IDV vs. DVY
Compare and contrast key facts about iShares International Select Dividend ETF (IDV) and iShares Select Dividend ETF (DVY).
IDV and DVY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both IDV and DVY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IDV vs. DVY - Performance Comparison
Loading graphics...
IDV vs. DVY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 8.40% | 52.16% | 4.00% | 10.32% | -6.40% | 12.00% | -5.94% | 23.56% | -10.37% | 19.74% |
DVY iShares Select Dividend ETF | 8.10% | 11.60% | 16.24% | 1.12% | 1.80% | 31.70% | -4.91% | 22.62% | -6.36% | 14.82% |
Returns By Period
The year-to-date returns for both stocks are quite close, with IDV having a 8.40% return and DVY slightly lower at 8.10%. Both investments have delivered pretty close results over the past 10 years, with IDV having a 10.18% annualized return and DVY not far ahead at 10.19%.
IDV
- 1D
- 2.73%
- 1M
- -4.29%
- YTD
- 8.40%
- 6M
- 18.79%
- 1Y
- 44.72%
- 3Y*
- 22.87%
- 5Y*
- 12.71%
- 10Y*
- 10.18%
DVY
- 1D
- 0.92%
- 1M
- -2.37%
- YTD
- 8.10%
- 6M
- 8.58%
- 1Y
- 17.02%
- 3Y*
- 13.09%
- 5Y*
- 9.56%
- 10Y*
- 10.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IDV vs. DVY - Expense Ratio Comparison
IDV has a 0.49% expense ratio, which is higher than DVY's 0.39% expense ratio.
Return for Risk
IDV vs. DVY — Risk / Return Rank
IDV
DVY
IDV vs. DVY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Select Dividend ETF (IDV) and iShares Select Dividend ETF (DVY). 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.
| IDV | DVY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.88 | 1.09 | +1.79 |
Sortino ratioReturn per unit of downside risk | 3.58 | 1.57 | +2.01 |
Omega ratioGain probability vs. loss probability | 1.59 | 1.22 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 4.08 | 1.50 | +2.58 |
Martin ratioReturn relative to average drawdown | 18.18 | 6.48 | +11.69 |
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 graphics...
Sharpe Ratios by Period
| IDV | DVY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.88 | 1.09 | +1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.63 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.57 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.47 | -0.26 |
Correlation
The correlation between IDV and DVY is 0.70, 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.
Dividends
IDV vs. DVY - Dividend Comparison
IDV's dividend yield for the trailing twelve months is around 4.61%, more than DVY's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 4.61% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
DVY iShares Select Dividend ETF | 3.46% | 3.65% | 3.65% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% |
Drawdowns
IDV vs. DVY - Drawdown Comparison
The maximum IDV drawdown since its inception was -70.14%, which is greater than DVY's maximum drawdown of -62.59%. Use the drawdown chart below to compare losses from any high point for IDV and DVY.
Loading graphics...
Drawdown Indicators
| IDV | DVY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.14% | -62.59% | -7.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.23% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -29.19% | -17.54% | -11.65% |
Max Drawdown (10Y)Largest decline over 10 years | -42.50% | -41.59% | -0.91% |
Current DrawdownCurrent decline from peak | -4.55% | -3.39% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -15.53% | -8.84% | -6.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.84% | -0.43% |
Volatility
IDV vs. DVY - Volatility Comparison
iShares International Select Dividend ETF (IDV) has a higher volatility of 6.94% compared to iShares Select Dividend ETF (DVY) at 3.50%. This indicates that IDV's price experiences larger fluctuations and is considered to be riskier than DVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IDV | DVY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.94% | 3.50% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 8.21% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 15.75% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.48% | 15.28% | +0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 18.02% | -0.05% |