HLN vs. DIVB
Compare and contrast key facts about Haleon plc (HLN) and iShares U.S. Dividend and Buyback ETF (DIVB).
DIVB is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend and Buyback Index. It was launched on Nov 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLN or DIVB.
Correlation
The correlation between HLN and DIVB is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HLN vs. DIVB - Performance Comparison
Key characteristics
HLN:
1.33
DIVB:
2.20
HLN:
1.93
DIVB:
3.12
HLN:
1.24
DIVB:
1.39
HLN:
1.53
DIVB:
3.29
HLN:
3.82
DIVB:
9.75
HLN:
6.28%
DIVB:
2.49%
HLN:
18.16%
DIVB:
11.07%
HLN:
-24.83%
DIVB:
-36.93%
HLN:
-6.64%
DIVB:
0.00%
Returns By Period
In the year-to-date period, HLN achieves a 4.61% return, which is significantly lower than DIVB's 6.88% return.
HLN
4.61%
8.01%
1.11%
22.67%
N/A
N/A
DIVB
6.88%
3.71%
9.64%
24.95%
13.12%
N/A
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Risk-Adjusted Performance
HLN vs. DIVB — Risk-Adjusted Performance Rank
HLN
DIVB
HLN vs. DIVB - Risk-Adjusted Performance 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.
Dividends
HLN vs. DIVB - Dividend Comparison
HLN's dividend yield for the trailing twelve months is around 1.57%, less than DIVB's 2.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
HLN Haleon plc | 1.57% | 1.65% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DIVB iShares U.S. Dividend and Buyback ETF | 2.44% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.51% | 0.37% |
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. For additional features, visit the drawdowns tool.
Volatility
HLN vs. DIVB - Volatility Comparison
Haleon plc (HLN) has a higher volatility of 5.52% compared to iShares U.S. Dividend and Buyback ETF (DIVB) at 2.62%. 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.