DIVB vs. HLN
DIVB (iShares Core Dividend ETF) is Dividend fund tracking the Morningstar US Dividend and Buyback Index, while HLN (Haleon plc) is a stock. Over the past 3 years, DIVB returned 21.85%/yr vs 7.40%/yr for HLN. At a 0.27 correlation, their price movements are largely independent.
Performance
DIVB vs. HLN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DIVB achieves a 22.13% return, which is significantly higher than HLN's -1.18% return.
DIVB
- 1D
- 0.94%
- 1M
- 3.79%
- 6M
- 19.39%
- YTD
- 22.13%
- 1Y
- 29.18%
- 3Y*
- 21.85%
- 5Y*
- 12.91%
- 10Y*
- —
HLN
- 1D
- 1.02%
- 1M
- 8.00%
- 6M
- 2.05%
- YTD
- -1.18%
- 1Y
- 0.92%
- 3Y*
- 7.40%
- 5Y*
- —
- 10Y*
- —
DIVB vs. HLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DIVB iShares Core Dividend ETF | 22.13% | 15.09% | 18.59% | 13.27% | 0.09% |
HLN Haleon plc | -1.18% | 7.84% | 17.99% | 4.21% | 5.96% |
Correlation
The correlation between DIVB and HLN is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jul 22, 2022 | 0.27 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DIVB vs. HLN — Risk / Return Rank
DIVB
HLN
DIVB vs. HLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend ETF (DIVB) and Haleon plc (HLN). 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.
| DIVB | HLN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.43 | ||
| Sortino ratioReturn per unit of downside risk | +3.26 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.02 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 4.30 | 0.04 | +4.25 |
| Martin ratioReturn relative to average drawdown | 14.43 | 0.09 | +14.34 |
Loading charts...
Drawdowns
DIVB vs. HLN - Drawdown Comparison
The maximum DIVB drawdown since its inception was -36.93%, which is greater than HLN's maximum drawdown of -25.43%. Use the drawdown chart below to compare losses from any high point for DIVB and HLN.
Loading charts...
Drawdown Indicators
| DIVB | HLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -25.43% | -11.50% |
Max Drawdown (1Y)Largest decline over 1 year | -6.82% | -21.78% | +14.96% |
Max Drawdown (3Y)Largest decline over 3 years | -15.45% | -23.11% | +7.66% |
Max Drawdown (5Y)Largest decline over 5 years | -21.08% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -11.91% | +11.91% |
Average DrawdownAverage peak-to-trough decline | -4.94% | -8.66% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 9.83% | -7.80% |
Volatility
DIVB vs. HLN - Volatility Comparison
The current volatility for iShares Core Dividend ETF (DIVB) is 3.92%, while Haleon plc (HLN) has a volatility of 7.23%. This indicates that DIVB experiences smaller price fluctuations and is considered to be less risky than HLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DIVB | HLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 7.23% | -3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.02% | 17.21% | -8.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.90% | 22.36% | -10.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 23.93% | -8.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.34% | 23.93% | -5.59% |
Dividends
DIVB vs. HLN - Dividend Comparison
DIVB's dividend yield for the trailing twelve months is around 2.17%, more than HLN's 1.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares Core Dividend ETF | 2.17% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% |
HLN Haleon plc | 1.92% | 1.73% | 1.65% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DIVB and HLN have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HLN has higher volatility (7.23%) compared to DIVB (3.92%). In terms of maximum drawdown, DIVB dropped -36.93% vs HLN's -25.43%.
DIVB currently has the higher Sharpe Ratio (2.47 vs 0.04), 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.
Find the right allocation for DIVB and HLN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer