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FID vs IDVZ

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

FID

First Trust S&P International Dividend Aristocrats ETF

First Trust

Annual cost

0.60%

Fund size

$161M

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

Key differences

  • FID costs 0.15% less per year.
  • FID follows a index tracking strategy; IDVZ uses active selection.
  • FID has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FIDIDVZ
Annual cost (TER)0.60%0.75%
Fund size (AUM)$161M$155M
Since20132024
Dividend yield4.09%2.67%
Asset classequityequity
Regionglobal
Strategyindex trackingactive selection
CAGR 1Y+24.8%+25.4%
CAGR 3Y+16.6%N/A
CAGR 5Y+8.0%N/A
Sharpe 3Y1.03N/A
Volatility 1Y10.17%11.89%
Max drawdown-39.79%-10.99%

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

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