DIVEvsIWDETF Comparison
Dana Concentrated Dividend ETF (DIVE) belongs to the US High Dividend segment. iShares Russell 1000 Value ETF (IWD) is part of the US Large Cap Value segment. DIVE's top 3 sector exposures are Consumer Discretionary, Financials and Health Care. In contrast, IWD's top sector exposures are Financials, Information Technology and Industrials. DIVE is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.18% for IWD. DIVE is up 2.03% year-to-date (YTD) with -$272K in YTD flows. IWD performs better with 15.63% YTD performance, and -$3.33B in YTD flows. Run a side-by-side ETF comparison of DIVE and IWD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
DIVE vs IWD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DIVE IWD | +0.72%+3.44% | +7.26%+13.28% | +2.03%+15.63% | n/a+28.54% | n/a+65.75% | n/a+66.07% |
| Flows | DIVE IWD | -$1M+$202M | -$1M+$217M | -$272K-$3.33B | --$638M | --$1.52B | --$4.15B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DIVE IWD | +12.08%+13.25% | n/a+11.29% | n/a+13.08% | n/a+14.91% |
| Max drawdown | DIVE IWD | -3.32%-3.42% | n/a-6.81% | n/a-15.64% | n/a-19.11% |
| Max drawdown duration | DIVE IWD | 21d21d | n/a43d | n/a213d | n/a700d |
DIVE | IWD | |
Last sale 6/12/2026 at 1:30 PM | $25.85 | $242.13 |
| Previous close 06/11/2026 | $25.69 | $239.78 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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DIVE | IWD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DIVE | IWD | |
|---|---|---|
| Last price | $25.85 | $242.13 |
| 1D performance | +0.64% | +0.98% |
| AuM | $44.31 M | $76.85 B |
| E/R | 0.65% | 0.18% |
DIVE | IWD | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Dana Investment Advisors | iShares |
| Benchmark | - | Russell 1000 Value Index |
| N° of holdings | 32 | 784 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 15, 2025 | May 22, 2000 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
