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