IDVZ vs MVFG
Comparison between POLEN INTERNATIONAL DIVIDEND INCOME ETF (IDVZ, ETF) and MONARCH VOLUME FACTOR GLOBAL UNCONSTRAINED INDEX ETF (MVFG, ETF).
IDVZ vs MVFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDVZ
$157M
Winner
MVFG
$158M
Expense Ratio
Winner
IDVZ
0.75%
MVFG
1.42%
Max Drawdown
Winner
IDVZ
11.35%
MVFG
15.34%
Sharpe Ratio
Winner
IDVZ
1.28
MVFG
1.13
5Y Beta
Winner
IDVZ
0.53
MVFG
0.58
IDVZ vs MVFG - Holdings Comparison
IDVZ and MVFG have 1 common holdings. Overlap is 0.00%
IDVZ's top 25 holdings weight is 74.79%. MVFG's top 25 holdings weight is 99.99%.
| Rank | IDVZ | MVFG |
|---|---|---|
| #1 | ORANGE SA ADR (ORANY) - 4.53% | XTRACKERS RUSSELL US MULTIFACTOR ETF (DEUS) - 5.35% |
| #2 | NOKIA OYJ ADR (NOK) - 4.30% | COLUMBIA EM CORE EX-CHINA ETF (XCEM) - 4.91% |
| #3 | ENEL SPA ADR (ENLAY) - 3.64% | AMERICAN CENTURY QUALITY DVRS INTL ETF (QINT) - 4.78% |
| #4 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 3.32% | STATE STREET® SPDR® MSCI ACWI EX-US ETF (CWI) - 4.50% |
| #5 | KONINKLIJKE KPN NV ADR (KKPNY) - 3.27% | BNY MELLON US MID CAP CORE EQUITY ETF (BKMC) - 4.46% |
| #6 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.27% | STATE STREET® SPDR® S&P® GLOBAL DIV ETF (WDIV) - 4.36% |
| #7 | TOTALENERGIES SE (TTE:XPAR) - 3.24% | FLEXSHARES INTL QUAL DIV ETF (IQDF) - 4.16% |
| #8 | RIO TINTO PLC ADR (RIO) - 3.23% | INVESCO BLOOMBERG ANALYST RATING IMP ETF (UPGD) - 4.14% |
| #9 | INTESA SANPAOLO ADR (ISNPY) - 3.16% | JPMORGAN DIVERS RET US MID CP EQ ETF (JPME) - 4.13% |
| #10 | WAL MART DE MEXICO SAB DE CV ADR (WMMVY) - 3.15% | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 4.13% |
| #11 | GSK PLC ADR (GSK) - 3.08% | PROSHARES S&P 500® EX-TECHNOLOGY (SPXT) - 4.13% |
| #12 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.03% | ISHARES CURRENCY HDGD MSCI ACWI EXUS ETF (HAWX) - 4.09% |
| #13 | SANOFI SA ADR (SNY) - 3.03% | VANGUARD FTSE ALL-WLD EX-US SMCP ETF (VSS) - 4.08% |
| #14 | ASML HOLDING NV ADR (ASML) - 2.99% | STATE STREET®SPDR®MSCIEAFEFSSLFLRSVFRETF (EFAX) - 4.02% |
| #15 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 2.89% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 3.98% |
| #16 | ROCHE HOLDING AG ADR (RHHBY) - 2.85% | XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) - 3.93% |
| #17 | BNP PARIBAS ADR (BNPQY) - 2.59% | VANGUARD INTL HI DIV YLD IDX ETF (VYMI) - 3.92% |
| #18 | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.58% | STATE STREET® SPDR® S&P EM MKTS DIV ETF (EDIV) - 3.91% |
| #19 | HSBC HOLDINGS PLC ADR (HSBC) - 2.56% | JPMORGAN DIVERSIFIED RETURN INTL EQ ETF (JPIN) - 3.90% |
| #20 | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 2.44% | JPMORGAN DIVERSIFIED RETURN US EQ ETF (JPUS) - 3.87% |
| #21 | BP PLC ADR (BP) - 2.37% | ALPS INTERNATIONAL SECTOR DIV DOGS ETF (IDOG) - 3.85% |
| #22 | BUNZL PLC ADR (BZLFY) - 2.36% | INVESCO INTERNATIONAL DIV ACHIEV ETF (PID) - 3.83% |
| #23 | IMPERIAL BRANDS PLC ADR (IMBBY) - 2.35% | VICTORYSHARES DIVIDEND ACCELERATOR ETF (VSDA) - 3.76% |
| #24 | TELEFONICA BRASIL SA ADR (VIV) - 2.30% | PACER GLOBAL CASH COWS DIVIDEND ETF (GCOW) - 3.68% |
| #25 | COCA-COLA FEMSA SAB DE CV ADR (KOF) - 2.26% | US DOLLARS (n/a) - 0.12% |
| Total Holdings | 42 | 25 |
IDVZ vs MVFG - Historical Returns
Returns include dividend reinvestment.
1M
IDVZ
-2.23%
Winner
MVFG
-0.66%
3M
IDVZ
+2.70%
Winner
MVFG
+3.26%
6M
Winner
IDVZ
+11.85%
MVFG
+11.14%
1Y
IDVZ
+19.89%
Winner
MVFG
+25.38%
Max(CAGR)
Winner
IDVZ
+27.56%
MVFG
+16.41%
IDVZ vs MVFG - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IDVZ | MVFG |
|---|---|---|
| 2026 | +7.58% | +7.16% |
| 2025 | +32.13% | +21.49% |
| 2024 | -1.61% | +5.34% |
IDVZ vs MVFG Drawdown Comparison
The maximum drawdown for IDVZ was -10.99%, occurring on Apr 8, 2025. Recovery took 29 trading sessions.
The maximum drawdown for MVFG was -15.34%, occurring on Nov 20, 2025. Recovery took 55 trading sessions.
The current IDVZ drawdown is -3.50%. The current MVFG drawdown is -2.21%.
| Rank | IDVZ | MVFG |
|---|---|---|
| #1 | -10.99% Mar 17, 2025 - Apr 28, 2025 | -15.34% Oct 15, 2025 - Jan 5, 2026 |
| #2 | -9.35% Feb 25, 2026 - Mar 20, 2026 | -12.19% Dec 9, 2024 - Jun 2, 2025 |
| #3 | -3.53% Jul 23, 2025 - Aug 12, 2025 | -9.54% Feb 25, 2026 - May 6, 2026 |
| #4 | -3.23% Nov 12, 2025 - Dec 11, 2025 | -7.68% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -3.17% Feb 18, 2025 - Mar 7, 2025 | -4.57% Mar 28, 2024 - May 14, 2024 |
| #6 | -3.14% Oct 3, 2025 - Nov 11, 2025 | -4.35% Jul 23, 2025 - Aug 12, 2025 |
| #7 | -2.82% Jun 12, 2025 - Jul 23, 2025 | -3.96% Oct 8, 2025 - Oct 13, 2025 |
| #8 | -2.51% Aug 19, 2025 - Sep 11, 2025 | -3.09% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -2.36% Jan 7, 2025 - Jan 21, 2025 | -2.86% Nov 7, 2024 - Nov 27, 2024 |
| #10 | -2.05% Mar 7, 2025 - Mar 17, 2025 | -2.53% Jun 2, 2026 - Jun 5, 2026 |
| #11 | -1.61% Dec 27, 2024 - Jan 6, 2025 | -2.41% May 6, 2026 - May 26, 2026 |
| #12 | -1.31% Sep 23, 2025 - Sep 30, 2025 | -2.23% Jan 27, 2026 - Feb 6, 2026 |
| #13 | -1.20% Jan 27, 2026 - Feb 6, 2026 | -1.69% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -1.15% Jan 30, 2025 - Feb 5, 2025 | -1.57% May 21, 2024 - Jun 5, 2024 |
| #15 | -0.97% May 27, 2025 - Jun 2, 2025 | -1.45% Feb 11, 2026 - Feb 20, 2026 |
Correlation
Correlation between IDVZ and MVFG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
IDVZ vs MVFG dividend yield comparison.
| Year | IDVZ | MVFG |
|---|---|---|
| 2026 | 1.41% | 0.23% |
| 2025 | 2.88% | 1.90% |
| 2024 | 0.00% | 1.67% |
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