DIVB vs IVV
DIVB vs IVV
iShares Core Dividend ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DIVB delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DIVB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.05% | 0.03% | |
| AUM | $1.7B | $865.2B | |
| Dividend Yield | 2.27% | 1.09% | |
| Holdings | 385 | 508 | |
| YTD Return | +24.48% | +11.54% | |
| 1Y Return | +35.01% | +21.48% | |
| 3Y Return (annualized) | +22.17% | +20.86% | |
| 5Y Return (annualized) | +13.20% | +13.02% | |
| Volatility (annualized) | 17.0% | 15.1% | |
| Max Drawdown | -36.9% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 7, 2017 | May 15, 2000 |
DIVB vs IVV Performance
iShares Core Dividend ETF (DIVB) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DIVB returned +35.01% while IVV returned +21.48%. Year to date, DIVB is up 24.48% versus a gain of 11.54% for IVV.
Over three years, DIVB compounded at +22.17% per year against +20.86% for IVV; over five years the annualized figures are +13.20% and +13.02% respectively. Across the full 9-year window we track, DIVB has the edge at +13.49% annualized vs +6.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DIVB has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.1% for IVV. 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 -36.9% for DIVB and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DIVB charges 0.05% per year while IVV charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, DIVB currently yields 2.27% against 1.09% for IVV.
Holdings Overlap
DIVB and IVV share 207 holdings out of 669 unique holdings combined, representing a 24.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DIVB | Weight in IVV | Difference |
|---|---|---|---|
| IBM | 5.20% | 0.31% | 4.89% |
| ADP | 5.08% | 0.15% | 4.93% |
| JPM | 2.76% | 1.43% | 1.33% |
| JNJ | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| PAYX | Pro | Pro | Pro |
| HPQ | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
See all 10 holdings DIVB shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, DIVB or IVV?
DIVB has an expense ratio of 0.05% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $2 per year of difference.
Which performed better, DIVB or IVV?
Over the past year DIVB returned +35.01% vs +21.48% for IVV, so DIVB leads on 1-year performance. Over the longest common window we track (9 years), DIVB annualized +13.49% vs +6.97% for IVV. Past performance does not guarantee future results.
Which is riskier, DIVB or IVV?
DIVB has been the more volatile fund at 17.0% annualized versus 15.1% for IVV. Worst drawdown: DIVB -36.9% vs IVV -56.5%.
Should I hold both DIVB and IVV?
DIVB and IVV have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DIVB and IVV?
DIVB and IVV share 207 common holdings with a 24.6% weight overlap. Combined, they hold 669 unique securities.
Which pays a higher dividend, DIVB or IVV?
DIVB yields 2.27% while IVV yields 1.09%, so DIVB currently pays the higher dividend yield.
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