DIVY vs. DXUV

Last updated Jun 5, 2026

DIVY (Tidal ETF Trust - Sound Equity Income ETF) and DXUV (Dimensional US Vector Equity ETF) are both Mid Cap Value Equities funds. Both are actively managed. Over the past year, DIVY returned 20.38% vs 28.61% for DXUV. A 0.77 correlation means they provide meaningful diversification when combined. DIVY charges 0.45%/yr vs 0.25%/yr for DXUV.

Performance

DIVY vs. DXUV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tidal ETF Trust - Sound Equity Income ETF (DIVY) and Dimensional US Vector Equity ETF (DXUV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DIVY achieves a 9.62% return, which is significantly lower than DXUV's 11.86% return.

DIVY

• 1D: 1.34%
• 1M: 1.49%
• YTD: 9.62%
• 6M: 11.63%
• 1Y: 20.38%
• 3Y*: —
• 5Y*: —
• 10Y*: —

DXUV

• 1D: 0.86%
• 1M: 3.35%
• YTD: 11.86%
• 6M: 12.28%
• 1Y: 28.61%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DIVY vs. DXUV - Yearly Performance Comparison

	2026 (YTD)	2025	2024
DIVY Tidal ETF Trust - Sound Equity Income ETF	9.62%	7.38%	-1.44%
DXUV Dimensional US Vector Equity ETF	11.86%	14.34%	5.00%

Correlation

The correlation between DIVY and DXUV is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.73
Correlation (All Time) Calculated using the full available price history since Sep 13, 2024	0.77

The correlation between DIVY and DXUV has been stable across timeframes, ranging from 0.73 to 0.77 - a consistent structural relationship.

DIVY vs. DXUV - Sectors Allocation Comparison

Sectors	DIVY	DXUV
Financial Services	18.0%	16.3%
Energy	15.3%	7.0%
Healthcare	12.6%	8.3%
Technology	9.1%	24.2%
Communication Services	9.0%	8.1%
Consumer Cyclical	8.5%	11.4%
Consumer Defensive	8.4%	5.4%
Industrials	7.1%	14.7%
Utilities	4.7%	0.5%
Basic Materials	3.6%	3.7%
Real Estate	-	0.4%

Return for Risk

DIVY vs. DXUV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DIVY

DIVY Risk / Return Rank: 45
DIVY Sharpe Ratio Rank: 46
DIVY Sortino Ratio Rank: 47
DIVY Omega Ratio Rank: 43
DIVY Calmar Ratio Rank: 46
DIVY Martin Ratio Rank: 42

DXUV

DXUV Risk / Return Rank: 70
DXUV Sharpe Ratio Rank: 70
DXUV Sortino Ratio Rank: 71
DXUV Omega Ratio Rank: 68
DXUV Calmar Ratio Rank: 69
DXUV Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DIVY vs. DXUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tidal ETF Trust - Sound Equity Income ETF (DIVY) and Dimensional US Vector Equity ETF (DXUV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	DIVY	DXUV	Difference
Sharpe ratio: Return per unit of total volatility	1.57	2.26	-0.69
Sortino ratio: Return per unit of downside risk	2.26	3.16	-0.90
Omega ratio: Gain probability vs. loss probability	1.27	1.40	-0.13
Calmar ratio: Return relative to maximum drawdown	2.26	3.37	-1.11
Martin ratio: Return relative to average drawdown	6.68	13.70	-7.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DIVY vs. DXUV - Sharpe Ratio Comparison

The current DIVY Sharpe Ratio is 1.57, which is lower than the DXUV Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of DIVY and DXUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	DIVY	DXUV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.57	2.26	-0.69
Sharpe Ratio (All Time) Calculated using the full available price history	0.68	1.09	-0.40

Drawdowns

DIVY vs. DXUV - Drawdown Comparison

The maximum DIVY drawdown since its inception was -18.35%, smaller than the maximum DXUV drawdown of -21.08%. Use the drawdown chart below to compare losses from any high point for DIVY and DXUV.

Drawdown Indicators

	DIVY	DXUV	Difference
Max Drawdown Largest peak-to-trough decline	-18.35%	-21.08%	+2.73%
Max Drawdown (1Y) Largest decline over 1 year	-9.06%	-8.53%	-0.53%
Current Drawdown Current decline from peak	-1.43%	0.00%	-1.43%
Average Drawdown Average peak-to-trough decline	-3.31%	-3.07%	-0.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.06%	2.09%	+0.97%

Volatility

DIVY vs. DXUV - Volatility Comparison

Tidal ETF Trust - Sound Equity Income ETF (DIVY) has a higher volatility of 3.24% compared to Dimensional US Vector Equity ETF (DXUV) at 2.89%. This indicates that DIVY's price experiences larger fluctuations and is considered to be riskier than DXUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DIVY	DXUV	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.24%	2.89%	+0.35%
Volatility (6M) Calculated over the trailing 6-month period	8.90%	9.03%	-0.13%
Volatility (1Y) Calculated over the trailing 1-year period	13.07%	12.71%	+0.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.70%	17.30%	-1.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.70%	17.30%	-1.60%

DIVY vs. DXUV - Expense Ratio Comparison

DIVY has a 0.45% expense ratio, which is higher than DXUV's 0.25% expense ratio.

Dividends

DIVY vs. DXUV - Dividend Comparison

DIVY's dividend yield for the trailing twelve months is around 3.09%, more than DXUV's 0.96% yield.

Position	TTM	2025	2024
DIVY Tidal ETF Trust - Sound Equity Income ETF	3.09%	3.68%	2.94%
DXUV Dimensional US Vector Equity ETF	0.96%	1.01%	0.37%

Frequently Asked Questions

Can I hold both DIVY and DXUV in my portfolio?

DIVY and DXUV have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DIVY or DXUV?

DIVY has higher volatility (3.24%) compared to DXUV (2.89%). In terms of maximum drawdown, DIVY dropped -18.35% vs DXUV's -21.08%.

Which ETF is better, DIVY or DXUV?

On 1-year performance, DXUV leads with 28.61% vs 20.38% for DIVY. On fees, DXUV is cheaper at 0.25% per year. On volatility, DXUV has been the lower-risk option at 2.89%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DIVY or DXUV?

Over the 1-year period, DXUV has performed better with a 28.61% return vs 20.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DIVY or DXUV?

DXUV is cheaper with a 0.25% expense ratio, compared with 0.45% for DIVY.

Which ETF pays a higher dividend yield, DIVY or DXUV?

DIVY has the higher dividend yield at 3.09%, compared with 0.96% for DXUV.

What is the main difference between DIVY and DXUV?

They also come from different issuers: Sound Income Strategies and Dimensional. Their fees differ too: 0.45% for DIVY and 0.25% for DXUV.

Which has better risk-adjusted returns?

DXUV currently has the higher Sharpe Ratio (2.26 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.