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IDVZ vs SPHD

Polen International Dividend Income ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • SPHD costs 0.45% less per year.
  • SPHD is significantly larger than IDVZ — larger funds tend to be more liquid and less likely to close.
  • IDVZ covers global markets; SPHD covers north america.
  • IDVZ follows a active selection strategy; SPHD uses index tracking.
  • SPHD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZSPHD
Annual cost (TER)0.75%0.30%
Fund size (AUM)$155M$3.3B
Since20242012
Dividend yield2.67%4.37%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+12.6%
CAGR 3YN/A+12.2%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.69
Volatility 1Y11.89%11.06%
Max drawdown-10.99%-41.39%

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

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