PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
FIX vs. HDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

FIX vs. HDV

Last updated Jun 25, 2026

FIX (Comfort Systems USA, Inc.) is a stock, while HDV (iShares Core High Dividend ETF) is Dividend fund tracking the Morningstar Dividend Yield Focus Index. Over the past 10 years, FIX returned 52.17%/yr vs 9.44%/yr for HDV. At a 0.41 correlation, their price movements are largely independent.

Performance

FIX vs. HDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Comfort Systems USA, Inc. (FIX) and iShares Core High Dividend ETF (HDV). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, FIX achieves a 109.61% return, which is significantly higher than HDV's 13.95% return. Over the past 10 years, FIX has outperformed HDV with an annualized return of 52.17%, while HDV has yielded a comparatively lower 9.44% annualized return.

FIX

1D
2.43%
1M
6.90%
YTD
109.61%
6M
104.19%
1Y
281.60%
3Y*
130.83%
5Y*
90.61%
10Y*
52.17%

HDV

1D
-0.11%
1M
-1.46%
YTD
13.95%
6M
13.56%
1Y
20.98%
3Y*
15.44%
5Y*
10.95%
10Y*
9.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FIX vs. HDV - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
FIX
Comfort Systems USA, Inc.		109.61%120.86%106.89%79.62%16.98%88.98%6.73%15.07%0.73%32.13%
HDV
iShares Core High Dividend ETF		13.95%11.90%14.16%1.72%7.05%19.45%-6.48%20.22%-3.01%13.40%

Correlation

The correlation between FIX and HDV is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2011

0.41

The correlation between FIX and HDV shifts across timeframes, from -0.01 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Comfort Systems USA, Inc.

iShares Core High Dividend ETF

Often compared with FIX:
FIX vs. NVDAFIX vs. CLSFIX vs. IESCFIX vs. SPYFIX vs. AAONFIX vs. ATKRFIX vs. HWKN
Often compared with HDV:
HDV vs. SCHDHDV vs. VYMHDV vs. SPYDHDV vs. DGROHDV vs. DVYHDV vs. VIGHDV vs. SPY

Return for Risk

FIX vs. HDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FIX
FIX Risk / Return Rank: 9898
Overall Rank
FIX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FIX Sortino Ratio Rank: 9898
Sortino Ratio Rank
FIX Omega Ratio Rank: 9797
Omega Ratio Rank
FIX Calmar Ratio Rank: 9999
Calmar Ratio Rank
FIX Martin Ratio Rank: 9999
Martin Ratio Rank
HDV
HDV Risk / Return Rank: 7474
Overall Rank
HDV Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
HDV Sortino Ratio Rank: 7878
Sortino Ratio Rank
HDV Omega Ratio Rank: 6868
Omega Ratio Rank
HDV Calmar Ratio Rank: 8383
Calmar Ratio Rank
HDV Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIX vs. HDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Comfort Systems USA, Inc. (FIX) 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.

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.

FIXHDVDifference
Sharpe ratioReturn per unit of total volatility
5.16
2.12

+3.04

Sortino ratioReturn per unit of downside risk
4.85
3.11

+1.73

Omega ratioGain probability vs. loss probability

1.65

1.36

+0.29

Calmar ratioReturn relative to maximum drawdown

17.98

4.07

+13.91

Martin ratioReturn relative to average drawdown

59.80

11.13

+48.67

FIX vs. HDV - Sharpe Ratio Comparison

The current FIX Sharpe Ratio is 5.16, which is higher than the HDV Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of FIX and HDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

FIX vs. HDV - Drawdown Comparison

The maximum FIX drawdown since its inception was -93.36%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for FIX and HDV.

Loading charts...

Drawdown Indicators

FIXHDVDifference

Max Drawdown

Largest peak-to-trough decline

-93.36%

-37.04%

-56.32%

Max Drawdown (1Y)

Largest decline over 1 year

-15.78%

-5.18%

-10.60%

Max Drawdown (3Y)

Largest decline over 3 years

-46.05%

-10.49%

-35.56%

Max Drawdown (5Y)

Largest decline over 5 years

-46.05%

-15.42%

-30.63%

Max Drawdown (10Y)

Largest decline over 10 years

-49.68%

-37.04%

-12.64%

Current Drawdown

Current decline from peak

-5.42%

-1.46%

-3.96%

Average Drawdown

Average peak-to-trough decline

-38.03%

-3.08%

-34.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.73%

1.89%

+2.84%

Volatility

FIX vs. HDV - Volatility Comparison

Comfort Systems USA, Inc. (FIX) has a higher volatility of 17.18% compared to iShares Core High Dividend ETF (HDV) at 3.45%. This indicates that FIX's price experiences larger fluctuations and is considered to be riskier than HDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

FIXHDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.18%

3.45%

+13.73%

Volatility (6M)

Calculated over the trailing 6-month period

37.85%

7.60%

+30.25%

Volatility (1Y)

Calculated over the trailing 1-year period

54.99%

9.93%

+45.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.85%

12.81%

+32.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.57%

15.73%

+26.84%

Dividends

FIX vs. HDV - Dividend Comparison

FIX's dividend yield for the trailing twelve months is around 0.13%, less than HDV's 2.90% yield.

PositionTTM20252024202320222021202020192018201720162015
FIX
Comfort Systems USA, Inc.		0.13%0.21%0.28%0.41%0.49%0.49%0.81%0.79%0.76%0.68%0.83%0.88%
HDV
iShares Core High Dividend ETF		2.90%3.22%3.67%3.82%3.56%3.47%4.07%3.27%3.67%3.27%3.28%3.92%

Frequently Asked Questions

FIX and HDV have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FIX has higher volatility (17.18%) compared to HDV (3.45%). In terms of maximum drawdown, FIX dropped -93.36% vs HDV's -37.04%.

FIX currently has the higher Sharpe Ratio (5.16 vs 2.12), 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.

Portfolio Optimizer

Find the right allocation for FIX and HDV

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