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IDVZ vs DJD

Polen International Dividend Income ETF vs Invesco Dow Jones Industrial Average Dividend ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

DJD

Invesco Dow Jones Industrial Average Dividend ETF

Invesco

Annual cost

0.07%

Fund size

$449M

Key differences

  • DJD costs 0.68% less per year.
  • IDVZ covers global markets; DJD covers north america.
  • IDVZ follows a active selection strategy; DJD uses index tracking.
  • DJD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZDJD
Annual cost (TER)0.75%0.07%
Fund size (AUM)$155M$449M
Since20242015
Dividend yield2.67%2.51%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+25.6%
CAGR 3YN/A+18.0%
CAGR 5YN/A+10.0%
Sharpe 3YN/A1.14
Volatility 1Y11.89%10.28%
Max drawdown-10.99%-34.66%

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

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