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WDIV vs DIVZ

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

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • WDIV costs 0.25% less per year.
  • WDIV follows a index tracking strategy; DIVZ uses active selection.
  • Over the last 3 years, WDIV has delivered higher annualized returns.
  • WDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WDIVDIVZ
Annual cost (TER)0.40%0.65%
Fund size (AUM)$266M$242M
Since20132021
Dividend yield4.07%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+24.8%+16.1%
CAGR 3Y+16.6%+15.6%
CAGR 5Y+8.0%+9.2%
Sharpe 3Y1.061.05
Volatility 1Y10.17%9.19%
Max drawdown-42.34%-15.43%

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

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