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TRFK vs. HDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TRFK vs. HDV

Last updated Jun 23, 2026

TRFK (Pacer Data and Digital Revolution ETF) and HDV (iShares Core High Dividend ETF) are both exchange-traded funds - TRFK is a Technology Equities fund tracking the Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net, while HDV is a Dividend fund tracking the Morningstar Dividend Yield Focus Index. Both are passively managed. Over the past 3 years, TRFK returned 54.57%/yr vs 14.97%/yr for HDV. At a 0.23 correlation, their price movements are largely independent. TRFK charges 0.60%/yr vs 0.08%/yr for HDV.

Performance

TRFK vs. HDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Data and Digital Revolution ETF (TRFK) and iShares Core High Dividend ETF (HDV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TRFK achieves a 73.54% return, which is significantly higher than HDV's 12.57% return.

TRFK

1D
1.73%
1M
17.60%
YTD
73.54%
6M
71.63%
1Y
102.07%
3Y*
54.57%
5Y*
—
10Y*
—

HDV

1D
0.15%
1M
-2.65%
YTD
12.57%
6M
12.67%
1Y
19.54%
3Y*
14.97%
5Y*
10.90%
10Y*
9.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRFK vs. HDV - Yearly Performance Comparison

2026 (YTD)2025202420232022
TRFK
Pacer Data and Digital Revolution ETF		73.54%26.81%38.30%66.63%-10.61%
HDV
iShares Core High Dividend ETF		12.57%11.90%14.16%1.72%-1.25%

Correlation

The correlation between TRFK and HDV is -0.15, 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

-0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Jun 9, 2022

0.23

The correlation between TRFK and HDV shifts across timeframes, from -0.15 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.

TRFK vs. HDV - Sectors Allocation Comparison

Sectors
TRFK
HDV

Technology

87.5%
0.2%

Industrials

12.0%
3.5%

Communication Services

0.6%
5.7%

Real Estate

0.0%

-

Basic Materials

-

0.8%

Consumer Cyclical

-

9.2%

Consumer Defensive

-

24.5%

Energy

-

20.2%

Financial Services

-

4.7%

Healthcare

-

22.6%

Utilities

-

8.1%

Technology

TRFK
87.5%
HDV
0.2%

Industrials

TRFK
12.0%
HDV
3.5%

Communication Services

TRFK
0.6%
HDV
5.7%

Real Estate

TRFK
0.0%
HDV

-

Basic Materials

TRFK

-

HDV
0.8%

Consumer Cyclical

TRFK

-

HDV
9.2%

Consumer Defensive

TRFK

-

HDV
24.5%

Energy

TRFK

-

HDV
20.2%

Financial Services

TRFK

-

HDV
4.7%

Healthcare

TRFK

-

HDV
22.6%

Utilities

TRFK

-

HDV
8.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Pacer Data and Digital Revolution ETF

iShares Core High Dividend ETF

Often compared with TRFK:
TRFK vs. FDTXTRFK vs. DTCRTRFK vs. IDGTTRFK vs. FRATRFK vs. PRNTRFK vs. SPYGTRFK vs. VRGWX
Often compared with HDV:
HDV vs. SCHDHDV vs. VYMHDV vs. SPYDHDV vs. DGROHDV vs. DVYHDV vs. VIGHDV vs. SPY

Return for Risk

TRFK vs. HDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TRFK
TRFK Risk / Return Rank: 8585
Overall Rank
TRFK Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
TRFK Sortino Ratio Rank: 8787
Sortino Ratio Rank
TRFK Omega Ratio Rank: 8585
Omega Ratio Rank
TRFK Calmar Ratio Rank: 9090
Calmar Ratio Rank
TRFK Martin Ratio Rank: 6969
Martin Ratio Rank
HDV
HDV Risk / Return Rank: 6464
Overall Rank
HDV Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
HDV Sortino Ratio Rank: 6666
Sortino Ratio Rank
HDV Omega Ratio Rank: 5757
Omega Ratio Rank
HDV Calmar Ratio Rank: 7777
Calmar Ratio Rank
HDV Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TRFK vs. HDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Data and Digital Revolution ETF (TRFK) 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.

TRFKHDVDifference
Sharpe ratioReturn per unit of total volatility
3.29
1.99

+1.30

Sortino ratioReturn per unit of downside risk
3.74
2.92

+0.81

Omega ratioGain probability vs. loss probability

1.49

1.34

+0.15

Calmar ratioReturn relative to maximum drawdown

5.25

3.79

+1.46

Martin ratioReturn relative to average drawdown

12.34

10.39

+1.94

TRFK vs. HDV - Sharpe Ratio Comparison

The current TRFK Sharpe Ratio is 3.29, which is higher than the HDV Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of TRFK and HDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

TRFK vs. HDV - Drawdown Comparison

The maximum TRFK drawdown since its inception was -29.06%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for TRFK and HDV.

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Drawdown Indicators

TRFKHDVDifference

Max Drawdown

Largest peak-to-trough decline

-29.06%

-37.04%

+7.98%

Max Drawdown (1Y)

Largest decline over 1 year

-19.56%

-5.18%

-14.38%

Max Drawdown (3Y)

Largest decline over 3 years

-29.06%

-10.49%

-18.57%

Max Drawdown (5Y)

Largest decline over 5 years

—

-15.42%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.04%

—

Current Drawdown

Current decline from peak

0.00%

-2.65%

+2.65%

Average Drawdown

Average peak-to-trough decline

-6.04%

-3.08%

-2.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.30%

1.89%

+6.41%

Volatility

TRFK vs. HDV - Volatility Comparison

Pacer Data and Digital Revolution ETF (TRFK) has a higher volatility of 16.55% compared to iShares Core High Dividend ETF (HDV) at 3.37%. This indicates that TRFK'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

TRFKHDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.55%

3.37%

+13.18%

Volatility (6M)

Calculated over the trailing 6-month period

25.37%

7.52%

+17.85%

Volatility (1Y)

Calculated over the trailing 1-year period

31.24%

9.87%

+21.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.64%

12.80%

+16.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.64%

15.74%

+13.90%

TRFK vs. HDV - Expense Ratio Comparison

TRFK has a 0.60% expense ratio, which is higher than HDV's 0.08% expense ratio.

Dividends

TRFK vs. HDV - Dividend Comparison

TRFK's dividend yield for the trailing twelve months is around 0.01%, less than HDV's 2.94% yield.

PositionTTM20252024202320222021202020192018201720162015
HDV
iShares Core High Dividend ETF		2.94%3.22%3.67%3.82%3.56%3.47%4.07%3.27%3.67%3.27%3.28%3.92%
TRFK
Pacer Data and Digital Revolution ETF		0.01%0.01%0.40%0.20%0.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

TRFK and HDV have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TRFK has higher volatility (16.55%) compared to HDV (3.37%). In terms of maximum drawdown, TRFK dropped -29.06% vs HDV's -37.04%.

On 3-year performance, TRFK leads with 54.57% vs 14.97% for HDV. On fees, HDV is cheaper at 0.08% per year. On volatility, HDV has been the lower-risk option at 3.37%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, TRFK has performed better with a 54.57% return vs 14.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HDV is cheaper with a 0.08% expense ratio, compared with 0.60% for TRFK.

HDV has the higher dividend yield at 2.94%, compared with 0.01% for TRFK.

TRFK is categorized as Technology Equities, while HDV is Dividend. TRFK tracks Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net, while HDV tracks Morningstar Dividend Yield Focus Index. They also come from different issuers: Pacer and iShares. Their fees differ too: 0.60% for TRFK and 0.08% for HDV.

TRFK currently has the higher Sharpe Ratio (3.29 vs 1.99), 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.

Portfolio Optimizer

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