KDVD vs. IJH
KDVD (Keeley Dividend ETF) and IJH (iShares Core S&P Mid-Cap ETF) are both Mid Cap Blend Equities funds. KDVD is actively managed, while IJH is passively managed. Their correlation of 0.85 suggests significant overlap in exposure. KDVD charges 0.00%/yr vs 0.05%/yr for IJH.
Performance
KDVD vs. IJH - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with KDVD having a 16.11% return and IJH slightly lower at 15.69%.
KDVD
- 1D
- 1.35%
- 1M
- 2.58%
- 6M
- 9.47%
- YTD
- 16.11%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJH
- 1D
- 0.48%
- 1M
- 0.08%
- 6M
- 8.71%
- YTD
- 15.69%
- 1Y
- 22.57%
- 3Y*
- 13.82%
- 5Y*
- 9.36%
- 10Y*
- 11.08%
KDVD vs. IJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
KDVD Keeley Dividend ETF | 16.11% | -0.07% |
IJH iShares Core S&P Mid-Cap ETF | 15.69% | -0.32% |
Correlation
The correlation between KDVD and IJH is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 8, 2025 | 0.85 |
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Return for Risk
KDVD vs. IJH — Risk / Return Rank
KDVD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IJH
KDVD vs. IJH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Keeley Dividend ETF (KDVD) and iShares Core S&P Mid-Cap ETF (IJH). 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.
| KDVD | IJH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.57 | — |
| Martin ratioReturn relative to average drawdown | — | 9.30 | — |
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Drawdowns
KDVD vs. IJH - Drawdown Comparison
The maximum KDVD drawdown since its inception was -10.98%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for KDVD and IJH.
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Drawdown Indicators
| KDVD | IJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.98% | -55.07% | +44.09% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.83% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.10% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.18% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.45% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -2.57% | -7.54% | +4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.43% | — |
Volatility
KDVD vs. IJH - Volatility Comparison
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Volatility by Period
| KDVD | IJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.57% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.69% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.58% | 15.76% | -1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.58% | 19.72% | -5.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.58% | 21.12% | -6.54% |
KDVD vs. IJH - Expense Ratio Comparison
KDVD has a 0.00% expense ratio, which is lower than IJH's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
KDVD vs. IJH - Dividend Comparison
KDVD's dividend yield for the trailing twelve months is around 1.31%, more than IJH's 1.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH iShares Core S&P Mid-Cap ETF | 1.17% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
KDVD Keeley Dividend ETF | 1.31% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
KDVD and IJH have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, KDVD is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
KDVD is cheaper with a 0.00% expense ratio, compared with 0.05% for IJH.
KDVD has the higher dividend yield at 1.31%, compared with 1.17% for IJH.
They also come from different issuers: Gabelli and iShares. Their fees differ too: 0.00% for KDVD and 0.05% for IJH.
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