18M2.DE vs. HDV
Compare and contrast key facts about Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) and iShares Core High Dividend ETF (HDV).
18M2.DE and HDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 18M2.DE is a passively managed fund by Amundi that tracks the performance of the MSCI EMU High Dividend Yield. It was launched on Mar 3, 2009. HDV is a passively managed fund by iShares that tracks the performance of the Morningstar Dividend Yield Focus Index. It was launched on Mar 29, 2011. Both 18M2.DE and HDV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 18M2.DE or HDV.
Correlation
The correlation between 18M2.DE and HDV is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
18M2.DE vs. HDV - Performance Comparison
Key characteristics
18M2.DE:
0.40
HDV:
0.65
18M2.DE:
0.54
HDV:
1.01
18M2.DE:
1.07
HDV:
1.14
18M2.DE:
0.33
HDV:
0.90
18M2.DE:
1.07
HDV:
2.87
18M2.DE:
4.48%
HDV:
3.28%
18M2.DE:
13.87%
HDV:
13.38%
18M2.DE:
-37.06%
HDV:
-37.04%
18M2.DE:
-1.96%
HDV:
-5.30%
Returns By Period
In the year-to-date period, 18M2.DE achieves a 9.83% return, which is significantly higher than HDV's 2.85% return. Over the past 10 years, 18M2.DE has underperformed HDV with an annualized return of 6.35%, while HDV has yielded a comparatively higher 8.02% annualized return.
18M2.DE
9.83%
11.17%
9.75%
5.54%
11.32%
6.35%
HDV
2.85%
5.80%
-1.89%
8.70%
11.11%
8.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
18M2.DE vs. HDV - Expense Ratio Comparison
18M2.DE has a 0.30% expense ratio, which is higher than HDV's 0.08% expense ratio.
Risk-Adjusted Performance
18M2.DE vs. HDV — Risk-Adjusted Performance Rank
18M2.DE
HDV
18M2.DE vs. HDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) and iShares Core High Dividend ETF (HDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
18M2.DE vs. HDV - Dividend Comparison
18M2.DE has not paid dividends to shareholders, while HDV's dividend yield for the trailing twelve months is around 3.55%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
18M2.DE Amundi ETF MSCI EMU High Dividend UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HDV iShares Core High Dividend ETF | 3.55% | 3.66% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% | 3.20% |
Drawdowns
18M2.DE vs. HDV - Drawdown Comparison
The maximum 18M2.DE drawdown since its inception was -37.06%, roughly equal to the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for 18M2.DE and HDV. For additional features, visit the drawdowns tool.
Volatility
18M2.DE vs. HDV - Volatility Comparison
Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) has a higher volatility of 7.04% compared to iShares Core High Dividend ETF (HDV) at 5.95%. This indicates that 18M2.DE's price experiences larger fluctuations and is considered to be riskier than HDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.