DIVB vs IWC
Comparison between ISHARES CORE DIVIDEND ETF (DIVB, ETF) and ISHARES MICRO-CAP ETF (IWC, ETF).
5-Year PerformanceDIVB has outperformed IWC, delivering a return of +11.9% compared to +4.8%
DIVB vs IWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVB
$1.40B
IWC
$1.40B
Expense Ratio
Winner
DIVB
0.05%
IWC
0.60%
Max Drawdown
Winner
DIVB
36.93%
IWC
65.20%
Sharpe Ratio
Winner
DIVB
1.93
IWC
1.65
5Y Beta
Winner
DIVB
0.68
IWC
1.19
P/E Ratio
DIVB
19.51
Winner
IWC
-35.02
Forward P/E
DIVB
15.46
Winner
IWC
13.60
PEG Ratio
DIVB
0.21
IWC
N/A
5Y Dividends CAGR
Winner
DIVB
19.25%
IWC
11.12%
5Y EPS CAGR
Winner
DIVB
7.24%
IWC
5.26%
Debt to Equity
DIVB
24.37%
Winner
IWC
-18.24%
P/S Ratio
DIVB
1.88
Winner
IWC
1.61
P/B Ratio
DIVB
3.00
Winner
IWC
2.25
DIVB vs IWC - Holdings Comparison
DIVB and IWC have 1 common holdings. Overlap is 0.00%
DIVB's top 25 holdings weight is 50.57%. IWC's top 25 holdings weight is 21.60%.
| Rank | DIVB | IWC |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 6.34% | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% |
| #2 | QUALCOMM INC (QCOM) - 5.63% | APPLIED DIGITAL CORP (APLD) - 1.98% |
| #3 | EXXON MOBIL CORP (XOM) - 3.85% | n/a (PRAX) - 1.61% |
| #4 | JPMORGAN CHASE & CO (JPM) - 3.18% | AXT INC (AXTI) - 1.54% |
| #5 | TEXAS INSTRUMENTS INC (TXN) - 2.78% | TERAWULF INC (WULF) - 1.43% |
| #6 | n/a (DELL) - 2.73% | CIPHER DIGITAL INC (CIFR) - 1.29% |
| #7 | ACCENTURE PLC CLASS A (ACN) - 2.00% | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% |
| #8 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.95% | CELCUITY INC (CELC) - 0.88% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.91% | COGENT BIOSCIENCES INC (COGT) - 0.85% |
| #10 | BANK OF AMERICA CORP (BAC) - 1.76% | ENERGY FUELS INC (n/a) - 0.77% |
| #11 | WELLS FARGO & CO (WFC) - 1.74% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.53% | NLIGHT INC (LASR) - 0.68% |
| #13 | VERIZON COMMUNICATIONS INC (VZ) - 1.52% | TUTOR PERINI CORP (TPC) - 0.59% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.40% | BEL FUSE INC CLASS B (BELFB) - 0.58% |
| #15 | ANALOG DEVICES INC (ADI) - 1.32% | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% |
| #16 | AT&T INC (T) - 1.27% | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.25% | INNODATA INC (INOD) - 0.53% |
| #18 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.23% | ORUKA THERAPEUTICS INC (ORKA) - 0.51% |
| #19 | ABBVIE INC (ABBV) - 1.08% | PENGUIN SOLUTIONS INC (PENG) - 0.50% |
| #20 | CITIGROUP INC (C) - 1.06% | AEHR TEST SYSTEMS (AEHR) - 0.50% |
| #21 | MERCK & CO INC (MRK) - 1.03% | VISTANCE NETWORKS INC (VISN) - 0.49% |
| #22 | ALTRIA GROUP INC (MO) - 1.03% | ASTRONICS CORP (ATRO) - 0.46% |
| #23 | n/a (FIS) - 1.01% | DIGI INTERNATIONAL INC (DGII) - 0.45% |
| #24 | CATERPILLAR INC (CAT) - 0.99% | CECO ENVIRONMENTAL CORP (CECO) - 0.44% |
| #25 | CONOCOPHILLIPS (COP) - 0.98% | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% |
| Total Holdings | 405 | 1249 |
DIVB vs IWC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVB
+6.22%
IWC
-2.49%
3M
Winner
DIVB
+11.35%
IWC
+9.62%
6M
Winner
DIVB
+16.14%
IWC
+13.85%
1Y
DIVB
+28.82%
Winner
IWC
+50.22%
5Y(CAGR)
Winner
DIVB
+11.93%
IWC
+4.77%
10Y(CAGR)
Winner
DIVB
+13.75%
IWC
+10.86%
Max(CAGR)
Winner
DIVB
+13.75%
IWC
+7.58%
DIVB vs IWC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | DIVB | IWC |
|---|---|---|
| 2026 | +15.34% | +14.44% |
| 2025 | +15.36% | +22.31% |
| 2024 | +18.23% | +14.33% |
| 2023 | +13.14% | +9.83% |
| 2022 | -11.09% | -23.36% |
| 2021 | +33.10% | +19.37% |
| 2020 | +9.91% | +21.33% |
| 2019 | +31.71% | +20.16% |
| 2018 | -7.68% | -14.02% |
| 2017 | +5.95% | +12.24% |
| 2016 | N/A | +23.81% |
| 2015 | N/A | -4.75% |
| 2014 | N/A | +4.30% |
| 2013 | N/A | +40.53% |
| 2012 | N/A | +17.20% |
| 2011 | N/A | -11.41% |
| 2010 | N/A | +25.96% |
| 2009 | N/A | +23.05% |
| 2008 | N/A | -38.31% |
| 2007 | N/A | -8.99% |
| 2006 | N/A | +13.12% |
| 2005 | N/A | +2.82% |
DIVB vs IWC Drawdown Comparison
The maximum drawdown for DIVB was -36.93%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The current DIVB drawdown is -2.07%. The current IWC drawdown is -6.00%.
| Rank | DIVB | IWC |
|---|---|---|
| #1 | -36.93% Feb 14, 2020 - Nov 16, 2020 | -64.60% Jun 19, 2007 - Mar 8, 2013 |
| #2 | -21.07% Jan 12, 2022 - Dec 26, 2023 | -47.20% Aug 31, 2018 - Nov 23, 2020 |
| #3 | -19.20% Sep 21, 2018 - Apr 16, 2019 | -41.06% Mar 12, 2021 - Sep 18, 2025 |
| #4 | -15.45% Feb 19, 2025 - Jun 27, 2025 | -28.70% Jun 23, 2015 - Nov 21, 2016 |
| #5 | -10.68% Jan 26, 2018 - Aug 29, 2018 | -16.66% Mar 5, 2014 - Mar 18, 2015 |
| #6 | -7.43% Apr 29, 2019 - Jul 1, 2019 | -15.04% May 5, 2006 - Dec 27, 2006 |
| #7 | -7.38% Nov 26, 2024 - Feb 19, 2025 | -12.43% Jan 22, 2026 - Apr 15, 2026 |
| #8 | -7.12% Jul 29, 2019 - Oct 21, 2019 | -9.98% Oct 15, 2025 - Dec 4, 2025 |
| #9 | -6.83% Feb 11, 2026 - Apr 30, 2026 | -8.81% Jan 23, 2018 - Mar 9, 2018 |
| #10 | -5.35% Mar 28, 2024 - May 15, 2024 | -8.63% Feb 22, 2007 - Jun 1, 2007 |
| #11 | -5.14% Jul 31, 2024 - Aug 19, 2024 | -8.61% Sep 12, 2005 - Dec 1, 2005 |
| #12 | -4.40% Nov 16, 2021 - Dec 10, 2021 | -8.24% Feb 9, 2021 - Mar 10, 2021 |
| #13 | -4.36% Jan 17, 2020 - Feb 11, 2020 | -8.08% Jan 22, 2014 - Feb 27, 2014 |
| #14 | -4.24% Oct 27, 2025 - Dec 3, 2025 | -7.28% Mar 12, 2018 - May 11, 2018 |
| #15 | -4.17% Aug 30, 2021 - Oct 19, 2021 | -6.89% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between DIVB and IWC is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2005 - 2026)
DIVB vs IWC dividend yield comparison.
| Year | DIVB | IWC |
|---|---|---|
| 2026 | 0.55% | 0.14% |
| 2025 | 2.50% | 1.10% |
| 2024 | 2.61% | 1.06% |
| 2023 | 3.18% | 1.17% |
| 2022 | 2.02% | 1.18% |
| 2021 | 1.63% | 0.78% |
| 2020 | 2.08% | 0.98% |
| 2019 | 2.07% | 1.19% |
| 2018 | 2.52% | 1.01% |
| 2017 | 0.37% | 1.09% |
| 2016 | 0.00% | 1.16% |
| 2015 | 0.00% | 1.49% |
| 2014 | 0.00% | 1.11% |
| 2013 | 0.00% | 1.01% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.21% |
| 2010 | 0.00% | 0.82% |
| 2009 | 0.00% | 0.82% |
| 2008 | 0.00% | 1.31% |
| 2007 | 0.00% | 0.79% |
| 2006 | 0.00% | 0.51% |
| 2005 | 0.00% | 0.19% |
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