IDVZ vs MVV
Comparison between POLEN INTERNATIONAL DIVIDEND INCOME ETF (IDVZ, ETF) and PROSHARES ULTRA MIDCAP400 (MVV, ETF).
IDVZ vs MVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDVZ
$155M
Winner
MVV
$155M
Expense Ratio
IDVZ
0.75%
MVV
N/A
Max Drawdown
Winner
IDVZ
11.35%
MVV
86.35%
Sharpe Ratio
Winner
IDVZ
1.32
MVV
1.14
5Y Beta
Winner
IDVZ
0.53
MVV
2.01
P/E Ratio
IDVZ
N/A
MVV
24.91
Forward P/E
IDVZ
N/A
MVV
16.09
5Y Dividends CAGR
IDVZ
N/A
MVV
34.85%
Debt to Equity
IDVZ
N/A
MVV
48.36%
P/S Ratio
IDVZ
N/A
MVV
1.53
P/B Ratio
IDVZ
N/A
MVV
2.56
IDVZ vs MVV - Holdings Comparison
IDVZ and MVV have 1 common holdings. Overlap is -0.80%
IDVZ's top 25 holdings weight is 74.62%. MVV's top 25 holdings weight is 33.65%.
| Rank | IDVZ | MVV |
|---|---|---|
| #1 | ORANGE SA ADR (ORANY) - 4.52% | CASH (n/a) - 8.76% |
| #2 | NOKIA OYJ ADR (NOK) - 4.12% | S&P MIDCAP 400 INDEX SWAP (n/a) - 7.68% |
| #3 | ENEL SPA ADR (ENLAY) - 3.69% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 3.13% |
| #4 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 3.45% | CTE PROSHARES TRUST M (n/a) - 3.06% |
| #5 | KONINKLIJKE KPN NV ADR (KKPNY) - 3.31% | E-MINI S&P MIDCAP 400 FUTURE JUNE 26 (n/a) - 1.42% |
| #6 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.28% | FLEX LTD (FLEX) - 1.14% |
| #7 | WAL MART DE MEXICO SAB DE CV ADR (WMMVY) - 3.21% | TECHNIPFMC PLC (n/a) - 0.62% |
| #8 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 3.20% | TWILIO INC CLASS A (TWLO) - 0.62% |
| #9 | TOTALENERGIES SE (TTE:XPAR) - 3.17% | CURTISS-WRIGHT CORP (CW) - 0.60% |
| #10 | INTESA SANPAOLO ADR (ISNPY) - 3.14% | EVERPURE INC CLASS A (P) - 0.60% |
| #11 | RIO TINTO PLC ADR (RIO) - 3.13% | NVENT ELECTRIC PLC (NVT) - 0.59% |
| #12 | GSK PLC ADR (GSK) - 3.11% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57% |
| #13 | SANOFI SA ADR (SNY) - 3.08% | UNITED THERAPEUTICS CORP (UTHR) - 0.54% |
| #14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.01% | FABRINET (FN) - 0.53% |
| #15 | ROCHE HOLDING AG ADR (RHHBY) - 2.99% | XPO INC (XPO) - 0.53% |
| #16 | ASML HOLDING NV ADR (ASML) - 2.76% | STERLING INFRASTRUCTURE INC (STRL) - 0.52% |
| #17 | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.62% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.31% |
| #18 | BNP PARIBAS ADR (BNPQY) - 2.52% | CLEAN HARBORS INC (CLH) - 0.31% |
| #19 | HSBC HOLDINGS PLC ADR (HSBC) - 2.50% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.31% |
| #20 | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 2.42% | BORGWARNER INC (BWA) - 0.31% |
| #21 | IMPERIAL BRANDS PLC ADR (IMBBY) - 2.37% | ARAMARK (ARMK) - 0.30% |
| #22 | TELEFONICA BRASIL SA ADR (VIV) - 2.29% | REGAL REXNORD CORP (RRX) - 0.30% |
| #23 | BUNZL PLC ADR (BZLFY) - 2.26% | JONES LANG LASALLE INC (JLL) - 0.30% |
| #24 | BP PLC ADR (BP) - 2.25% | CARLISLE COMPANIES INC (CSL) - 0.30% |
| #25 | COCA-COLA FEMSA SAB DE CV ADR (KOF) - 2.22% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.30% |
| Total Holdings | 42 | 366 |
IDVZ vs MVV - Historical Returns
Returns include dividend reinvestment.
1M
IDVZ
-2.31%
Winner
MVV
+1.33%
3M
IDVZ
+2.12%
Winner
MVV
+10.20%
6M
IDVZ
+11.14%
Winner
MVV
+20.56%
1Y
IDVZ
+19.80%
Winner
MVV
+41.41%
5Y(CAGR)
IDVZ
N/A
MVV
+5.91%
10Y(CAGR)
IDVZ
N/A
MVV
+13.11%
Max(CAGR)
Winner
IDVZ
+27.43%
MVV
+11.27%
IDVZ vs MVV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IDVZ | MVV |
|---|---|---|
| 2026 | +7.21% | +18.84% |
| 2025 | +32.13% | +4.14% |
| 2024 | -1.61% | +18.77% |
| 2023 | N/A | +23.70% |
| 2022 | N/A | -32.28% |
| 2021 | N/A | +53.56% |
| 2020 | N/A | +5.89% |
| 2019 | N/A | +50.98% |
| 2018 | N/A | -26.72% |
| 2017 | N/A | +29.39% |
| 2016 | N/A | +43.69% |
| 2015 | N/A | -7.38% |
| 2014 | N/A | +18.60% |
| 2013 | N/A | +62.98% |
| 2012 | N/A | +31.00% |
| 2011 | N/A | -14.88% |
| 2010 | N/A | +47.37% |
| 2009 | N/A | +60.56% |
| 2008 | N/A | -67.39% |
| 2007 | N/A | +3.93% |
| 2006 | N/A | +14.49% |
IDVZ vs MVV Drawdown Comparison
The maximum drawdown for IDVZ was -10.99%, occurring on Apr 8, 2025. Recovery took 29 trading sessions.
The maximum drawdown for MVV was -85.56%, occurring on Mar 9, 2009. Recovery took 1487 trading sessions.
The current IDVZ drawdown is -3.83%. The current MVV drawdown is -3.94%.
| Rank | IDVZ | MVV |
|---|---|---|
| #1 | -10.99% Mar 17, 2025 - Apr 28, 2025 | -85.56% Jun 4, 2007 - Apr 30, 2013 |
| #2 | -9.35% Feb 25, 2026 - Mar 20, 2026 | -69.19% Feb 20, 2020 - Dec 15, 2020 |
| #3 | -3.53% Jul 23, 2025 - Aug 12, 2025 | -45.52% Nov 16, 2021 - Nov 6, 2024 |
| #4 | -3.23% Nov 12, 2025 - Dec 11, 2025 | -44.80% Nov 25, 2024 - Feb 6, 2026 |
| #5 | -3.17% Feb 18, 2025 - Mar 7, 2025 | -42.33% Aug 29, 2018 - Jan 16, 2020 |
| #6 | -3.14% Oct 3, 2025 - Nov 11, 2025 | -36.76% Jun 23, 2015 - Aug 5, 2016 |
| #7 | -2.82% Jun 12, 2025 - Jul 23, 2025 | -20.79% Jul 1, 2014 - Nov 24, 2014 |
| #8 | -2.51% Aug 19, 2025 - Sep 11, 2025 | -18.80% Jan 26, 2018 - Jul 9, 2018 |
| #9 | -2.36% Jan 7, 2025 - Jan 21, 2025 | -17.68% Feb 20, 2026 - Apr 17, 2026 |
| #10 | -2.05% Mar 7, 2025 - Mar 17, 2025 | -14.87% Jul 3, 2006 - Oct 12, 2006 |
| #11 | -1.61% Dec 27, 2024 - Jan 6, 2025 | -14.25% May 7, 2021 - Oct 20, 2021 |
| #12 | -1.31% Sep 23, 2025 - Sep 30, 2025 | -14.24% May 21, 2013 - Jul 11, 2013 |
| #13 | -1.20% Jan 27, 2026 - Feb 6, 2026 | -14.10% Feb 22, 2007 - Apr 16, 2007 |
| #14 | -1.15% Jan 30, 2025 - Feb 5, 2025 | -13.90% Jan 22, 2014 - Feb 26, 2014 |
| #15 | -0.97% May 27, 2025 - Jun 2, 2025 | -12.88% Sep 7, 2016 - Nov 14, 2016 |
Correlation
Correlation between IDVZ and MVV is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2006 - 2026)
IDVZ vs MVV dividend yield comparison.
| Year | IDVZ | MVV |
|---|---|---|
| 2026 | 1.41% | 0.13% |
| 2025 | 2.88% | 0.77% |
| 2024 | 0.00% | 0.39% |
| 2023 | 0.00% | 0.77% |
| 2022 | 0.00% | 0.93% |
| 2021 | 0.00% | 0.16% |
| 2020 | 0.00% | 0.29% |
| 2019 | 0.00% | 0.62% |
| 2018 | 0.00% | 0.62% |
| 2017 | 0.00% | 0.21% |
| 2016 | 0.00% | 0.43% |
| 2015 | 0.00% | 0.17% |
| 2012 | 0.00% | 0.06% |
| 2010 | 0.00% | 0.07% |
| 2009 | 0.00% | 0.34% |
| 2008 | 0.00% | 1.51% |
| 2007 | 0.00% | 5.74% |
| 2006 | 0.00% | 5.53% |
Select Stocks to Compare
Popular: IDVZ vs SPYMVV vs SPY
More Comparisons
Compare with similar stocks