Skip to content
Beacon
Screener

IDVZ vs DWX

Polen International Dividend Income ETF vs State Street SPDR S&P International Dividend ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

DWX

State Street SPDR S&P International Dividend ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$512M

Key differences

  • DWX costs 0.30% less per year.
  • DWX is significantly larger than IDVZ — larger funds tend to be more liquid and less likely to close.
  • IDVZ is classified as equity, while DWX is alternative — different risk/return profiles.
  • IDVZ follows a active selection strategy; DWX uses index tracking.
  • DWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZDWX
Annual cost (TER)0.75%0.45%
Fund size (AUM)$155M$512M
Since20242008
Dividend yield2.67%4.18%
Asset classequityalternative
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+17.9%
CAGR 3YN/A+14.9%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.98
Volatility 1Y11.89%10.88%
Max drawdown-10.99%-36.05%

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

Similar to IDVZ and DWX