CFIMX vs. HDV
Compare and contrast key facts about Clipper Fund (CFIMX) and iShares Core High Dividend ETF (HDV).
CFIMX is managed by Clipper Fund. It was launched on Feb 29, 1984. 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.
Performance
CFIMX vs. HDV - Performance Comparison
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CFIMX vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFIMX Clipper Fund | -3.84% | 27.39% | 19.40% | 31.59% | -18.80% | 17.76% | 9.96% | 29.66% | -12.90% | 17.69% |
HDV iShares Core High Dividend ETF | 12.30% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 20.22% | -3.01% | 13.40% |
Returns By Period
In the year-to-date period, CFIMX achieves a -3.84% return, which is significantly lower than HDV's 12.30% return. Over the past 10 years, CFIMX has outperformed HDV with an annualized return of 12.37%, while HDV has yielded a comparatively lower 9.52% annualized return.
CFIMX
- 1D
- 0.26%
- 1M
- -6.54%
- YTD
- -3.84%
- 6M
- 4.67%
- 1Y
- 20.84%
- 3Y*
- 22.64%
- 5Y*
- 10.50%
- 10Y*
- 12.37%
HDV
- 1D
- 0.24%
- 1M
- -2.54%
- YTD
- 12.30%
- 6M
- 12.67%
- 1Y
- 15.69%
- 3Y*
- 13.97%
- 5Y*
- 11.18%
- 10Y*
- 9.52%
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CFIMX vs. HDV - Expense Ratio Comparison
CFIMX has a 0.71% expense ratio, which is higher than HDV's 0.08% expense ratio.
Return for Risk
CFIMX vs. HDV — Risk / Return Rank
CFIMX
HDV
CFIMX vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clipper Fund (CFIMX) 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.
| CFIMX | HDV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.24 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.70 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.65 | -0.10 |
Martin ratioReturn relative to average drawdown | 6.69 | 6.01 | +0.68 |
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
| CFIMX | HDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.24 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.88 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.61 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.73 | -0.12 |
Correlation
The correlation between CFIMX and HDV is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CFIMX vs. HDV - Dividend Comparison
CFIMX's dividend yield for the trailing twelve months is around 8.64%, more than HDV's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIMX Clipper Fund | 8.64% | 8.31% | 13.43% | 6.10% | 5.67% | 13.79% | 2.45% | 1.46% | 10.12% | 5.95% | 10.43% | 0.71% |
HDV iShares Core High Dividend ETF | 2.92% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
Drawdowns
CFIMX vs. HDV - Drawdown Comparison
The maximum CFIMX drawdown since its inception was -66.07%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for CFIMX and HDV.
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Drawdown Indicators
| CFIMX | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.07% | -37.04% | -29.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -10.04% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -30.80% | -15.42% | -15.38% |
Max Drawdown (10Y)Largest decline over 10 years | -37.24% | -37.04% | -0.20% |
Current DrawdownCurrent decline from peak | -8.01% | -2.58% | -5.43% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -3.09% | -4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.88% | -0.16% |
Volatility
CFIMX vs. HDV - Volatility Comparison
Clipper Fund (CFIMX) has a higher volatility of 4.01% compared to iShares Core High Dividend ETF (HDV) at 2.94%. This indicates that CFIMX'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
| CFIMX | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 2.94% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.64% | 7.06% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 12.79% | +5.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.91% | 12.78% | +6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 15.70% | +3.93% |