SMCI vs. HDV
SMCI (Super Micro Computer, 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, SMCI returned 26.67%/yr vs 8.96%/yr for HDV. At a 0.30 correlation, their price movements are largely independent.
Performance
SMCI vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, SMCI achieves a -5.53% return, which is significantly lower than HDV's 15.11% return. Over the past 10 years, SMCI has outperformed HDV with an annualized return of 26.67%, while HDV has yielded a comparatively lower 8.96% annualized return.
SMCI
- 1D
- -0.04%
- 1M
- -9.23%
- 6M
- -3.32%
- YTD
- -5.53%
- 1Y
- -44.40%
- 3Y*
- -2.18%
- 5Y*
- 51.58%
- 10Y*
- 26.67%
HDV
- 1D
- -1.04%
- 1M
- -0.16%
- 6M
- 11.85%
- YTD
- 15.11%
- 1Y
- 19.18%
- 3Y*
- 15.09%
- 5Y*
- 11.14%
- 10Y*
- 8.96%
SMCI vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCI Super Micro Computer, Inc. | -5.53% | -3.97% | 7.23% | 246.24% | 86.80% | 38.82% | 31.81% | 74.06% | -34.07% | -25.38% |
HDV iShares Core High Dividend ETF | 15.11% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 20.22% | -3.01% | 13.40% |
Correlation
The correlation between SMCI and HDV is -0.12, 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 | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2011 | 0.30 |
The correlation between SMCI and HDV shifts across timeframes, from -0.12 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SMCI vs. HDV — Risk / Return Rank
SMCI
HDV
SMCI vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Super Micro Computer, Inc. (SMCI) 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.
| SMCI | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.35 | ||
| Sortino ratioReturn per unit of downside risk | -3.03 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.31 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.67 | 3.72 | -4.39 |
| Martin ratioReturn relative to average drawdown | -1.06 | 10.18 | -11.24 |
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Drawdowns
SMCI vs. HDV - Drawdown Comparison
The maximum SMCI drawdown since its inception was -84.84%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for SMCI and HDV.
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Drawdown Indicators
| SMCI | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.84% | -37.04% | -47.80% |
Max Drawdown (1Y)Largest decline over 1 year | -66.18% | -5.18% | -61.00% |
Max Drawdown (3Y)Largest decline over 3 years | -84.84% | -10.49% | -74.35% |
Max Drawdown (5Y)Largest decline over 5 years | -84.84% | -15.42% | -69.42% |
Max Drawdown (10Y)Largest decline over 10 years | -84.84% | -37.04% | -47.80% |
Current DrawdownCurrent decline from peak | -76.73% | -1.60% | -75.13% |
Average DrawdownAverage peak-to-trough decline | -32.16% | -3.07% | -29.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 41.94% | 1.89% | +40.05% |
Volatility
SMCI vs. HDV - Volatility Comparison
Super Micro Computer, Inc. (SMCI) has a higher volatility of 25.82% compared to iShares Core High Dividend ETF (HDV) at 4.69%. This indicates that SMCI'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
| SMCI | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.82% | 4.69% | +21.13% |
Volatility (6M)Calculated over the trailing 6-month period | 79.26% | 8.32% | +70.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 86.87% | 10.50% | +76.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 87.26% | 12.90% | +74.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.58% | 15.75% | +55.83% |
Dividends
SMCI vs. HDV - Dividend Comparison
SMCI has not paid dividends to shareholders, while HDV's dividend yield for the trailing twelve months is around 2.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 2.87% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
SMCI Super Micro Computer, 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
SMCI and HDV have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMCI has higher volatility (25.82%) compared to HDV (4.69%). In terms of maximum drawdown, SMCI dropped -84.84% vs HDV's -37.04%.
HDV currently has the higher Sharpe Ratio (1.84 vs -0.51), 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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