EIPX vs. HDV
Compare and contrast key facts about FT Energy Income Partners Strategy ETF (EIPX) and iShares Core High Dividend ETF (HDV).
EIPX and HDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EIPX is an actively managed fund by First Trust. It was launched on Nov 1, 2022. 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
EIPX vs. HDV - Performance Comparison
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EIPX vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EIPX FT Energy Income Partners Strategy ETF | 22.41% | 11.44% | 19.11% | 10.74% | 0.56% |
HDV iShares Core High Dividend ETF | 12.30% | 11.90% | 14.16% | 1.72% | 4.13% |
Returns By Period
In the year-to-date period, EIPX achieves a 22.41% return, which is significantly higher than HDV's 12.30% return.
EIPX
- 1D
- -0.56%
- 1M
- 3.08%
- YTD
- 22.41%
- 6M
- 24.64%
- 1Y
- 27.37%
- 3Y*
- 21.37%
- 5Y*
- —
- 10Y*
- —
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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EIPX vs. HDV - Expense Ratio Comparison
EIPX has a 0.95% expense ratio, which is higher than HDV's 0.08% expense ratio.
Return for Risk
EIPX vs. HDV — Risk / Return Rank
EIPX
HDV
EIPX vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Energy Income Partners Strategy ETF (EIPX) 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.
| EIPX | HDV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 1.24 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.70 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.25 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.65 | +0.23 |
Martin ratioReturn relative to average drawdown | 8.25 | 6.01 | +2.24 |
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
| EIPX | HDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 1.24 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.88 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.73 | +0.54 |
Correlation
The correlation between EIPX and HDV is 0.71, 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.
Dividends
EIPX vs. HDV - Dividend Comparison
EIPX's dividend yield for the trailing twelve months is around 2.67%, less than HDV's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIPX FT Energy Income Partners Strategy ETF | 2.67% | 3.23% | 3.27% | 3.48% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
EIPX vs. HDV - Drawdown Comparison
The maximum EIPX drawdown since its inception was -15.43%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for EIPX and HDV.
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Drawdown Indicators
| EIPX | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.43% | -37.04% | +21.61% |
Max Drawdown (1Y)Largest decline over 1 year | -14.87% | -10.04% | -4.83% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -0.95% | -2.58% | +1.63% |
Average DrawdownAverage peak-to-trough decline | -2.29% | -3.09% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.88% | +0.51% |
Volatility
EIPX vs. HDV - Volatility Comparison
FT Energy Income Partners Strategy ETF (EIPX) and iShares Core High Dividend ETF (HDV) have volatilities of 2.90% and 2.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIPX | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 2.94% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 7.06% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.29% | 12.79% | +3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 12.78% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.19% | 15.70% | -0.51% |