SOEZ vs. HDV
SOEZ (Franklin Solana ETF) and HDV (iShares Core High Dividend ETF) are both exchange-traded funds - SOEZ is a Cryptocurrency fund actively managed by Franklin, while HDV is a Dividend fund tracking the Morningstar Dividend Yield Focus Index. SOEZ is actively managed, while HDV is passively managed. At a correlation of -0.07, they often move in opposite directions. SOEZ charges 0.19%/yr vs 0.08%/yr for HDV.
Performance
SOEZ vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, SOEZ achieves a -45.57% return, which is significantly lower than HDV's 13.95% return.
SOEZ
- 1D
- -4.36%
- 1M
- -21.72%
- YTD
- -45.57%
- 6M
- -44.62%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HDV
- 1D
- -0.11%
- 1M
- -1.46%
- YTD
- 13.95%
- 6M
- 13.56%
- 1Y
- 20.98%
- 3Y*
- 15.44%
- 5Y*
- 10.95%
- 10Y*
- 9.44%
SOEZ vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SOEZ Franklin Solana ETF | -45.57% | -11.69% |
HDV iShares Core High Dividend ETF | 13.95% | 0.34% |
Correlation
The correlation between SOEZ and HDV is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 3, 2025 | -0.07 |
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Return for Risk
SOEZ vs. HDV — Risk / Return Rank
SOEZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HDV
SOEZ vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Solana ETF (SOEZ) 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.
| SOEZ | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.36 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.07 | — |
| Martin ratioReturn relative to average drawdown | — | 11.13 | — |
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Drawdowns
SOEZ vs. HDV - Drawdown Comparison
The maximum SOEZ drawdown since its inception was -56.14%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for SOEZ and HDV.
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Drawdown Indicators
| SOEZ | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.14% | -37.04% | -19.10% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.18% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -10.49% | — |
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 | -54.26% | -1.46% | -52.80% |
Average DrawdownAverage peak-to-trough decline | -32.76% | -3.08% | -29.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.89% | — |
Volatility
SOEZ vs. HDV - Volatility Comparison
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Volatility by Period
| SOEZ | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.45% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.60% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 70.78% | 9.93% | +60.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 70.78% | 12.81% | +57.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 70.78% | 15.73% | +55.05% |
SOEZ vs. HDV - Expense Ratio Comparison
SOEZ 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%.
Dividends
SOEZ vs. HDV - Dividend Comparison
SOEZ's dividend yield for the trailing twelve months is around 1.01%, 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% |
SOEZ Franklin Solana ETF | 1.01% | 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
SOEZ and HDV have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HDV is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HDV is cheaper with a 0.08% expense ratio, compared with 0.19% for SOEZ.
HDV has the higher dividend yield at 2.90%, compared with 1.01% for SOEZ.
SOEZ is categorized as Cryptocurrency, while HDV is Dividend. They also come from different issuers: Franklin and iShares. Their fees differ too: 0.19% for SOEZ and 0.08% for HDV.
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