AQLT vs DIVZ
Comparison between ISHARES MSCI GLOBAL QUALITY FACTOR ETF (AQLT, ETF) and POLEN DIVIDEND INCOME ETF (DIVZ, ETF).
AQLT vs DIVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AQLT
$298M
DIVZ
$298M
Expense Ratio
Winner
AQLT
0.20%
DIVZ
0.65%
Max Drawdown
Winner
AQLT
16.84%
DIVZ
18.09%
Sharpe Ratio
Winner
AQLT
1.24
DIVZ
0.58
5Y Beta
AQLT
0.92
Winner
DIVZ
0.37
P/E Ratio
AQLT
30.94
Winner
DIVZ
21.81
Forward P/E
AQLT
24.27
Winner
DIVZ
16.75
PEG Ratio
Winner
AQLT
0.60
DIVZ
0.76
5Y Dividends CAGR
AQLT
N/A
DIVZ
30.81%
5Y EPS CAGR
Winner
AQLT
26.44%
DIVZ
9.23%
Debt to Equity
AQLT
55.74%
DIVZ
N/A
P/S Ratio
AQLT
5.82
Winner
DIVZ
1.98
P/B Ratio
AQLT
10.72
Winner
DIVZ
3.83
AQLT vs DIVZ - Holdings Comparison
AQLT and DIVZ have 5 common holdings. Overlap is 8.12%
AQLT's top 25 holdings weight is 54.24%. DIVZ's top 25 holdings weight is 93.87%.
| Rank | AQLT | DIVZ |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 5.54% | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.83% |
| #2 | n/a (n/a) - 5.01% | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.83% |
| #3 | NVIDIA CORP (NVDA) - 4.77% | UNITEDHEALTH GROUP INC (UNH) - 5.70% |
| #4 | APPLE INC (AAPL) - 4.75% | VERIZON COMMUNICATIONS INC (VZ) - 5.67% |
| #5 | BROADCOM INC (AVGO) - 4.75% | JOHNSON & JOHNSON (JNJ) - 4.85% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.98% | CHEVRON CORP (CVX) - 4.64% |
| #7 | ELI LILLY AND CO (LLY) - 2.98% | NEXTERA ENERGY INC (NEE) - 4.51% |
| #8 | ASML HOLDING NV (n/a) - 2.61% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.37% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 2.33% | MICROSOFT CORP (MSFT) - 3.71% |
| #10 | VISA INC CLASS A (V) - 2.13% | THE HOME DEPOT INC (HD) - 3.67% |
| #11 | ALPHABET INC CLASS C (GOOG) - 1.84% | CME GROUP INC CLASS A (CME) - 3.64% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.79% | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 3.52% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.49% | RTX CORP (RTX) - 3.52% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.47% | ABBVIE INC (ABBV) - 3.37% |
| #15 | WALMART INC (WMT) - 1.30% | THE HERSHEY CO (HSY) - 3.31% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.27% | ALPHABET INC CLASS A (GOOGL) - 3.08% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.25% | THE CIGNA GROUP (CI) - 3.00% |
| #18 | COSTCO WHOLESALE CORP (COST) - 1.22% | ENBRIDGE INC (ENB) - 2.97% |
| #19 | CATERPILLAR INC (CAT) - 1.11% | ALTRIA GROUP INC (MO) - 2.96% |
| #20 | MERCK & CO INC (MRK) - 1.10% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.84% |
| #21 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.33% | THE GOLDMAN SACHS GROUP INC (GS) - 2.83% |
| #22 | HOWMET AEROSPACE INC (HWM) - 0.33% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.80% |
| #23 | ACCENTURE PLC CLASS A (ACN) - 0.32% | UNION PACIFIC CORP (UNP) - 2.54% |
| #24 | LOCKHEED MARTIN CORP (LMT) - 0.29% | ATMOS ENERGY CORP (ATO) - 2.38% |
| #25 | ZURICH INSURANCE GROUP AG (n/a) - 0.28% | ABBOTT LABORATORIES (ABT) - 2.33% |
| Total Holdings | 505 | 29 |
AQLT vs DIVZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AQLT
+3.11%
DIVZ
-1.95%
3M
AQLT
+1.46%
Winner
DIVZ
+2.63%
6M
Winner
AQLT
+7.81%
DIVZ
-0.27%
1Y
Winner
AQLT
+22.60%
DIVZ
+9.73%
5Y(CAGR)
AQLT
N/A
DIVZ
+9.42%
Max(CAGR)
Winner
AQLT
+16.72%
DIVZ
+11.49%
AQLT vs DIVZ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AQLT | DIVZ |
|---|---|---|
| 2026 | +13.43% | +6.99% |
| 2025 | +18.13% | +16.35% |
| 2024 | -3.14% | +17.39% |
| 2023 | N/A | -0.12% |
| 2022 | N/A | +2.45% |
| 2021 | N/A | +19.73% |
AQLT vs DIVZ Drawdown Comparison
The maximum drawdown for AQLT was -16.84%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The current AQLT drawdown is -1.85%. The current DIVZ drawdown is -1.95%.
| Rank | AQLT | DIVZ |
|---|---|---|
| #1 | -16.84% Feb 13, 2025 - Jun 26, 2025 | -15.44% Jun 7, 2022 - Mar 20, 2024 |
| #2 | -10.68% Feb 25, 2026 - Apr 17, 2026 | -8.98% Mar 3, 2025 - May 16, 2025 |
| #3 | -4.69% Oct 28, 2025 - Nov 28, 2025 | -7.25% Nov 29, 2024 - Feb 13, 2025 |
| #4 | -4.17% Dec 12, 2024 - Jan 23, 2025 | -6.77% Apr 20, 2022 - Jun 7, 2022 |
| #5 | -3.98% Jun 2, 2026 - Jun 15, 2026 | -5.96% Oct 22, 2021 - Dec 27, 2021 |
| #6 | -3.46% Jul 10, 2026 - Aug 4, 2026 | -5.83% Feb 27, 2026 - Jul 24, 2026 |
| #7 | -2.82% Oct 8, 2025 - Oct 20, 2025 | -5.14% Jun 10, 2021 - Oct 20, 2021 |
| #8 | -2.82% Jul 25, 2025 - Aug 12, 2025 | -4.58% Feb 9, 2022 - Mar 22, 2022 |
| #9 | -2.72% Jun 15, 2026 - Jul 6, 2026 | -4.55% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -2.61% Aug 13, 2026 - Aug 20, 2026 | -4.08% Sep 11, 2025 - Nov 28, 2025 |
| #11 | -2.25% Jan 29, 2026 - Feb 9, 2026 | -3.95% Apr 3, 2024 - May 6, 2024 |
| #12 | -2.25% May 14, 2026 - May 26, 2026 | -3.84% Jan 14, 2022 - Feb 2, 2022 |
| #13 | -2.14% Dec 11, 2025 - Dec 23, 2025 | -3.05% Oct 18, 2024 - Nov 11, 2024 |
| #14 | -1.77% Jan 12, 2026 - Jan 22, 2026 | -2.95% Feb 24, 2021 - Mar 8, 2021 |
| #15 | -1.72% Sep 22, 2025 - Oct 1, 2025 | -2.93% May 15, 2024 - Jul 11, 2024 |
Correlation
Correlation between AQLT and DIVZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2021 - 2026)
AQLT vs DIVZ dividend yield comparison.
| Year | AQLT | DIVZ |
|---|---|---|
| 2026 | 0.54% | 1.70% |
| 2025 | 1.05% | 2.60% |
| 2024 | 0.02% | 2.63% |
| 2023 | 0.00% | 3.66% |
| 2022 | 0.00% | 3.23% |
| 2021 | 0.00% | 3.83% |
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