MVV vs IDVZ

Comparison between PROSHARES ULTRA MIDCAP400 (MVV, ETF) and POLEN INTERNATIONAL DIVIDEND INCOME ETF (IDVZ, ETF).

MVV vs IDVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MVV(ETF)	IDVZ(ETF)
Net Assets	$155M	$155M
Expense Ratio	N/A	0.75%
Max Drawdown	86.35%	11.35%
Sharpe Ratio	1.14	1.32
5Y Beta	2.01	0.53
P/E Ratio	24.91	N/A
Forward P/E	16.09	N/A
5Y Dividends CAGR	34.85%	N/A
Debt to Equity	48.36%	N/A
P/S Ratio	1.53	N/A
P/B Ratio	2.56	N/A

Net Assets

Winner

MVV

$155M

IDVZ

$155M

Expense Ratio

MVV

N/A

IDVZ

0.75%

Max Drawdown

MVV

86.35%

Winner

IDVZ

11.35%

Sharpe Ratio

MVV

1.14

Winner

IDVZ

1.32

5Y Beta

MVV

2.01

Winner

IDVZ

0.53

P/E Ratio

MVV

24.91

IDVZ

N/A

Forward P/E

MVV

16.09

IDVZ

N/A

5Y Dividends CAGR

MVV

34.85%

IDVZ

N/A

Debt to Equity

MVV

48.36%

IDVZ

N/A

P/S Ratio

MVV

1.53

IDVZ

N/A

P/B Ratio

MVV

2.56

IDVZ

N/A

MVV vs IDVZ - Holdings Comparison

MVV and IDVZ have 1 common holdings. Overlap is -0.80%

MVV's top 25 holdings weight is 33.65%. IDVZ's top 25 holdings weight is 74.62%.

Rank	MVV	IDVZ
#1	CASH (n/a) - 8.76%	ORANGE SA ADR (ORANY) - 4.52%
#2	S&P MIDCAP 400 INDEX SWAP (n/a) - 7.68%	NOKIA OYJ ADR (NOK) - 4.12%
#3	PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 3.13%	ENEL SPA ADR (ENLAY) - 3.69%
#4	CTE PROSHARES TRUST M (n/a) - 3.06%	PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 3.45%
#5	E-MINI S&P MIDCAP 400 FUTURE JUNE 26 (n/a) - 1.42%	KONINKLIJKE KPN NV ADR (KKPNY) - 3.31%
#6	FLEX LTD (FLEX) - 1.14%	BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.28%
#7	TECHNIPFMC PLC (n/a) - 0.62%	WAL MART DE MEXICO SAB DE CV ADR (WMMVY) - 3.21%
#8	TWILIO INC CLASS A (TWLO) - 0.62%	UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 3.20%
#9	CURTISS-WRIGHT CORP (CW) - 0.60%	TOTALENERGIES SE (TTE:XPAR) - 3.17%
#10	EVERPURE INC CLASS A (P) - 0.60%	INTESA SANPAOLO ADR (ISNPY) - 3.14%
#11	NVENT ELECTRIC PLC (NVT) - 0.59%	RIO TINTO PLC ADR (RIO) - 3.13%
#12	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57%	GSK PLC ADR (GSK) - 3.11%
#13	UNITED THERAPEUTICS CORP (UTHR) - 0.54%	SANOFI SA ADR (SNY) - 3.08%
#14	FABRINET (FN) - 0.53%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.01%
#15	XPO INC (XPO) - 0.53%	ROCHE HOLDING AG ADR (RHHBY) - 2.99%
#16	STERLING INFRASTRUCTURE INC (STRL) - 0.52%	ASML HOLDING NV ADR (ASML) - 2.76%
#17	JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.31%	RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.62%
#18	CLEAN HARBORS INC (CLH) - 0.31%	BNP PARIBAS ADR (BNPQY) - 2.52%
#19	PERMIAN RESOURCES CORP CLASS A (PR) - 0.31%	HSBC HOLDINGS PLC ADR (HSBC) - 2.50%
#20	BORGWARNER INC (BWA) - 0.31%	AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 2.42%
#21	ARAMARK (ARMK) - 0.30%	IMPERIAL BRANDS PLC ADR (IMBBY) - 2.37%
#22	REGAL REXNORD CORP (RRX) - 0.30%	TELEFONICA BRASIL SA ADR (VIV) - 2.29%
#23	JONES LANG LASALLE INC (JLL) - 0.30%	BUNZL PLC ADR (BZLFY) - 2.26%
#24	CARLISLE COMPANIES INC (CSL) - 0.30%	BP PLC ADR (BP) - 2.25%
#25	REINSURANCE GROUP OF AMERICA INC (RGA) - 0.30%	COCA-COLA FEMSA SAB DE CV ADR (KOF) - 2.22%
Total Holdings	366	42

MVV vs IDVZ - Historical Returns

Returns include dividend reinvestment.

Period	MVV	IDVZ
1 month	+1.33%	-2.31%
3 months	+10.20%	+2.12%
6 months	+20.56%	+11.14%
1 year	+41.41%	+19.80%
5 years(CAGR)	+5.91%	N/A
10 years(CAGR)	+13.11%	N/A
Max(CAGR)	+11.27%	+27.43%

Winner

MVV

+1.33%

IDVZ

-2.31%

Winner

MVV

+10.20%

IDVZ

+2.12%

Winner

MVV

+20.56%

IDVZ

+11.14%

Winner

MVV

+41.41%

IDVZ

+19.80%

5Y(CAGR)

MVV

+5.91%

IDVZ

N/A

10Y(CAGR)

MVV

+13.11%

IDVZ

N/A

Max(CAGR)

MVV

+11.27%

Winner

IDVZ

+27.43%

MVV vs IDVZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	MVV	IDVZ
2026	+18.84%	+7.21%
2025	+4.14%	+32.13%
2024	+18.77%	-1.61%
2023	+23.70%	N/A
2022	-32.28%	N/A
2021	+53.56%	N/A
2020	+5.89%	N/A
2019	+50.98%	N/A
2018	-26.72%	N/A
2017	+29.39%	N/A
2016	+43.69%	N/A
2015	-7.38%	N/A
2014	+18.60%	N/A
2013	+62.98%	N/A
2012	+31.00%	N/A
2011	-14.88%	N/A
2010	+47.37%	N/A
2009	+60.56%	N/A
2008	-67.39%	N/A
2007	+3.93%	N/A
2006	+14.49%	N/A

MVV vs IDVZ Drawdown Comparison

The maximum drawdown for MVV was -85.56%, occurring on Mar 9, 2009. Recovery took 1487 trading sessions.

The maximum drawdown for IDVZ was -10.99%, occurring on Apr 8, 2025. Recovery took 29 trading sessions.

The current MVV drawdown is -3.94%. The current IDVZ drawdown is -3.83%.

Rank	MVV	IDVZ
#1	-85.56% Jun 4, 2007 - Apr 30, 2013	-10.99% Mar 17, 2025 - Apr 28, 2025
#2	-69.19% Feb 20, 2020 - Dec 15, 2020	-9.35% Feb 25, 2026 - Mar 20, 2026
#3	-45.52% Nov 16, 2021 - Nov 6, 2024	-3.53% Jul 23, 2025 - Aug 12, 2025
#4	-44.80% Nov 25, 2024 - Feb 6, 2026	-3.23% Nov 12, 2025 - Dec 11, 2025
#5	-42.33% Aug 29, 2018 - Jan 16, 2020	-3.17% Feb 18, 2025 - Mar 7, 2025
#6	-36.76% Jun 23, 2015 - Aug 5, 2016	-3.14% Oct 3, 2025 - Nov 11, 2025
#7	-20.79% Jul 1, 2014 - Nov 24, 2014	-2.82% Jun 12, 2025 - Jul 23, 2025
#8	-18.80% Jan 26, 2018 - Jul 9, 2018	-2.51% Aug 19, 2025 - Sep 11, 2025
#9	-17.68% Feb 20, 2026 - Apr 17, 2026	-2.36% Jan 7, 2025 - Jan 21, 2025
#10	-14.87% Jul 3, 2006 - Oct 12, 2006	-2.05% Mar 7, 2025 - Mar 17, 2025
#11	-14.25% May 7, 2021 - Oct 20, 2021	-1.61% Dec 27, 2024 - Jan 6, 2025
#12	-14.24% May 21, 2013 - Jul 11, 2013	-1.31% Sep 23, 2025 - Sep 30, 2025
#13	-14.10% Feb 22, 2007 - Apr 16, 2007	-1.20% Jan 27, 2026 - Feb 6, 2026
#14	-13.90% Jan 22, 2014 - Feb 26, 2014	-1.15% Jan 30, 2025 - Feb 5, 2025
#15	-12.88% Sep 7, 2016 - Nov 14, 2016	-0.97% May 27, 2025 - Jun 2, 2025

Correlation

Correlation between MVV and IDVZ is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2006 - 2026)

MVV vs IDVZ dividend yield comparison.

Year	MVV	IDVZ
2026	0.13%	1.41%
2025	0.77%	2.88%
2024	0.39%	0.00%
2023	0.77%	0.00%
2022	0.93%	0.00%
2021	0.16%	0.00%
2020	0.29%	0.00%
2019	0.62%	0.00%
2018	0.62%	0.00%
2017	0.21%	0.00%
2016	0.43%	0.00%
2015	0.17%	0.00%
2012	0.06%	0.00%
2010	0.07%	0.00%
2009	0.34%	0.00%
2008	1.51%	0.00%
2007	5.74%	0.00%
2006	5.53%	0.00%