DIVB vs VOO

DIVB vs VOO

Which is better, DIVB or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. DIVB led over 1Y, 3Y and 5Y, VOO over the full window. The two have moved almost in lockstep, correlation 0.92. DIVB is less concentrated, with 30.4% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: DIVB

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDIVBVOO
Expense Ratio0.05%0.03%Best
AUM$2.0B$997.4B
Dividend Yield2.02%1.04%
Holdings385509
YTD Return+28.90%Best+12.50%
1Y Return+33.69%Best+17.58%
3Y Return (annualized)+24.03%Best+21.27%
5Y Return (annualized)+13.87%Best+12.95%
Volatility (annualized)17.0%16.3%Best
Max Drawdown-36.9%-34.3%Best
$10,000 over 5 years$19,145Best$18,384
Top 10 Weight30.4%Best36.4%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 7, 2017Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2017 to Sep 11, 2026 (8.8 years).

DIVB vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.8 years both funds cover.

DIVB vs VOO Performance

iShares Core Dividend ETF (DIVB) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DIVB returned +33.69% while VOO returned +17.58%. Year to date, DIVB is up 28.90% versus a gain of 12.50% for VOO.

Over three years, DIVB compounded at +24.03% per year against +21.27% for VOO; over five years the annualized figures are +13.87% and +12.95% respectively. Across the full 9-year window we track, VOO has the edge at +14.07% annualized vs +13.76%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DIVB has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 16.3% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -36.9% for DIVB and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DIVB charges 0.05% per year while VOO charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, DIVB currently yields 2.02% against 1.04% for VOO.

Holdings Overlap

DIVB already in VOO91.3%
VOO already in DIVB24.1%

91.3% of DIVB's money is in holdings VOO also owns. 24.1% of VOO's money is in holdings DIVB also owns.

Most of DIVB is already inside VOO. Owning both mostly buys the same companies twice.

209 positions in common, counted across the 383 positions we hold weights for in DIVB and 505 in VOO, against full books of 385 and 509.

What only one of them owns

Our book lists 290 positions for VOO that do not appear in our book for DIVB (75.5% of the fund), and 167 for DIVB that do not appear in VOO (8.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DIVBWeight in VOODifference
ADPAutomatic Data Processing, Inc.5.45%0.14%5.31%
ACNAccenture Plc4.53%0.12%4.41%
IBMInternational Business Machines Corp.3.89%0.41%3.48%
JPMJpmorgan Chase & Co.2.79%1.26%1.53%
XOMExxon Mobil Corp.2.24%0.88%1.36%
JNJJohnson & Johnson2.13%0.95%1.18%
HPQHp Inc.2.63%0.03%2.60%
PAYXPaychex, Inc.2.61%0.05%2.56%
ABBVAbbvie Inc.1.74%0.69%1.05%
CTSHCognizant Technology Solutions Corp. Class A2.37%0.03%2.34%

91.3% of DIVB is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DIVBVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DIVB or VOO?

DIVB has an expense ratio of 0.05% while VOO charges 0.03%. VOO is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, DIVB or VOO?

Over the past year DIVB returned +33.69% vs +17.58% for VOO, so DIVB leads on 1-year performance. Over the longest common window we track (9 years), DIVB annualized +13.76% vs +14.07% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DIVB or VOO?

DIVB has been the more volatile fund at 17.0% annualized versus 16.3% for VOO. Worst drawdown: DIVB -36.9% vs VOO -34.3%.

Should I hold both DIVB and VOO?

DIVB and VOO have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between DIVB and VOO?

91.3% of DIVB's money is in holdings VOO also owns. 24.1% of VOO's is in holdings DIVB also owns. They hold 209 positions in common, counted across the 383 positions we hold weights for in DIVB and 505 in VOO.

Which pays a higher dividend, DIVB or VOO?

DIVB yields 2.02% while VOO yields 1.04%, so DIVB currently pays the higher dividend yield.

Is VOO better than DIVB?

VOO has a lower expense ratio. DIVB led over 1Y, 3Y and 5Y, VOO over the full window. The two have moved almost in lockstep, correlation 0.92. DIVB is less concentrated, with 30.4% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.