividend Aristocrats ETF

First Trust

Annual cost

0.60%

Fund size

$161M

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • FID costs 0.05% less per year.
  • FID follows a index tracking strategy; DIVZ uses active selection.
  • FID has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FIDDIVZ
Annual cost (TER)0.60%0.65%
Fund size (AUM)$161M$242M
Since20132021
Dividend yield4.09%2.57%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+24.8%+16.1%
CAGR 3Y+16.6%+15.6%
CAGR 5Y+8.0%+9.2%
Sharpe 3Y1.031.05
Volatility 1Y10.17%9.19%
Max drawdown-39.79%-15.43%

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

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