HLN vs. DIVB
HLN (Haleon plc) is a stock, while DIVB (iShares U.S. Dividend and Buyback ETF) is Large Cap Blend Equities fund tracking the Morningstar US Dividend and Buyback Index. Over the past 3 years, HLN returned 3.50%/yr vs 22.07%/yr for DIVB. At a 0.26 correlation, their price movements are largely independent.
Performance
HLN vs. DIVB - Performance Comparison
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Returns By Period
In the year-to-date period, HLN achieves a -12.61% return, which is significantly lower than DIVB's 17.35% return.
HLN
- 1D
- 0.23%
- 1M
- -5.63%
- YTD
- -12.61%
- 6M
- -7.09%
- 1Y
- -19.56%
- 3Y*
- 3.50%
- 5Y*
- —
- 10Y*
- —
DIVB
- 1D
- -0.56%
- 1M
- 8.55%
- YTD
- 17.35%
- 6M
- 17.71%
- 1Y
- 29.81%
- 3Y*
- 22.07%
- 5Y*
- 12.19%
- 10Y*
- —
HLN vs. DIVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HLN Haleon plc | -12.61% | 7.84% | 17.99% | 4.21% | 7.96% |
DIVB iShares U.S. Dividend and Buyback ETF | 17.35% | 15.09% | 18.59% | 13.27% | 0.94% |
Correlation
The correlation between HLN and DIVB is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2022 | 0.26 |
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Return for Risk
HLN vs. DIVB — Risk / Return Rank
HLN
DIVB
HLN vs. DIVB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Haleon plc (HLN) and iShares U.S. Dividend and Buyback ETF (DIVB). 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.
| HLN | DIVB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.58 | ||
| Sortino ratioReturn per unit of downside risk | -5.00 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.47 | -0.61 |
| Calmar ratioReturn relative to maximum drawdown | -0.90 | 4.39 | -5.29 |
| Martin ratioReturn relative to average drawdown | -1.55 | 14.95 | -16.50 |
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
| HLN | DIVB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.93 | 2.65 | -3.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.76 | -0.51 |
Drawdowns
HLN vs. DIVB - Drawdown Comparison
The maximum HLN drawdown since its inception was -24.83%, smaller than the maximum DIVB drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for HLN and DIVB.
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Drawdown Indicators
| HLN | DIVB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.83% | -36.93% | +12.10% |
Max Drawdown (1Y)Largest decline over 1 year | -21.78% | -6.82% | -14.96% |
Max Drawdown (3Y)Largest decline over 3 years | -23.11% | -15.45% | -7.66% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.08% | — |
Current DrawdownCurrent decline from peak | -22.09% | -0.56% | -21.53% |
Average DrawdownAverage peak-to-trough decline | -8.37% | -4.99% | -3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.66% | 2.00% | +10.66% |
Volatility
HLN vs. DIVB - Volatility Comparison
Haleon plc (HLN) has a higher volatility of 5.70% compared to iShares U.S. Dividend and Buyback ETF (DIVB) at 3.34%. This indicates that HLN's price experiences larger fluctuations and is considered to be riskier than DIVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLN | DIVB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 3.34% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 15.92% | 8.44% | +7.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.23% | 11.33% | +9.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.83% | 15.23% | +8.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.83% | 18.38% | +5.45% |
Dividends
HLN vs. DIVB - Dividend Comparison
HLN's dividend yield for the trailing twelve months is around 2.17%, which matches DIVB's 2.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares U.S. Dividend and Buyback ETF | 2.19% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% |
HLN Haleon plc | 2.17% | 1.73% | 1.65% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HLN and DIVB have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HLN has higher volatility (5.70%) compared to DIVB (3.34%). In terms of maximum drawdown, HLN dropped -24.83% vs DIVB's -36.93%.
DIVB currently has the higher Sharpe Ratio (2.65 vs -0.93), 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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