IDVZ vs VEGN
Comparison between POLEN INTERNATIONAL DIVIDEND INCOME ETF (IDVZ, ETF) and US VEGAN CLIMATE ETF (VEGN, ETF).
IDVZ vs VEGN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDVZ
$155M
Winner
VEGN
$155M
Expense Ratio
IDVZ
0.75%
Winner
VEGN
0.60%
Max Drawdown
Winner
IDVZ
11.35%
VEGN
34.35%
Sharpe Ratio
IDVZ
1.32
Winner
VEGN
1.90
5Y Beta
Winner
IDVZ
0.53
VEGN
1.13
P/E Ratio
IDVZ
N/A
VEGN
32.72
Forward P/E
IDVZ
N/A
VEGN
20.90
5Y Dividends CAGR
IDVZ
N/A
VEGN
4.58%
5Y EPS CAGR
IDVZ
N/A
VEGN
23.91%
Debt to Equity
IDVZ
N/A
VEGN
43.63%
P/S Ratio
IDVZ
N/A
VEGN
3.93
P/B Ratio
IDVZ
N/A
VEGN
6.89
IDVZ vs VEGN - Holdings Comparison
IDVZ and VEGN have 1 common holdings. Overlap is 0.00%
IDVZ's top 25 holdings weight is 74.62%. VEGN's top 25 holdings weight is 72.54%.
| Rank | IDVZ | VEGN |
|---|---|---|
| #1 | ORANGE SA ADR (ORANY) - 4.52% | MICRON TECHNOLOGY INC (MU) - 11.50% |
| #2 | NOKIA OYJ ADR (NOK) - 4.12% | ADVANCED MICRO DEVICES INC (AMD) - 7.56% |
| #3 | ENEL SPA ADR (ENLAY) - 3.69% | CISCO SYSTEMS INC (CSCO) - 5.03% |
| #4 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 3.45% | ALPHABET INC CLASS A (GOOGL) - 4.73% |
| #5 | KONINKLIJKE KPN NV ADR (KKPNY) - 3.31% | BROADCOM INC (AVGO) - 4.28% |
| #6 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.28% | NVIDIA CORP (NVDA) - 4.10% |
| #7 | WAL MART DE MEXICO SAB DE CV ADR (WMMVY) - 3.21% | APPLE INC (AAPL) - 3.99% |
| #8 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 3.20% | UNITEDHEALTH GROUP INC (UNH) - 3.77% |
| #9 | TOTALENERGIES SE (TTE:XPAR) - 3.17% | VISA INC CLASS A (V) - 3.51% |
| #10 | INTESA SANPAOLO ADR (ISNPY) - 3.14% | MASTERCARD INC CLASS A (MA) - 3.23% |
| #11 | RIO TINTO PLC ADR (RIO) - 3.13% | ORACLE CORP (ORCL) - 3.03% |
| #12 | GSK PLC ADR (GSK) - 3.11% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.63% |
| #13 | SANOFI SA ADR (SNY) - 3.08% | AT&T INC (T) - 2.11% |
| #14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.01% | AMERICAN EXPRESS CO (AXP) - 2.01% |
| #15 | ROCHE HOLDING AG ADR (RHHBY) - 2.99% | SALESFORCE INC (CRM) - 1.96% |
| #16 | ASML HOLDING NV ADR (ASML) - 2.76% | INTEL CORP (INTC) - 1.84% |
| #17 | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.62% | LAM RESEARCH CORP (LRCX) - 1.30% |
| #18 | BNP PARIBAS ADR (BNPQY) - 2.52% | APPLIED MATERIALS INC (AMAT) - 1.15% |
| #19 | HSBC HOLDINGS PLC ADR (HSBC) - 2.50% | TEXAS INSTRUMENTS INC (TXN) - 0.94% |
| #20 | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 2.42% | KLA CORP (KLAC) - 0.84% |
| #21 | IMPERIAL BRANDS PLC ADR (IMBBY) - 2.37% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.69% |
| #22 | TELEFONICA BRASIL SA ADR (VIV) - 2.29% | VERIZON COMMUNICATIONS INC (VZ) - 0.65% |
| #23 | BUNZL PLC ADR (BZLFY) - 2.26% | WESTERN DIGITAL CORP (WDC) - 0.57% |
| #24 | BP PLC ADR (BP) - 2.25% | MARVELL TECHNOLOGY INC (MRVL) - 0.57% |
| #25 | COCA-COLA FEMSA SAB DE CV ADR (KOF) - 2.22% | PALO ALTO NETWORKS INC (PANW) - 0.55% |
| Total Holdings | 42 | 270 |
IDVZ vs VEGN - Historical Returns
Returns include dividend reinvestment.
1M
IDVZ
-2.31%
Winner
VEGN
+9.56%
3M
IDVZ
+2.12%
Winner
VEGN
+26.86%
6M
IDVZ
+11.14%
Winner
VEGN
+23.87%
1Y
IDVZ
+19.80%
Winner
VEGN
+41.62%
5Y(CAGR)
IDVZ
N/A
VEGN
+15.30%
Max(CAGR)
Winner
IDVZ
+27.43%
VEGN
+18.55%
IDVZ vs VEGN - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IDVZ | VEGN |
|---|---|---|
| 2026 | +7.21% | +23.86% |
| 2025 | +32.13% | +14.22% |
| 2024 | -1.61% | +27.14% |
| 2023 | N/A | +38.60% |
| 2022 | N/A | -27.43% |
| 2021 | N/A | +27.30% |
| 2020 | N/A | +26.39% |
| 2019 | N/A | +9.10% |
IDVZ vs VEGN Drawdown Comparison
The maximum drawdown for IDVZ was -10.99%, occurring on Apr 8, 2025. Recovery took 29 trading sessions.
The maximum drawdown for VEGN was -34.15%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current IDVZ drawdown is -3.83%. The current VEGN drawdown is -6.39%.
| Rank | IDVZ | VEGN |
|---|---|---|
| #1 | -10.99% Mar 17, 2025 - Apr 28, 2025 | -34.15% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -9.35% Feb 25, 2026 - Mar 20, 2026 | -33.40% Nov 8, 2021 - Jan 19, 2024 |
| #3 | -3.53% Jul 23, 2025 - Aug 12, 2025 | -20.91% Jan 23, 2025 - Jun 30, 2025 |
| #4 | -3.23% Nov 12, 2025 - Dec 11, 2025 | -11.85% Jan 29, 2026 - Apr 15, 2026 |
| #5 | -3.17% Feb 18, 2025 - Mar 7, 2025 | -10.49% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -3.14% Oct 3, 2025 - Nov 11, 2025 | -10.03% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -2.82% Jun 12, 2025 - Jul 23, 2025 | -7.78% Mar 12, 2024 - Jun 12, 2024 |
| #8 | -2.51% Aug 19, 2025 - Sep 11, 2025 | -7.28% Oct 28, 2025 - Dec 10, 2025 |
| #9 | -2.36% Jan 7, 2025 - Jan 21, 2025 | -7.08% Feb 12, 2021 - Apr 5, 2021 |
| #10 | -2.05% Mar 7, 2025 - Mar 17, 2025 | -6.39% Jun 2, 2026 - Jun 5, 2026 |
| #11 | -1.61% Dec 27, 2024 - Jan 6, 2025 | -6.03% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -1.31% Sep 23, 2025 - Sep 30, 2025 | -5.87% Apr 26, 2021 - Jun 14, 2021 |
| #13 | -1.20% Jan 27, 2026 - Feb 6, 2026 | -5.32% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -1.15% Jan 30, 2025 - Feb 5, 2025 | -4.58% Dec 10, 2025 - Jan 6, 2026 |
| #15 | -0.97% May 27, 2025 - Jun 2, 2025 | -4.57% Sep 17, 2019 - Oct 21, 2019 |
Correlation
Correlation between IDVZ and VEGN is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2019 - 2026)
IDVZ vs VEGN dividend yield comparison.
| Year | IDVZ | VEGN |
|---|---|---|
| 2026 | 1.41% | 0.13% |
| 2025 | 2.88% | 0.51% |
| 2024 | 0.00% | 0.51% |
| 2023 | 0.00% | 0.67% |
| 2022 | 0.00% | 0.81% |
| 2021 | 0.00% | 0.41% |
| 2020 | 0.00% | 0.71% |
| 2019 | 0.00% | 0.29% |
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