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IDVZ vs EFAS

Polen International Dividend Income ETF vs Global X MSCI SuperDividend EAFE ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

EFAS

Global X MSCI SuperDividend EAFE ETF

Global X Funds

Annual cost

0.55%

Fund size

$48M

Key differences

  • EFAS costs 0.20% less per year.
  • IDVZ is significantly larger than EFAS — larger funds tend to be more liquid and less likely to close.
  • IDVZ follows a active selection strategy; EFAS uses index tracking.
  • EFAS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZEFAS
Annual cost (TER)0.75%0.55%
Fund size (AUM)$155M$48M
Since20242016
Dividend yield2.67%4.48%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+33.5%
CAGR 3YN/A+24.3%
CAGR 5YN/A+12.7%
Sharpe 3YN/A1.42
Volatility 1Y11.89%10.62%
Max drawdown-10.99%-44.39%

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

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