RJDI vs. DIVB
RJDI (RJ Eagle GCM Dividend Select Income ETF) and DIVB (iShares Core Dividend ETF) are both Dividend funds. RJDI is actively managed, while DIVB is passively managed. A 0.68 correlation means they provide meaningful diversification when combined. RJDI charges 0.63%/yr vs 0.05%/yr for DIVB.
Performance
RJDI vs. DIVB - Performance Comparison
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Returns By Period
In the year-to-date period, RJDI achieves a 14.18% return, which is significantly lower than DIVB's 17.14% return.
RJDI
- 1D
- -0.83%
- 1M
- -0.31%
- YTD
- 14.18%
- 6M
- 13.67%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DIVB
- 1D
- 1.02%
- 1M
- 1.64%
- YTD
- 17.14%
- 6M
- 16.48%
- 1Y
- 27.72%
- 3Y*
- 21.75%
- 5Y*
- 12.39%
- 10Y*
- —
RJDI vs. DIVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RJDI RJ Eagle GCM Dividend Select Income ETF | 14.18% | 1.23% |
DIVB iShares Core Dividend ETF | 17.14% | 2.40% |
Correlation
The correlation between RJDI and DIVB is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 2, 2025 | 0.68 |
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Return for Risk
RJDI vs. DIVB — Risk / Return Rank
RJDI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DIVB
RJDI vs. DIVB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RJ Eagle GCM Dividend Select Income ETF (RJDI) 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.
| RJDI | DIVB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.42 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.08 | — |
| Martin ratioReturn relative to average drawdown | — | 13.64 | — |
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Drawdowns
RJDI vs. DIVB - Drawdown Comparison
The maximum RJDI drawdown since its inception was -7.05%, smaller than the maximum DIVB drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for RJDI and DIVB.
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Drawdown Indicators
| RJDI | DIVB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.05% | -36.93% | +29.88% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.82% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.45% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.08% | — |
Current DrawdownCurrent decline from peak | -1.70% | -1.10% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -1.48% | -4.97% | +3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.04% | — |
Volatility
RJDI vs. DIVB - Volatility Comparison
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Volatility by Period
| RJDI | DIVB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.61% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.84% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 11.70% | +1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.75% | 15.26% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.75% | 18.36% | -5.61% |
RJDI vs. DIVB - Expense Ratio Comparison
RJDI has a 0.63% expense ratio, which is higher than DIVB's 0.05% expense ratio.
Dividends
RJDI vs. DIVB - Dividend Comparison
RJDI's dividend yield for the trailing twelve months is around 0.54%, less than DIVB's 2.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares Core Dividend ETF | 2.27% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% |
RJDI RJ Eagle GCM Dividend Select Income ETF | 0.54% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RJDI and DIVB have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DIVB is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DIVB is cheaper with a 0.05% expense ratio, compared with 0.63% for RJDI.
DIVB has the higher dividend yield at 2.27%, compared with 0.54% for RJDI.
They also come from different issuers: Carillon Tower Advisers and iShares. Their fees differ too: 0.63% for RJDI and 0.05% for DIVB.
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