DIVE vs VYM
DIVE vs VYM
Dana Concentrated Dividend ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | DIVE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $46M | $79.0B | |
| Dividend Yield | 1.10% | 2.86% | |
| Holdings | 35 | 568 | |
| YTD Return | +7.93% | +15.80% | |
| 1Y Return | +11.14% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -11.4% | -58.8% | |
| Fund Family | Dana Investment Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 15, 2025 | Nov 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 +11.14% while VYM returned +26.12%. Year to date, DIVE is up 7.93% versus a gain of 15.80% 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 1.10% against 2.86% for VYM.
Holdings Overlap
DIVE and VYM share 18 holdings out of 574 unique holdings combined, representing a 9.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DIVE | Weight in VYM | Difference |
|---|---|---|---|
| PM | 9.87% | 1.28% | 8.59% |
| WFC | 3.98% | 1.12% | 2.86% |
| ABBV | 2.45% | 1.80% | 0.65% |
| NEE | Pro | Pro | Pro |
| TFC | Pro | Pro | Pro |
| ANTM | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| SLB:CW | Pro | Pro | Pro |
| DG | Pro | Pro | Pro |
| FERG | Pro | Pro | Pro |
See all 10 holdings DIVE shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
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 +11.14% vs +26.12% 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 9.6% weight overlap. Combined, they hold 574 unique securities.
Which pays a higher dividend, DIVE or VYM?
DIVE yields 1.10% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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