ORCL vs. HDV
ORCL (Oracle Corporation) 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, ORCL returned 17.20%/yr vs 9.45%/yr for HDV. At a 0.43 correlation, their price movements are largely independent.
Performance
ORCL vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, ORCL achieves a -14.74% return, which is significantly lower than HDV's 14.07% return. Over the past 10 years, ORCL has outperformed HDV with an annualized return of 17.20%, while HDV has yielded a comparatively lower 9.45% annualized return.
ORCL
- 1D
- -5.66%
- 1M
- -14.01%
- YTD
- -14.74%
- 6M
- -14.93%
- 1Y
- -19.43%
- 3Y*
- 12.98%
- 5Y*
- 17.85%
- 10Y*
- 17.20%
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%
ORCL vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | -14.74% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
HDV iShares Core High Dividend ETF | 14.07% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 20.22% | -3.01% | 13.40% |
Correlation
The correlation between ORCL and HDV is -0.23, 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 | -0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2011 | 0.43 |
The correlation between ORCL and HDV shifts across timeframes, from -0.23 (1 year) to 0.43 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ORCL vs. HDV — Risk / Return Rank
ORCL
HDV
ORCL vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oracle Corporation (ORCL) 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.
| ORCL | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.43 | ||
| Sortino ratioReturn per unit of downside risk | -3.18 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.36 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | 4.09 | -4.42 |
| Martin ratioReturn relative to average drawdown | -0.54 | 11.19 | -11.73 |
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Drawdowns
ORCL vs. HDV - Drawdown Comparison
The maximum ORCL drawdown since its inception was -84.19%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for ORCL and HDV.
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Drawdown Indicators
| ORCL | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.19% | -37.04% | -47.15% |
Max Drawdown (1Y)Largest decline over 1 year | -58.25% | -5.18% | -53.07% |
Max Drawdown (3Y)Largest decline over 3 years | -58.25% | -10.49% | -47.76% |
Max Drawdown (5Y)Largest decline over 5 years | -58.25% | -15.42% | -42.83% |
Max Drawdown (10Y)Largest decline over 10 years | -58.25% | -37.04% | -21.21% |
Current DrawdownCurrent decline from peak | -49.30% | -1.35% | -47.95% |
Average DrawdownAverage peak-to-trough decline | -29.11% | -3.08% | -26.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.06% | 1.89% | +34.17% |
Volatility
ORCL vs. HDV - Volatility Comparison
Oracle Corporation (ORCL) has a higher volatility of 24.32% compared to iShares Core High Dividend ETF (HDV) at 3.64%. This indicates that ORCL'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
| ORCL | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.32% | 3.64% | +20.68% |
Volatility (6M)Calculated over the trailing 6-month period | 42.24% | 7.61% | +34.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 64.69% | 9.93% | +54.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.31% | 12.81% | +29.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.23% | 15.73% | +19.50% |
Dividends
ORCL vs. HDV - Dividend Comparison
ORCL's dividend yield for the trailing twelve months is around 1.21%, less than HDV's 2.90% yield.
| 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% |
ORCL Oracle Corporation | 1.21% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Frequently Asked Questions
ORCL and HDV have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (24.32%) compared to HDV (3.64%). In terms of maximum drawdown, ORCL dropped -84.19% vs HDV's -37.04%.
HDV currently has the higher Sharpe Ratio (2.13 vs -0.30), 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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