IUSV vs. DIVZ
Compare and contrast key facts about iShares Core S&P U.S. Value ETF (IUSV) and Opal Dividend Income ETF (DIVZ).
IUSV and DIVZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUSV is a passively managed fund by iShares that tracks the performance of the S&P 900 Value Index. It was launched on Jul 24, 2000. DIVZ is an actively managed fund by TrueShares. It was launched on Jan 27, 2021.
Performance
IUSV vs. DIVZ - Performance Comparison
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IUSV vs. DIVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 0.24% | 12.85% | 12.18% | 21.73% | -5.40% | 24.61% |
DIVZ Opal Dividend Income ETF | 1.91% | 16.72% | 18.44% | -0.51% | 3.51% | 19.74% |
Returns By Period
In the year-to-date period, IUSV achieves a 0.24% return, which is significantly lower than DIVZ's 1.91% return.
IUSV
- 1D
- 0.14%
- 1M
- -4.43%
- YTD
- 0.24%
- 6M
- 3.09%
- 1Y
- 13.16%
- 3Y*
- 13.74%
- 5Y*
- 10.28%
- 10Y*
- 11.61%
DIVZ
- 1D
- -1.10%
- 1M
- -5.56%
- YTD
- 1.91%
- 6M
- 2.65%
- 1Y
- 11.68%
- 3Y*
- 13.23%
- 5Y*
- 9.63%
- 10Y*
- —
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IUSV vs. DIVZ - Expense Ratio Comparison
IUSV has a 0.04% expense ratio, which is lower than DIVZ's 0.65% expense ratio.
Return for Risk
IUSV vs. DIVZ — Risk / Return Rank
IUSV
DIVZ
IUSV vs. DIVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Value ETF (IUSV) and Opal Dividend Income ETF (DIVZ). 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.
| IUSV | DIVZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.97 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.36 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.35 | -0.27 |
Martin ratioReturn relative to average drawdown | 4.98 | 5.58 | -0.60 |
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
| IUSV | DIVZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.97 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.77 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.90 | -0.31 |
Correlation
The correlation between IUSV and DIVZ is 0.85, 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
IUSV vs. DIVZ - Dividend Comparison
IUSV's dividend yield for the trailing twelve months is around 1.80%, less than DIVZ's 2.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 1.80% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
DIVZ Opal Dividend Income ETF | 2.71% | 2.60% | 2.63% | 3.66% | 3.23% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IUSV vs. DIVZ - Drawdown Comparison
The maximum IUSV drawdown since its inception was -56.88%, which is greater than DIVZ's maximum drawdown of -15.42%. Use the drawdown chart below to compare losses from any high point for IUSV and DIVZ.
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Drawdown Indicators
| IUSV | DIVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.88% | -15.42% | -41.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -8.47% | -3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -17.95% | -15.42% | -2.53% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | — | — |
Current DrawdownCurrent decline from peak | -4.51% | -5.60% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -3.47% | -2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.05% | +0.56% |
Volatility
IUSV vs. DIVZ - Volatility Comparison
iShares Core S&P U.S. Value ETF (IUSV) has a higher volatility of 3.86% compared to Opal Dividend Income ETF (DIVZ) at 2.89%. This indicates that IUSV's price experiences larger fluctuations and is considered to be riskier than DIVZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSV | DIVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 2.89% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 7.79% | 6.66% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 12.06% | +3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 12.59% | +2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.08% | 12.61% | +4.47% |