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RFFC vs IDVZ

ALPS Active Equity Opportunity ETF vs Polen International Dividend Income ETF

RFFC

ALPS Active Equity Opportunity ETF

Annual cost

0.48%

Fund size

$30M

IDVZ

Polen International Dividend Income ETF

Annual cost

0.75%

Fund size

$157M

Key differences

Both RFFC and IDVZ are equity ETFs. RFFC charges 0.48% a year and IDVZ 0.75%. The main difference: RFFC covers North America; IDVZ covers global markets.

  • RFFC covers North America; IDVZ covers global markets.
  • RFFC costs 0.27% less per year.
  • IDVZ is much larger than RFFC. Larger funds are usually more liquid and less likely to close.
  • RFFC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RFFCIDVZ
Annual cost (TER)0.48%0.75%
Fund size (AUM)$30M$157M
Since20162024
Dividend yield0.72%2.76%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+26.9%+20.7%
CAGR 3Y+21.7%N/A
CAGR 5Y+12.2%N/A
Sharpe 3Y1.22N/A
Volatility 1Y12.26%12.08%
Max drawdown-36.26%-10.99%

Similar to RFFC and IDVZ