MFVL vs. HDV
MFVL (Motley Fool Value Factor ETF) and HDV (iShares Core High Dividend ETF) are both exchange-traded funds - MFVL is a Large Cap Value Equities fund actively managed by Motley Fool, while HDV is a Dividend fund tracking the Morningstar Dividend Yield Focus Index. MFVL is actively managed, while HDV is passively managed. At a 0.26 correlation, their price movements are largely independent. MFVL charges 0.50%/yr vs 0.08%/yr for HDV.
Performance
MFVL vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, MFVL achieves a -2.40% return, which is significantly lower than HDV's 14.07% return.
MFVL
- 1D
- 0.75%
- 1M
- -2.65%
- YTD
- -2.40%
- 6M
- -2.69%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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%
MFVL vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MFVL Motley Fool Value Factor ETF | -2.40% | 1.22% |
HDV iShares Core High Dividend ETF | 14.07% | 1.25% |
Correlation
The correlation between MFVL and HDV is 0.26, 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 Dec 9, 2025 | 0.26 |
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Return for Risk
MFVL vs. HDV — Risk / Return Rank
MFVL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HDV
MFVL vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Value Factor ETF (MFVL) 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.
| MFVL | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.36 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.09 | — |
| Martin ratioReturn relative to average drawdown | — | 11.19 | — |
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Drawdowns
MFVL vs. HDV - Drawdown Comparison
The maximum MFVL drawdown since its inception was -7.03%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for MFVL and HDV.
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Drawdown Indicators
| MFVL | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.03% | -37.04% | +30.01% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.18% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -10.49% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -5.97% | -1.35% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -2.60% | -3.08% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.89% | — |
Volatility
MFVL vs. HDV - Volatility Comparison
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Volatility by Period
| MFVL | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.64% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.61% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 9.93% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.14% | 12.81% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.14% | 15.73% | -3.59% |
MFVL vs. HDV - Expense Ratio Comparison
MFVL has a 0.50% expense ratio, which is higher than HDV's 0.08% expense ratio.
Dividends
MFVL vs. HDV - Dividend Comparison
MFVL has not paid dividends to shareholders, while HDV's dividend yield for the trailing twelve months is around 2.90%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MFVL Motley Fool Value Factor ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MFVL and HDV have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HDV is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HDV is cheaper with a 0.08% expense ratio, compared with 0.50% for MFVL.
HDV has the higher dividend yield at 2.90%, compared with 0.00% for MFVL.
MFVL is categorized as Large Cap Value Equities, while HDV is Dividend. They also come from different issuers: Motley Fool and iShares. Their fees differ too: 0.50% for MFVL and 0.08% for HDV.
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