Opal Dividend Income ETF (DIVZ) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with DIVZ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DIVZ
DIVZ charges 0.65% annually. There are 120 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | DIVZ vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | DIVZ vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | DIVZ vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | DIVZ vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | DIVZ vs ILCV |
Best Risk-Adjusted Alternatives to DIVZ
DIVZ has a PortfoliosLab risk / return rank of 38. There are 107 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | DIVZ vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | DIVZ vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | DIVZ vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | DIVZ vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | DIVZ vs LSVD |
Top Performing DIVZ Alternatives (YTD)
DIVZ is at 4.86% YTD. There are 119 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | DIVZ vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | DIVZ vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | DIVZ vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | DIVZ vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | DIVZ vs ROE |
Lowest Volatility Alternatives to DIVZ
DIVZ has 9.48% 1-year volatility. There are 5 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | DIVZ vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | DIVZ vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | DIVZ vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | DIVZ vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | DIVZ vs DTD |
Lowest Drawdown Alternatives to DIVZ
DIVZ has a 1-year max drawdown of -5.83%. There are 16 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | DIVZ vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | DIVZ vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | DIVZ vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | DIVZ vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | DIVZ vs ELCV |
Other ETFs from TrueShares
The 10 most viewed TrueShares ETFs shown here include RNWZ, AUGZ, SEPZ and span 3 categories. AUM among these funds goes as high as $126M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TrueShares Eagle Global Renewable Energy Income ET... | Energy Equities | 71 | 13.62% | 5.97M | Dec 2022 | DIVZ vs RNWZ | |
| TrueShares Structured Outcome (August) ETF | Defined Outcome | 54 | 5.82% | 41.19M | Jul 2020 | DIVZ vs AUGZ | |
| TrueShares Structured Outcome (September) ETF | Options Trading | 55 | 6.07% | 126.49M | Aug 2020 | DIVZ vs SEPZ | |
| TrueShares Structured Outcome (March) ETF | Defined Outcome | 54 | 5.94% | 35.73M | Feb 2021 | DIVZ vs MARZ | |
| TrueShares Structured Outcome (December) ETF | Defined Outcome | 53 | 5.98% | 36.43M | Nov 2020 | DIVZ vs DECZ | |
| TrueShares Structured Outcome (October) ETF | Defined Outcome | 55 | 6.06% | 42.64M | Sep 2020 | DIVZ vs OCTZ | |
| Trueshares Structured Outcome (July) ETF | Options Trading | 52 | 6.03% | 33.26M | Jun 2020 | DIVZ vs JULZ | |
| TrueShares Structured Outcome (April) ETF | Defined Outcome | 49 | 5.36% | 32.82M | Mar 2021 | DIVZ vs APRZ | |
| TrueShares Structured Outcome (June) ETF | Defined Outcome | 55 | 6.52% | 31.62M | May 2021 | DIVZ vs JUNZ | |
| TrueShares Structured Outcome (January) ETF | Defined Outcome | 57 | 6.09% | 41.07M | Dec 2020 | DIVZ vs JANZ |
Often Compared With DIVZ
Investors most often compare DIVZ with SCHD, CGDV, DIVB. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare DIVZ with Any Fund or Stock
Compare DIVZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DIVZ with funds that move differently
Opal Dividend Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DIVZ.
Explore DIVZ Diversifiers