DIVB vs. VBR
DIVB (iShares U.S. Dividend and Buyback ETF) and VBR (Vanguard Small-Cap Value ETF) are both exchange-traded funds - DIVB is a Large Cap Blend Equities fund tracking the Morningstar US Dividend and Buyback Index, while VBR is a Small Cap Value Equities fund tracking the CRSP US Small Cap Value Index. Both are passively managed. Over the past 5 years, DIVB returned 11.98%/yr vs 7.78%/yr for VBR. Their correlation of 0.86 suggests significant overlap in exposure. DIVB charges 0.25%/yr vs 0.05%/yr for VBR.
Performance
DIVB vs. VBR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DIVB achieves a 16.10% return, which is significantly higher than VBR's 11.45% return.
DIVB
- 1D
- 0.09%
- 1M
- 5.36%
- YTD
- 16.10%
- 6M
- 16.58%
- 1Y
- 27.52%
- 3Y*
- 21.21%
- 5Y*
- 11.98%
- 10Y*
- —
VBR
- 1D
- 0.16%
- 1M
- 0.48%
- YTD
- 11.45%
- 6M
- 12.14%
- 1Y
- 24.85%
- 3Y*
- 15.60%
- 5Y*
- 7.78%
- 10Y*
- 10.50%
DIVB vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares U.S. Dividend and Buyback ETF | 16.10% | 15.09% | 18.59% | 13.27% | -10.51% | 31.29% | 10.78% | 32.72% | -8.16% | 5.95% |
VBR Vanguard Small-Cap Value ETF | 11.45% | 9.09% | 12.40% | 16.00% | -9.38% | 28.08% | 5.90% | 22.78% | -12.28% | 4.74% |
Correlation
The correlation between DIVB and VBR is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2017 | 0.86 |
The correlation between DIVB and VBR has been stable across timeframes, ranging from 0.86 to 0.89 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DIVB vs. VBR — Risk / Return Rank
DIVB
VBR
DIVB vs. VBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Dividend and Buyback ETF (DIVB) and Vanguard Small-Cap Value ETF (VBR). 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.
| DIVB | VBR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.75 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.29 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 4.05 | 2.82 | +1.23 |
| Martin ratioReturn relative to average drawdown | 13.75 | 9.94 | +3.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| DIVB | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 1.65 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.40 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.42 | +0.33 |
Drawdowns
DIVB vs. VBR - Drawdown Comparison
The maximum DIVB drawdown since its inception was -36.93%, smaller than the maximum VBR drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for DIVB and VBR.
Loading charts...
Drawdown Indicators
| DIVB | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -61.98% | +25.05% |
Max Drawdown (1Y)Largest decline over 1 year | -6.82% | -8.85% | +2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -15.45% | -24.19% | +8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -21.08% | -24.19% | +3.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.28% | — |
Current DrawdownCurrent decline from peak | -1.98% | -0.95% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -8.26% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.51% | -0.50% |
Volatility
DIVB vs. VBR - Volatility Comparison
iShares U.S. Dividend and Buyback ETF (DIVB) has a higher volatility of 4.05% compared to Vanguard Small-Cap Value ETF (VBR) at 3.67%. This indicates that DIVB's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DIVB | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 3.67% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 8.68% | 10.49% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.53% | 15.16% | -3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 19.77% | -4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 21.74% | -3.36% |
DIVB vs. VBR - Expense Ratio Comparison
DIVB has a 0.25% expense ratio, which is higher than VBR's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
DIVB vs. VBR - Dividend Comparison
DIVB's dividend yield for the trailing twelve months is around 2.21%, more than VBR's 1.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares U.S. Dividend and Buyback ETF | 2.21% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 1.76% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Frequently Asked Questions
DIVB and VBR have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIVB has higher volatility (4.05%) compared to VBR (3.67%). In terms of maximum drawdown, DIVB dropped -36.93% vs VBR's -61.98%.
On 5-year performance, DIVB leads with 11.98% vs 7.78% for VBR. On fees, VBR is cheaper at 0.05% per year. On volatility, VBR has been the lower-risk option at 3.67%. 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 11.98% return vs 7.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VBR is cheaper with a 0.05% expense ratio, compared with 0.25% for DIVB.
DIVB has the higher dividend yield at 2.21%, compared with 1.76% for VBR.
DIVB is categorized as Large Cap Blend Equities, while VBR is Small Cap Value Equities. DIVB tracks Morningstar US Dividend and Buyback Index, while VBR tracks CRSP US Small Cap Value Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.25% for DIVB and 0.05% for VBR.
DIVB currently has the higher Sharpe Ratio (2.40 vs 1.65), 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.
Find the right allocation for DIVB and VBR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer