MU vs. HDV
MU (Micron Technology, 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, MU returned 51.94%/yr vs 9.28%/yr for HDV. At a 0.33 correlation, their price movements are largely independent.
Performance
MU vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, MU achieves a 199.11% return, which is significantly higher than HDV's 18.49% return. Over the past 10 years, MU has outperformed HDV with an annualized return of 51.94%, while HDV has yielded a comparatively lower 9.28% annualized return.
MU
- 1D
- -5.65%
- 1M
- -16.40%
- 6M
- 153.60%
- YTD
- 199.11%
- 1Y
- 633.98%
- 3Y*
- 136.57%
- 5Y*
- 63.45%
- 10Y*
- 51.94%
HDV
- 1D
- 2.57%
- 1M
- 3.57%
- 6M
- 13.53%
- YTD
- 18.49%
- 1Y
- 23.14%
- 3Y*
- 16.44%
- 5Y*
- 11.92%
- 10Y*
- 9.28%
MU vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MU Micron Technology, Inc. | 199.11% | 240.24% | -0.96% | 71.93% | -45.93% | 24.21% | 39.79% | 69.49% | -22.84% | 87.59% |
HDV iShares Core High Dividend ETF | 18.49% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 20.22% | -3.01% | 13.40% |
Correlation
The correlation between MU and HDV is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2011 | 0.33 |
The correlation between MU and HDV shifts across timeframes, from -0.21 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MU vs. HDV — Risk / Return Rank
MU
HDV
MU vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Micron Technology, Inc. (MU) 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.
| MU | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +6.19 | ||
| Sortino ratioReturn per unit of downside risk | +1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.65 | 1.38 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 21.13 | 4.49 | +16.64 |
| Martin ratioReturn relative to average drawdown | 74.60 | 12.27 | +62.34 |
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Drawdowns
MU vs. HDV - Drawdown Comparison
The maximum MU drawdown since its inception was -98.25%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for MU and HDV.
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Drawdown Indicators
| MU | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.25% | -37.04% | -61.21% |
Max Drawdown (1Y)Largest decline over 1 year | -30.28% | -5.18% | -25.10% |
Max Drawdown (3Y)Largest decline over 3 years | -57.63% | -10.49% | -47.14% |
Max Drawdown (5Y)Largest decline over 5 years | -57.63% | -15.42% | -42.21% |
Max Drawdown (10Y)Largest decline over 10 years | -57.63% | -37.04% | -20.59% |
Current DrawdownCurrent decline from peak | -29.68% | 0.00% | -29.68% |
Average DrawdownAverage peak-to-trough decline | -58.06% | -3.07% | -54.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.61% | 1.89% | +6.72% |
Volatility
MU vs. HDV - Volatility Comparison
Micron Technology, Inc. (MU) has a higher volatility of 31.47% compared to iShares Core High Dividend ETF (HDV) at 5.12%. This indicates that MU'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
| MU | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 31.47% | 5.12% | +26.35% |
Volatility (6M)Calculated over the trailing 6-month period | 63.15% | 8.63% | +54.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 76.56% | 10.72% | +65.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.01% | 12.95% | +42.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.77% | 15.77% | +35.00% |
Dividends
MU vs. HDV - Dividend Comparison
MU's dividend yield for the trailing twelve months is around 0.06%, less than HDV's 3.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 3.11% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
MU Micron Technology, Inc. | 0.06% | 0.16% | 0.55% | 0.54% | 0.89% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MU and HDV have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MU has higher volatility (31.47%) compared to HDV (5.12%). In terms of maximum drawdown, MU dropped -98.25% vs HDV's -37.04%.
MU currently has the higher Sharpe Ratio (8.37 vs 2.17), 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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