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HDV vs DIVZ

iShares Core High Dividend ETF vs Polen Dividend Income ETF

HDV

iShares Core High Dividend ETF

iShares

Annual cost

0.08%

Fund size

$13.6B

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • HDV costs 0.57% less per year.
  • HDV is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • HDV follows a index tracking strategy; DIVZ uses active selection.
  • HDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HDVDIVZ
Annual cost (TER)0.08%0.65%
Fund size (AUM)$13.6B$242M
Since20112021
Dividend yield2.88%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+25.2%+16.1%
CAGR 3Y+16.3%+15.6%
CAGR 5Y+10.8%+9.2%
Sharpe 3Y1.091.05
Volatility 1Y9.59%9.19%
Max drawdown-37.04%-15.43%

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

Similar to HDV and DIVZ