HDV vs. QUAL
Compare and contrast key facts about iShares Core High Dividend ETF (HDV) and iShares Edge MSCI USA Quality Factor ETF (QUAL).
HDV and QUAL 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. QUAL is a passively managed fund by iShares that tracks the performance of the MSCI USA Quality Index. It was launched on Jul 16, 2013. Both HDV and QUAL 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: HDV or QUAL.
Correlation
The correlation between HDV and QUAL is -0.20. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
HDV vs. QUAL - Performance Comparison
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Key characteristics
HDV:
7.58%
QUAL:
10.80%
HDV:
-0.48%
QUAL:
-0.97%
HDV:
-0.48%
QUAL:
-0.45%
Returns By Period
HDV
N/A
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QUAL
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HDV vs. QUAL - Expense Ratio Comparison
HDV has a 0.08% expense ratio, which is lower than QUAL's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
HDV vs. QUAL — Risk-Adjusted Performance Rank
HDV
QUAL
HDV vs. QUAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core High Dividend ETF (HDV) and iShares Edge MSCI USA Quality Factor ETF (QUAL). 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.
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Dividends
HDV vs. QUAL - Dividend Comparison
HDV's dividend yield for the trailing twelve months is around 3.55%, more than QUAL's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 3.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QUAL iShares Edge MSCI USA Quality Factor ETF | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HDV vs. QUAL - Drawdown Comparison
The maximum HDV drawdown since its inception was -0.48%, smaller than the maximum QUAL drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for HDV and QUAL. For additional features, visit the drawdowns tool.
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Volatility
HDV vs. QUAL - Volatility Comparison
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