BBAI vs. HDV
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 15.16%/yr vs 15.09%/yr for HDV. At a 0.07 correlation, their price movements are largely independent.
Performance
BBAI vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, BBAI achieves a -42.59% return, which is significantly lower than HDV's 15.11% return.
BBAI
- 1D
- 0.32%
- 1M
- -22.89%
- 6M
- -49.10%
- YTD
- -42.59%
- 1Y
- -55.20%
- 3Y*
- 15.16%
- 5Y*
- —
- 10Y*
- —
HDV
- 1D
- -1.04%
- 1M
- -0.16%
- 6M
- 11.85%
- YTD
- 15.11%
- 1Y
- 19.18%
- 3Y*
- 15.09%
- 5Y*
- 11.14%
- 10Y*
- 8.96%
BBAI vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BBAI BigBear.ai Holdings, Inc. | -42.59% | 21.35% | 107.94% | 217.65% | -88.10% | -27.90% |
HDV iShares Core High Dividend ETF | 15.11% | 11.90% | 14.16% | 1.72% | 7.05% | 1.06% |
Correlation
The correlation between BBAI and HDV is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Dec 17, 2021 | 0.07 |
The correlation between BBAI and HDV shifts across timeframes, from -0.02 (1 year) to 0.09 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
BBAI vs. HDV — Risk / Return Rank
BBAI
HDV
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.
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.
| BBAI | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.47 | ||
| Sortino ratioReturn per unit of downside risk | -3.49 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.31 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | 3.72 | -4.56 |
| Martin ratioReturn relative to average drawdown | -1.29 | 10.18 | -11.47 |
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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
| BBAI | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -75.57% | -1.60% | -73.97% |
Average DrawdownAverage peak-to-trough decline | -70.82% | -3.07% | -67.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 42.74% | 1.89% | +40.85% |
Volatility
BBAI vs. HDV - Volatility Comparison
BigBear.ai Holdings, Inc. (BBAI) has a higher volatility of 12.19% compared to iShares Core High Dividend ETF (HDV) at 4.69%. 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
| BBAI | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.19% | 4.69% | +7.50% |
Volatility (6M)Calculated over the trailing 6-month period | 53.38% | 8.32% | +45.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 87.97% | 10.50% | +77.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 173.23% | 12.90% | +160.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 173.23% | 15.75% | +157.48% |
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 2.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 2.87% | 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 -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBAI has higher volatility (12.19%) compared to HDV (4.69%). In terms of maximum drawdown, BBAI dropped -95.01% vs HDV's -37.04%.
HDV currently has the higher Sharpe Ratio (1.84 vs -0.63), 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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