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DIVEvsIUSVETF Comparison

ETF 1
DIVE

Dana Concentrated Dividend ETF

This fund is part of
US High Dividend
+0.73%
VS
ETF 2
IUSV

iShares Core S&P U.S. Value ETF

This fund is part of
US Large Cap Value
+0.85%

Dana Concentrated Dividend ETF (DIVE) belongs to the US High Dividend segment. iShares Core S&P U.S. Value ETF (IUSV) is part of the US Large Cap Value segment. DIVE's top 3 sector exposures are Consumer Discretionary, Financials and Health Care. In contrast, IUSV's top sector exposures are Information Technology, Financials and Consumer Discretionary. DIVE is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.04% for IUSV. DIVE is up 2.03% year-to-date (YTD) with -$272K in YTD flows. IUSV performs better with 8.58% YTD performance, and -$169K in YTD flows. Run a side-by-side ETF comparison of DIVE and IUSV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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DIVE vs IUSV performance and flow charts

Performance

-1.5-1.0-0.50.00.51.01.52.0%May 12May 19May 26Jun 2Jun 9

Cumulative Flows

0 M50 M100 M150 M200 MMay 12May 19May 26Jun 2Jun 9

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 06/12/2026
1M3MYTD1Y3Y5Y
Perf.
DIVE
IUSV
+0.72%+1.98%
+7.26%+8.58%
+2.03%+8.58%
n/a+20.84%
n/a+53.61%
n/a+68.03%
Flows
DIVE
IUSV
-$1M+$230M
-$1M+$516M
-$272K-$169K
-+$1.92B
-+$5.44B
-+$8.00B
Volatility and drawdown
3M1Y3Y5Y
Volatility
DIVE
IUSV
+12.08%+10.66%
n/a+10.20%
n/a+12.79%
n/a+14.69%
Max drawdown
DIVE
IUSV
-3.32%-2.60%
n/a-6.36%
n/a-17.77%
n/a-17.96%
Max drawdown duration
DIVE
IUSV
21d21d
n/a80d
n/a263d
n/a286d
Trading data

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DIVE
IUSV
Last sale
6/12/2026 at 1:30 PM
$25.85
$110.88
Previous close
06/11/2026
$25.69
$110.04
Consolidated volume
06/11/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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DIVE
is actively managed and doesn’t replicate an index

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DIVE
IUSV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
DIVE
IUSV
Last price
$25.85
$110.88
1D performance
+0.64%
+0.76%
AuM$44.31 M$26.42 B
E/R0.65%0.04%
Characteristics
DIVE
IUSV
Management strategyActivePassive
ProviderDana Investment AdvisorsiShares
Benchmark-S&P 900 Value Index
N° of holdings32706
Asset class-Equities
Trailing 12m distribution yield
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Inception dateSeptember 15, 2025July 24, 2000
ESGNoNo
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Exposure

Countries

DIVE
USA
89.59%
Other
10.41%
IUSV
USA
94.96%
Other
5.04%

Sectors

DIVE
Consumer Discreti.
18.59%
Financials
17.6%
Health Care
14.55%
Consumer Staples
12.98%
Communication Ser.
7.55%
Other
28.73%
IUSV
Information Techn.
19.89%
Financials
13.42%
Consumer Discreti.
11.18%
Industrials
11.09%
Health Care
10.89%
Consumer Staples
8.71%
Other
24.81%
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Diversification

DIVE

Total weight of top 15 holdings out of 15

62.8%
IUSV

Total weight of top 15 holdings out of 15

27.3%

Top 15 holdings

Data as of April 30, 2026
DIVE
PHILLIP MORRIS
9.53%
RESTAURANT BRANDS INTL
5.43%
ALPHABET INC-CL
5.35%
IQVIA HOLDINGS INC
4.18%
WELLS FARGO
4.08%
TRUIST FINANCIAL CORP
4.07%
AMAZON.COM INC
3.86%
ELEVANCE HEALTH INC
3.76%
CAPITAL ONE FINANCIAL
3.39%
NEXTERA ENERGY
3.36%
US31488V1070
3.33%
DOLLAR GENERAL
3.30%
SCHLUMBERGER
3.16%
CAESARS ENTERTAINMENT INC
3.00%
GENUINE PARTS
3.00%
IUSV
APPLE
6.59%
AMAZON.COM INC
4.03%
EXXON
2.13%
WALMART INC
1.91%
COSTCO WHOLESALE
1.49%
INTEL-T
1.47%
TESLA
1.35%
CHEVRON TEXACO
1.20%
BK OF AMERICA CO
1.17%
PROCTERGAMBLE
1.13%
UNITEDHEALTH GRP
1.11%
HOME DEPOT
1.08%
MERCK & CO INC
0.90%
JPMORGAN CHASE
0.89%
TEXAS INSTRUMENTS
0.84%
Frequently asked questions about DIVE and IUSV

How have the DIVE and IUSV ETFs performed in 2026?

As of June 12, 2026, DIVE is up 2.03% year-to-date (YTD), while IUSV has returned 8.58%. That puts IUSV better performer ahead so far this year.

Which ETF is attracting more investor money: DIVE or IUSV?

Year-to-date, the DIVE ETF saw -$272K in flows, compared to -$169K for IUSV.

Which ETF is bigger: DIVE or IUSV?

As of June 12, 2026, DIVE holds $44.31 M in assets under management (AUM), while IUSV manages $26.42 B.

What sectors do the DIVE and IUSV ETFs invest in?

DIVE leans toward sectors like Consumer Discretionary, Financials and Health Care. Meanwhile, IUSV focuses on Information Technology, Financials and Consumer Discretionary.

What are the top holdings of the DIVE ETF and IUSV ETF?

DIVE top holdings include PHILLIP MORRIS, RESTAURANT BRANDS INTL and ALPHABET INC-CL. IUSV holds in its top three: APPLE, AMAZON.COM INC and EXXON.

Which ETF is more diversified: DIVE or IUSV?

DIVE holds 33 securities with 62.8% of its assets in the top 15. IUSV has 742 securities and a top 15 weight of 27.3%.

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