AVGO vs. HDV
AVGO (Broadcom Inc.) is a stock, while HDV (iShares Core High Dividend ETF) is Dividend fund tracking the Morningstar Dividend Yield Focus Index. Over the past 10 years, AVGO returned 41.92%/yr vs 9.29%/yr for HDV. At a 0.36 correlation, their price movements are largely independent.
Performance
AVGO vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, AVGO achieves a 21.29% return, which is significantly higher than HDV's 13.48% return. Over the past 10 years, AVGO has outperformed HDV with an annualized return of 41.92%, while HDV has yielded a comparatively lower 9.29% annualized return.
AVGO
- 1D
- -12.59%
- 1M
- -1.98%
- YTD
- 21.29%
- 6M
- 10.38%
- 1Y
- 61.75%
- 3Y*
- 75.80%
- 5Y*
- 57.68%
- 10Y*
- 41.92%
HDV
- 1D
- 0.70%
- 1M
- 0.51%
- YTD
- 13.48%
- 6M
- 13.49%
- 1Y
- 22.15%
- 3Y*
- 15.28%
- 5Y*
- 10.47%
- 10Y*
- 9.29%
AVGO vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 21.29% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
HDV iShares Core High Dividend ETF | 13.48% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 20.22% | -3.01% | 13.40% |
Correlation
The correlation between AVGO and HDV is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2011 | 0.36 |
The correlation between AVGO and HDV shifts across timeframes, from -0.14 (1 year) to 0.36 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AVGO vs. HDV — Risk / Return Rank
AVGO
HDV
AVGO vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadcom Inc. (AVGO) 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.
| AVGO | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.90 | ||
| Sortino ratioReturn per unit of downside risk | -1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.39 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 4.30 | -2.13 |
| Martin ratioReturn relative to average drawdown | 5.19 | 11.97 | -6.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVGO | HDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 2.29 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.34 | 0.82 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | 0.59 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.73 | +0.38 |
Drawdowns
AVGO vs. HDV - Drawdown Comparison
The maximum AVGO drawdown since its inception was -48.30%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for AVGO and HDV.
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Drawdown Indicators
| AVGO | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.30% | -37.04% | -11.26% |
Max Drawdown (1Y)Largest decline over 1 year | -28.67% | -5.18% | -23.49% |
Max Drawdown (3Y)Largest decline over 3 years | -41.15% | -10.49% | -30.66% |
Max Drawdown (5Y)Largest decline over 5 years | -41.15% | -15.42% | -25.73% |
Max Drawdown (10Y)Largest decline over 10 years | -48.30% | -37.04% | -11.26% |
Current DrawdownCurrent decline from peak | -13.01% | -1.86% | -11.15% |
Average DrawdownAverage peak-to-trough decline | -7.97% | -3.09% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.94% | 1.86% | +10.08% |
Volatility
AVGO vs. HDV - Volatility Comparison
Broadcom Inc. (AVGO) has a higher volatility of 18.29% compared to iShares Core High Dividend ETF (HDV) at 3.23%. This indicates that AVGO'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.
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Volatility by Period
| AVGO | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.29% | 3.23% | +15.06% |
Volatility (6M)Calculated over the trailing 6-month period | 33.56% | 7.54% | +26.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.74% | 9.75% | +34.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.15% | 12.82% | +30.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.38% | 15.73% | +23.65% |
Dividends
AVGO vs. HDV - Dividend Comparison
AVGO's dividend yield for the trailing twelve months is around 0.59%, less than HDV's 2.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.59% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
HDV iShares Core High Dividend ETF | 2.89% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
Frequently Asked Questions
AVGO and HDV have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (18.29%) compared to HDV (3.23%). In terms of maximum drawdown, AVGO dropped -48.30% vs HDV's -37.04%.
HDV currently has the higher Sharpe Ratio (2.29 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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