FIX vs. HDV
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 51.53%/yr vs 9.57%/yr for HDV. Their 0.40 correlation means their historical movements had little consistent relationship.
Performance
FIX vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, FIX achieves a 86.29% return, which is significantly higher than HDV's 19.66% return. Over the past 10 years, FIX has outperformed HDV with an annualized return of 51.53%, while HDV has yielded a comparatively lower 9.57% annualized return.
FIX
- 1D
- -2.19%
- 1M
- -3.12%
- 6M
- 55.26%
- YTD
- 86.29%
- 1Y
- 151.77%
- 3Y*
- 114.63%
- 5Y*
- 87.65%
- 10Y*
- 51.53%
- ALL TIME*
- 18.37%
HDV
- 1D
- -0.24%
- 1M
- 3.72%
- 6M
- 7.30%
- YTD
- 19.66%
- 1Y
- 24.30%
- 3Y*
- 15.80%
- 5Y*
- 12.00%
- 10Y*
- 9.57%
- ALL TIME*
- 10.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.02B | $912.86M | $909.51M | |
| $205.70M | $171.89M | $116.16M |
FIX vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIX Comfort Systems USA, Inc. | 86.29% | 120.86% | 106.89% | 79.62% | 16.98% | 88.98% | 6.73% | 15.07% | 0.73% | 32.13% |
HDV iShares Core High Dividend ETF | 19.66% | 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 -0.10, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.08 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.26 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2011 | 0.40 |
The correlation between FIX and HDV shifts across timeframes, from -0.10 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FIX vs. HDV — Risk / Return Rank
FIX
HDV
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.
| FIX | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.40 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 5.77 | 4.71 | +1.06 |
| Martin ratioReturn relative to average drawdown | 21.62 | 12.85 | +8.77 |
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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.
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Drawdown Indicators
| FIX | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.36% | -37.04% | -56.32% |
Max Drawdown (1Y)Largest decline over 1 year | -26.45% | -5.18% | -21.27% |
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 DrawdownCurrent decline from peak | -15.95% | -1.72% | -14.23% |
Average DrawdownAverage peak-to-trough decline | -37.93% | -3.06% | -34.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.05% | 1.90% | +5.15% |
Volatility
FIX vs. HDV - Volatility Comparison
Comfort Systems USA, Inc. (FIX) has a higher volatility of 18.62% compared to iShares Core High Dividend ETF (HDV) at 4.12%. 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.
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Volatility by Period
| FIX | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.62% | 4.12% | +14.50% |
Volatility (6M)Calculated over the trailing 6-month period | 42.85% | 8.54% | +34.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.29% | 10.80% | +44.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.95% | 12.94% | +33.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.10% | 15.78% | +27.32% |
Dividends
FIX vs. HDV - Dividend Comparison
FIX's dividend yield for the trailing twelve months is around 0.15%, less than HDV's 3.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIX Comfort Systems USA, Inc. | 0.15% | 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 | 3.08% | 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 -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIX has higher volatility (18.62%) compared to HDV (4.12%). In terms of maximum drawdown, FIX dropped -93.36% vs HDV's -37.04%.
FIX currently has the higher Sharpe Ratio (2.76 vs 2.26), 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.
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