DIVE vs VYM

DIVE vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricDIVEVYMWinner
Expense Ratio0.65%0.04%
AUM$48M$81.6B
Dividend Yield1.05%2.24%
Holdings36616
YTD Return+10.13%+14.95%
1Y Return+13.41%+21.14%
3Y Return (annualized)-+18.69%
5Y Return (annualized)-+12.00%
Volatility (annualized)-14.6%
Max Drawdown-11.4%-58.8%
Fund FamilyDana Investment AdvisorsVanguard (US)
CategoryEquityEquity
InceptionSep 15, 2025Nov 10, 2006

DIVE vs VYM Performance

Dana Concentrated Dividend ETF (DIVE) is a ETF from Dana Investment Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DIVE returned +13.41% while VYM returned +21.14%. Year to date, DIVE is up 10.13% versus a gain of 14.95% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.4% for DIVE and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

DIVE charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, DIVE currently yields 1.05% against 2.24% for VYM.

Holdings Overlap

11.1%overlap

DIVE and VYM share 18 holdings out of 620 unique holdings combined, representing a 11.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVEWeight in VYMDifference
PM6.48%1.17%5.31%
COF4.66%0.52%4.14%
ABBV3.28%1.85%1.43%
WFCProProPro
ELVProProPro
KDPProProPro
GPCProProPro
MRKProProPro
NEEProProPro
DGProProPro
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Frequently Asked Questions

Which is cheaper, DIVE or VYM?

DIVE has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, DIVE or VYM?

Over the past year DIVE returned +13.41% vs +21.14% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between DIVE and VYM?

DIVE and VYM share 18 common holdings with a 11.1% weight overlap. Combined, they hold 620 unique securities.

Which pays a higher dividend, DIVE or VYM?

DIVE yields 1.05% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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