Polen Dividend Income ETF
$37.80−0.07 (−0.20%)
- 0.65%
- $309M
- +9.9%
- 2.54%
- 29.1K sh
- low $35.16high $39.67
The ETF.net DIVZ Grade
C
Score 45 out of 100
- 23 of 40
Score 45 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.D28 out of 100Rank 27 of 40Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B55 out of 100Rank 17 of 38Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A72 out of 100Rank 6 of 40Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D27 out of 100Rank 38 of 40Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A80 out of 100Rank 7 of 40
Our read on DIVZ
In short
CAbout 30 stocks, picked one at a time, with a value lens and a monthly payout. DIVZ is the stock-picker's answer to the dividend index screen, aiming for a higher yield and lower volatility than the S&P 500.
Stated mandate
The actively managed fund seeks capital appreciation with lower volatility and a higher dividend yield than the S&P 500 Index.
Why people hold it
Worth knowing
DIVZ Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
DIVZ$10,987
Returns run to the Nov 9, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | DIVZ |
|---|---|
| Year to date | +6.3% |
| 1 month | +2.1% |
| 3 months | −0.5% |
| 1 year | +9.9% |
| 3 years | +16.5% |
| 5 years | +8.9% |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | DIVZ |
|---|---|---|
| 2026 YTD | +6.3% | |
| 2025 | +16.7% | |
| 2024 | +18.4% | |
| 2023 | −0.5% | |
| 2022 | +3.5% | |
| 2021 | +19.7% |
DIVZ in the news
DIVZ Dividends
- 2.54%
- $0.96
- $0.07 per share
- Monthly
DIVZ Risk
- 10.5%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.15
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −15.5%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.45
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
DIVZ Cost
Overpaying vs VUS, cheapest in US Active Dividend Income
$7,558
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
DIVZ 0.65%
$12,717
VUS 0.25% Cheapest
$5,159
Cost over time
Year by year
| Year | DIVZ | VUS | Overpaying |
|---|---|---|---|
| 10 | $1,163 | $455 | $708 |
| 20 | $4,440 | $1,769 | $2,671 |
| 30 | $12,717 | $5,159 | $7,558 |
Other funds in US Active Dividend Income
- CDIVNHorizon Dividend Income ETFExpense ratio 0.70%1 year return +29.6%
- CDIVPCullen Enhanced Equity Income ETFExpense ratio 0.55%1 year return +20.0%
- CFRIZFranklin Dividend Growth ETFExpense ratio 0.49%1 year return +12.5%
- CBDVGiMGP Berkshire Dividend Growth ETFExpense ratio 0.55%1 year return +22.6%
- CSPCTLiberty One Spectrum ETFExpense ratio 0.85%1 year return +14.5%
