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IDVZ vs IGRO

Polen International Dividend Income ETF vs iShares International Dividend Growth ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

IGRO

iShares International Dividend Growth ETF

iShares

Annual cost

0.15%

Fund size

$1.2B

Key differences

  • IGRO costs 0.60% less per year.
  • IGRO is significantly larger than IDVZ — larger funds tend to be more liquid and less likely to close.
  • IDVZ follows a active selection strategy; IGRO uses index tracking.
  • IGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZIGRO
Annual cost (TER)0.75%0.15%
Fund size (AUM)$155M$1.2B
Since20242016
Dividend yield2.67%2.39%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+17.0%
CAGR 3YN/A+15.2%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.88
Volatility 1Y11.89%12.50%
Max drawdown-10.99%-36.25%

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

Similar to IDVZ and IGRO