ISCB vs. DIVB
ISCB (iShares Morningstar Small-Cap ETF) and DIVB (iShares U.S. Dividend and Buyback ETF) are both exchange-traded funds - ISCB is a Small Cap Blend Equities fund tracking the Morningstar US Small Cap Extended Index, while DIVB is a Large Cap Blend Equities fund tracking the Morningstar US Dividend and Buyback Index. Both are passively managed. Over the past 5 years, ISCB returned 5.26%/yr vs 11.98%/yr for DIVB. Their correlation of 0.83 suggests significant overlap in exposure. ISCB charges 0.04%/yr vs 0.25%/yr for DIVB.
Performance
ISCB vs. DIVB - Performance Comparison
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Returns By Period
In the year-to-date period, ISCB achieves a 10.41% return, which is significantly lower than DIVB's 16.10% return.
ISCB
- 1D
- 0.42%
- 1M
- -0.08%
- YTD
- 10.41%
- 6M
- 9.97%
- 1Y
- 26.95%
- 3Y*
- 15.35%
- 5Y*
- 5.26%
- 10Y*
- 9.25%
DIVB
- 1D
- 0.09%
- 1M
- 5.36%
- YTD
- 16.10%
- 6M
- 16.58%
- 1Y
- 27.52%
- 3Y*
- 21.21%
- 5Y*
- 11.98%
- 10Y*
- —
ISCB vs. DIVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISCB iShares Morningstar Small-Cap ETF | 10.41% | 12.46% | 10.90% | 19.51% | -19.04% | 17.46% | 6.29% | 29.42% | -13.92% | 6.30% |
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% |
Correlation
The correlation between ISCB and DIVB is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2017 | 0.83 |
The correlation between ISCB and DIVB has been stable across timeframes, ranging from 0.79 to 0.85 - a consistent structural relationship.
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Return for Risk
ISCB vs. DIVB — Risk / Return Rank
ISCB
DIVB
ISCB vs. DIVB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap ETF (ISCB) and iShares U.S. Dividend and Buyback ETF (DIVB). 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.
| ISCB | DIVB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.42 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 4.05 | -1.17 |
| Martin ratioReturn relative to average drawdown | 10.27 | 13.75 | -3.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISCB | DIVB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 2.40 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.79 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.75 | -0.37 |
Drawdowns
ISCB vs. DIVB - Drawdown Comparison
The maximum ISCB drawdown since its inception was -61.25%, which is greater than DIVB's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for ISCB and DIVB.
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Drawdown Indicators
| ISCB | DIVB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.25% | -36.93% | -24.32% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -6.82% | -2.57% |
Max Drawdown (3Y)Largest decline over 3 years | -26.22% | -15.45% | -10.77% |
Max Drawdown (5Y)Largest decline over 5 years | -29.94% | -21.08% | -8.86% |
Max Drawdown (10Y)Largest decline over 10 years | -44.18% | — | — |
Current DrawdownCurrent decline from peak | -1.75% | -1.98% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -4.99% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.01% | +0.62% |
Volatility
ISCB vs. DIVB - Volatility Comparison
iShares Morningstar Small-Cap ETF (ISCB) has a higher volatility of 4.44% compared to iShares U.S. Dividend and Buyback ETF (DIVB) at 4.05%. This indicates that ISCB's price experiences larger fluctuations and is considered to be riskier than DIVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISCB | DIVB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 4.05% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 11.61% | 8.68% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.60% | 11.53% | +5.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 15.26% | +6.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.70% | 18.38% | +4.32% |
ISCB vs. DIVB - Expense Ratio Comparison
ISCB has a 0.04% expense ratio, which is lower than DIVB's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ISCB vs. DIVB - Dividend Comparison
ISCB's dividend yield for the trailing twelve months is around 1.28%, less than DIVB's 2.21% 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% |
ISCB iShares Morningstar Small-Cap ETF | 1.28% | 1.38% | 1.31% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% |
Frequently Asked Questions
ISCB and DIVB have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISCB has higher volatility (4.44%) compared to DIVB (4.05%). In terms of maximum drawdown, ISCB dropped -61.25% vs DIVB's -36.93%.
On 5-year performance, DIVB leads with 11.98% vs 5.26% for ISCB. On fees, ISCB is cheaper at 0.04% per year. On volatility, DIVB has been the lower-risk option at 4.05%. 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 5.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ISCB is cheaper with a 0.04% expense ratio, compared with 0.25% for DIVB.
DIVB has the higher dividend yield at 2.21%, compared with 1.28% for ISCB.
ISCB is categorized as Small Cap Blend Equities, while DIVB is Large Cap Blend Equities. ISCB tracks Morningstar US Small Cap Extended Index, while DIVB tracks Morningstar US Dividend and Buyback Index. Their fees differ too: 0.04% for ISCB and 0.25% for DIVB.
DIVB currently has the higher Sharpe Ratio (2.40 vs 1.63), 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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