HDIVX vs. XHD.TO
Compare and contrast key facts about Janus Henderson Dividend & Income Builder Fund (HDIVX) and iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO).
HDIVX is managed by Janus Henderson. It was launched on Jul 31, 2012. XHD.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Aug 14, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDIVX or XHD.TO.
Correlation
The correlation between HDIVX and XHD.TO is 0.68, 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
HDIVX vs. XHD.TO - Performance Comparison
Key characteristics
HDIVX:
0.52
XHD.TO:
0.85
HDIVX:
0.76
XHD.TO:
1.23
HDIVX:
1.10
XHD.TO:
1.15
HDIVX:
0.57
XHD.TO:
0.86
HDIVX:
1.72
XHD.TO:
3.74
HDIVX:
3.73%
XHD.TO:
2.24%
HDIVX:
12.29%
XHD.TO:
9.86%
HDIVX:
-28.56%
XHD.TO:
-38.69%
HDIVX:
-10.76%
XHD.TO:
-8.75%
Returns By Period
In the year-to-date period, HDIVX achieves a 0.33% return, which is significantly lower than XHD.TO's 0.64% return. Over the past 10 years, HDIVX has outperformed XHD.TO with an annualized return of 6.14%, while XHD.TO has yielded a comparatively lower 5.81% annualized return.
HDIVX
0.33%
-7.40%
-7.00%
6.34%
5.60%
6.14%
XHD.TO
0.64%
-6.49%
3.32%
8.09%
4.35%
5.81%
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HDIVX vs. XHD.TO - Expense Ratio Comparison
HDIVX has a 0.95% expense ratio, which is higher than XHD.TO's 0.33% expense ratio.
Risk-Adjusted Performance
HDIVX vs. XHD.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Dividend & Income Builder Fund (HDIVX) and iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO). 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
HDIVX vs. XHD.TO - Dividend Comparison
HDIVX's dividend yield for the trailing twelve months is around 2.39%, less than XHD.TO's 3.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | 2.39% | 2.40% | 3.10% | 4.14% | 3.30% | 3.26% | 3.20% | 3.27% | 2.76% | 3.12% | 3.03% | 2.96% |
XHD.TO iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) | 3.13% | 3.15% | 3.26% | 2.84% | 2.96% | 3.62% | 2.59% | 2.96% | 2.49% | 2.61% | 3.17% | 5.73% |
Drawdowns
HDIVX vs. XHD.TO - Drawdown Comparison
The maximum HDIVX drawdown since its inception was -28.56%, smaller than the maximum XHD.TO drawdown of -38.69%. Use the drawdown chart below to compare losses from any high point for HDIVX and XHD.TO. For additional features, visit the drawdowns tool.
Volatility
HDIVX vs. XHD.TO - Volatility Comparison
Janus Henderson Dividend & Income Builder Fund (HDIVX) has a higher volatility of 5.35% compared to iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) at 4.51%. This indicates that HDIVX's price experiences larger fluctuations and is considered to be riskier than XHD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.