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

In the year to Oct 28, 2026, with distributions reinvested, DIVB returned +36.6% and WTV +18.5%.

Which is cheaper, DIVB or WTV?

DIVB is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 90% of DIVB and 82% of WTV by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

DIVB vs WTV: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DIVB returned +36.6% to WTV's +18.5%; 24% of their weight is in the same names.

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Net assets: $2.2bn on Oct 27, 2026 for iShares Core Dividend ETF, and $2.9bn on Jun 30, 2026 for WisdomTree U.S. Value Fund.

DIVB on its own →WTV on its own →

At a glance

+36.6%

DIVB total return, 1 year

+18.5%

WTV total return, 1 year

0.05%

DIVB expense ratio

0.12%

WTV expense ratio

Pair scorecard

DIVB costs 0.07 points a year less; their one-year returns differ by 18.1 points.

DIVB vs WTV: Differences, Returns & Fees
Measure	DIVB	WTV
Return
Measure	DIVB	WTV
Total return, 1 year	+36.6%	+18.5%
Benchmark
Measure	DIVB	WTV
What it tracks	Morningstar US Dividend and Buyback Index	No index, actively managed
Cost and size
Measure	DIVB	WTV
Expense ratio	0.05%	0.12%
Net assets, DIVB as of Oct 27, 2026 and WTV as of Jun 30, 2026	$2.2bn	$2.9bn
Holdings
Measure	DIVB	WTV
Holdings in common	24%
Top ten holdings, share of the fund	32.6%	21.5%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method

What they share

24%

By the books each fund has filed, DIVB and WTV hold 24% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

24% in common

Positions both hold · largest shared weight first DIVB WTV

MERCK & CO INC 1.29% 1.39%

UNITEDHEALTH GROUP 1.50% 1.11%

SKYWORKS SOLUTIONS 1.31% 1.10%

ALTRIA GROUP INC 1.07% 1.34%

VERIZON COMMUNICATIONS INC 1.01% 1.11%

EXXONMOBIL HOLDINGS CORP 2.69% 0.81%

CHEVRON 1.88% 0.81%

AT&T 0.80% 0.89%

CITIGROUP 0.79% 1.83%

PROGRESSIVE 0.76% 0.78%

PROCTER & GAMBLE 1.70% 0.66%

HCA HEALTHCARE 0.94% 0.66%

Only in one fund ↓

Only in DIVB

ACCENTURE PLC CLASS A 6.06%

AUTOMATIC DATA PROCESSING INC 5.06%

COGNIZANT TECHNOLOGY SOLUTIONS CLA 3.07%

JPMORGAN CHASE & CO 2.40%

HP INC 2.23%

PAYCHEX 2.05%

JOHNSON & JOHNSON 2.04%

ABBVIE 1.92%

Only in WTV

NVIDIA CORP 3.29%

DELL TECHNOLOGIES INC 3.04%

BERKSHIRE HATHAWAY INC 2.64%

CISCO SYSTEMS INC 2.05%

SOUTHWEST AIRLINES COMPANY 1.93%

ZOOM COMMUNICATIONS INC 1.77%

DAVITA INC 1.64%

SALESFORCE INC 1.60%

Check overlap with more funds →

Side by side

DIVB iShares Core Dividend ETF WTV WisdomTree U.S. Value Fund

Where it sits Stock ETF Stock ETF

Issuer iShares WisdomTree

What it is Tracks an index Actively managed

Total return, 1 year +36.6% +18.5%

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

Gap to its benchmark not measured +5.2 pts vs PBUS

Expense ratio 0.05% 0.12%

Already in the S&P 500 89.6% 81.8%

Holdings 382 123

Net assets, DIVB as of Oct 27, 2026 and WTV as of Jun 30, 2026 $2.2bn $2.9bn

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

Alert

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%.

WTV

WTV is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +18.5% with distributions reinvested, against +13.3% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.12% a year. By its holdings filed for Jun 30, 2026, 82% of the fund by weight is stocks the S&P 500 also holds, across 123 positions, with the top ten at 21.5%.

Questions people ask

Which returned more over the last year, DIVB or WTV?: In the year to Oct 28, 2026, with distributions reinvested, DIVB returned +36.6% and WTV +18.5%.
Which is cheaper, DIVB or WTV?: DIVB is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DIVB and WTV overlap with the S&P 500?: By their latest filed holdings, 90% of DIVB and 82% of WTV by weight is stocks the S&P 500 already holds.

Other comparisons

DIVB vs MDYV DIVB vs DSTL DIVB vs EMLP DIVB vs RPV DSTL vs WTV IMCV vs WTV IVOV vs WTV EMLP vs WTV

Where to next

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

Sources and dates

DIVB filings on SEC EDGAR ↗

DIVB prospectus with the expense ratio (SEC) ↗

iShares page for DIVB ↗

WTV filings on SEC EDGAR ↗

WTV prospectus with the expense ratio (SEC) ↗

WisdomTree website ↗

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

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