VHDYX vs. HDIVX
Compare and contrast key facts about Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) and Janus Henderson Dividend & Income Builder Fund (HDIVX).
VHDYX is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 16, 2006. HDIVX is managed by Janus Henderson. It was launched on Jul 31, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHDYX or HDIVX.
Key characteristics
| VHDYX | HDIVX |
|---|
Correlation
The correlation between VHDYX and HDIVX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VHDYX vs. HDIVX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VHDYX vs. HDIVX - Expense Ratio Comparison
VHDYX has a 0.04% expense ratio, which is lower than HDIVX's 0.95% expense ratio.
Risk-Adjusted Performance
VHDYX vs. HDIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) and Janus Henderson Dividend & Income Builder Fund (HDIVX). 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.
Dividends
VHDYX vs. HDIVX - Dividend Comparison
VHDYX has not paid dividends to shareholders, while HDIVX's dividend yield for the trailing twelve months is around 2.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHDYX Vanguard High Dividend Yield Index Fund Investor Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.20% | 3.31% | 2.71% | 2.85% | 3.15% | 2.70% | 2.73% |
HDIVX Janus Henderson Dividend & Income Builder Fund | 2.21% | 3.11% | 4.14% | 4.59% | 3.26% | 3.20% | 4.19% | 2.76% | 3.12% | 3.03% | 2.96% | 2.46% |
Drawdowns
VHDYX vs. HDIVX - Drawdown Comparison
Volatility
VHDYX vs. HDIVX - Volatility Comparison
The current volatility for Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) is 0.00%, while Janus Henderson Dividend & Income Builder Fund (HDIVX) has a volatility of 3.63%. This indicates that VHDYX experiences smaller price fluctuations and is considered to be less risky than HDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.