EXSG.DE vs. HDV
Compare and contrast key facts about iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) and iShares Core High Dividend ETF (HDV).
EXSG.DE and HDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXSG.DE is a passively managed fund by iShares that tracks the performance of the EURO STOXX® Select Dividend 30. It was launched on May 3, 2005. 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 EXSG.DE 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: EXSG.DE or HDV.
Correlation
The correlation between EXSG.DE and HDV is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXSG.DE vs. HDV - Performance Comparison
Key characteristics
EXSG.DE:
1.76
HDV:
1.85
EXSG.DE:
2.36
HDV:
2.62
EXSG.DE:
1.31
HDV:
1.32
EXSG.DE:
1.38
HDV:
2.40
EXSG.DE:
6.56
HDV:
7.16
EXSG.DE:
2.91%
HDV:
2.59%
EXSG.DE:
10.87%
HDV:
10.03%
EXSG.DE:
-70.80%
HDV:
-37.04%
EXSG.DE:
0.00%
HDV:
-0.42%
Returns By Period
In the year-to-date period, EXSG.DE achieves a 8.28% return, which is significantly higher than HDV's 6.53% return. Over the past 10 years, EXSG.DE has underperformed HDV with an annualized return of 3.53%, while HDV has yielded a comparatively higher 8.38% annualized return.
EXSG.DE
8.28%
3.07%
7.87%
17.06%
1.56%
3.53%
HDV
6.53%
3.76%
5.33%
17.56%
8.78%
8.38%
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EXSG.DE vs. HDV - Expense Ratio Comparison
EXSG.DE has a 0.32% expense ratio, which is higher than HDV's 0.08% expense ratio.
Risk-Adjusted Performance
EXSG.DE vs. HDV — Risk-Adjusted Performance Rank
EXSG.DE
HDV
EXSG.DE vs. HDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) 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
EXSG.DE vs. HDV - Dividend Comparison
EXSG.DE's dividend yield for the trailing twelve months is around 5.57%, more than HDV's 3.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 5.57% | 5.94% | 5.72% | 5.29% | 3.91% | 3.22% | 4.60% | 4.80% | 7.36% | 4.78% | 4.24% | 4.36% |
HDV iShares Core High Dividend ETF | 3.44% | 3.66% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% | 3.20% |
Drawdowns
EXSG.DE vs. HDV - Drawdown Comparison
The maximum EXSG.DE drawdown since its inception was -70.80%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for EXSG.DE and HDV. For additional features, visit the drawdowns tool.
Volatility
EXSG.DE vs. HDV - Volatility Comparison
The current volatility for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) is 2.46%, while iShares Core High Dividend ETF (HDV) has a volatility of 3.55%. This indicates that EXSG.DE experiences smaller price fluctuations and is considered to be less risky than HDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.