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ISIN
US2330516301
CUSIP
233051630
Inception Date
Aug 12, 2015
Region
Developed Markets (EAFE)
Leveraged
1x (No leverage)
Index Tracked
MSCI EAFE High Dividend Yield US Dollar Hedged Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value
Assets Under Management
$2B

Share Price Chart


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Performance

HDEF Performance Chart

Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) is up 4.7% since the beginning of the year. HDEF is currently trading at $32 per share. Investors who bought $1,000 worth of HDEF shares 5 years ago would now be looking at an investment worth $1,639.


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S&P 500 Index

Returns By Period

Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) has returned 4.67% so far this year and 16.79% over the past 12 months. Over the last ten years, HDEF has returned 8.91% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Xtrackers MSCI EAFE High Dividend Yield Equity ETF

1D
0.10%
1M
-2.50%
YTD
4.67%
6M
5.08%
1Y
16.79%
3Y*
16.60%
5Y*
10.39%
10Y*
8.91%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HDEF Monthly Returns History

Based on dividend-adjusted daily data since Aug 18, 2015, HDEF's average daily return is +0.03%, while the average monthly return is +0.69%. At this rate, an investment would double in approximately 8.4 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +15.0%, while the worst month was Mar 2020 at -15.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HDEF closed higher 46% of trading days. The best single day was Mar 24, 2020 with a return of +9.4%, while the worst single day was Mar 12, 2020 at -10.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.48%6.55%-4.72%2.19%-1.33%-1.19%4.67%
20254.57%3.27%4.14%3.39%2.57%2.51%-1.52%5.21%-0.89%-0.17%3.92%2.14%33.01%
2024-2.51%0.04%3.33%-0.93%5.07%-2.91%4.76%3.99%2.03%-5.24%-1.02%-3.13%2.85%
20237.02%-3.60%3.84%2.83%-5.85%5.11%4.04%-3.88%-0.93%-2.61%6.86%5.45%18.53%
20222.41%-1.53%2.25%-4.60%1.69%-8.40%1.77%-5.28%-8.41%5.89%13.77%0.02%-2.51%
2021-0.65%1.22%3.43%1.76%3.63%-1.79%0.91%-0.94%-5.17%2.46%-3.52%5.95%6.95%

Benchmark Metrics

Xtrackers MSCI EAFE High Dividend Yield Equity ETF has an annualized alpha of 0.59%, beta of 0.60, and R2 of 0.42 versus S&P 500 Index. Calculated based on daily prices since August 18, 2015.

  • This ETF participated in 71.15% of S&P 500 Index downside but only 59.46% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.60 may look defensive, but with R2 of 0.42 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.42 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
0.59%
Beta
0.60
0.42
Upside Capture
59.46%
Downside Capture
71.15%

Expense Ratio

HDEF has an expense ratio of 0.20%, which is considered low.


Return for Risk

Risk / Return Rank

HDEF ranks 41 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


HDEF Risk / Return Rank: 4141
Overall Rank
HDEF Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
HDEF Sortino Ratio Rank: 4141
Sortino Ratio Rank
HDEF Omega Ratio Rank: 4141
Omega Ratio Rank
HDEF Calmar Ratio Rank: 4343
Calmar Ratio Rank
HDEF Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HDEFBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.60

Sortino ratioReturn per unit of downside risk

-0.72

Omega ratioGain probability vs. loss probability

1.26

1.37

-0.11

Calmar ratioReturn relative to maximum drawdown

2.10

2.78

-0.68

Martin ratioReturn relative to average drawdown

6.08

12.44

-6.36

Dividends

Dividend History

Xtrackers MSCI EAFE High Dividend Yield Equity ETF provided a 3.97% dividend yield over the last twelve months, with an annual payout of $1.25 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.25$1.20$1.10$1.08$1.18$1.13$0.91$1.04$0.73$0.83$2.22$0.43

Dividend yield

3.97%3.88%4.53%4.38%5.41%4.76%3.93%4.20%3.55%3.38%9.53%1.87%

Monthly Dividends

The table displays the monthly dividend distributions for Xtrackers MSCI EAFE High Dividend Yield Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.15$0.00$0.00$0.71$0.86
2025$0.00$0.00$0.18$0.00$0.00$0.63$0.00$0.00$0.21$0.00$0.00$0.18$1.20
2024$0.00$0.00$0.20$0.00$0.00$0.56$0.00$0.00$0.21$0.00$0.00$0.14$1.10
2023$0.00$0.00$0.07$0.00$0.00$0.67$0.00$0.00$0.23$0.00$0.00$0.11$1.08
2022$0.00$0.00$0.23$0.00$0.00$0.61$0.00$0.00$0.25$0.00$0.00$0.09$1.18
2021$0.00$0.00$0.26$0.00$0.00$0.41$0.00$0.00$0.31$0.00$0.00$0.14$1.13

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Xtrackers MSCI EAFE High Dividend Yield Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Xtrackers MSCI EAFE High Dividend Yield Equity ETF was 36.43%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.

The current Xtrackers MSCI EAFE High Dividend Yield Equity ETF drawdown is 5.07%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-36.43%Mar 2020
2mo 20d9mo 19d
1y 4dJan 2020 - Jan 2021
Bear market2022
-23.63%Sep 2022
7mo 19d6mo 9d
1y 1moFeb 2022 - Apr 2023
Rate-hike selloffLate 2018
-17.56%Dec 2018
11mo 5d10mo 4d
1y 9moJan 2018 - Oct 2019
2016 correction2016
-15.13%Feb 2016
5mo 25d6mo 3d
11mo 28dAug 2015 - Aug 2016
2024 correction2024
-11.15%Dec 2024
2mo 23d2mo 16d
5mo 9dSep 2024 - Mar 2025

Drawdown Indicators


HDEFBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-36.43%

-56.78%

+20.35%

Max Drawdown (1Y)

Largest decline over 1 year

-8.03%

-9.10%

+1.07%

Max Drawdown (3Y)

Largest decline over 3 years

-11.15%

-18.90%

+7.75%

Max Drawdown (5Y)

Largest decline over 5 years

-23.63%

-25.43%

+1.80%

Max Drawdown (10Y)

Largest decline over 10 years

-36.43%

-33.92%

-2.51%

Current Drawdown

Current decline from peak

-5.07%

-1.80%

-3.27%

Average Drawdown

Average peak-to-trough decline

-5.05%

-10.71%

+5.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.77%

2.03%

+0.74%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with HDEF

Add Xtrackers MSCI EAFE High Dividend Yield Equity ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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