IDVZPolen International Dividend Income ETF
Seeks capital appreciation with lower volatility and higher dividend yield compared to the MSCI ACWI ex USA High Dividend Yield Index.
By Polen Capital · Launched 2024
Annual Cost
0.75%
#3,765 of 5,562 · expensive
Fund Size
$157M
#2,514 of 5,562 · mid-size
Return (1Y)Goal
+22.3%
Track Record
1 year
#4,048 of 5,562 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,236+22.4%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 35.2% of fund✓ well diversified
Orange SA
4.2%
GSK PLC
3.9%
BNP Paribas SA
3.8%
Reckitt Benckiser Group PLC
3.8%
Enel SpA
3.7%
PETROBRAS
3.4%
Koninklijke KPN NV
3.3%
British American Tobacco PLC
3.2%
TSMC
3.1%
UBS Group AG
2.9%
Asset allocation
Stocks
98.4%
Cash
1.6%
By sector
Consumer Defensive
22.3%
Financial Services
18.9%
Communication
16.1%
Healthcare
10.6%
Technology
9.9%
Energy
9.0%
Utilities
6.2%
Basic Materials
3.2%
Other
3.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.2%Moderate
Year-on-year price swings
Max drawdown
-11.0%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation with lower volatility and higher dividend yield compared to the MSCI ACWI ex USA High Dividend Yield Index.
- Strategy
- Actively invests primarily in dividend-paying companies, focusing on 40-60 firms expected to grow dividends over time. Targets non-U.S. companies with market caps over $8 billion, using ADRs and GDRs for investment.
- Inception date
- December 26, 2024
- Fund family
- Polen Capital
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Data updated on 2026-06-19