HLN vs. DIVB
HLN (Haleon plc) is a stock, while DIVB (iShares Core Dividend ETF) is Dividend fund tracking the Morningstar US Dividend and Buyback Index. Over the past 3 years, HLN returned 3.90%/yr vs 21.75%/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 -10.30% return, which is significantly lower than DIVB's 17.14% return.
HLN
- 1D
- 2.05%
- 1M
- -3.66%
- YTD
- -10.30%
- 6M
- -10.30%
- 1Y
- -13.03%
- 3Y*
- 3.90%
- 5Y*
- —
- 10Y*
- —
DIVB
- 1D
- 1.02%
- 1M
- 1.64%
- YTD
- 17.14%
- 6M
- 16.48%
- 1Y
- 27.72%
- 3Y*
- 21.75%
- 5Y*
- 12.39%
- 10Y*
- —
HLN vs. DIVB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HLN Haleon plc | -10.30% | 7.84% | 17.99% | 4.21% | 5.96% |
DIVB iShares Core Dividend ETF | 17.14% | 15.09% | 18.59% | 13.27% | 0.09% |
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 22, 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 Core Dividend 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HLN | DIVB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.99 | ||
| Sortino ratioReturn per unit of downside risk | -4.09 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.42 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.60 | 4.08 | -4.68 |
| Martin ratioReturn relative to average drawdown | -1.21 | 13.64 | -14.85 |
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Drawdowns
HLN vs. DIVB - Drawdown Comparison
The maximum HLN drawdown since its inception was -25.43%, 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 | -25.43% | -36.93% | +11.50% |
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 | -20.04% | -1.10% | -18.94% |
Average DrawdownAverage peak-to-trough decline | -8.58% | -4.97% | -3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.78% | 2.04% | +8.74% |
Volatility
HLN vs. DIVB - Volatility Comparison
Haleon plc (HLN) has a higher volatility of 7.57% compared to iShares Core Dividend ETF (DIVB) at 4.61%. 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 | 7.57% | 4.61% | +2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 16.52% | 8.84% | +7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.63% | 11.70% | +9.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.90% | 15.26% | +8.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.90% | 18.36% | +5.54% |
Dividends
HLN vs. DIVB - Dividend Comparison
HLN's dividend yield for the trailing twelve months is around 2.11%, less than DIVB's 2.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares Core Dividend ETF | 2.27% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% |
HLN Haleon plc | 2.11% | 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 (7.57%) compared to DIVB (4.61%). In terms of maximum drawdown, HLN dropped -25.43% vs DIVB's -36.93%.
DIVB currently has the higher Sharpe Ratio (2.38 vs -0.60), 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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