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BBAI vs. HDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BBAI vs. HDV

Last updated Jun 4, 2026

BBAI (BigBear.ai Holdings, Inc.) is a stock, while HDV (iShares Core High Dividend ETF) is Dividend fund tracking the Morningstar Dividend Yield Focus Index. Over the past 3 years, BBAI returned 33.72%/yr vs 14.94%/yr for HDV. At a 0.09 correlation, their price movements are largely independent.

Performance

BBAI vs. HDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BigBear.ai Holdings, Inc. (BBAI) and iShares Core High Dividend ETF (HDV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBAI achieves a -10.56% return, which is significantly lower than HDV's 12.69% return.

BBAI

1D
-5.48%
1M
15.83%
YTD
-10.56%
6M
-20.82%
1Y
27.44%
3Y*
33.72%
5Y*
—
10Y*
—

HDV

1D
0.37%
1M
0.29%
YTD
12.69%
6M
12.16%
1Y
20.35%
3Y*
14.94%
5Y*
10.32%
10Y*
9.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBAI vs. HDV - Yearly Performance Comparison

2026 (YTD)20252024202320222021
BBAI
BigBear.ai Holdings, Inc.		-10.56%21.35%107.94%217.65%-88.10%-35.09%
HDV
iShares Core High Dividend ETF		12.69%11.90%14.16%1.72%7.05%2.29%

Correlation

The correlation between BBAI and HDV is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2021

0.09

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BigBear.ai Holdings, Inc.

iShares Core High Dividend ETF

Often compared with BBAI:
BBAI vs. PLTRBBAI vs. SOUNBBAI vs. AIBBAI vs. RKLBBBAI vs. NVDABBAI vs. LAESBBAI vs. BITX
Often compared with HDV:
HDV vs. SCHDHDV vs. VYMHDV vs. SPYDHDV vs. DGROHDV vs. DVYHDV vs. VIGHDV vs. SPY

Return for Risk

BBAI vs. HDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BBAI
BBAI Risk / Return Rank: 5252
Overall Rank
BBAI Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
BBAI Sortino Ratio Rank: 5959
Sortino Ratio Rank
BBAI Omega Ratio Rank: 5353
Omega Ratio Rank
BBAI Calmar Ratio Rank: 5050
Calmar Ratio Rank
BBAI Martin Ratio Rank: 4848
Martin Ratio Rank
HDV
HDV Risk / Return Rank: 6464
Overall Rank
HDV Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
HDV Sortino Ratio Rank: 6666
Sortino Ratio Rank
HDV Omega Ratio Rank: 5757
Omega Ratio Rank
HDV Calmar Ratio Rank: 7676
Calmar Ratio Rank
HDV Martin Ratio Rank: 6161
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.

BBAI vs. HDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BigBear.ai Holdings, Inc. (BBAI) 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.

BBAIHDVDifference
Sharpe ratioReturn per unit of total volatility
0.28
2.10

-1.82

Sortino ratioReturn per unit of downside risk
1.25
3.11

-1.86

Omega ratioGain probability vs. loss probability

1.13

1.36

-0.23

Calmar ratioReturn relative to maximum drawdown

0.42

3.95

-3.53

Martin ratioReturn relative to average drawdown

0.72

11.02

-10.30

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBAI vs. HDV - Sharpe Ratio Comparison

The current BBAI Sharpe Ratio is 0.28, which is lower than the HDV Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of BBAI and HDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

BBAIHDVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

2.10

-1.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.81

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.59

—

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.07

0.72

-0.79

Drawdowns

BBAI vs. HDV - Drawdown Comparison

The maximum BBAI drawdown since its inception was -95.01%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for BBAI and HDV.

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Drawdown Indicators

BBAIHDVDifference

Max Drawdown

Largest peak-to-trough decline

-95.01%

-37.04%

-57.97%

Max Drawdown (1Y)

Largest decline over 1 year

-65.88%

-5.18%

-60.70%

Max Drawdown (3Y)

Largest decline over 3 years

-75.56%

-10.49%

-65.07%

Max Drawdown (5Y)

Largest decline over 5 years

—

-15.42%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.04%

—

Current Drawdown

Current decline from peak

-61.94%

-2.54%

-59.40%

Average Drawdown

Average peak-to-trough decline

-70.89%

-3.09%

-67.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

38.34%

1.85%

+36.49%

Volatility

BBAI vs. HDV - Volatility Comparison

BigBear.ai Holdings, Inc. (BBAI) has a higher volatility of 21.79% compared to iShares Core High Dividend ETF (HDV) at 3.19%. This indicates that BBAI'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

BBAIHDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.79%

3.19%

+18.60%

Volatility (6M)

Calculated over the trailing 6-month period

57.08%

7.56%

+49.52%

Volatility (1Y)

Calculated over the trailing 1-year period

97.66%

9.73%

+87.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

175.05%

12.82%

+162.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

175.05%

15.73%

+159.32%

Dividends

BBAI vs. HDV - Dividend Comparison

BBAI has not paid dividends to shareholders, while HDV's dividend yield for the trailing twelve months is around 2.91%.

PositionTTM20252024202320222021202020192018201720162015
BBAI
BigBear.ai Holdings, Inc.		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		2.91%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

BBAI and HDV have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBAI has higher volatility (21.79%) compared to HDV (3.19%). In terms of maximum drawdown, BBAI dropped -95.01% vs HDV's -37.04%.

HDV currently has the higher Sharpe Ratio (2.10 vs 0.28), 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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