DIVB vs VTI

Quick Verdict

VTI has a lower expense ratio. DIVB delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: DIVBMore Diversified: VTI

Side-by-Side Comparison

MetricDIVBVTIWinner
Expense Ratio0.05%0.03%
AUM$1.7B$663.5B
Dividend Yield2.27%1.07%
Holdings3853,543
YTD Return+23.97%+10.14%
1Y Return+34.01%+19.82%
3Y Return (annualized)+21.30%+18.94%
5Y Return (annualized)+13.31%+11.79%
Volatility (annualized)17.1%15.4%
Max Drawdown-36.9%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 7, 2017May 24, 2001

DIVB vs VTI Performance

iShares Core Dividend ETF (DIVB) is a ETF from iShares by BlackRock (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DIVB returned +34.01% while VTI returned +19.82%. Year to date, DIVB is up 23.97% versus a gain of 10.14% for VTI.

Over three years, DIVB compounded at +21.30% per year against +18.94% for VTI; over five years the annualized figures are +13.31% and +11.79% respectively. Across the full 9-year window we track, DIVB has the edge at +13.45% annualized vs +7.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DIVB has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 15.4% for VTI. 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 -56.6% for VTI. 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 0.93. 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 VTI 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 1.07% for VTI.

Holdings Overlap

21.3%overlap

DIVB and VTI share 307 holdings out of 2847 unique holdings combined, representing a 21.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVBWeight in VTIDifference
IBM5.20%0.36%4.84%
ADP5.08%0.12%4.96%
2345:TW3.83%0.10%3.73%
JPMProProPro
JNJProProPro
XOMProProPro
ABBVProProPro
PAYXProProPro
HPQProProPro
PGProProPro
See all 10 holdings DIVB shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, DIVB or VTI?

DIVB has an expense ratio of 0.05% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, DIVB or VTI?

Over the past year DIVB returned +34.01% vs +19.82% for VTI, so DIVB leads on 1-year performance. Over the longest common window we track (9 years), DIVB annualized +13.45% vs +7.99% for VTI. Past performance does not guarantee future results.

Which is riskier, DIVB or VTI?

DIVB has been the more volatile fund at 17.1% annualized versus 15.4% for VTI. Worst drawdown: DIVB -36.9% vs VTI -56.6%.

Should I hold both DIVB and VTI?

DIVB and VTI have a monthly-return correlation of 0.93, 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 VTI?

DIVB and VTI share 307 common holdings with a 21.3% weight overlap. Combined, they hold 2847 unique securities.

Which pays a higher dividend, DIVB or VTI?

DIVB yields 2.27% while VTI yields 1.07%, so DIVB currently pays the higher dividend yield.

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