RKLB vs. HDV
RKLB (Rocket Lab USA, Inc.) is a stock, while HDV (iShares Core High Dividend ETF) is Dividend fund tracking the Morningstar Dividend Yield Focus Index. Over the past 3 years, RKLB returned 107.59%/yr vs 15.43%/yr for HDV. Their 0.17 correlation means their historical movements had little consistent relationship.
Performance
RKLB vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, RKLB achieves a -6.90% return, which is significantly lower than HDV's 20.03% return.
RKLB
- 1D
- 0.42%
- 1M
- -35.35%
- 6M
- -18.88%
- YTD
- -6.90%
- 1Y
- 44.95%
- 3Y*
- 107.59%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 42.54%
HDV
- 1D
- 0.03%
- 1M
- 2.79%
- 6M
- 10.43%
- YTD
- 20.03%
- 1Y
- 25.63%
- 3Y*
- 15.43%
- 5Y*
- 12.05%
- 10Y*
- 9.66%
- ALL TIME*
- 10.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $196.84M | $160.55M | $106.56M | |
| $1.17B | $1.42B | $2.73B |
RKLB vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RKLB Rocket Lab USA, Inc. | -6.90% | 173.89% | 360.58% | 46.68% | -69.30% | 8.67% |
HDV iShares Core High Dividend ETF | 20.03% | 11.90% | 14.16% | 1.72% | 7.05% | 5.42% |
Correlation
The correlation between RKLB and HDV is -0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.06 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (All Time) Calculated using the full available price history since Aug 24, 2021 | 0.17 |
The correlation between RKLB and HDV shifts across timeframes, from -0.06 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RKLB vs. HDV — Risk / Return Rank
RKLB
HDV
RKLB vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rocket Lab USA, Inc. (RKLB) 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.
| RKLB | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.95 | ||
| Sortino ratioReturn per unit of downside risk | -2.30 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.42 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 4.98 | -4.29 |
| Martin ratioReturn relative to average drawdown | 1.68 | 13.63 | -11.95 |
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Drawdowns
RKLB vs. HDV - Drawdown Comparison
The maximum RKLB drawdown since its inception was -82.96%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for RKLB and HDV.
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Drawdown Indicators
| RKLB | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.96% | -37.04% | -45.92% |
Max Drawdown (1Y)Largest decline over 1 year | -60.99% | -5.18% | -55.81% |
Max Drawdown (3Y)Largest decline over 3 years | -60.99% | -10.49% | -50.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -56.77% | -1.41% | -55.36% |
Average DrawdownAverage peak-to-trough decline | -51.12% | -3.06% | -48.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.74% | 1.89% | +22.85% |
Volatility
RKLB vs. HDV - Volatility Comparison
Rocket Lab USA, Inc. (RKLB) has a higher volatility of 25.66% compared to iShares Core High Dividend ETF (HDV) at 4.98%. This indicates that RKLB'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
| RKLB | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.66% | 4.98% | +20.68% |
Volatility (6M)Calculated over the trailing 6-month period | 73.51% | 8.72% | +64.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 95.44% | 10.85% | +84.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 82.12% | 12.95% | +69.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 82.12% | 15.78% | +66.34% |
Dividends
RKLB vs. HDV - Dividend Comparison
RKLB has not paid dividends to shareholders, while HDV's dividend yield for the trailing twelve months is around 3.07%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 3.07% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
RKLB Rocket Lab USA, 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
RKLB and HDV have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RKLB has higher volatility (25.66%) compared to HDV (4.98%). In terms of maximum drawdown, RKLB dropped -82.96% vs HDV's -37.04%.
HDV currently has the higher Sharpe Ratio (2.39 vs 0.44), 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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