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DIVB vs SPY

Comparison between ISHARES CORE DIVIDEND ETF (DIVB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceDIVB has outperformed SPY, delivering a return of +13.5% compared to +13.2%

DIVB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIVB
$1.50B
Winner
SPY
$781B
Expense Ratio
Winner
DIVB
0.05%
SPY
0.09%
Max Drawdown
Winner
DIVB
36.93%
SPY
56.47%
Sharpe Ratio
Winner
DIVB
2.32
SPY
1.43
5Y Beta
Winner
DIVB
0.65
SPY
1.00
P/E Ratio
Winner
DIVB
19.05
SPY
26.48
Forward P/E
Winner
DIVB
14.61
SPY
20.89
PEG Ratio
Winner
DIVB
-0.88
SPY
0.30
5Y Dividends CAGR
Winner
DIVB
14.65%
SPY
6.00%
5Y EPS CAGR
DIVB
8.08%
Winner
SPY
26.40%
Debt to Equity
Winner
DIVB
-161.42%
SPY
48.17%
P/S Ratio
Winner
DIVB
1.74
SPY
3.72
P/B Ratio
Winner
DIVB
2.65
SPY
5.55

DIVB vs SPY - Holdings Comparison

DIVB and SPY have 175 common holdings. Overlap is 17.19%

DIVB's top 25 holdings weight is 45.29%. SPY's top 25 holdings weight is 51.49%.

RankDIVBSPY
#1
AUTOMATIC DATA PROCESSING INC (ADP) - 5.22%
NVIDIA CORP (NVDA) - 7.76%
#2
ACCENTURE PLC CLASS A (ACN) - 3.93%
APPLE INC (AAPL) - 7.44%
#3
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.65%
MICROSOFT CORP (MSFT) - 4.56%
#4
JPMORGAN CHASE & CO (JPM) - 2.82%
AMAZON.COM INC (AMZN) - 3.74%
#5
PAYCHEX INC (PAYX) - 2.59%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
HP INC (HPQ) - 2.40%
BROADCOM INC (AVGO) - 2.83%
#7
EXXONMOBIL HOLDINGS CORP (XOM) - 2.35%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
JOHNSON & JOHNSON (JNJ) - 2.18%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
n/a (CTSH) - 1.95%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
ABBVIE INC (ABBV) - 1.90%
TESLA INC (TSLA) - 1.65%
#11
CHEVRON CORP (CVX) - 1.66%
ELI LILLY AND CO (LLY) - 1.44%
#12
PROCTER & GAMBLE CO (PG) - 1.61%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
BANK OF AMERICA CORP (BAC) - 1.59%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 1.45%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
UNITEDHEALTH GROUP INC (UNH) - 1.44%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
VERIZON COMMUNICATIONS INC (VZ) - 1.42%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
MERCK & CO INC (MRK) - 1.34%
VISA INC CLASS A (V) - 0.91%
#18
WELLS FARGO & CO (WFC) - 1.31%
INTEL CORP (INTC) - 0.77%
#19
LEIDOS HOLDINGS INC (LDOS) - 1.30%
WALMART INC (WMT) - 0.75%
#20
CDW CORP (CDW) - 1.30%
ABBVIE INC (ABBV) - 0.70%
#21
BLACKSTONE INC (BX) - 0.39%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
TARGET CORP (TGT) - 0.38%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
AFLAC INC (AFL) - 0.37%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.37%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
PHILLIPS 66 (PSX) - 0.37%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings345505

DIVB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DIVB
+5.53%
SPY
+2.30%
3M
Winner
DIVB
+15.74%
SPY
+5.00%
6M
Winner
DIVB
+18.95%
SPY
+11.88%
1Y
Winner
DIVB
+37.43%
SPY
+22.80%
5Y(CAGR)
Winner
DIVB
+13.50%
SPY
+13.20%
10Y(CAGR)
DIVB
+14.67%
Winner
SPY
+15.26%
Max(CAGR)
Winner
DIVB
+14.67%
SPY
+8.59%

DIVB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDIVBSPY
2026+26.49%+13.10%
2025+15.36%+18.00%
2024+18.23%+25.59%
2023+13.14%+26.72%
2022-11.09%-18.64%
2021+33.10%+30.52%
2020+9.91%+17.28%
2019+31.71%+31.09%
2018-7.68%-5.24%
2017+5.95%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

DIVB vs SPY Drawdown Comparison

The maximum drawdown for DIVB was -36.93%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DIVB drawdown is -0.28%. The current SPY drawdown is -0.36%.

RankDIVBSPY
#1-36.93%
Feb 14, 2020 - Nov 16, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.07%
Jan 12, 2022 - Dec 26, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.20%
Sep 21, 2018 - Apr 16, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.45%
Feb 19, 2025 - Jun 27, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.68%
Jan 26, 2018 - Aug 29, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.43%
Apr 29, 2019 - Jul 1, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.38%
Nov 26, 2024 - Feb 19, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.12%
Jul 29, 2019 - Oct 21, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.83%
Feb 11, 2026 - Apr 30, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.35%
Mar 28, 2024 - May 15, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.14%
Jul 31, 2024 - Aug 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.40%
Nov 16, 2021 - Dec 10, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.36%
Jan 17, 2020 - Feb 11, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.24%
Oct 27, 2025 - Dec 3, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.17%
Aug 30, 2021 - Oct 19, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DIVB and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

DIVB vs SPY dividend yield comparison.

YearDIVBSPY
20261.00%0.48%
20252.50%1.07%
20242.61%1.21%
20233.18%1.40%
20222.02%1.65%
20211.63%1.20%
20202.08%1.52%
20192.07%1.75%
20182.52%2.04%
20170.37%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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