BE vs. HDV
BE (Bloom Energy Corporation) is a stock, while HDV (iShares Core High Dividend ETF) is Dividend fund tracking the Morningstar Dividend Yield Focus Index. Over the past 5 years, BE returned 60.97%/yr vs 12.00%/yr for HDV. Their 0.23 correlation means their historical movements had little consistent relationship.
Performance
BE vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, BE achieves a 169.69% return, which is significantly higher than HDV's 19.66% return.
BE
- 1D
- 2.73%
- 1M
- -20.58%
- 6M
- 59.03%
- YTD
- 169.69%
- 1Y
- 523.05%
- 3Y*
- 145.28%
- 5Y*
- 60.97%
- 10Y*
- —
- ALL TIME*
- 37.00%
HDV
- 1D
- -0.24%
- 1M
- 3.72%
- 6M
- 7.30%
- YTD
- 19.66%
- 1Y
- 24.30%
- 3Y*
- 15.80%
- 5Y*
- 12.00%
- 10Y*
- 9.57%
- ALL TIME*
- 10.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.33B | $3.66B | $3.58B | |
| $205.70M | $171.89M | $116.16M |
BE vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BE Bloom Energy Corporation | 169.69% | 291.22% | 50.07% | -22.59% | -12.81% | -23.48% | 283.67% | -25.15% | -46.63% |
HDV iShares Core High Dividend ETF | 19.66% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 20.22% | -0.85% |
Correlation
The correlation between BE and HDV is -0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.12 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2018 | 0.23 |
The correlation between BE and HDV shifts across timeframes, from -0.09 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BE vs. HDV — Risk / Return Rank
BE
HDV
BE vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bloom Energy Corporation (BE) 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.
| BE | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.40 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 10.02 | 4.71 | +5.31 |
| Martin ratioReturn relative to average drawdown | 28.33 | 12.85 | +15.48 |
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Drawdowns
BE vs. HDV - Drawdown Comparison
The maximum BE drawdown since its inception was -92.54%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for BE and HDV.
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Drawdown Indicators
| BE | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.54% | -37.04% | -55.50% |
Max Drawdown (1Y)Largest decline over 1 year | -52.65% | -5.18% | -47.47% |
Max Drawdown (3Y)Largest decline over 3 years | -52.65% | -10.49% | -42.16% |
Max Drawdown (5Y)Largest decline over 5 years | -75.87% | -15.42% | -60.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -32.25% | -1.72% | -30.53% |
Average DrawdownAverage peak-to-trough decline | -51.46% | -3.06% | -48.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.59% | 1.90% | +16.69% |
Volatility
BE vs. HDV - Volatility Comparison
Bloom Energy Corporation (BE) has a higher volatility of 41.35% compared to iShares Core High Dividend ETF (HDV) at 4.12%. This indicates that BE'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
| BE | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 41.35% | 4.12% | +37.23% |
Volatility (6M)Calculated over the trailing 6-month period | 84.62% | 8.54% | +76.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 114.60% | 10.80% | +103.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 88.79% | 12.94% | +75.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 96.67% | 15.78% | +80.89% |
Dividends
BE vs. HDV - Dividend Comparison
BE has not paid dividends to shareholders, while HDV's dividend yield for the trailing twelve months is around 3.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BE Bloom Energy Corporation | 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 | 3.08% | 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
BE and HDV have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BE has higher volatility (41.35%) compared to HDV (4.12%). In terms of maximum drawdown, BE dropped -92.54% vs HDV's -37.04%.
BE currently has the higher Sharpe Ratio (4.61 vs 2.26), 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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