REVS vs. HDV
Compare and contrast key facts about Columbia Research Enhanced Value ETF (REVS) and iShares Core High Dividend ETF (HDV).
REVS and HDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REVS is a passively managed fund by Ameriprise Financial that tracks the performance of the Beta Advantage Research Enhanced U.S. Value Index. It was launched on Sep 25, 2019. HDV is a passively managed fund by iShares that tracks the performance of the Morningstar Dividend Yield Focus Index. It was launched on Mar 29, 2011. Both REVS and HDV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
REVS vs. HDV - Performance Comparison
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REVS vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
REVS Columbia Research Enhanced Value ETF | 1.19% | 16.80% | 16.36% | 13.46% | -6.20% | 28.52% | 1.37% | 7.22% |
HDV iShares Core High Dividend ETF | 12.30% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 4.89% |
Returns By Period
In the year-to-date period, REVS achieves a 1.19% return, which is significantly lower than HDV's 12.30% return.
REVS
- 1D
- 2.10%
- 1M
- -4.15%
- YTD
- 1.19%
- 6M
- 4.56%
- 1Y
- 15.82%
- 3Y*
- 15.44%
- 5Y*
- 10.57%
- 10Y*
- —
HDV
- 1D
- 0.24%
- 1M
- -2.54%
- YTD
- 12.30%
- 6M
- 12.67%
- 1Y
- 15.69%
- 3Y*
- 13.97%
- 5Y*
- 11.18%
- 10Y*
- 9.52%
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REVS vs. HDV - Expense Ratio Comparison
REVS has a 0.19% expense ratio, which is higher than HDV's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
REVS vs. HDV — Risk / Return Rank
REVS
HDV
REVS vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Research Enhanced Value ETF (REVS) 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.
| REVS | HDV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.24 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.70 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.65 | -0.23 |
Martin ratioReturn relative to average drawdown | 6.27 | 6.01 | +0.26 |
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
| REVS | HDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.24 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.88 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.73 | -0.12 |
Correlation
The correlation between REVS and HDV is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
REVS vs. HDV - Dividend Comparison
REVS's dividend yield for the trailing twelve months is around 2.10%, less than HDV's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REVS Columbia Research Enhanced Value ETF | 2.10% | 2.13% | 1.89% | 2.49% | 2.46% | 1.18% | 27.75% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% |
HDV iShares Core High Dividend ETF | 2.92% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
Drawdowns
REVS vs. HDV - Drawdown Comparison
The maximum REVS drawdown since its inception was -37.85%, roughly equal to the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for REVS and HDV.
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Drawdown Indicators
| REVS | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.85% | -37.04% | -0.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -10.04% | -2.31% |
Max Drawdown (5Y)Largest decline over 5 years | -18.04% | -15.42% | -2.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -4.98% | -2.58% | -2.40% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -3.09% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.88% | -0.09% |
Volatility
REVS vs. HDV - Volatility Comparison
Columbia Research Enhanced Value ETF (REVS) has a higher volatility of 4.26% compared to iShares Core High Dividend ETF (HDV) at 2.94%. This indicates that REVS'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
| REVS | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 2.94% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 7.06% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.32% | 12.79% | +3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.93% | 12.78% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 15.70% | +3.60% |