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IDVZ vs DIVB

Polen International Dividend Income ETF vs iShares Core Dividend ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

DIVB

iShares Core Dividend ETF

iShares

Annual cost

0.05%

Fund size

$1.4B

Key differences

  • DIVB costs 0.70% less per year.
  • DIVB is significantly larger than IDVZ — larger funds tend to be more liquid and less likely to close.
  • IDVZ covers global markets; DIVB covers north america.
  • IDVZ follows a active selection strategy; DIVB uses index tracking.
  • DIVB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZDIVB
Annual cost (TER)0.75%0.05%
Fund size (AUM)$155M$1.4B
Since20242017
Dividend yield2.67%2.34%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+29.5%
CAGR 3YN/A+22.0%
CAGR 5YN/A+12.0%
Sharpe 3YN/A1.30
Volatility 1Y11.89%11.34%
Max drawdown-10.99%-36.93%

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

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