DVY vs. OHYFX
Compare and contrast key facts about iShares Select Dividend ETF (DVY) and JPMorgan High Yield Fund (OHYFX).
DVY is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Dividend Index. It was launched on Nov 3, 2003. OHYFX is managed by JPMorgan. It was launched on Nov 13, 1998.
Performance
DVY vs. OHYFX - Performance Comparison
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Returns By Period
In the year-to-date period, DVY achieves a 8.28% return, which is significantly higher than OHYFX's -0.37% return. Over the past 10 years, DVY has outperformed OHYFX with an annualized return of 10.27%, while OHYFX has yielded a comparatively lower 5.36% annualized return.
DVY
- 1D
- 0.42%
- 1M
- -1.30%
- YTD
- 8.28%
- 6M
- 7.99%
- 1Y
- 21.97%
- 3Y*
- 13.11%
- 5Y*
- 9.60%
- 10Y*
- 10.27%
OHYFX
- 1D
- 0.00%
- 1M
- -1.07%
- YTD
- -0.37%
- 6M
- 1.08%
- 1Y
- 7.81%
- 3Y*
- 8.37%
- 5Y*
- 4.19%
- 10Y*
- 5.36%
DVY vs. OHYFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DVY iShares Select Dividend ETF | 8.28% | 11.60% | 16.24% | 1.12% | 1.80% | 31.70% | -4.91% | 22.62% | -6.36% | 14.82% |
OHYFX JPMorgan High Yield Fund | -0.37% | 8.37% | 8.64% | 11.80% | -10.32% | 6.76% | 2.85% | 13.47% | -2.84% | 6.66% |
Correlation
The correlation between DVY and OHYFX is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.
DVY vs. OHYFX - Expense Ratio Comparison
DVY has a 0.39% expense ratio, which is lower than OHYFX's 0.65% expense ratio.
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Return for Risk
DVY vs. OHYFX — Risk / Return Rank
DVY
OHYFX
DVY vs. OHYFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Select Dividend ETF (DVY) and JPMorgan High Yield Fund (OHYFX). 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.
| DVY | OHYFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 2.13 | -1.06 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.88 | -1.34 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.52 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.59 | -1.18 |
Martin ratioReturn relative to average drawdown | 6.07 | 12.12 | -6.05 |
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
| DVY | OHYFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 2.13 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.89 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.96 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.25 | -0.77 |
Drawdowns
DVY vs. OHYFX - Drawdown Comparison
The maximum DVY drawdown since its inception was -62.59%, which is greater than OHYFX's maximum drawdown of -29.34%. Use the drawdown chart below to compare losses from any high point for DVY and OHYFX.
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Drawdown Indicators
| DVY | OHYFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -29.34% | -33.25% |
Max Drawdown (1Y)Largest decline over 1 year | -6.89% | -2.10% | -4.79% |
Max Drawdown (5Y)Largest decline over 5 years | -17.54% | -13.77% | -3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -41.59% | -23.27% | -18.32% |
Current DrawdownCurrent decline from peak | -3.23% | -1.18% | -2.05% |
Average DrawdownAverage peak-to-trough decline | -8.84% | -2.46% | -6.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 0.56% | +2.29% |
Volatility
DVY vs. OHYFX - Volatility Comparison
iShares Select Dividend ETF (DVY) has a higher volatility of 3.31% compared to JPMorgan High Yield Fund (OHYFX) at 1.42%. This indicates that DVY's price experiences larger fluctuations and is considered to be riskier than OHYFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DVY | OHYFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 1.42% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 1.90% | +6.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.72% | 3.14% | +12.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 4.72% | +10.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 5.57% | +12.45% |
Dividends
DVY vs. OHYFX - Dividend Comparison
DVY's dividend yield for the trailing twelve months is around 3.46%, less than OHYFX's 6.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVY iShares Select Dividend ETF | 3.46% | 3.65% | 3.65% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% |
OHYFX JPMorgan High Yield Fund | 6.02% | 6.46% | 7.18% | 6.46% | 6.02% | 4.74% | 4.63% | 5.75% | 6.19% | 5.67% | 5.51% | 6.23% |