ITAN vs. DIVB
ITAN (Sparkline Intangible Value ETF) and DIVB (iShares Core Dividend ETF) are both exchange-traded funds - ITAN is a Large Cap Value Equities fund actively managed by Sparkline Capital, while DIVB is a Dividend fund tracking the Morningstar US Dividend and Buyback Index. ITAN is actively managed, while DIVB is passively managed. Over the past 5 years, ITAN returned 12.21%/yr vs 13.09%/yr for DIVB. Their correlation of 0.86 suggests significant overlap in exposure. ITAN charges 0.50%/yr vs 0.05%/yr for DIVB.
Performance
ITAN vs. DIVB - Performance Comparison
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Returns By Period
In the year-to-date period, ITAN achieves a 13.97% return, which is significantly lower than DIVB's 22.13% return.
ITAN
- 1D
- 0.19%
- 1M
- -0.33%
- 6M
- 9.81%
- YTD
- 13.97%
- 1Y
- 31.00%
- 3Y*
- 20.60%
- 5Y*
- 12.21%
- 10Y*
- —
DIVB
- 1D
- 2.12%
- 1M
- 3.84%
- 6M
- 18.62%
- YTD
- 22.13%
- 1Y
- 30.52%
- 3Y*
- 21.77%
- 5Y*
- 13.09%
- 10Y*
- —
ITAN vs. DIVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ITAN Sparkline Intangible Value ETF | 13.97% | 20.46% | 17.76% | 34.58% | -24.33% | 6.99% |
DIVB iShares Core Dividend ETF | 22.13% | 15.09% | 18.59% | 13.27% | -10.51% | 10.21% |
Correlation
The correlation between ITAN and DIVB is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2021 | 0.86 |
The correlation between ITAN and DIVB shifts across timeframes, from 0.75 (1 year) to 0.86 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
ITAN vs. DIVB — Risk / Return Rank
ITAN
DIVB
ITAN vs. DIVB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sparkline Intangible Value ETF (ITAN) and iShares Core Dividend 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.
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.
| ITAN | DIVB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.45 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.45 | 4.49 | -1.04 |
| Martin ratioReturn relative to average drawdown | 12.48 | 15.05 | -2.58 |
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Drawdowns
ITAN vs. DIVB - Drawdown Comparison
The maximum ITAN drawdown since its inception was -30.41%, smaller than the maximum DIVB drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for ITAN and DIVB.
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Drawdown Indicators
| ITAN | DIVB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.41% | -36.93% | +6.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.03% | -6.82% | -2.21% |
Max Drawdown (3Y)Largest decline over 3 years | -20.47% | -15.45% | -5.02% |
Max Drawdown (5Y)Largest decline over 5 years | -30.41% | -21.08% | -9.33% |
Current DrawdownCurrent decline from peak | -2.11% | 0.00% | -2.11% |
Average DrawdownAverage peak-to-trough decline | -7.49% | -4.94% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.03% | +0.46% |
Volatility
ITAN vs. DIVB - Volatility Comparison
The current volatility for Sparkline Intangible Value ETF (ITAN) is 2.95%, while iShares Core Dividend ETF (DIVB) has a volatility of 4.76%. This indicates that ITAN experiences smaller price fluctuations and is considered to be less risky 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
| ITAN | DIVB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.95% | 4.76% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 9.50% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 12.16% | +2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.01% | 15.35% | +3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.94% | 18.35% | +0.59% |
ITAN vs. DIVB - Expense Ratio Comparison
ITAN has a 0.50% expense ratio, which is higher than DIVB's 0.05% expense ratio.
Dividends
ITAN vs. DIVB - Dividend Comparison
ITAN's dividend yield for the trailing twelve months is around 1.05%, less than DIVB's 2.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ITAN Sparkline Intangible Value ETF | 1.05% | 0.94% | 1.14% | 1.01% | 0.57% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ITAN and DIVB have a correlation of 0.75, 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 ITAN (2.95%). In terms of maximum drawdown, ITAN dropped -30.41% vs DIVB's -36.93%.
On 5-year performance, DIVB leads with 13.09% vs 12.21% for ITAN. On fees, DIVB is cheaper at 0.05% per year. On volatility, ITAN has been the lower-risk option at 2.95%. 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 12.21%. 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 0.50% for ITAN.
DIVB has the higher dividend yield at 2.17%, compared with 1.05% for ITAN.
ITAN is categorized as Large Cap Value Equities, while DIVB is Dividend. They also come from different issuers: Sparkline Capital and iShares. Their fees differ too: 0.50% for ITAN and 0.05% for DIVB.
DIVB currently has the higher Sharpe Ratio (2.52 vs 2.14), 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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