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DIVZ vs SPY

Comparison between POLEN DIVIDEND INCOME ETF (DIVZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DIVZ, delivering a return of +13.3% compared to +8.6%

DIVZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIVZ
$242M
Winner
SPY
$735B
Expense Ratio
DIVZ
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
DIVZ
18.09%
SPY
56.47%
Sharpe Ratio
DIVZ
0.96
Winner
SPY
1.62
5Y Beta
Winner
DIVZ
0.42
SPY
1.00
P/E Ratio
Winner
DIVZ
20.81
SPY
28.99
Forward P/E
Winner
DIVZ
15.28
SPY
22.37
PEG Ratio
DIVZ
-5.30
SPY
N/A
5Y Dividends CAGR
Winner
DIVZ
71.10%
SPY
5.43%
5Y EPS CAGR
DIVZ
6.39%
Winner
SPY
26.05%
Debt to Equity
DIVZ
N/A
SPY
32.40%
P/S Ratio
Winner
DIVZ
1.69
SPY
3.74
P/B Ratio
Winner
DIVZ
3.16
SPY
5.61

DIVZ vs SPY - Holdings Comparison

DIVZ and SPY have 24 common holdings. Overlap is 6.57%

DIVZ's top 25 holdings weight is 93.17%. SPY's top 25 holdings weight is 52.37%.

RankDIVZSPY
#1
VERIZON COMMUNICATIONS INC (VZ) - 5.91%
NVIDIA CORP (NVDA) - 8.10%
#2
PHILIP MORRIS INTERNATIONAL INC (PM) - 5.75%
APPLE INC (AAPL) - 7.02%
#3
MPLX LP PARTNERSHIP UNITS (MPLX) - 5.55%
MICROSOFT CORP (MSFT) - 4.79%
#4
UNITEDHEALTH GROUP INC (UNH) - 5.34%
AMAZON.COM INC (AMZN) - 4.02%
#5
NEXTERA ENERGY INC (NEE) - 4.66%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
CHEVRON CORP (CVX) - 4.41%
BROADCOM INC (AVGO) - 3.10%
#7
UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.33%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
JOHNSON & JOHNSON (JNJ) - 4.32%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
DOMINION ENERGY INC (D) - 4.03%
TESLA INC (TSLA) - 1.89%
#10
BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 4.01%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CME GROUP INC CLASS A (CME) - 3.97%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
VALERO ENERGY CORP (VLO) - 3.70%
ELI LILLY AND CO (LLY) - 1.31%
#13
THE HERSHEY CO (HSY) - 3.46%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
AMERICAN ELECTRIC POWER CO INC (AEP) - 3.39%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
THE HOME DEPOT INC (HD) - 3.35%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ENBRIDGE INC (ENB) - 3.33%
INTEL CORP (INTC) - 0.90%
#17
THE CIGNA GROUP (CI) - 3.08%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ABBVIE INC (ABBV) - 2.92%
VISA INC CLASS A (V) - 0.85%
#19
AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.87%
WALMART INC (WMT) - 0.81%
#20
PEPSICO INC (PEP) - 2.70%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.65%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
KINDER MORGAN INC CLASS P (KMI) - 2.58%
CATERPILLAR INC (CAT) - 0.66%
#23
ATMOS ENERGY CORP (ATO) - 2.52%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ALTRIA GROUP INC (MO) - 2.33%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
LENNAR CORP CLASS A (LEN) - 2.01%
ABBVIE INC (ABBV) - 0.58%
Total Holdings29505

DIVZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DIVZ
+1.03%
Winner
SPY
+1.90%
3M
DIVZ
-0.80%
Winner
SPY
+8.55%
6M
DIVZ
+5.45%
Winner
SPY
+8.18%
1Y
DIVZ
+12.71%
Winner
SPY
+25.79%
5Y(CAGR)
DIVZ
+8.63%
Winner
SPY
+13.32%
10Y(CAGR)
DIVZ
N/A
SPY
+15.19%
Max(CAGR)
Winner
DIVZ
+11.39%
SPY
+8.47%

DIVZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDIVZSPY
2026+3.85%+8.26%
2025+16.35%+18.00%
2024+17.39%+25.59%
2023-0.12%+26.72%
2022+2.45%-18.64%
2021+19.73%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

DIVZ vs SPY Drawdown Comparison

The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DIVZ drawdown is -3.20%. The current SPY drawdown is -2.90%.

RankDIVZSPY
#1-15.44%
Jun 7, 2022 - Mar 20, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.98%
Mar 3, 2025 - May 16, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-7.25%
Nov 29, 2024 - Feb 13, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.77%
Apr 20, 2022 - Jun 7, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.96%
Oct 22, 2021 - Dec 27, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.83%
Feb 27, 2026 - Apr 15, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.14%
Jun 10, 2021 - Oct 20, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.58%
Feb 9, 2022 - Mar 22, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.55%
Jul 31, 2024 - Aug 15, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.08%
Sep 11, 2025 - Nov 28, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.95%
Apr 3, 2024 - May 6, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.84%
Jan 14, 2022 - Feb 2, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.05%
Oct 18, 2024 - Nov 11, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.95%
Feb 24, 2021 - Mar 8, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.93%
May 15, 2024 - Jul 11, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DIVZ and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

DIVZ vs SPY dividend yield comparison.

YearDIVZSPY
20261.03%0.24%
20252.60%1.07%
20242.63%1.21%
20233.66%1.40%
20223.23%1.65%
20213.83%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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