IDVZPolen International Dividend Income ETF
Seeks capital appreciation with lower volatility and a higher dividend yield compared to the MSCI ACWI ex USA High Dividend Yield Total Return Index.
By Polen Capital · Launched 2024
0.75%
#3,925 of 5,861 · average
$176M
#2,452 of 5,861 · mid-size
+25.2%
1 year
#3,955 of 5,861 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
Global ex-USCap
Large
Strategy
Active selection
Factor
Dividend
Index tracked
MSCI ACWI ex USA High Dividend Yield Total Return Index
What it actually holds
By weightConcentration
Top 10 holdings = 35.3% of fund✓ well diversified
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation with lower volatility and a higher dividend yield compared to the MSCI ACWI ex USA High Dividend Yield Total Return Index.
- Strategy
- Actively manages a portfolio of dividend-paying companies, typically 40-60, with market capitalizations greater than $8 billion. Focuses on non-U.S. companies expected to grow dividends over time, aiming for lower volatility and higher yields than the MSCI ACWI ex USA High Dividend Yield Total Return Index.
- Inception date
- December 26, 2024
- Fund family
- Polen Capital
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Data updated on 2026-08-04