DVND vs REVS
Touchstone Dividend Select ETF vs Columbia Research Enhanced Value ETF
Which is better, DVND or REVS?
REVS has been ahead.
REVS has a lower expense ratio. REVS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. DVND is less concentrated, with 28.8% of the fund in its ten largest positions against 33.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DVND | REVS |
|---|---|---|
| Expense Ratio | 0.50% | 0.19%Best |
| AUM | $54M | $370M |
| Dividend Yield | 1.81% | 1.84% |
| Holdings | 112 | 611 |
| YTD Return | +11.56% | +18.22%Best |
| 1Y Return | +14.57% | +23.33%Best |
| 3Y Return (annualized) | +17.34% | +20.60%Best |
| 5Y Return (annualized) | - | +12.45% |
| Volatility (annualized) | 13.2%Best | 14.0% |
| Max Drawdown | -14.8%Best | -16.4% |
| $10,000 over 4.2 years | $16,802 | $18,484Best |
| Top 10 Weight | 28.8%Best | 33.6% |
| Fund Family | Touchstone Investments | Columbia Threadneedle Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Aug 2, 2022 | Sep 25, 2019 |
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Aug 4, 2022 to Oct 14, 2026 (4.2 years).
DVND vs REVS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.2 years both funds cover.
DVND vs REVS Performance
Touchstone Dividend Select ETF (DVND) is an ETF from Touchstone Investments and Columbia Research Enhanced Value ETF (REVS) is an ETF from Columbia Threadneedle Investments. Over the past year DVND returned +14.57% while REVS returned +23.33%. Year to date, DVND is up 11.56% versus a gain of 18.22% for REVS.
Over three years, DVND compounded at +17.34% per year against +20.60% for REVS. Across the full 4-year window we track, REVS has the edge at +15.75% annualized vs +13.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REVS has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 13.2% for DVND. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.8% for DVND and -16.4% for REVS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DVND charges 0.50% per year while REVS charges 0.19%. On a $10,000 position that is $50 vs $19 annually, a gap of $31 per year that compounds over a long holding period. On income, DVND currently yields 1.81% against 1.84% for REVS.
Holdings Overlap
29.3% of DVND's money is in holdings REVS also owns. 32.6% of REVS's money is in holdings DVND also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 56 positions we hold weights for in DVND and 298 in REVS, against full books of 112 and 611.
What only one of them owns
Our book lists 269 positions for REVS that do not appear in our book for DVND (65.2% of the fund), and 41 for DVND that do not appear in REVS (70.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DVND | Weight in REVS | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.29% | 7.16% | 1.87% |
| AAPLApple, Inc | 3.10% | 8.48% | 5.38% |
| BACBank of America Corp.: Financials | 1.79% | 3.84% | 2.05% |
| CVXChevron Corp | 1.99% | 2.92% | 0.93% |
| METAMeta Platforms Inc | 2.56% | 2.05% | 0.51% |
| CSCOCisco Systems Inc. - Ordinary Shares | 2.00% | 1.62% | 0.38% |
| SCHWSchwab Strategic T | 1.64% | 1.64% | 0.00% |
| CVSCvs Health Corp | 1.38% | 1.50% | 0.12% |
| USBUS Bancorp | 1.46% | 0.96% | 0.50% |
| ADIAnalog Devices, Inc. | 1.64% | 0.60% | 1.04% |
32.6% of REVS is already inside DVND.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, DVND or REVS?
DVND has an expense ratio of 0.50% while REVS charges 0.19%. REVS is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, DVND or REVS?
Over the past year DVND returned +14.57% vs +23.33% for REVS, so REVS leads on 1-year performance. Over the longest common window we track (4 years), DVND annualized +13.15% vs +15.75% for REVS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DVND or REVS?
REVS has been the more volatile fund at 14.0% annualized versus 13.2% for DVND. Worst drawdown: DVND -14.8% vs REVS -16.4%.
Should I hold both DVND and REVS?
DVND and REVS have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between DVND and REVS?
32.6% of REVS's money is in holdings DVND also owns. 32.6% of REVS's is in holdings DVND also owns. They hold 15 positions in common, counted across the 56 positions we hold weights for in DVND and 298 in REVS.
Which pays a higher dividend, DVND or REVS?
DVND yields 1.81% while REVS yields 1.84%, so REVS currently pays the higher dividend yield.
Is REVS better than DVND?
REVS has a lower expense ratio. REVS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. DVND is less concentrated, with 28.8% of the fund in its ten largest positions against 33.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.