HDV vs. DEW
Compare and contrast key facts about iShares Core High Dividend ETF (HDV) and WisdomTree Global High Dividend Fund (DEW).
HDV and DEW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. DEW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global High Dividend Index. It was launched on Jun 16, 2006. Both HDV and DEW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
HDV vs. DEW - Performance Comparison
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HDV vs. DEW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 12.30% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 20.22% | -3.01% | 13.40% |
DEW WisdomTree Global High Dividend Fund | 8.14% | 22.39% | 11.58% | 9.39% | -2.73% | 21.29% | -7.32% | 20.45% | -10.58% | 15.38% |
Returns By Period
In the year-to-date period, HDV achieves a 12.30% return, which is significantly higher than DEW's 8.14% return. Both investments have delivered pretty close results over the past 10 years, with HDV having a 9.52% annualized return and DEW not far behind at 9.23%.
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%
DEW
- 1D
- 1.36%
- 1M
- -3.63%
- YTD
- 8.14%
- 6M
- 11.73%
- 1Y
- 22.63%
- 3Y*
- 17.01%
- 5Y*
- 11.51%
- 10Y*
- 9.23%
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HDV vs. DEW - Expense Ratio Comparison
HDV has a 0.08% expense ratio, which is lower than DEW's 0.58% expense ratio.
Return for Risk
HDV vs. DEW — Risk / Return Rank
HDV
DEW
HDV vs. DEW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core High Dividend ETF (HDV) and WisdomTree Global High Dividend Fund (DEW). 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.
| HDV | DEW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.69 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.30 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.98 | -0.33 |
Martin ratioReturn relative to average drawdown | 6.01 | 10.56 | -4.55 |
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
| HDV | DEW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.69 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.89 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.60 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.28 | +0.45 |
Correlation
The correlation between HDV and DEW is 0.82, 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
HDV vs. DEW - Dividend Comparison
HDV's dividend yield for the trailing twelve months is around 2.92%, less than DEW's 3.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DEW WisdomTree Global High Dividend Fund | 3.33% | 3.71% | 4.02% | 4.55% | 3.82% | 3.55% | 4.10% | 3.74% | 4.17% | 3.18% | 3.42% | 4.32% |
Drawdowns
HDV vs. DEW - Drawdown Comparison
The maximum HDV drawdown since its inception was -37.04%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for HDV and DEW.
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Drawdown Indicators
| HDV | DEW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.04% | -65.55% | +28.51% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -11.80% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | -18.86% | +3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -37.04% | -38.77% | +1.73% |
Current DrawdownCurrent decline from peak | -2.58% | -3.63% | +1.05% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -12.54% | +9.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.21% | +0.67% |
Volatility
HDV vs. DEW - Volatility Comparison
The current volatility for iShares Core High Dividend ETF (HDV) is 2.94%, while WisdomTree Global High Dividend Fund (DEW) has a volatility of 4.07%. This indicates that HDV experiences smaller price fluctuations and is considered to be less risky than DEW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDV | DEW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 4.07% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | 7.21% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.79% | 13.42% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.78% | 13.02% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 15.55% | +0.15% |