DIVB vs. DES
DIVB (iShares Core Dividend ETF) and DES (WisdomTree U.S. SmallCap Dividend Fund) are both exchange-traded funds - DIVB is a Dividend fund tracking the Morningstar US Dividend and Buyback Index, while DES is a Small Cap Blend Equities fund tracking the WisdomTree SmallCap Dividend (TR). Both are passively managed. Over the past 5 years, DIVB returned 13.09%/yr vs 9.02%/yr for DES. Their correlation of 0.81 suggests significant overlap in exposure. DIVB charges 0.05%/yr vs 0.38%/yr for DES.
Performance
DIVB vs. DES - Performance Comparison
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Returns By Period
In the year-to-date period, DIVB achieves a 22.13% return, which is significantly lower than DES's 24.63% return.
DIVB
- 1D
- 2.12%
- 1M
- 3.84%
- 6M
- 18.62%
- YTD
- 22.13%
- 1Y
- 30.52%
- 3Y*
- 21.77%
- 5Y*
- 13.09%
- 10Y*
- —
DES
- 1D
- 1.85%
- 1M
- 4.99%
- 6M
- 16.48%
- YTD
- 24.63%
- 1Y
- 30.86%
- 3Y*
- 15.04%
- 5Y*
- 9.02%
- 10Y*
- 8.23%
DIVB vs. DES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares Core Dividend ETF | 22.13% | 15.09% | 18.59% | 13.27% | -10.51% | 31.29% | 10.78% | 32.72% | -8.16% | 5.95% |
DES WisdomTree U.S. SmallCap Dividend Fund | 24.63% | 0.25% | 9.93% | 16.50% | -10.96% | 26.51% | -4.26% | 20.26% | -12.85% | 5.28% |
Correlation
The correlation between DIVB and DES is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2017 | 0.81 |
The correlation between DIVB and DES has been stable across timeframes, ranging from 0.74 to 0.84 - a consistent structural relationship.
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Return for Risk
DIVB vs. DES — Risk / Return Rank
DIVB
DES
DIVB vs. DES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend ETF (DIVB) and WisdomTree U.S. SmallCap Dividend Fund (DES). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DIVB | DES | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.34 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.49 | 4.06 | +0.44 |
| Martin ratioReturn relative to average drawdown | 15.05 | 11.65 | +3.40 |
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Drawdowns
DIVB vs. DES - Drawdown Comparison
The maximum DIVB drawdown since its inception was -36.93%, smaller than the maximum DES drawdown of -65.48%. Use the drawdown chart below to compare losses from any high point for DIVB and DES.
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Drawdown Indicators
| DIVB | DES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -65.48% | +28.55% |
Max Drawdown (1Y)Largest decline over 1 year | -6.82% | -7.64% | +0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -15.45% | -25.16% | +9.71% |
Max Drawdown (5Y)Largest decline over 5 years | -21.08% | -25.16% | +4.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.65% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.94% | -9.63% | +4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.66% | -0.63% |
Volatility
DIVB vs. DES - Volatility Comparison
iShares Core Dividend ETF (DIVB) has a higher volatility of 4.76% compared to WisdomTree U.S. SmallCap Dividend Fund (DES) at 3.69%. This indicates that DIVB's price experiences larger fluctuations and is considered to be riskier than DES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIVB | DES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 3.69% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 11.05% | -1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.16% | 16.02% | -3.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.35% | 19.46% | -4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.35% | 21.91% | -3.56% |
DIVB vs. DES - Expense Ratio Comparison
DIVB has a 0.05% expense ratio, which is lower than DES's 0.38% expense ratio.
Dividends
DIVB vs. DES - Dividend Comparison
DIVB's dividend yield for the trailing twelve months is around 2.17%, less than DES's 2.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DES WisdomTree U.S. SmallCap Dividend Fund | 2.22% | 2.85% | 2.81% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 3.09% |
DIVB iShares Core Dividend ETF | 2.17% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% | 0.00% | 0.00% |
Frequently Asked Questions
DIVB and DES have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIVB has higher volatility (4.76%) compared to DES (3.69%). In terms of maximum drawdown, DIVB dropped -36.93% vs DES's -65.48%.
On 5-year performance, DIVB leads with 13.09% vs 9.02% for DES. On fees, DIVB is cheaper at 0.05% per year. On volatility, DES has been the lower-risk option at 3.69%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DIVB has performed better with a 13.09% return vs 9.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DIVB is cheaper with a 0.05% expense ratio, compared with 0.38% for DES.
DES has the higher dividend yield at 2.22%, compared with 2.17% for DIVB.
DIVB is categorized as Dividend, while DES is Small Cap Blend Equities. DIVB tracks Morningstar US Dividend and Buyback Index, while DES tracks WisdomTree SmallCap Dividend (TR). They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.05% for DIVB and 0.38% for DES.
DIVB currently has the higher Sharpe Ratio (2.52 vs 1.94), 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.
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