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 123 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | DIVZ vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | DIVZ vs SCHV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | DIVZ vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | DIVZ vs SPYV | |
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | DIVZ vs ILCV |
Best Risk-Adjusted Alternatives to DIVZ
DIVZ has a PortfoliosLab risk / return rank of 41. There are 106 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 | 9.78B | Apr 2013 | DIVZ vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | DIVZ vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | DIVZ vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | DIVZ vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 93 | 26.25B | Aug 2013 | DIVZ vs FNDX |
Top Performing DIVZ Alternatives (YTD)
DIVZ is at 6.43% YTD. There are 122 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.84% | 9.78B | Apr 2013 | DIVZ vs VLUE | |
| Clough Select Equity ETF | 24.90% | 56.12M | Nov 2020 | DIVZ vs CBSE | |
| Eventide High Dividend ETF | 22.35% | 150.61M | Sep 2024 | DIVZ vs ELCV | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | DIVZ vs DIVB | |
| VictoryShares Free Cash Flow ETF | 21.96% | 8.17B | Jun 2023 | DIVZ vs VFLO |
Lowest Volatility Alternatives to DIVZ
DIVZ has 9.70% 1-year volatility. There are 7 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.16% | 60.27M | Oct 2025 | DIVZ vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.96% | 6.21B | Jun 2006 | DIVZ vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | DIVZ vs BGIG | |
| Morgan Dempsey Large Cap Value ETF | 9.02% | 32.39M | Apr 2023 | DIVZ vs MDLV | |
| Absolute Select Value ETF | 9.11% | 142.20M | Jan 2020 | DIVZ vs ABEQ |
Lowest Drawdown Alternatives to DIVZ
DIVZ has a 1-year max drawdown of -5.83%. There are 17 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% | 1.62B | Mar 2005 | DIVZ vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | 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% | 48.88M | 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 AUGZ, SEPZ, MARZ and span 2 categories. AUM among these funds goes as high as $129M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TrueShares Structured Outcome (August) ETF | Defined Outcome | 56 | 7.34% | 43.22M | Jul 2020 | DIVZ vs AUGZ | |
| TrueShares Structured Outcome (September) ETF | Options Trading | 56 | 7.55% | 129.42M | Aug 2020 | DIVZ vs SEPZ | |
| TrueShares Structured Outcome (March) ETF | Defined Outcome | 55 | 7.36% | 32.94M | Feb 2021 | DIVZ vs MARZ | |
| TrueShares Structured Outcome (December) ETF | Defined Outcome | 55 | 7.52% | 36.61M | Nov 2020 | DIVZ vs DECZ | |
| TrueShares Structured Outcome (October) ETF | Defined Outcome | 58 | 7.58% | 43.30M | Sep 2020 | DIVZ vs OCTZ | |
| Trueshares Structured Outcome (July) ETF | Options Trading | 53 | 7.69% | 36.55M | Jun 2020 | DIVZ vs JULZ | |
| TrueShares Structured Outcome (April) ETF | Defined Outcome | 49 | 6.76% | 32.99M | Mar 2021 | DIVZ vs APRZ | |
| TrueShares Structured Outcome (January) ETF | Defined Outcome | 58 | 7.59% | 41.28M | Dec 2020 | DIVZ vs JANZ | |
| TrueShares Structured Outcome (June) ETF | Defined Outcome | 56 | 7.84% | 30.73M | May 2021 | DIVZ vs JUNZ | |
| TrueShares Quarterly Bull Hedge ETF | Options Trading | 25 | 1.38% | — | Jun 2024 | DIVZ vs QBUL |
Often Compared With DIVZ
Investors most often compare DIVZ with SCHD, CGDV, SELV. 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