DVY vs. IDV
Compare and contrast key facts about iShares Select Dividend ETF (DVY) and iShares International Select Dividend ETF (IDV).
DVY and IDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DVY is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Dividend Index. It was launched on Nov 3, 2003. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007. Both DVY and IDV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DVY or IDV.
Performance
DVY vs. IDV - Performance Comparison
Returns By Period
In the year-to-date period, DVY achieves a 23.46% return, which is significantly higher than IDV's 6.23% return. Over the past 10 years, DVY has outperformed IDV with an annualized return of 9.78%, while IDV has yielded a comparatively lower 3.37% annualized return.
DVY
23.46%
4.13%
17.26%
32.52%
10.45%
9.78%
IDV
6.23%
-3.08%
1.01%
13.72%
4.00%
3.37%
Key characteristics
| DVY | IDV | |
|---|---|---|
| Sharpe Ratio | 2.65 | 1.07 |
| Sortino Ratio | 3.63 | 1.50 |
| Omega Ratio | 1.47 | 1.19 |
| Calmar Ratio | 2.85 | 1.41 |
| Martin Ratio | 15.83 | 4.68 |
| Ulcer Index | 2.10% | 2.94% |
| Daily Std Dev | 12.55% | 12.82% |
| Max Drawdown | -62.59% | -70.14% |
| Current Drawdown | 0.00% | -6.93% |
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DVY vs. IDV - Expense Ratio Comparison
DVY has a 0.39% expense ratio, which is lower than IDV's 0.49% expense ratio.
Correlation
The correlation between DVY and IDV is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
DVY vs. IDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Select Dividend ETF (DVY) and iShares International Select Dividend ETF (IDV). 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.
Dividends
DVY vs. IDV - Dividend Comparison
DVY's dividend yield for the trailing twelve months is around 3.31%, less than IDV's 6.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVY iShares Select Dividend ETF | 3.31% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% | 3.03% | 3.06% |
IDV iShares International Select Dividend ETF | 6.21% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.53% | 4.70% | 5.08% | 6.03% | 4.48% |
Drawdowns
DVY vs. IDV - Drawdown Comparison
The maximum DVY drawdown since its inception was -62.59%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for DVY and IDV. For additional features, visit the drawdowns tool.
Volatility
DVY vs. IDV - Volatility Comparison
The current volatility for iShares Select Dividend ETF (DVY) is 4.15%, while iShares International Select Dividend ETF (IDV) has a volatility of 4.58%. This indicates that DVY experiences smaller price fluctuations and is considered to be less risky than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.