Skip to content
Beacon
Screener

IDVZ vs DVY

Polen International Dividend Income ETF vs iShares Select Dividend ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

Key differences

  • DVY costs 0.37% less per year.
  • DVY is significantly larger than IDVZ — larger funds tend to be more liquid and less likely to close.
  • IDVZ covers global markets; DVY covers north america.
  • IDVZ follows a active selection strategy; DVY uses index tracking.
  • DVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZDVY
Annual cost (TER)0.75%0.38%
Fund size (AUM)$155M$22.9B
Since20242003
Dividend yield2.67%3.38%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+23.9%
CAGR 3YN/A+16.1%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.89
Volatility 1Y11.89%11.23%
Max drawdown-10.99%-41.59%

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

Similar to IDVZ and DVY