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IDVY vs. HIGH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDVY vs. HIGH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust International Rising Dividend Achievers ETF (IDVY) and Simplify Enhanced Income ETF (HIGH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IDVY

1D
-0.57%
1M
3.54%
YTD
6M
1Y
3Y*
5Y*
10Y*

HIGH

1D
-0.32%
1M
1.63%
YTD
-0.38%
6M
-1.48%
1Y
-3.46%
3Y*
3.02%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDVY vs. HIGH - Yearly Performance Comparison


Correlation

The correlation between IDVY and HIGH is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 12, 2026

0.30

IDVY vs. HIGH - Sectors Allocation Comparison


Sectors
IDVY
HIGH

Industrials

31.7%

-

Financial Services

30.8%
71.3%

Consumer Cyclical

13.0%

-

Technology

10.8%

-

Consumer Defensive

3.2%

-

Basic Materials

2.9%

-

Energy

2.4%

-

Healthcare

2.1%

-

Utilities

1.7%

-

Communication Services

0.9%

-

Real Estate

0.5%

-

Industrials

IDVY
31.7%
HIGH

-

Financial Services

IDVY
30.8%
HIGH
71.3%

Consumer Cyclical

IDVY
13.0%
HIGH

-

Technology

IDVY
10.8%
HIGH

-

Consumer Defensive

IDVY
3.2%
HIGH

-

Basic Materials

IDVY
2.9%
HIGH

-

Energy

IDVY
2.4%
HIGH

-

Healthcare

IDVY
2.1%
HIGH

-

Utilities

IDVY
1.7%
HIGH

-

Communication Services

IDVY
0.9%
HIGH

-

Real Estate

IDVY
0.5%
HIGH

-

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Return for Risk

IDVY vs. HIGH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IDVY

HIGH
HIGH Risk / Return Rank: 55
Overall Rank
HIGH Sharpe Ratio Rank: 55
Sharpe Ratio Rank
HIGH Sortino Ratio Rank: 44
Sortino Ratio Rank
HIGH Omega Ratio Rank: 44
Omega Ratio Rank
HIGH Calmar Ratio Rank: 55
Calmar Ratio Rank
HIGH Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IDVY vs. HIGH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust International Rising Dividend Achievers ETF (IDVY) and Simplify Enhanced Income ETF (HIGH). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IDVY vs. HIGH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IDVYHIGHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

0.39

-0.33

Drawdowns

IDVY vs. HIGH - Drawdown Comparison

The maximum IDVY drawdown since its inception was -13.52%, which is greater than HIGH's maximum drawdown of -9.50%. Use the drawdown chart below to compare losses from any high point for IDVY and HIGH.


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Drawdown Indicators


IDVYHIGHDifference

Max Drawdown

Largest peak-to-trough decline

-13.52%

-9.50%

-4.02%

Max Drawdown (1Y)

Largest decline over 1 year

-9.50%

Max Drawdown (3Y)

Largest decline over 3 years

-9.50%

Current Drawdown

Current decline from peak

-1.79%

-7.11%

+5.32%

Average Drawdown

Average peak-to-trough decline

-4.66%

-2.37%

-2.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.53%

Volatility

IDVY vs. HIGH - Volatility Comparison


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Volatility by Period


IDVYHIGHDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.23%

Volatility (6M)

Calculated over the trailing 6-month period

3.50%

Volatility (1Y)

Calculated over the trailing 1-year period

26.41%

8.83%

+17.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.41%

9.56%

+16.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.41%

9.56%

+16.85%

IDVY vs. HIGH - Expense Ratio Comparison

IDVY has a 0.60% expense ratio, which is higher than HIGH's 0.51% expense ratio.


Dividends

IDVY vs. HIGH - Dividend Comparison

IDVY has not paid dividends to shareholders, while HIGH's dividend yield for the trailing twelve months is around 7.33%.


PositionTTM2025202420232022
HIGH
Simplify Enhanced Income ETF
7.33%7.71%8.34%9.40%0.62%
IDVY
First Trust International Rising Dividend Achievers ETF
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IDVY and HIGH have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HIGH is cheaper at 0.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HIGH is cheaper with a 0.51% expense ratio, compared with 0.60% for IDVY.

HIGH has the higher dividend yield at 7.33%, compared with 0.00% for IDVY.

IDVY is categorized as Dividend, while HIGH is Derivative Income. They also come from different issuers: First Trust and Simplify. Their fees differ too: 0.60% for IDVY and 0.51% for HIGH.

Portfolio Optimizer

Find the right allocation for IDVY and HIGH

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