VALQ vs. DIVB
VALQ (American Century STOXX U.S. Quality Value ETF) and DIVB (iShares Core Dividend ETF) are both exchange-traded funds - VALQ is a Large Cap Value Equities fund tracking the iSTOXX American Century USA Quality Value Index, while DIVB is a Dividend fund tracking the Morningstar US Dividend and Buyback Index. Both are passively managed. Over the past 5 years, VALQ returned 9.10%/yr vs 13.09%/yr for DIVB. Their correlation of 0.89 suggests significant overlap in exposure. VALQ charges 0.29%/yr vs 0.05%/yr for DIVB.
Performance
VALQ vs. DIVB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VALQ achieves a 5.92% return, which is significantly lower than DIVB's 22.13% return.
VALQ
- 1D
- 0.90%
- 1M
- -0.26%
- 6M
- 1.87%
- YTD
- 5.92%
- 1Y
- 14.11%
- 3Y*
- 13.20%
- 5Y*
- 9.10%
- 10Y*
- —
DIVB
- 1D
- 2.12%
- 1M
- 3.84%
- 6M
- 18.62%
- YTD
- 22.13%
- 1Y
- 30.52%
- 3Y*
- 21.77%
- 5Y*
- 13.09%
- 10Y*
- —
VALQ vs. DIVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VALQ American Century STOXX U.S. Quality Value ETF | 5.92% | 10.58% | 16.71% | 13.87% | -7.73% | 27.05% | 0.64% | 24.52% | -10.92% |
DIVB iShares Core Dividend ETF | 22.13% | 15.09% | 18.59% | 13.27% | -10.51% | 31.29% | 10.78% | 32.72% | -10.84% |
Correlation
The correlation between VALQ and DIVB is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 16, 2018 | 0.89 |
The correlation between VALQ and DIVB has been stable across timeframes, ranging from 0.83 to 0.92 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VALQ vs. DIVB — Risk / Return Rank
VALQ
DIVB
VALQ vs. DIVB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century STOXX U.S. Quality Value ETF (VALQ) 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.
| VALQ | DIVB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.45 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | 4.49 | -2.69 |
| Martin ratioReturn relative to average drawdown | 5.13 | 15.05 | -9.92 |
Loading charts...
Drawdowns
VALQ vs. DIVB - Drawdown Comparison
The maximum VALQ drawdown since its inception was -38.19%, roughly equal to the maximum DIVB drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for VALQ and DIVB.
Loading charts...
Drawdown Indicators
| VALQ | DIVB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.19% | -36.93% | -1.26% |
Max Drawdown (1Y)Largest decline over 1 year | -7.85% | -6.82% | -1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -15.62% | -15.45% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -20.19% | -21.08% | +0.89% |
Current DrawdownCurrent decline from peak | -0.51% | 0.00% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -4.94% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.03% | +0.73% |
Volatility
VALQ vs. DIVB - Volatility Comparison
The current volatility for American Century STOXX U.S. Quality Value ETF (VALQ) is 2.83%, while iShares Core Dividend ETF (DIVB) has a volatility of 4.76%. This indicates that VALQ 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.
Loading charts...
Volatility by Period
| VALQ | DIVB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 4.76% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.09% | 9.50% | -1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 12.16% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.49% | 15.35% | -0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 18.35% | -0.77% |
VALQ vs. DIVB - Expense Ratio Comparison
VALQ has a 0.29% expense ratio, which is higher than DIVB's 0.05% expense ratio.
Dividends
VALQ vs. DIVB - Dividend Comparison
VALQ's dividend yield for the trailing twelve months is around 1.81%, 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% |
VALQ American Century STOXX U.S. Quality Value ETF | 1.81% | 1.88% | 1.58% | 1.76% | 2.71% | 1.58% | 2.08% | 2.31% | 2.35% | 0.00% |
Frequently Asked Questions
VALQ and DIVB have a correlation of 0.83, 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 VALQ (2.83%). In terms of maximum drawdown, VALQ dropped -38.19% vs DIVB's -36.93%.
On 5-year performance, DIVB leads with 13.09% vs 9.10% for VALQ. On fees, DIVB is cheaper at 0.05% per year. On volatility, VALQ has been the lower-risk option at 2.83%. 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 9.10%. 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 0.29% for VALQ.
DIVB has the higher dividend yield at 2.17%, compared with 1.81% for VALQ.
VALQ is categorized as Large Cap Value Equities, while DIVB is Dividend. VALQ tracks iSTOXX American Century USA Quality Value Index, while DIVB tracks Morningstar US Dividend and Buyback Index. They also come from different issuers: American Century and iShares. Their fees differ too: 0.29% for VALQ and 0.05% for DIVB.
DIVB currently has the higher Sharpe Ratio (2.52 vs 1.28), 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.
Find the right allocation for VALQ and DIVB
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer