Skip to content
Beacon
Screener

IDVZ vs WDIV

Polen International Dividend Income ETF vs State Street SPDR S&P Global Dividend ETF

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

Key differences

  • WDIV costs 0.35% less per year.
  • IDVZ covers global markets; WDIV covers north america.
  • IDVZ follows a active selection strategy; WDIV uses index tracking.
  • WDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVZWDIV
Annual cost (TER)0.75%0.40%
Fund size (AUM)$155M$266M
Since20242013
Dividend yield2.67%4.07%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.4%+24.8%
CAGR 3YN/A+16.6%
CAGR 5YN/A+8.0%
Sharpe 3YN/A1.06
Volatility 1Y11.89%10.17%
Max drawdown-10.99%-42.34%

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

Similar to IDVZ and WDIV