DIVZ vs LRGG
Comparison between POLEN DIVIDEND INCOME ETF (DIVZ, ETF) and MACQUARIE FOCUSED LARGE GROWTH ETF (LRGG, ETF).
DIVZ vs LRGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DIVZ
$244M
LRGG
$244M
Expense Ratio
DIVZ
0.65%
Winner
LRGG
0.45%
Max Drawdown
Winner
DIVZ
18.09%
LRGG
19.07%
Sharpe Ratio
Winner
DIVZ
0.96
LRGG
-0.37
5Y Beta
Winner
DIVZ
0.42
LRGG
0.90
P/E Ratio
Winner
DIVZ
20.73
LRGG
29.68
Forward P/E
Winner
DIVZ
15.47
LRGG
24.33
PEG Ratio
Winner
DIVZ
-4.52
LRGG
0.61
5Y Dividends CAGR
DIVZ
71.10%
LRGG
N/A
5Y EPS CAGR
DIVZ
6.38%
Winner
LRGG
35.35%
P/S Ratio
Winner
DIVZ
1.72
LRGG
4.74
P/B Ratio
Winner
DIVZ
3.14
LRGG
8.97
DIVZ vs LRGG - Holdings Comparison
DIVZ and LRGG have 0 common holdings. Overlap is 0.00%
DIVZ's top 25 holdings weight is 93.17%. LRGG's top 25 holdings weight is 99.99%.
| Rank | DIVZ | LRGG |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 5.91% | NVIDIA CORP (NVDA) - 16.99% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.75% | MICROSOFT CORP (MSFT) - 10.53% |
| #3 | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.55% | APPLE INC (AAPL) - 9.58% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.34% | ALPHABET INC CLASS C (GOOG) - 6.78% |
| #5 | NEXTERA ENERGY INC (NEE) - 4.66% | AMAZON.COM INC (AMZN) - 5.62% |
| #6 | CHEVRON CORP (CVX) - 4.41% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.29% |
| #7 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.33% | VISA INC CLASS A (V) - 4.53% |
| #8 | JOHNSON & JOHNSON (JNJ) - 4.32% | VERISK ANALYTICS INC (VRSK) - 4.50% |
| #9 | DOMINION ENERGY INC (D) - 4.03% | DANAHER CORP (DHR) - 3.99% |
| #10 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 4.01% | MOTOROLA SOLUTIONS INC (MSI) - 3.78% |
| #11 | CME GROUP INC CLASS A (CME) - 3.97% | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.68% |
| #12 | VALERO ENERGY CORP (VLO) - 3.70% | S&P GLOBAL INC (SPGI) - 3.60% |
| #13 | THE HERSHEY CO (HSY) - 3.46% | GE AEROSPACE (GE) - 3.44% |
| #14 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.39% | WASTE CONNECTIONS INC (WCN) - 3.39% |
| #15 | THE HOME DEPOT INC (HD) - 3.35% | MASTERCARD INC CLASS A (MA) - 3.08% |
| #16 | ENBRIDGE INC (ENB) - 3.33% | MSCI INC (MSCI) - 2.88% |
| #17 | THE CIGNA GROUP (CI) - 3.08% | VEEVA SYSTEMS INC CLASS A (VEEV) - 2.29% |
| #18 | ABBVIE INC (ABBV) - 2.92% | INTUITIVE SURGICAL INC (ISRG) - 2.24% |
| #19 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.87% | FERRARI NV (RACE) - 1.98% |
| #20 | PEPSICO INC (PEP) - 2.70% | INTUIT INC (INTU) - 1.66% |
| #21 | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.65% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.16% |
| #22 | KINDER MORGAN INC CLASS P (KMI) - 2.58% | US DOLLAR (n/a) - 0.00% |
| #23 | ATMOS ENERGY CORP (ATO) - 2.52% | N/A |
| #24 | ALTRIA GROUP INC (MO) - 2.33% | N/A |
| #25 | LENNAR CORP CLASS A (LEN) - 2.01% | N/A |
| Total Holdings | 29 | 22 |
DIVZ vs LRGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVZ
+1.14%
LRGG
-2.11%
3M
DIVZ
+1.68%
Winner
LRGG
+3.79%
6M
Winner
DIVZ
+5.57%
LRGG
-5.97%
1Y
Winner
DIVZ
+12.01%
LRGG
-2.65%
5Y(CAGR)
DIVZ
+8.92%
LRGG
N/A
Max(CAGR)
Winner
DIVZ
+11.62%
LRGG
+3.95%
DIVZ vs LRGG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | DIVZ | LRGG |
|---|---|---|
| 2026 | +5.23% | -6.70% |
| 2025 | +16.35% | +8.08% |
| 2024 | +17.39% | +8.81% |
| 2023 | -0.12% | N/A |
| 2022 | +2.45% | N/A |
| 2021 | +19.73% | N/A |
DIVZ vs LRGG Drawdown Comparison
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The maximum drawdown for LRGG was -18.94%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current DIVZ drawdown is -1.91%. The current LRGG drawdown is -10.48%.
| Rank | DIVZ | LRGG |
|---|---|---|
| #1 | -15.44% Jun 7, 2022 - Mar 20, 2024 | -18.94% Oct 28, 2025 - Mar 27, 2026 |
| #2 | -8.98% Mar 3, 2025 - May 16, 2025 | -16.69% Dec 11, 2024 - Jun 30, 2025 |
| #3 | -7.25% Nov 29, 2024 - Feb 13, 2025 | -8.43% Jul 10, 2024 - Oct 11, 2024 |
| #4 | -6.77% Apr 20, 2022 - Jun 7, 2022 | -3.77% Sep 22, 2025 - Oct 27, 2025 |
| #5 | -5.96% Oct 22, 2021 - Dec 27, 2021 | -3.07% Oct 22, 2024 - Nov 6, 2024 |
| #6 | -5.83% Feb 27, 2026 - Apr 15, 2026 | -2.53% Aug 15, 2025 - Sep 22, 2025 |
| #7 | -5.14% Jun 10, 2021 - Oct 20, 2021 | -2.48% Nov 13, 2024 - Dec 2, 2024 |
| #8 | -4.58% Feb 9, 2022 - Mar 22, 2022 | -2.47% Jul 30, 2025 - Aug 14, 2025 |
| #9 | -4.55% Jul 31, 2024 - Aug 15, 2024 | -2.11% May 21, 2024 - Jun 5, 2024 |
| #10 | -4.08% Sep 11, 2025 - Nov 28, 2025 | -1.12% Oct 14, 2024 - Oct 22, 2024 |
| #11 | -3.95% Apr 3, 2024 - May 6, 2024 | -0.82% Dec 4, 2024 - Dec 11, 2024 |
| #12 | -3.84% Jan 14, 2022 - Feb 2, 2022 | -0.73% Jul 3, 2025 - Jul 10, 2025 |
| #13 | -3.05% Oct 18, 2024 - Nov 11, 2024 | -0.61% Jun 21, 2024 - Jun 25, 2024 |
| #14 | -2.95% Feb 24, 2021 - Mar 8, 2021 | -0.47% Jun 5, 2024 - Jun 11, 2024 |
| #15 | -2.93% May 15, 2024 - Jul 11, 2024 | -0.40% Nov 8, 2024 - Nov 13, 2024 |
Correlation
Correlation between DIVZ and LRGG is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2021 - 2026)
DIVZ vs LRGG dividend yield comparison.
| Year | DIVZ | LRGG |
|---|---|---|
| 2026 | 1.02% | 0.00% |
| 2025 | 2.60% | 0.16% |
| 2024 | 2.63% | 0.13% |
| 2023 | 3.66% | 0.00% |
| 2022 | 3.23% | 0.00% |
| 2021 | 3.83% | 0.00% |
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