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INTU vs. HDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

INTU vs. HDV

Last updated Jun 24, 2026

INTU (Intuit Inc.) is a stock, while HDV (iShares Core High Dividend ETF) is Dividend fund tracking the Morningstar Dividend Yield Focus Index. Over the past 10 years, INTU returned 10.22%/yr vs 9.45%/yr for HDV. At a 0.42 correlation, their price movements are largely independent.

Performance

INTU vs. HDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Intuit Inc. (INTU) and iShares Core High Dividend ETF (HDV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INTU achieves a -60.85% return, which is significantly lower than HDV's 14.07% return. Over the past 10 years, INTU has outperformed HDV with an annualized return of 10.22%, while HDV has yielded a comparatively lower 9.45% annualized return.

INTU

1D
0.11%
1M
-19.34%
YTD
-60.85%
6M
-61.53%
1Y
-65.88%
3Y*
-16.50%
5Y*
-11.18%
10Y*
10.22%

HDV

1D
1.33%
1M
-1.35%
YTD
14.07%
6M
14.08%
1Y
21.06%
3Y*
15.48%
5Y*
11.09%
10Y*
9.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INTU vs. HDV - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
INTU
Intuit Inc.		-60.85%6.09%1.16%61.76%-39.12%70.27%46.12%34.11%25.86%39.21%
HDV
iShares Core High Dividend ETF		14.07%11.90%14.16%1.72%7.05%19.45%-6.48%20.22%-3.01%13.40%

Correlation

The correlation between INTU and HDV is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.13

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2011

0.42

The correlation between INTU and HDV shifts across timeframes, from -0.09 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.

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Intuit Inc.

iShares Core High Dividend ETF

Often compared with INTU:
INTU vs. ADBEINTU vs. HRBINTU vs. SPYINTU vs. ORCLINTU vs. MSFT.TOINTU vs. QQQINTU vs. AMZN
Often compared with HDV:
HDV vs. SCHDHDV vs. VYMHDV vs. SPYDHDV vs. DGROHDV vs. DVYHDV vs. VIGHDV vs. SPY

Return for Risk

INTU vs. HDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
INTU
INTU Risk / Return Rank: 11
Overall Rank
INTU Sharpe Ratio Rank: 11
Sharpe Ratio Rank
INTU Sortino Ratio Rank: 11
Sortino Ratio Rank
INTU Omega Ratio Rank: 11
Omega Ratio Rank
INTU Calmar Ratio Rank: 33
Calmar Ratio Rank
INTU Martin Ratio Rank: 22
Martin Ratio Rank
HDV
HDV Risk / Return Rank: 7070
Overall Rank
HDV Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
HDV Sortino Ratio Rank: 7373
Sortino Ratio Rank
HDV Omega Ratio Rank: 6262
Omega Ratio Rank
HDV Calmar Ratio Rank: 8181
Calmar Ratio Rank
HDV Martin Ratio Rank: 6464
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.

INTU vs. HDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Intuit Inc. (INTU) and iShares Core High Dividend ETF (HDV). 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.

INTUHDVDifference
Sharpe ratioReturn per unit of total volatility
-1.48
2.13

-3.61

Sortino ratioReturn per unit of downside risk
-2.56
3.13

-5.69

Omega ratioGain probability vs. loss probability

0.67

1.36

-0.70

Calmar ratioReturn relative to maximum drawdown

-0.97

4.09

-5.06

Martin ratioReturn relative to average drawdown

-1.86

11.19

-13.05

INTU vs. HDV - Sharpe Ratio Comparison

The current INTU Sharpe Ratio is -1.48, which is lower than the HDV Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of INTU and HDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

INTU vs. HDV - Drawdown Comparison

The maximum INTU drawdown since its inception was -75.29%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for INTU and HDV.

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Drawdown Indicators

INTUHDVDifference

Max Drawdown

Largest peak-to-trough decline

-75.29%

-37.04%

-38.25%

Max Drawdown (1Y)

Largest decline over 1 year

-67.86%

-5.18%

-62.68%

Max Drawdown (3Y)

Largest decline over 3 years

-67.86%

-10.49%

-57.37%

Max Drawdown (5Y)

Largest decline over 5 years

-67.86%

-15.42%

-52.44%

Max Drawdown (10Y)

Largest decline over 10 years

-67.86%

-37.04%

-30.82%

Current Drawdown

Current decline from peak

-67.82%

-1.35%

-66.47%

Average Drawdown

Average peak-to-trough decline

-24.17%

-3.08%

-21.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.43%

1.89%

+33.54%

Volatility

INTU vs. HDV - Volatility Comparison

Intuit Inc. (INTU) has a higher volatility of 17.60% compared to iShares Core High Dividend ETF (HDV) at 3.64%. This indicates that INTU's price experiences larger fluctuations and is considered to be riskier than HDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

INTUHDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.60%

3.64%

+13.96%

Volatility (6M)

Calculated over the trailing 6-month period

42.57%

7.61%

+34.96%

Volatility (1Y)

Calculated over the trailing 1-year period

44.63%

9.93%

+34.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.65%

12.81%

+24.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.02%

15.73%

+18.29%

Dividends

INTU vs. HDV - Dividend Comparison

INTU's dividend yield for the trailing twelve months is around 1.80%, less than HDV's 2.90% yield.

PositionTTM20252024202320222021202020192018201720162015
HDV
iShares Core High Dividend ETF		2.90%3.22%3.67%3.82%3.56%3.47%4.07%3.27%3.67%3.27%3.28%3.92%
INTU
Intuit Inc.		1.80%0.65%0.60%0.52%0.72%0.38%0.57%0.74%0.83%0.89%1.08%1.09%

Frequently Asked Questions

INTU and HDV have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INTU has higher volatility (17.60%) compared to HDV (3.64%). In terms of maximum drawdown, INTU dropped -75.29% vs HDV's -37.04%.

HDV currently has the higher Sharpe Ratio (2.13 vs -1.48), 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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