DIVE vs VOO

DIVE vs VOO

Which is better, DIVE or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 44.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDIVEVOO
Expense Ratio0.65%0.03%Best
AUM$48M$997.4B
Dividend Yield1.01%1.04%
Holdings36509
YTD Return+6.80%+12.37%Best
1Y Return+9.38%+16.61%Best
3Y Return (annualized)-+21.37%
5Y Return (annualized)-+13.49%
Volatility (annualized)13.7%13.3%Best
Max Drawdown-11.4%-8.9%Best
$10,000 over 1 years$10,993$11,693Best
Top 10 Weight44.4%37.6%Best
Fund FamilyDana Investment AdvisorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionSep 15, 2025Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 16, 2025 to Sep 18, 2026 (1 years).

DIVE vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1 years both funds cover.

DIVE vs VOO Performance

Dana Concentrated Dividend ETF (DIVE) is an ETF from Dana Investment Advisors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DIVE returned +9.38% while VOO returned +16.61%. Year to date, DIVE is up 6.80% versus a gain of 12.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DIVE has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 13.3% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -11.4% for DIVE and -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DIVE charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, DIVE currently yields 1.01% against 1.04% for VOO.

Holdings Overlap

DIVE already in VOO81.2%
VOO already in DIVE15.2%

81.2% of DIVE's money is in holdings VOO also owns. 15.2% of VOO's money is in holdings DIVE also owns.

Most of DIVE is already inside VOO. Owning both mostly buys the same companies twice.

28 positions in common, counted across the 35 positions we hold weights for in DIVE and 494 in VOO, against full books of 36 and 509.

What only one of them owns

Measured across the 35 and 494 positions we hold weights for.

VOO holds 459 positions DIVE does not, 83.9% of the fund.

Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AVGO 2.86%, GOOG 2.62%

Top Shared Holdings

StockWeight in DIVEWeight in VOODifference
AMZNAmazon.Com Inc4.87%4.13%0.74%
PMPhilip Morris International Inc.6.30%0.46%5.84%
IQVI Q V I A Holdings Inc.5.53%0.06%5.47%
GOOGLAlphabet Inc,class A1.76%3.24%1.48%
METAMeta Platforms Inc2.80%1.90%0.90%
COFCapital One Financial Corp.4.44%0.20%4.24%
CRMSalesforce Inc Crm Us Equity3.93%0.23%3.70%
ABBVAbbvie Inc.3.37%0.69%2.68%
ELVElevance Health Inc3.77%0.13%3.64%
GPCGenuine Parts Co.3.68%0.03%3.65%

81.2% of DIVE is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DIVEVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DIVE or VOO?

DIVE has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option, by $62 a year on a $10,000 investment.

Which performed better, DIVE or VOO?

Over the past year DIVE returned +9.38% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), DIVE annualized +9.93% vs +16.93% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DIVE or VOO?

DIVE has been the more volatile fund at 13.7% annualized versus 13.3% for VOO. Worst drawdown: DIVE -11.4% vs VOO -8.9%.

Should I hold both DIVE and VOO?

DIVE and VOO have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DIVE and VOO?

81.2% of DIVE's money is in holdings VOO also owns. 15.2% of VOO's is in holdings DIVE also owns. They hold 28 positions in common, counted across the 35 positions we hold weights for in DIVE and 494 in VOO.

Which pays a higher dividend, DIVE or VOO?

DIVE yields 1.01% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than DIVE?

VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 44.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.