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IDVZ vs DIVI

Polen International Dividend Income ETF vs Franklin International Core Dividend Tilt Index ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

DIVI

Franklin International Core Dividend Tilt Index ETF

Franklin Templeton Investments

Annual cost

0.09%

Fund size

$2.4B

Key differences

  • DIVI costs 0.66% less per year.
  • DIVI is significantly larger than IDVZ — larger funds tend to be more liquid and less likely to close.
  • DIVI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZDIVI
Annual cost (TER)0.75%0.09%
Fund size (AUM)$155M$2.4B
Since20242016
Dividend yield2.67%3.61%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1Y+25.4%+28.0%
CAGR 3YN/A+17.9%
CAGR 5YN/A+14.0%
Sharpe 3YN/A0.94
Volatility 1Y11.89%14.86%
Max drawdown-10.99%-27.76%

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

Similar to IDVZ and DIVI