DIVB vs EPS
Comparison between ISHARES CORE DIVIDEND ETF (DIVB, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceEPS has outperformed DIVB, delivering a return of +12.5% compared to +10.8%
DIVB vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVB
$1.30B
EPS
$1.30B
Expense Ratio
Winner
DIVB
0.05%
EPS
0.08%
Max Drawdown
Winner
DIVB
36.93%
EPS
55.60%
Sharpe Ratio
DIVB
1.83
Winner
EPS
2.14
5Y Beta
Winner
DIVB
0.68
EPS
0.90
P/E Ratio
Winner
DIVB
19.74
EPS
23.71
Forward P/E
Winner
DIVB
14.71
EPS
19.12
PEG Ratio
DIVB
0.45
EPS
N/A
5Y Dividends CAGR
Winner
DIVB
19.25%
EPS
8.33%
5Y EPS CAGR
DIVB
6.31%
Winner
EPS
25.30%
Debt to Equity
DIVB
70.34%
Winner
EPS
26.36%
P/S Ratio
Winner
DIVB
2.07
EPS
3.01
P/B Ratio
Winner
DIVB
2.69
EPS
4.22
DIVB vs EPS - Holdings Comparison
DIVB and EPS have 151 common holdings. Overlap is 22.66%
DIVB's top 25 holdings weight is 45.08%. EPS's top 25 holdings weight is 52.10%.
| Rank | DIVB | EPS |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 4.93% | NVIDIA CORP (NVDA) - 7.90% |
| #2 | EXXON MOBIL CORP (XOM) - 4.04% | AMAZON.COM INC (AMZN) - 6.48% |
| #3 | QUALCOMM INC (QCOM) - 3.83% | ALPHABET INC CLASS A (GOOGL) - 6.37% |
| #4 | JPMORGAN CHASE & CO (JPM) - 3.49% | APPLE INC (AAPL) - 5.01% |
| #5 | TEXAS INSTRUMENTS INC (TXN) - 2.57% | MICROSOFT CORP (MSFT) - 4.10% |
| #6 | ACCENTURE PLC CLASS A (ACN) - 2.15% | META PLATFORMS INC CLASS A (META) - 3.59% |
| #7 | n/a (DELL) - 2.06% | JPMORGAN CHASE & CO (JPM) - 2.08% |
| #8 | WELLS FARGO & CO (WFC) - 2.01% | BROADCOM INC (AVGO) - 1.72% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.95% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.69% |
| #10 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.94% | EXXON MOBIL CORP (XOM) - 1.40% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.93% | JOHNSON & JOHNSON (JNJ) - 1.18% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.70% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #13 | VERIZON COMMUNICATIONS INC (VZ) - 1.60% | MERCK & CO INC (MRK) - 0.85% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.46% | MICRON TECHNOLOGY INC (MU) - 0.84% |
| #15 | AT&T INC (T) - 1.42% | VERIZON COMMUNICATIONS INC (VZ) - 0.84% |
| #16 | ANALOG DEVICES INC (ADI) - 1.37% | WALMART INC (WMT) - 0.83% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.26% | ELI LILLY AND CO (LLY) - 0.78% |
| #18 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.17% | VISA INC CLASS A (V) - 0.76% |
| #19 | CITIGROUP INC (C) - 1.17% | UNITEDHEALTH GROUP INC (UNH) - 0.74% |
| #20 | n/a (FIS) - 1.16% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | TRUIST FINANCIAL CORP (TFC) - 0.38% | PFIZER INC (PFE) - 0.68% |
| #22 | CORNING INC (GLW) - 0.38% | WELLS FARGO & CO (WFC) - 0.66% |
| #23 | NEXTERA ENERGY INC (NEE) - 0.37% | TESLA INC (TSLA) - 0.64% |
| #24 | PROLOGIS INC (PLD) - 0.37% | THE GOLDMAN SACHS GROUP INC (GS) - 0.63% |
| #25 | 3M CO (MMM) - 0.37% | CHEVRON CORP (CVX) - 0.63% |
| Total Holdings | 366 | 477 |
DIVB vs EPS - Historical Returns
Returns include dividend reinvestment.
1M
DIVB
+5.43%
Winner
EPS
+8.58%
3M
DIVB
+3.05%
Winner
EPS
+6.58%
6M
Winner
DIVB
+14.15%
EPS
+11.27%
1Y
DIVB
+26.47%
Winner
EPS
+32.07%
5Y(CAGR)
DIVB
+10.83%
Winner
EPS
+12.49%
10Y(CAGR)
DIVB
+13.19%
Winner
EPS
+14.82%
Max(CAGR)
Winner
DIVB
+13.19%
EPS
+10.35%
DIVB vs EPS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DIVB | EPS |
|---|---|---|
| 2026 | +9.57% | +8.53% |
| 2025 | +15.36% | +17.52% |
| 2024 | +18.23% | +24.38% |
| 2023 | +13.14% | +23.19% |
| 2022 | -11.09% | -16.52% |
| 2021 | +33.10% | +29.19% |
| 2020 | +9.91% | +11.09% |
| 2019 | +31.71% | +32.16% |
| 2018 | -7.68% | -7.91% |
| 2017 | +5.95% | +22.21% |
| 2016 | N/A | +15.33% |
| 2015 | N/A | -1.36% |
| 2014 | N/A | +14.27% |
| 2013 | N/A | +29.44% |
| 2012 | N/A | +12.80% |
| 2011 | N/A | +2.58% |
| 2010 | N/A | +11.74% |
| 2009 | N/A | +23.43% |
| 2008 | N/A | -35.92% |
| 2007 | N/A | +2.94% |
DIVB vs EPS Drawdown Comparison
The maximum drawdown for DIVB was -36.93%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
| Rank | DIVB | EPS |
|---|---|---|
| #1 | -36.93% Feb 14, 2020 - Nov 16, 2020 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -21.07% Jan 12, 2022 - Dec 26, 2023 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -19.20% Sep 21, 2018 - Apr 16, 2019 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -15.45% Feb 19, 2025 - Jun 27, 2025 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -10.68% Jan 26, 2018 - Aug 29, 2018 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -7.43% Apr 29, 2019 - Jul 1, 2019 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -7.38% Nov 26, 2024 - Feb 19, 2025 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -7.12% Jul 29, 2019 - Oct 21, 2019 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -6.83% Feb 11, 2026 - Apr 30, 2026 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -5.35% Mar 28, 2024 - May 15, 2024 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -5.14% Jul 31, 2024 - Aug 19, 2024 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -4.40% Nov 16, 2021 - Dec 10, 2021 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -4.36% Jan 17, 2020 - Feb 11, 2020 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -4.24% Oct 27, 2025 - Dec 3, 2025 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -4.17% Aug 30, 2021 - Oct 19, 2021 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between DIVB and EPS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
DIVB vs EPS dividend yield comparison.
| Year | DIVB | EPS |
|---|---|---|
| 2026 | 0.58% | 0.26% |
| 2025 | 2.50% | 1.26% |
| 2024 | 2.61% | 1.47% |
| 2023 | 3.18% | 1.73% |
| 2022 | 2.02% | 1.95% |
| 2021 | 1.63% | 1.51% |
| 2020 | 2.08% | 1.85% |
| 2019 | 2.07% | 1.70% |
| 2018 | 2.52% | 2.02% |
| 2017 | 0.37% | 1.59% |
| 2016 | 0.00% | 1.99% |
| 2015 | 0.00% | 2.15% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.63% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 1.70% |
| 2009 | 0.00% | 1.93% |
| 2008 | 0.00% | 2.73% |
| 2007 | 0.00% | 1.41% |
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