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 56.13%/yr vs 9.26%/yr for HDV. At a 0.35 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 278.41% return, which is significantly higher than HDV's 12.69% return. Over the past 10 years, MU has outperformed HDV with an annualized return of 56.13%, while HDV has yielded a comparatively lower 9.26% annualized return.
MU
- 1D
- 1.45%
- 1M
- 87.28%
- YTD
- 278.41%
- 6M
- 361.42%
- 1Y
- 958.34%
- 3Y*
- 150.98%
- 5Y*
- 67.58%
- 10Y*
- 56.13%
HDV
- 1D
- 0.37%
- 1M
- 0.29%
- YTD
- 12.69%
- 6M
- 12.16%
- 1Y
- 20.35%
- 3Y*
- 14.94%
- 5Y*
- 10.32%
- 10Y*
- 9.26%
MU vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MU Micron Technology, Inc. | 278.41% | 240.24% | -0.96% | 71.93% | -45.93% | 24.21% | 39.79% | 69.49% | -22.84% | 87.59% |
HDV iShares Core High Dividend ETF | 12.69% | 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 -0.10, 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 | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2011 | 0.35 |
The correlation between MU and HDV shifts across timeframes, from -0.10 (1 year) to 0.35 (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.
| MU | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +12.59 | ||
| Sortino ratioReturn per unit of downside risk | +4.21 | ||
| Omega ratioGain probability vs. loss probability | 1.94 | 1.36 | +0.58 |
| Calmar ratioReturn relative to maximum drawdown | 31.98 | 3.95 | +28.04 |
| Martin ratioReturn relative to average drawdown | 126.47 | 11.02 | +115.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MU | HDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 14.69 | 2.10 | +12.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.30 | 0.81 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.13 | 0.59 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.72 | -0.41 |
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 | 0.00% | -2.54% | +2.54% |
Average DrawdownAverage peak-to-trough decline | -58.20% | -3.09% | -55.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | 1.85% | +5.79% |
Volatility
MU vs. HDV - Volatility Comparison
Micron Technology, Inc. (MU) has a higher volatility of 28.51% compared to iShares Core High Dividend ETF (HDV) at 3.19%. 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 | 28.51% | 3.19% | +25.32% |
Volatility (6M)Calculated over the trailing 6-month period | 53.48% | 7.56% | +45.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.00% | 9.73% | +56.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.31% | 12.82% | +39.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.66% | 15.73% | +33.93% |
Dividends
MU vs. HDV - Dividend Comparison
MU's dividend yield for the trailing twelve months is around 0.05%, less than HDV's 2.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 2.91% | 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. | 0.05% | 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 -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MU has higher volatility (28.51%) compared to HDV (3.19%). In terms of maximum drawdown, MU dropped -98.25% vs HDV's -37.04%.
MU currently has the higher Sharpe Ratio (14.69 vs 2.10), 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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