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IDVZ vs SDOG

Polen International Dividend Income ETF vs ALPS Sector Dividend Dogs ETF

IDVZ

Polen International Dividend Income ETF

Annual cost

0.75%

Fund size

$157M

SDOG

ALPS Sector Dividend Dogs ETF

Annual cost

0.36%

Fund size

$1.4B

Key differences

Both IDVZ and SDOG are equity ETFs. IDVZ charges 0.75% a year and SDOG 0.36%. The main difference: IDVZ follows a active selection strategy; SDOG uses index tracking.

  • IDVZ follows a active selection strategy; SDOG uses index tracking.
  • IDVZ covers global markets; SDOG covers North America.
  • SDOG costs 0.39% less per year.
  • SDOG is much larger than IDVZ. Larger funds are usually more liquid and less likely to close.
  • SDOG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZSDOG
Annual cost (TER)0.75%0.36%
Fund size (AUM)$157M$1.4B
Since20242012
Dividend yield2.76%3.35%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.7%+25.1%
CAGR 3YN/A+17.7%
CAGR 5YN/A+8.8%
Sharpe 3YN/A0.98
Volatility 1Y12.08%11.42%
Max drawdown-10.99%-43.56%

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