IVV vs DIVE

AIVV

BDIVE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SCHD $16,418

Lowest cost0.03%IVV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common13.4%IVV and DIVE

iShares Core S&P 500 ETF · $883BDana Concentrated Dividend ETF · $51M

+21.9%3 years · per year$18,122 · […][…]

+11.9%5 years · per year$17,530 · […][…]

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.10%12-mo yield$110 · $124 on $10k1.24%

Cards for this view

IVV

iShares Core S&P 500

$17,530

DIVE

Dana Concentrated Dividend

[…]

MeasureIVVDIVE

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.10%1.24%

5 years, per year+11.9%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−8.9%−11.5%

Volatility · 1Y13.7%12.8%

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BDIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.24%	+0.3%	+13.2%	+18.7%	new	new	−11.5%	$51M

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BDIVE	Dana Concentrated Dividend ETFRead Desk	0.65%	1.24%	+0.3%	+13.2%	+18.7%	new	new	−11.5%	$51M

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