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 29.57%/yr vs 9.57%/yr for HDV. Their 0.30 correlation means their historical movements had little consistent relationship.
Performance
SMCI vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, SMCI achieves a -2.15% return, which is significantly lower than HDV's 19.66% return. Over the past 10 years, SMCI has outperformed HDV with an annualized return of 29.57%, while HDV has yielded a comparatively lower 9.57% annualized return.
SMCI
- 1D
- 0.85%
- 1M
- 5.22%
- 6M
- -3.60%
- YTD
- -2.15%
- 1Y
- -49.44%
- 3Y*
- -5.38%
- 5Y*
- 49.93%
- 10Y*
- 29.57%
- ALL TIME*
- 19.69%
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 | |
| $1.64B | $1.20B | $1.80B |
SMCI vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCI Super Micro Computer, Inc. | -2.15% | -3.97% | 7.23% | 246.24% | 86.80% | 38.82% | 31.81% | 74.06% | -34.07% | -25.38% |
HDV iShares Core High Dividend ETF | 19.66% | 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 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. | -0.12 |
Correlation (3Y) Balances recent behavior with more history. | -0.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.12 |
Correlation (10Y) Provides a long-term view across more market conditions. | 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 | -2.90 | ||
| Sortino ratioReturn per unit of downside risk | -3.93 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.41 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.76 | 4.90 | -5.66 |
| Martin ratioReturn relative to average drawdown | -1.18 | 13.39 | -14.56 |
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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 | -65.01% | -5.18% | -59.83% |
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 | -75.89% | -1.72% | -74.17% |
Average DrawdownAverage peak-to-trough decline | -32.29% | -3.06% | -29.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 42.10% | 1.89% | +40.21% |
Volatility
SMCI vs. HDV - Volatility Comparison
Super Micro Computer, Inc. (SMCI) has a higher volatility of 27.78% compared to iShares Core High Dividend ETF (HDV) at 4.52%. 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 | 27.78% | 4.52% | +23.26% |
Volatility (6M)Calculated over the trailing 6-month period | 82.11% | 8.66% | +73.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 89.80% | 10.83% | +78.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 88.04% | 12.95% | +75.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.51% | 15.79% | +55.72% |
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 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% |
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 (27.78%) compared to HDV (4.52%). In terms of maximum drawdown, SMCI dropped -84.84% vs HDV's -37.04%.
HDV currently has the higher Sharpe Ratio (2.34 vs -0.55), 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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