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IDVZ vs PFM

Polen International Dividend Income ETF vs Invesco Dividend Achievers ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

Key differences

  • PFM costs 0.23% less per year.
  • PFM is significantly larger than IDVZ — larger funds tend to be more liquid and less likely to close.
  • IDVZ covers global markets; PFM covers north america.
  • IDVZ follows a active selection strategy; PFM uses index tracking.
  • PFM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZPFM
Annual cost (TER)0.75%0.52%
Fund size (AUM)$155M$764M
Since20242005
Dividend yield2.67%1.37%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+21.4%
CAGR 3YN/A+16.4%
CAGR 5YN/A+10.5%
Sharpe 3YN/A1.04
Volatility 1Y11.89%9.63%
Max drawdown-10.99%-32.21%

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

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