HDV vs. SEIV
Compare and contrast key facts about iShares Core High Dividend ETF (HDV) and SEI Enhanced US Large Cap Value Factor ETF (SEIV).
HDV and SEIV 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. SEIV is an actively managed fund by SEI. It was launched on May 16, 2022.
Performance
HDV vs. SEIV - Performance Comparison
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HDV vs. SEIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 12.30% | 11.90% | 14.16% | 1.72% | 1.64% |
SEIV SEI Enhanced US Large Cap Value Factor ETF | 0.14% | 27.43% | 19.73% | 21.90% | -3.71% |
Returns By Period
In the year-to-date period, HDV achieves a 12.30% return, which is significantly higher than SEIV's 0.14% return.
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%
SEIV
- 1D
- 2.44%
- 1M
- -3.28%
- YTD
- 0.14%
- 6M
- 7.66%
- 1Y
- 30.20%
- 3Y*
- 22.09%
- 5Y*
- —
- 10Y*
- —
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HDV vs. SEIV - Expense Ratio Comparison
HDV has a 0.08% expense ratio, which is lower than SEIV'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%.
Return for Risk
HDV vs. SEIV — Risk / Return Rank
HDV
SEIV
HDV vs. SEIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core High Dividend ETF (HDV) and SEI Enhanced US Large Cap Value Factor ETF (SEIV). 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 | SEIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.66 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.33 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.36 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 2.42 | -0.77 |
Martin ratioReturn relative to average drawdown | 6.01 | 12.08 | -6.07 |
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 | SEIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.66 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.98 | -0.25 |
Correlation
The correlation between HDV and SEIV is 0.66, 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.
Dividends
HDV vs. SEIV - Dividend Comparison
HDV's dividend yield for the trailing twelve months is around 2.92%, more than SEIV's 1.51% 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% |
SEIV SEI Enhanced US Large Cap Value Factor ETF | 1.51% | 1.51% | 1.66% | 2.08% | 1.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HDV vs. SEIV - Drawdown Comparison
The maximum HDV drawdown since its inception was -37.04%, which is greater than SEIV's maximum drawdown of -18.18%. Use the drawdown chart below to compare losses from any high point for HDV and SEIV.
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Drawdown Indicators
| HDV | SEIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.04% | -18.18% | -18.86% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -12.82% | +2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -37.04% | — | — |
Current DrawdownCurrent decline from peak | -2.58% | -4.68% | +2.10% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -3.60% | +0.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.57% | +0.31% |
Volatility
HDV vs. SEIV - Volatility Comparison
The current volatility for iShares Core High Dividend ETF (HDV) is 2.94%, while SEI Enhanced US Large Cap Value Factor ETF (SEIV) has a volatility of 4.49%. This indicates that HDV experiences smaller price fluctuations and is considered to be less risky than SEIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDV | SEIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 4.49% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | 9.49% | -2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.79% | 18.25% | -5.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.78% | 16.82% | -4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 16.82% | -1.12% |