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 21.75%/yr vs 3.90%/yr for HLN. At a 0.26 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 17.14% return, which is significantly higher than HLN's -10.30% return.
DIVB
- 1D
- 1.02%
- 1M
- 1.64%
- YTD
- 17.14%
- 6M
- 16.48%
- 1Y
- 27.72%
- 3Y*
- 21.75%
- 5Y*
- 12.39%
- 10Y*
- —
HLN
- 1D
- 2.05%
- 1M
- -3.66%
- YTD
- -10.30%
- 6M
- -10.30%
- 1Y
- -13.03%
- 3Y*
- 3.90%
- 5Y*
- —
- 10Y*
- —
DIVB vs. HLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DIVB iShares Core Dividend ETF | 17.14% | 15.09% | 18.59% | 13.27% | 0.09% |
HLN Haleon plc | -10.30% | 7.84% | 17.99% | 4.21% | 5.96% |
Correlation
The correlation between DIVB and HLN is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 22, 2022 | 0.26 |
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 | +2.99 | ||
| Sortino ratioReturn per unit of downside risk | +4.09 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.92 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 4.08 | -0.60 | +4.68 |
| Martin ratioReturn relative to average drawdown | 13.64 | -1.21 | +14.85 |
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 | -1.10% | -20.04% | +18.94% |
Average DrawdownAverage peak-to-trough decline | -4.97% | -8.58% | +3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 10.78% | -8.74% |
Volatility
DIVB vs. HLN - Volatility Comparison
The current volatility for iShares Core Dividend ETF (DIVB) is 4.61%, while Haleon plc (HLN) has a volatility of 7.57%. 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 | 4.61% | 7.57% | -2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.84% | 16.52% | -7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.70% | 21.63% | -9.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 23.90% | -8.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.36% | 23.90% | -5.54% |
Dividends
DIVB vs. HLN - Dividend Comparison
DIVB's dividend yield for the trailing twelve months is around 2.27%, more than HLN's 2.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares Core Dividend ETF | 2.27% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% |
HLN Haleon plc | 2.11% | 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 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HLN has higher volatility (7.57%) compared to DIVB (4.61%). In terms of maximum drawdown, DIVB dropped -36.93% vs HLN's -25.43%.
DIVB currently has the higher Sharpe Ratio (2.38 vs -0.60), 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