DIVZ vs OPTZ
Comparison between POLEN DIVIDEND INCOME ETF (DIVZ, ETF) and OPTIMIZE STRATEGY INDEX ETF (OPTZ, ETF).
DIVZ vs OPTZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVZ
$242M
Winner
OPTZ
$242M
Expense Ratio
DIVZ
0.65%
Winner
OPTZ
0.25%
Max Drawdown
Winner
DIVZ
18.09%
OPTZ
25.98%
Sharpe Ratio
DIVZ
0.96
Winner
OPTZ
2.15
5Y Beta
Winner
DIVZ
0.42
OPTZ
1.16
P/E Ratio
Winner
DIVZ
20.81
OPTZ
41.28
Forward P/E
DIVZ
15.28
Winner
OPTZ
14.20
PEG Ratio
DIVZ
-5.30
OPTZ
N/A
5Y Dividends CAGR
DIVZ
71.10%
OPTZ
N/A
5Y EPS CAGR
DIVZ
6.39%
Winner
OPTZ
17.68%
Debt to Equity
DIVZ
N/A
OPTZ
22.83%
P/S Ratio
DIVZ
1.69
Winner
OPTZ
1.52
P/B Ratio
Winner
DIVZ
3.16
OPTZ
3.82
DIVZ vs OPTZ - Holdings Comparison
DIVZ and OPTZ have 5 common holdings. Overlap is 0.76%
DIVZ's top 25 holdings weight is 93.17%. OPTZ's top 25 holdings weight is 41.01%.
| Rank | DIVZ | OPTZ |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 5.91% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.21% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.75% | PENGUIN SOLUTIONS INC (PENG) - 3.20% |
| #3 | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.55% | ADVANCED MICRO DEVICES INC (AMD) - 2.79% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.34% | MICRON TECHNOLOGY INC (MU) - 2.58% |
| #5 | NEXTERA ENERGY INC (NEE) - 4.66% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.55% |
| #6 | CHEVRON CORP (CVX) - 4.41% | TTM TECHNOLOGIES INC (TTMI) - 2.39% |
| #7 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.33% | WESTERN DIGITAL CORP (WDC) - 2.28% |
| #8 | JOHNSON & JOHNSON (JNJ) - 4.32% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 2.10% |
| #9 | DOMINION ENERGY INC (D) - 4.03% | COHERENT CORP (COHR) - 1.72% |
| #10 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 4.01% | LAM RESEARCH CORP (LRCX) - 1.72% |
| #11 | CME GROUP INC CLASS A (CME) - 3.97% | ARROW ELECTRONICS INC (ARW) - 1.72% |
| #12 | VALERO ENERGY CORP (VLO) - 3.70% | LUMENTUM HOLDINGS INC (LITE) - 1.66% |
| #13 | THE HERSHEY CO (HSY) - 3.46% | KLA CORP (KLAC) - 1.59% |
| #14 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.39% | TERADYNE INC (TER) - 1.52% |
| #15 | THE HOME DEPOT INC (HD) - 3.35% | FIRST SOLAR INC (FSLR) - 1.52% |
| #16 | ENBRIDGE INC (ENB) - 3.33% | APPLIED MATERIALS INC (AMAT) - 1.49% |
| #17 | THE CIGNA GROUP (CI) - 3.08% | QORVO INC (QRVO) - 1.48% |
| #18 | ABBVIE INC (ABBV) - 2.92% | FABRINET (FN) - 1.48% |
| #19 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.87% | ANALOG DEVICES INC (ADI) - 1.42% |
| #20 | PEPSICO INC (PEP) - 2.70% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.39% |
| #21 | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.65% | ENLIVEN THERAPEUTICS INC (ELVN) - 0.24% |
| #22 | KINDER MORGAN INC CLASS P (KMI) - 2.58% | GARMIN LTD (GRMN) - 0.24% |
| #23 | ATMOS ENERGY CORP (ATO) - 2.52% | NOMAD FOODS LTD (NOMD) - 0.24% |
| #24 | ALTRIA GROUP INC (MO) - 2.33% | COSTCO WHOLESALE CORP (COST) - 0.24% |
| #25 | LENNAR CORP CLASS A (LEN) - 2.01% | TAPESTRY INC (TPR) - 0.24% |
| Total Holdings | 29 | 297 |
DIVZ vs OPTZ - Historical Returns
Returns include dividend reinvestment.
1M
DIVZ
+1.03%
Winner
OPTZ
+4.31%
3M
DIVZ
-0.80%
Winner
OPTZ
+18.19%
6M
DIVZ
+5.45%
Winner
OPTZ
+24.28%
1Y
DIVZ
+12.71%
Winner
OPTZ
+53.22%
5Y(CAGR)
DIVZ
+8.63%
OPTZ
N/A
Max(CAGR)
DIVZ
+11.39%
Winner
OPTZ
+31.45%
DIVZ vs OPTZ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | DIVZ | OPTZ |
|---|---|---|
| 2026 | +3.85% | +23.43% |
| 2025 | +16.35% | +22.56% |
| 2024 | +17.39% | +16.81% |
| 2023 | -0.12% | N/A |
| 2022 | +2.45% | N/A |
| 2021 | +19.73% | N/A |
DIVZ vs OPTZ Drawdown Comparison
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The maximum drawdown for OPTZ was -25.75%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.
The current DIVZ drawdown is -3.20%. The current OPTZ drawdown is -5.46%.
| Rank | DIVZ | OPTZ |
|---|---|---|
| #1 | -15.44% Jun 7, 2022 - Mar 20, 2024 | -25.75% Dec 4, 2024 - Jul 17, 2025 |
| #2 | -8.98% Mar 3, 2025 - May 16, 2025 | -10.63% Mar 2, 2026 - Apr 9, 2026 |
| #3 | -7.25% Nov 29, 2024 - Feb 13, 2025 | -9.01% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -6.77% Apr 20, 2022 - Jun 7, 2022 | -7.35% Oct 27, 2025 - Dec 3, 2025 |
| #5 | -5.96% Oct 22, 2021 - Dec 27, 2021 | -5.46% Jun 3, 2026 - Jun 5, 2026 |
| #6 | -5.83% Feb 27, 2026 - Apr 15, 2026 | -4.32% Nov 11, 2024 - Nov 25, 2024 |
| #7 | -5.14% Jun 10, 2021 - Oct 20, 2021 | -4.25% May 11, 2026 - May 22, 2026 |
| #8 | -4.58% Feb 9, 2022 - Mar 22, 2022 | -4.08% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -4.55% Jul 31, 2024 - Aug 15, 2024 | -3.40% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -4.08% Sep 11, 2025 - Nov 28, 2025 | -2.97% Dec 11, 2025 - Jan 6, 2026 |
| #11 | -3.95% Apr 3, 2024 - May 6, 2024 | -2.64% Aug 13, 2025 - Aug 26, 2025 |
| #12 | -3.84% Jan 14, 2022 - Feb 2, 2022 | -2.42% Aug 28, 2025 - Sep 11, 2025 |
| #13 | -3.05% Oct 18, 2024 - Nov 11, 2024 | -2.25% Apr 24, 2026 - Apr 30, 2026 |
| #14 | -2.95% Feb 24, 2021 - Mar 8, 2021 | -2.24% Jan 22, 2026 - Feb 6, 2026 |
| #15 | -2.93% May 15, 2024 - Jul 11, 2024 | -2.21% Oct 29, 2024 - Nov 6, 2024 |
Correlation
Correlation between DIVZ and OPTZ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2021 - 2026)
DIVZ vs OPTZ dividend yield comparison.
| Year | DIVZ | OPTZ |
|---|---|---|
| 2026 | 1.03% | 0.00% |
| 2025 | 2.60% | 0.58% |
| 2024 | 2.63% | 0.32% |
| 2023 | 3.66% | 0.00% |
| 2022 | 3.23% | 0.00% |
| 2021 | 3.83% | 0.00% |
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