DIVE vs VTI

ADIVE

BVTI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,416VOO · VTI $16,585

Lowest cost0.03%VTI · $3 on $10k

Most income1.25%DIVE · $125 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common11.6%DIVE and VTI

Dana Concentrated Dividend ETF · $51MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $17,823+21.2%

[…]5 years · per year[…] · $16,585+10.6%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

1.25%12-mo yield$125 · $107 on $10k1.07%

Cards for this view

DIVE

Dana Concentrated Dividend

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,585

MeasureDIVEVTI

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.25%1.07%

5 years, per year[…]+10.6%

3 years, per year[…]+21.2%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y12.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.25%	0.0%	+12.8%	+19.0%	new	new	−11.5%	$51M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	ADIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.25%	0.0%	+12.8%	+19.0%	new	new	−11.5%	$51M

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