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

In the year to Oct 28, 2026, with distributions reinvested, DIVB returned +36.6% and IWS +22.7%.

Which is cheaper, DIVB or IWS?

DIVB is cheaper, by 0.18 percentage points a year. That is about $18 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 90% of DIVB and 66% of IWS by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

DIVB vs IWS: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DIVB returned +36.6% to IWS's +22.7%; 18% 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 $15.2bn for iShares Russell Mid-Cap Value ETF.

DIVB on its own →IWS on its own →

At a glance

+36.6%

DIVB total return, 1 year

+22.7%

IWS total return, 1 year

0.05%

DIVB expense ratio

0.23%

IWS expense ratio

Pair scorecard

DIVB costs 0.18 points a year less; their one-year returns differ by 13.9 points; IWS is 6.9 times larger.

DIVB vs IWS: Differences, Returns & Fees
Measure	DIVB	IWS
Return
Measure	DIVB	IWS
Total return, 1 year	+36.6%	+22.7%
Benchmark
Measure	DIVB	IWS
What it tracks	Morningstar US Dividend and Buyback Index	Russell Midcap Value Index
Cost and size
Measure	DIVB	IWS
Expense ratio	0.05%	0.23%
Net assets, as of Oct 27, 2026	$2.2bn	$15.2bn
Holdings
Measure	DIVB	IWS
Holdings in common	18%
Top ten holdings, share of the fund	32.6%	6.8%

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

Risk and return

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

DIVB IWS

Return

Total return edge DIVB +252.9% +130.8%

Annualized edge DIVB +15.1% +9.8%

Price return edge DIVB +183.8% +95.4%

Risk

Volatility edge DIVB 18.1% 20.7%

Max drawdown edge DIVB −35.0% −41.2%

Risk-adjusted

Sharpe edge DIVB 0.72 0.43

Sortino edge DIVB 1.02 0.60

Calmar edge DIVB 0.43 0.24

Reading

DIVB returned more: +252.9% to +130.8%. DIVB swung less: 18.1% to 20.7%. DIVB fell less at its worst: −35.0% to −41.2%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: DIVB vs IWS: Differences, Returns & Fees
Measure	DIVB	IWS	Edge	How it is measured
Return
Total return	+252.9%	+130.8%	DIVB	Price change plus distributions, reinvested.
Annualized	+15.1%	+9.8%	DIVB	Total return as a yearly rate.
Price return	+183.8%	+95.4%	DIVB	Price change alone, distributions left out.
Risk
Volatility	18.1%	20.7%	DIVB	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	12.7%	14.7%	DIVB	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−35.0%	−41.2%	DIVB	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.72	0.43	DIVB	Return above Treasury bills per unit of volatility.
Sortino	1.02	0.60	DIVB	Return above Treasury bills per unit of downside deviation.
Calmar	0.43	0.24	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

18%

By the books each fund has filed, DIVB and IWS hold 18% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

18% in common

Positions both hold · largest shared weight first DIVB IWS

MARATHON PETROLEUM 0.64% 0.61%

BECTON DICKINSON 0.39% 0.52%

PAYCHEX 2.05% 0.34%

D R HORTON 0.32% 0.35%

PHILLIPS 66 0.32% 0.98%

HP INC 2.23% 0.30%

COGNIZANT TECHNOLOGY SOLUTIONS CLA 3.07% 0.29%

AMERIPRISE FINANCE INC 0.26% 0.39%

M&T BANK 0.25% 0.31%

KIMBERLY CLARK 0.24% 0.24%

ONEOK 0.24% 0.59%

PRUDENTIAL FINANCIAL INC 0.24% 0.39%

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%

EXXONMOBIL HOLDINGS CORP 2.69%

JPMORGAN CHASE & CO 2.40%

JOHNSON & JOHNSON 2.04%

ABBVIE 1.92%

CHEVRON 1.88%

Only in IWS

HEWLETT PACKARD ENTERPRISE 0.78%

MODERNA 0.73%

DIGITAL REALTY TRUST REIT 0.64%

NUCOR 0.58%

BAKER HUGHES CLASS A 0.57%

CHENIERE ENERGY 0.57%

AMETEK INC 0.55%

UNITED RENTALS 0.54%

Check overlap with more funds →

Side by side

DIVB iShares Core Dividend ETF IWS iShares Russell Mid-Cap 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% +22.7%

Its benchmark over the same days not measured +13.3% (IWV)

Gap to its benchmark not measured +9.4 pts vs IWV

Expense ratio 0.05% 0.23%

Already in the S&P 500 89.6% 66.1%

Holdings 382 719

Net assets, as of Oct 27, 2026 $2.2bn $15.2bn

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

Client brief · page 1 of 2 Report BR-B8069A11C3

DIVB and IWS 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 IWS follows Russell Midcap Value Index.
Holdings in common. 18% 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 IWS +22.7% with distributions reinvested, a gap of 13.9 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%.

IWS

Over the year to Oct 28, 2026 it returned +22.7% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWS tracks an index. The prospectus expense ratio is 0.23% a year. By its holdings published by its issuer for Oct 27, 2026, 66% of the fund by weight is stocks the S&P 500 also holds, across 719 positions, with the top ten at 6.8%.

Questions people ask

Which returned more over the last year, DIVB or IWS?: In the year to Oct 28, 2026, with distributions reinvested, DIVB returned +36.6% and IWS +22.7%.
Which is cheaper, DIVB or IWS?: DIVB is cheaper, by 0.18 percentage points a year. That is about $18 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DIVB and IWS overlap with the S&P 500?: By their latest filed holdings, 90% of DIVB and 66% of IWS by weight is stocks the S&P 500 already holds.

Other comparisons

DIVB vs NOBL DIVB vs SDY DIVB vs VOE DIVB vs DVY DSTL vs IWS IWS vs MDYV IWS vs RPV IWS vs PKW

Where to next

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

Sources and dates

DIVB and IWS filings on SEC EDGAR ↗

DIVB prospectus with the expense ratio (SEC) ↗

iShares page for DIVB ↗

IWS prospectus with the expense ratio (SEC) ↗

iShares page for IWS ↗

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 IWS, data as of Oct 28, 2026. https://etfiq.com/compare/any/divb-vs-iws

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