VST vs. HDV
VST (Vistra Corp.) 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, VST returned 57.73%/yr vs 10.32%/yr for HDV. At a 0.30 correlation, their price movements are largely independent.
Performance
VST vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, VST achieves a -4.54% return, which is significantly lower than HDV's 12.69% return.
VST
- 1D
- -2.64%
- 1M
- -4.38%
- YTD
- -4.54%
- 6M
- -10.15%
- 1Y
- -12.17%
- 3Y*
- 86.20%
- 5Y*
- 57.73%
- 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%
VST vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VST Vistra Corp. | -4.54% | 17.66% | 261.52% | 70.73% | 5.08% | 19.57% | -11.87% | 2.46% | 24.95% | 18.19% |
HDV iShares Core High Dividend ETF | 12.69% | 11.90% | 14.16% | 1.72% | 7.05% | 19.45% | -6.48% | 20.22% | -3.01% | 13.40% |
Correlation
The correlation between VST 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 | 0.24 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2016 | 0.30 |
The correlation between VST and HDV shifts across timeframes, from -0.09 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VST vs. HDV — Risk / Return Rank
VST
HDV
VST vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vistra Corp. (VST) 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.
| VST | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.35 | ||
| Sortino ratioReturn per unit of downside risk | -3.15 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.36 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 3.95 | -4.27 |
| Martin ratioReturn relative to average drawdown | -0.61 | 11.02 | -11.62 |
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
| VST | HDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | 2.10 | -2.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 0.81 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.72 | 0.00 |
Drawdowns
VST vs. HDV - Drawdown Comparison
The maximum VST drawdown since its inception was -53.32%, which is greater than HDV's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for VST and HDV.
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Drawdown Indicators
| VST | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.32% | -37.04% | -16.28% |
Max Drawdown (1Y)Largest decline over 1 year | -38.01% | -5.18% | -32.83% |
Max Drawdown (3Y)Largest decline over 3 years | -48.80% | -10.49% | -38.31% |
Max Drawdown (5Y)Largest decline over 5 years | -48.80% | -15.42% | -33.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -29.23% | -2.54% | -26.69% |
Average DrawdownAverage peak-to-trough decline | -13.67% | -3.09% | -10.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.03% | 1.85% | +18.18% |
Volatility
VST vs. HDV - Volatility Comparison
Vistra Corp. (VST) has a higher volatility of 14.51% compared to iShares Core High Dividend ETF (HDV) at 3.19%. This indicates that VST'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
| VST | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.51% | 3.19% | +11.32% |
Volatility (6M)Calculated over the trailing 6-month period | 37.45% | 7.56% | +29.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.50% | 9.73% | +38.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.86% | 12.82% | +35.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.19% | 15.73% | +26.46% |
Dividends
VST vs. HDV - Dividend Comparison
VST's dividend yield for the trailing twelve months is around 0.59%, less than HDV's 2.91% yield.
| 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% |
VST Vistra Corp. | 0.59% | 0.56% | 0.63% | 2.13% | 3.12% | 2.64% | 2.75% | 2.17% | 0.00% | 0.00% | 14.97% | 0.00% |
Frequently Asked Questions
VST 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.
VST has higher volatility (14.51%) compared to HDV (3.19%). In terms of maximum drawdown, VST dropped -53.32% vs HDV's -37.04%.
HDV currently has the higher Sharpe Ratio (2.10 vs -0.25), 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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