Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVB (iShares Core Dividend ETF) | 18.44% | 31.40% | 22.71% | 12.39% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVB (iShares Core Dividend ETF) | 11/09/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | 31.40 | 22.71 | 12.39 | NA | NA | NA | … | … | 18.44 | 15.09 | 18.59 | 13.27 | -10.51 | 31.26 | 10.77 | 32.72 | -8.13 | 5.95 |
| Sharpe Ratio | NA | 2.48 | 1.46 | 0.65 | NA | NA | NA | … | … | 3.55 | 0.76 | 1.35 | 0.74 | -0.56 | 2.47 | 0.30 | 2.43 | -0.60 | 6.23 |
| Standard Deviation(%) | NA | 11.30 | 13.26 | 15.23 | NA | NA | NA | … | … | 12.43 | 16.06 | 11.12 | 13.14 | 21.49 | 12.66 | 35.10 | 12.87 | 16.01 | 8.42 |
| Draw Down(%) | NA | 6.83 | 15.45 | 21.08 | NA | NA | NA | … | … | 6.83 | 15.45 | 7.32 | 10.34 | 21.08 | 4.40 | 36.93 | 7.43 | 19.18 | 0.74 |
| Yield(%) | 0.00 | 2.77 | 3.53 | 2.78 | 3.08 | 2.05 | 1.54 | … | … | 0.63 | 2.81 | 3.00 | 3.48 | 1.76 | 2.14 | 2.23 | 2.66 | 2.27 | 0.39 |
Data as of 06/04/2026, Common starting date is 11/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVB (iShares Core Dividend ETF) |
6.07%
Apr 2021 – Apr 2024 |
8.74%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVB (iShares Core Dividend ETF) |
24.50%
Dec 2018 – Dec 2021 |
18.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart