UBER vs. HDV
UBER (Uber Technologies, Inc.) is a stock, while HDV (iShares Core High Dividend ETF) is Dividend fund tracking the Morningstar Dividend Yield Focus Index. Over the past 5 years, UBER returned 7.40%/yr vs 10.32%/yr for HDV. At a 0.24 correlation, their price movements are largely independent.
Performance
UBER vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, UBER achieves a -12.26% return, which is significantly lower than HDV's 12.69% return.
UBER
- 1D
- 0.10%
- 1M
- -3.03%
- YTD
- -12.26%
- 6M
- -20.94%
- 1Y
- -13.13%
- 3Y*
- 21.74%
- 5Y*
- 7.40%
- 10Y*
- —
HDV
- 1D
- 0.37%
- 1M
- 0.29%
- YTD
- 12.69%
- 6M
- 12.16%
- 1Y
- 20.35%
- 3Y*
- 14.94%
- 5Y*
- 10.32%
- 10Y*
- 9.26%
UBER vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UBER Uber Technologies, Inc. | -12.26% | 35.46% | -2.03% | 148.97% | -41.02% | -17.78% | 71.49% | -28.46% |
HDV iShares Core High Dividend ETF | 12.69% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 7.63% |
Correlation
The correlation between UBER and HDV is -0.09, 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 (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since May 13, 2019 | 0.24 |
The correlation between UBER and HDV shifts across timeframes, from -0.09 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UBER vs. HDV — Risk / Return Rank
UBER
HDV
UBER vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Uber Technologies, Inc. (UBER) 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.
| UBER | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.51 | ||
| Sortino ratioReturn per unit of downside risk | -3.50 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.36 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 3.95 | -4.37 |
| Martin ratioReturn relative to average drawdown | -0.76 | 11.02 | -11.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UBER | HDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.40 | 2.10 | -2.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.81 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.72 | -0.56 |
Drawdowns
UBER vs. HDV - Drawdown Comparison
The maximum UBER drawdown since its inception was -68.05%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for UBER and HDV.
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Drawdown Indicators
| UBER | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.05% | -37.04% | -31.01% |
Max Drawdown (1Y)Largest decline over 1 year | -30.89% | -5.18% | -25.71% |
Max Drawdown (3Y)Largest decline over 3 years | -30.89% | -10.49% | -20.40% |
Max Drawdown (5Y)Largest decline over 5 years | -60.45% | -15.42% | -45.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -28.38% | -2.54% | -25.84% |
Average DrawdownAverage peak-to-trough decline | -25.67% | -3.09% | -22.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.22% | 1.85% | +15.37% |
Volatility
UBER vs. HDV - Volatility Comparison
Uber Technologies, Inc. (UBER) has a higher volatility of 11.90% compared to iShares Core High Dividend ETF (HDV) at 3.19%. This indicates that UBER'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
| UBER | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.90% | 3.19% | +8.71% |
Volatility (6M)Calculated over the trailing 6-month period | 24.22% | 7.56% | +16.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.60% | 9.73% | +22.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.84% | 12.82% | +32.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.70% | 15.73% | +34.97% |
Dividends
UBER vs. HDV - Dividend Comparison
UBER has not paid dividends to shareholders, while HDV's dividend yield for the trailing twelve months is around 2.91%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 2.91% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
UBER Uber Technologies, 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
UBER and HDV have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBER has higher volatility (11.90%) compared to HDV (3.19%). In terms of maximum drawdown, UBER dropped -68.05% vs HDV's -37.04%.
HDV currently has the higher Sharpe Ratio (2.10 vs -0.40), 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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