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