Which returned more over the last year, DIVB or IJJ?

In the year to Oct 28, 2026, with distributions reinvested, DIVB returned +36.6% and IJJ +12.9%.

Which is cheaper, DIVB or IJJ?

DIVB is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do DIVB and IJJ overlap with the S&P 500?

By their latest filed holdings, 90% of DIVB and 0% of IJJ by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

DIVB vs IJJ: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DIVB returned +36.6% to IJJ's +12.9%; 4% of their weight is in the same names.

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Net assets on Oct 27, 2026: $2.2bn for iShares Core Dividend ETF and $8.6bn for iShares S&P Mid-Cap 400 Value ETF.

DIVB on its own →IJJ on its own →

At a glance

+36.6%

DIVB total return, 1 year

+12.9%

IJJ total return, 1 year

0.05%

DIVB expense ratio

0.18%

IJJ expense ratio

Pair scorecard

DIVB costs 0.13 points a year less; their one-year returns differ by 23.7 points; IJJ is 3.9 times larger.

DIVB vs IJJ: Differences, Returns & Fees
Measure	DIVB	IJJ
Return
Measure	DIVB	IJJ
Total return, 1 year	+36.6%	+12.9%
Drawdown
Measure	DIVB	IJJ
Below its high		4.7%, high on Aug 14, 2026
Benchmark
Measure	DIVB	IJJ
What it tracks	Morningstar US Dividend and Buyback Index	S&P MidCap 400 Value Index
Cost and size
Measure	DIVB	IJJ
Expense ratio	0.05%	0.18%
Net assets, as of Oct 27, 2026	$2.2bn	$8.6bn
Holdings
Measure	DIVB	IJJ
Holdings in common	4%
Top ten holdings, share of the fund	32.6%	11.1%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Nov 17, 2017 to Oct 23, 2026 · 466 weekly returns

DIVB IJJ

Return

Total return edge DIVB +252.9% +119.5%

Annualized edge DIVB +15.1% +9.2%

Price return edge DIVB +183.8% +85.5%

Risk

Volatility edge DIVB 18.1% 22.9%

Max drawdown edge DIVB −35.0% −43.3%

Risk-adjusted

Sharpe edge DIVB 0.72 0.38

Sortino edge DIVB 1.02 0.54

Calmar edge DIVB 0.43 0.21

Reading

DIVB returned more: +252.9% to +119.5%. DIVB swung less: 18.1% to 22.9%. DIVB fell less at its worst: −35.0% to −43.3%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: DIVB vs IJJ: Differences, Returns & Fees
Measure	DIVB	IJJ	Edge	How it is measured
Return
Total return	+252.9%	+119.5%	DIVB	Price change plus distributions, reinvested.
Annualized	+15.1%	+9.2%	DIVB	Total return as a yearly rate.
Price return	+183.8%	+85.5%	DIVB	Price change alone, distributions left out.
Risk
Volatility	18.1%	22.9%	DIVB	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	12.7%	16.2%	DIVB	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−35.0%	−43.3%	DIVB	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.72	0.38	DIVB	Return above Treasury bills per unit of volatility.
Sortino	1.02	0.54	DIVB	Return above Treasury bills per unit of downside deviation.
Calmar	0.43	0.21	DIVB	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 466 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, DIVB and IJJ hold 4% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

4% in common

Positions both hold · largest shared weight first DIVB IJJ

AVNET 0.41% 0.45%

GENPACT 0.43% 0.19%

UNIVERSAL DISPLAY CORP 0.22% 0.13%

UNUM 0.11% 0.76%

FIRST HORIZON 0.09% 0.65%

BOOZ ALLEN HAMILTON HOLDING CLASS 0.08% 0.59%

CHORD ENERGY 0.07% 0.49%

OVINTIV 0.07% 1.16%

COLUMBIA BANKING SYSTEM INC 0.06% 0.52%

HF SINCLAIR 0.06% 1.04%

OWENS CORNING 0.06% 0.54%

RYDER SYSTEM 0.06% 0.63%

Only in one fund ↓

Only in DIVB

ACCENTURE PLC CLASS A 6.06%

INTERNATIONAL BUSINESS MACHINES CO 5.12%

AUTOMATIC DATA PROCESSING INC 5.06%

COGNIZANT TECHNOLOGY SOLUTIONS CLA 3.07%

EXXONMOBIL HOLDINGS CORP 2.69%

JPMORGAN CHASE & CO 2.40%

HP INC 2.23%

PAYCHEX 2.05%

Only in IJJ

US FOODS HOLDING 1.31%

RELIANCE STEEL & ALUMINUM 1.30%

TD SYNNEX 1.20%

WESCO INTERNATIONAL 0.97%

SHARKNINJA 0.97%

PERFORMANCE FOOD GROUP 0.89%

PINNACLE FINANCIAL PARTNERS 0.89%

ARAMARK 0.86%

Check overlap with more funds →

Side by side

DIVB iShares Core Dividend ETF IJJ iShares S&P Mid-Cap 400 Value ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index Tracks an index

Total return, 1 year +36.6% +12.9%

Its benchmark over the same days not measured +12.9% (MDYV)

Gap to its benchmark not measured 0.0 pts vs MDYV

Expense ratio 0.05% 0.18%

Already in the S&P 500 89.6% 0.0%

Holdings 382 303

Net assets, as of Oct 27, 2026 $2.2bn $8.6bn

DIVB and IJJ on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-1C8D19E0C8

DIVB and IJJ are built for the same job. How do they differ in cost, holdings and results?

What each follows. DIVB follows Morningstar US Dividend and Buyback Index and IJJ follows S&P MidCap 400 Value Index.
Holdings in common. 4% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 DIVB returned +36.6% and IJJ +12.9% with distributions reinvested, a gap of 23.7 points.

Data as of Oct 28, 2026.

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About each fund

DIVB

DIVB tracks an index. Over the year to Oct 28, 2026 it returned +36.6% with distributions reinvested. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 382 positions, with the top ten at 32.6%.

IJJ

IJJ tracks an index. Over the year to Oct 28, 2026 it returned +12.9% with distributions reinvested, against +12.9% for its benchmark, the S&P MidCap 400 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 303 positions, with the top ten at 11.1%. It sat 4.7% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, DIVB or IJJ?: In the year to Oct 28, 2026, with distributions reinvested, DIVB returned +36.6% and IJJ +12.9%.
Which is cheaper, DIVB or IJJ?: DIVB is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DIVB and IJJ overlap with the S&P 500?: By their latest filed holdings, 90% of DIVB and 0% of IJJ by weight is stocks the S&P 500 already holds.

Other comparisons

DIVB vs SDY DIVB vs VOE DIVB vs DVY DIVB vs MDYV DSTL vs IJJ IJJ vs MDYV IJJ vs RPV IJJ vs PKW

Where to next

DIVB on its own →IJJ on its own →Hold both: look the portfolio through →Rankings →DIVB dividend history →DIVB holdings →IJJ dividend history →IJJ holdings →Standards and sources →

Sources and dates

DIVB and IJJ filings on SEC EDGAR ↗

DIVB prospectus with the expense ratio (SEC) ↗

iShares page for DIVB ↗

IJJ prospectus with the expense ratio (SEC) ↗

iShares page for IJJ ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, DIVB against IJJ, data as of Oct 28, 2026. https://etfiq.com/compare/any/divb-vs-ijj

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.