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IDVZ vs FID

Polen International Dividend Income ETF vs First Trust S&P International Dividend Aristocrats ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

FID

First Trust S&P International Dividend Aristocrats ETF

First Trust

Annual cost

0.60%

Fund size

$161M

Key differences

  • FID costs 0.15% less per year.
  • IDVZ follows a active selection strategy; FID uses index tracking.
  • FID has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZFID
Annual cost (TER)0.75%0.60%
Fund size (AUM)$155M$161M
Since20242013
Dividend yield2.67%4.09%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+24.8%
CAGR 3YN/A+16.6%
CAGR 5YN/A+8.0%
Sharpe 3YN/A1.03
Volatility 1Y11.89%10.17%
Max drawdown-10.99%-39.79%

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

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