DIV vs. HDV
Compare and contrast key facts about Global X SuperDividend U.S. ETF (DIV) and iShares Core High Dividend ETF (HDV).
DIV and HDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIV is a passively managed fund by Global X that tracks the performance of the INDXX SuperDividend U.S. Low Volatility Index. It was launched on Mar 11, 2013. 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. Both DIV and HDV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIV or HDV.
Key characteristics
| DIV | HDV | |
|---|---|---|
| YTD Return | 14.88% | 20.55% |
| 1Y Return | 27.11% | 30.43% |
| 3Y Return (Ann) | 3.58% | 10.57% |
| 5Y Return (Ann) | 2.32% | 8.54% |
| 10Y Return (Ann) | 2.29% | 8.38% |
| Sharpe Ratio | 2.21 | 2.96 |
| Sortino Ratio | 3.20 | 4.32 |
| Omega Ratio | 1.40 | 1.54 |
| Calmar Ratio | 1.37 | 3.43 |
| Martin Ratio | 15.38 | 22.47 |
| Ulcer Index | 1.70% | 1.29% |
| Daily Std Dev | 11.83% | 9.79% |
| Max Drawdown | -52.74% | -37.04% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between DIV and HDV is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DIV vs. HDV - Performance Comparison
In the year-to-date period, DIV achieves a 14.88% return, which is significantly lower than HDV's 20.55% return. Over the past 10 years, DIV has underperformed HDV with an annualized return of 2.29%, while HDV has yielded a comparatively higher 8.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DIV vs. HDV - Expense Ratio Comparison
DIV has a 0.45% expense ratio, which is higher than HDV's 0.08% expense ratio.
Risk-Adjusted Performance
DIV vs. HDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend U.S. ETF (DIV) 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.
Dividends
DIV vs. HDV - Dividend Comparison
DIV's dividend yield for the trailing twelve months is around 5.71%, more than HDV's 3.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIV Global X SuperDividend U.S. ETF | 5.71% | 7.14% | 6.62% | 5.26% | 8.04% | 7.67% | 7.09% | 5.95% | 6.80% | 8.40% | 5.34% | 5.38% |
HDV iShares Core High Dividend ETF | 3.32% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% | 3.20% | 3.17% |
Drawdowns
DIV vs. HDV - Drawdown Comparison
The maximum DIV drawdown since its inception was -52.74%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for DIV and HDV. For additional features, visit the drawdowns tool.
Volatility
DIV vs. HDV - Volatility Comparison
Global X SuperDividend U.S. ETF (DIV) has a higher volatility of 3.20% compared to iShares Core High Dividend ETF (HDV) at 2.60%. This indicates that DIV'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.