DIVZ vs XSLV
Comparison between POLEN DIVIDEND INCOME ETF (DIVZ, ETF) and INVESCO S&P SMALLCAP LOW VOLATILITY ETF (XSLV, ETF).
5-Year PerformanceDIVZ has outperformed XSLV, delivering a return of +8.6% compared to +3.5%
DIVZ vs XSLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DIVZ
$242M
XSLV
$242M
Expense Ratio
DIVZ
0.65%
Winner
XSLV
0.25%
Max Drawdown
Winner
DIVZ
18.09%
XSLV
45.26%
Sharpe Ratio
Winner
DIVZ
0.96
XSLV
0.75
5Y Beta
Winner
DIVZ
0.42
XSLV
0.59
P/E Ratio
DIVZ
20.81
Winner
XSLV
17.41
Forward P/E
Winner
DIVZ
15.28
XSLV
15.42
PEG Ratio
DIVZ
-5.30
XSLV
N/A
5Y Dividends CAGR
Winner
DIVZ
71.10%
XSLV
2.08%
5Y EPS CAGR
Winner
DIVZ
6.39%
XSLV
5.74%
Debt to Equity
DIVZ
N/A
XSLV
39.54%
P/S Ratio
DIVZ
1.69
Winner
XSLV
1.68
P/B Ratio
DIVZ
3.16
Winner
XSLV
1.40
DIVZ vs XSLV - Holdings Comparison
DIVZ and XSLV have 0 common holdings. Overlap is 0.00%
DIVZ's top 25 holdings weight is 93.17%. XSLV's top 25 holdings weight is 26.55%.
| Rank | DIVZ | XSLV |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 5.91% | FIRST BANCORP (FBP) - 1.51% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.75% | n/a (PECO) - 1.26% |
| #3 | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.55% | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 1.20% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.34% | AVISTA CORP (AVA) - 1.13% |
| #5 | NEXTERA ENERGY INC (NEE) - 4.66% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 1.13% |
| #6 | CHEVRON CORP (CVX) - 4.41% | LTC PROPERTIES INC (LTC) - 1.12% |
| #7 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.33% | BROADSTONE NET LEASE INC ORDINARY SHARES (BNL) - 1.11% |
| #8 | JOHNSON & JOHNSON (JNJ) - 4.32% | ELLINGTON FINANCIAL INC (EFC) - 1.10% |
| #9 | DOMINION ENERGY INC (D) - 4.03% | NORTHWEST NATURAL HOLDING CO (NWN) - 1.10% |
| #10 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 4.01% | n/a (ARI) - 1.04% |
| #11 | CME GROUP INC CLASS A (CME) - 3.97% | HORACE MANN EDUCATORS CORP (HMN) - 1.02% |
| #12 | VALERO ENERGY CORP (VLO) - 3.70% | SAUL CENTERS INC (BFS) - 1.02% |
| #13 | THE HERSHEY CO (HSY) - 3.46% | GETTY REALTY CORP (GTY) - 1.02% |
| #14 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.39% | CHESAPEAKE UTILITIES CORP (CPK) - 1.01% |
| #15 | THE HOME DEPOT INC (HD) - 3.35% | CURBLINE PROPERTIES CORP (CURB) - 1.01% |
| #16 | ENBRIDGE INC (ENB) - 3.33% | CITY HOLDING CO (CHCO) - 1.00% |
| #17 | THE CIGNA GROUP (CI) - 3.08% | URBAN EDGE PROPERTIES (UE) - 1.00% |
| #18 | ABBVIE INC (ABBV) - 2.92% | MGE ENERGY INC (MGEE) - 0.99% |
| #19 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.87% | SAFETY INSURANCE GROUP INC (SAFT) - 0.99% |
| #20 | PEPSICO INC (PEP) - 2.70% | ASSURED GUARANTY LTD (AGO) - 0.99% |
| #21 | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.65% | AMERICAN STATES WATER CO (AWR) - 0.97% |
| #22 | KINDER MORGAN INC CLASS P (KMI) - 2.58% | UNITIL CORP (UTL) - 0.97% |
| #23 | ATMOS ENERGY CORP (ATO) - 2.52% | UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) - 0.96% |
| #24 | ALTRIA GROUP INC (MO) - 2.33% | WESTAMERICA BANCORP (WABC) - 0.96% |
| #25 | LENNAR CORP CLASS A (LEN) - 2.01% | TERRENO REALTY CORP (TRNO) - 0.94% |
| Total Holdings | 29 | 120 |
DIVZ vs XSLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVZ
+1.03%
XSLV
+0.82%
3M
DIVZ
-0.80%
Winner
XSLV
+3.35%
6M
DIVZ
+5.45%
Winner
XSLV
+10.55%
1Y
DIVZ
+12.71%
Winner
XSLV
+13.97%
5Y(CAGR)
Winner
DIVZ
+8.63%
XSLV
+3.50%
10Y(CAGR)
DIVZ
N/A
XSLV
+5.68%
Max(CAGR)
Winner
DIVZ
+11.39%
XSLV
+7.76%
DIVZ vs XSLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DIVZ | XSLV |
|---|---|---|
| 2026 | +3.85% | +8.92% |
| 2025 | +16.35% | +1.00% |
| 2024 | +17.39% | +9.74% |
| 2023 | -0.12% | +0.99% |
| 2022 | +2.45% | -12.21% |
| 2021 | +19.73% | +30.14% |
| 2020 | N/A | -17.01% |
| 2019 | N/A | +22.71% |
| 2018 | N/A | -5.35% |
| 2017 | N/A | +8.33% |
| 2016 | N/A | +34.46% |
| 2015 | N/A | +3.05% |
| 2014 | N/A | +12.21% |
| 2013 | N/A | +25.16% |
DIVZ vs XSLV Drawdown Comparison
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The maximum drawdown for XSLV was -44.30%, occurring on Mar 23, 2020. Recovery took 451 trading sessions.
The current DIVZ drawdown is -3.20%. The current XSLV drawdown is -0.02%.
| Rank | DIVZ | XSLV |
|---|---|---|
| #1 | -15.44% Jun 7, 2022 - Mar 20, 2024 | -44.30% Jan 17, 2020 - Nov 1, 2021 |
| #2 | -8.98% Mar 3, 2025 - May 16, 2025 | -24.74% Jan 4, 2022 - Nov 6, 2024 |
| #3 | -7.25% Nov 29, 2024 - Feb 13, 2025 | -18.67% Aug 31, 2018 - Sep 13, 2019 |
| #4 | -6.77% Apr 20, 2022 - Jun 7, 2022 | -18.34% Nov 25, 2024 - Feb 5, 2026 |
| #5 | -5.96% Oct 22, 2021 - Dec 27, 2021 | -11.04% Dec 1, 2015 - Mar 30, 2016 |
| #6 | -5.83% Feb 27, 2026 - Apr 15, 2026 | -9.75% Nov 29, 2017 - May 24, 2018 |
| #7 | -5.14% Jun 10, 2021 - Oct 20, 2021 | -8.88% Jul 16, 2015 - Oct 23, 2015 |
| #8 | -4.58% Feb 9, 2022 - Mar 22, 2022 | -7.54% Jul 1, 2014 - Oct 30, 2014 |
| #9 | -4.55% Jul 31, 2024 - Aug 15, 2024 | -7.46% Feb 6, 2026 - Apr 17, 2026 |
| #10 | -4.08% Sep 11, 2025 - Nov 28, 2025 | -6.47% Jul 23, 2013 - Oct 11, 2013 |
| #11 | -3.95% Apr 3, 2024 - May 6, 2024 | -6.38% Sep 7, 2016 - Nov 11, 2016 |
| #12 | -3.84% Jan 14, 2022 - Feb 2, 2022 | -6.11% Nov 11, 2021 - Dec 27, 2021 |
| #13 | -3.05% Oct 18, 2024 - Nov 11, 2024 | -5.91% Jan 22, 2014 - Mar 4, 2014 |
| #14 | -2.95% Feb 24, 2021 - Mar 8, 2021 | -5.76% Apr 2, 2014 - Jun 6, 2014 |
| #15 | -2.93% May 15, 2024 - Jul 11, 2024 | -5.62% Mar 23, 2015 - Jul 16, 2015 |
Correlation
Correlation between DIVZ and XSLV is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2013 - 2026)
DIVZ vs XSLV dividend yield comparison.
| Year | DIVZ | XSLV |
|---|---|---|
| 2026 | 1.03% | 0.60% |
| 2025 | 2.60% | 2.14% |
| 2024 | 2.63% | 2.55% |
| 2023 | 3.66% | 2.35% |
| 2022 | 3.23% | 2.78% |
| 2021 | 3.83% | 1.05% |
| 2020 | 0.00% | 2.49% |
| 2019 | 0.00% | 2.43% |
| 2018 | 0.00% | 2.75% |
| 2017 | 0.00% | 1.87% |
| 2016 | 0.00% | 1.96% |
| 2015 | 0.00% | 2.20% |
| 2014 | 0.00% | 2.39% |
| 2013 | 0.00% | 1.59% |
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