SPXD vs. HDV
SPXD (Xtrackers S&P 500 Diversified Sector Weight ETF) and HDV (iShares Core High Dividend ETF) are both exchange-traded funds - SPXD is a Large Cap Value Equities fund tracking the S&P 500 Diversified Sector Weight Index, while HDV is a Dividend fund tracking the Morningstar Dividend Yield Focus Index. Both are passively managed. At a 0.50 correlation, their price movements are largely independent. SPXD charges 0.09%/yr vs 0.08%/yr for HDV.
Performance
SPXD vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, SPXD achieves a 12.18% return, which is significantly lower than HDV's 18.49% return.
SPXD
- 1D
- 0.95%
- 1M
- 0.84%
- 6M
- 7.92%
- YTD
- 12.18%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HDV
- 1D
- 2.57%
- 1M
- 3.57%
- 6M
- 13.53%
- YTD
- 18.49%
- 1Y
- 23.14%
- 3Y*
- 16.44%
- 5Y*
- 11.92%
- 10Y*
- 9.28%
SPXD vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SPXD Xtrackers S&P 500 Diversified Sector Weight ETF | 12.18% | 4.54% |
HDV iShares Core High Dividend ETF | 18.49% | 3.11% |
Correlation
The correlation between SPXD and HDV is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 24, 2025 | 0.50 |
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Return for Risk
SPXD vs. HDV — Risk / Return Rank
SPXD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HDV
SPXD vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Diversified Sector Weight ETF (SPXD) 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.
| SPXD | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.49 | — |
| Martin ratioReturn relative to average drawdown | — | 12.27 | — |
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Drawdowns
SPXD vs. HDV - Drawdown Comparison
The maximum SPXD drawdown since its inception was -7.53%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for SPXD and HDV.
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Drawdown Indicators
| SPXD | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.53% | -37.04% | +29.51% |
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 | -0.13% | 0.00% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -1.16% | -3.07% | +1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.89% | — |
Volatility
SPXD vs. HDV - Volatility Comparison
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Volatility by Period
| SPXD | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.12% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.63% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.69% | 10.72% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.69% | 12.95% | -2.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.69% | 15.77% | -5.08% |
SPXD vs. HDV - Expense Ratio Comparison
SPXD has a 0.09% 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
SPXD vs. HDV - Dividend Comparison
SPXD's dividend yield for the trailing twelve months is around 1.39%, less than HDV's 3.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 3.11% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
SPXD Xtrackers S&P 500 Diversified Sector Weight ETF | 1.39% | 0.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SPXD and HDV have a correlation of 0.50, 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 0.09% for SPXD.
HDV has the higher dividend yield at 3.11%, compared with 1.39% for SPXD.
SPXD is categorized as Large Cap Value Equities, while HDV is Dividend. SPXD tracks S&P 500 Diversified Sector Weight Index, while HDV tracks Morningstar Dividend Yield Focus Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.09% for SPXD and 0.08% for HDV.
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