OKLO vs. HDV
OKLO (Oklo Inc.) is a stock, while HDV (iShares Core High Dividend ETF) is Dividend fund tracking the Morningstar Dividend Yield Focus Index. Over the past 5 years, OKLO returned 33.07%/yr vs 12.13%/yr for HDV. Their 0.02 correlation means their historical movements had little consistent relationship.
Performance
OKLO vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, OKLO achieves a -42.56% return, which is significantly lower than HDV's 19.66% return.
OKLO
- 1D
- 6.16%
- 1M
- -21.28%
- 6M
- -44.01%
- YTD
- -42.56%
- 1Y
- -42.34%
- 3Y*
- 58.56%
- 5Y*
- 33.07%
- 10Y*
- —
- ALL TIME*
- 32.22%
HDV
- 1D
- -0.31%
- 1M
- 2.46%
- 6M
- 10.00%
- YTD
- 19.66%
- 1Y
- 25.24%
- 3Y*
- 15.80%
- 5Y*
- 12.13%
- 10Y*
- 9.57%
- ALL TIME*
- 10.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $168.30M | $156.51M | $108.57M | |
OKLO Oklo Inc. | $377.32M | $380.07M | $689.90M |
OKLO vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
OKLO Oklo Inc. | -42.56% | 238.01% | 101.04% | 6.45% | 0.71% | -1.50% |
HDV iShares Core High Dividend ETF | 19.66% | 11.90% | 14.16% | 1.72% | 7.05% | 6.34% |
Correlation
The correlation between OKLO and HDV is -0.15, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.15 |
Correlation (3Y) Balances recent behavior with more history. | -0.02 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.01 |
Correlation (All Time) Calculated using the full available price history since Jul 8, 2021 | 0.02 |
The correlation between OKLO and HDV shifts across timeframes, from -0.15 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
OKLO vs. HDV — Risk / Return Rank
OKLO
HDV
OKLO vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oklo Inc. (OKLO) 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.
| OKLO | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.77 | ||
| Sortino ratioReturn per unit of downside risk | -3.61 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.41 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 4.90 | -5.43 |
| Martin ratioReturn relative to average drawdown | -0.80 | 13.39 | -14.19 |
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Drawdowns
OKLO vs. HDV - Drawdown Comparison
The maximum OKLO drawdown since its inception was -78.84%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for OKLO and HDV.
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Drawdown Indicators
| OKLO | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.84% | -37.04% | -41.80% |
Max Drawdown (1Y)Largest decline over 1 year | -78.84% | -5.18% | -73.66% |
Max Drawdown (3Y)Largest decline over 3 years | -78.84% | -10.49% | -68.35% |
Max Drawdown (5Y)Largest decline over 5 years | -78.84% | -15.42% | -63.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -76.33% | -1.72% | -74.61% |
Average DrawdownAverage peak-to-trough decline | -19.58% | -3.06% | -16.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 52.72% | 1.89% | +50.83% |
Volatility
OKLO vs. HDV - Volatility Comparison
Oklo Inc. (OKLO) has a higher volatility of 24.83% compared to iShares Core High Dividend ETF (HDV) at 4.52%. This indicates that OKLO'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
| OKLO | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.83% | 4.52% | +20.31% |
Volatility (6M)Calculated over the trailing 6-month period | 66.03% | 8.66% | +57.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 100.93% | 10.83% | +90.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 86.33% | 12.95% | +73.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 85.69% | 15.79% | +69.90% |
Dividends
OKLO vs. HDV - Dividend Comparison
OKLO has not paid dividends to shareholders, while HDV's dividend yield for the trailing twelve months is around 3.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 3.08% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
OKLO Oklo Inc. | 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
OKLO and HDV have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OKLO has higher volatility (24.83%) compared to HDV (4.52%). In terms of maximum drawdown, OKLO dropped -78.84% vs HDV's -37.04%.
HDV currently has the higher Sharpe Ratio (2.34 vs -0.42), 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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