DIVZPolen Dividend Income ETF
Seeks capital appreciation with lower volatility and higher dividend yield compared to the S&P 500 Index.
Polen Capital · Since 2021 (5 years)
Annual Cost
0.65%
#3117 out of 5,332 ETFs
Fund Size
$232M
#2003 out of 5,332 ETFs
Dividend Yield
2.67%
Track Record
5 years
#2345 out of 5,332 ETFs
Performance
1 Year
+16.0%
3 Years
+14.0%
5 Years
+9.9%
What's inside
Asset class
Region
Strategy
active selection
Cap
large
Factor
dividend
Asset allocation
Stocks
98.4%
Cash
1.6%
Sector breakdown
Energy
25.1%
Consumer Defensive
20.0%
Utilities
17.7%
Healthcare
13.1%
Financial Services
8.9%
Communication
6.3%
Consumer Cyclical
4.7%
Industrials
4.3%
Top holdings
Chevron CorpCVX6.9%
Verizon Communications IncVZ6.2%
MPLX LP Partnership UnitsMPLX5.7%
Philip Morris International IncPM5.3%
NextEra Energy IncNEE5.0%
Johnson & JohnsonJNJ4.7%
United Parcel Service Inc Class BUPS4.2%
CME Group Inc Class ACME4.2%
Valero Energy CorpVLO3.8%
The Hershey CoHSY3.8%
Risk profile
Volatility (1Y)
9.3%
Moderate
Max drawdown
-15.4%
Worst peak-to-trough loss
Sharpe (3Y)
0.92
Decent risk-adjusted returns
Sortino (3Y)
1.33
Good downside protection
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Data updated on 2026-05-05