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PFM vs DIVZ

Invesco Dividend Achievers ETF vs Polen Dividend Income ETF

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • PFM costs 0.13% less per year.
  • PFM is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • PFM follows a index tracking strategy; DIVZ uses active selection.
  • PFM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFMDIVZ
Annual cost (TER)0.52%0.65%
Fund size (AUM)$764M$242M
Since20052021
Dividend yield1.37%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+21.4%+16.1%
CAGR 3Y+16.4%+15.6%
CAGR 5Y+10.5%+9.2%
Sharpe 3Y1.041.05
Volatility 1Y9.63%9.19%
Max drawdown-32.21%-15.43%

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

Similar to PFM and DIVZ