XHD.TO vs. HDIVX
Compare and contrast key facts about iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) and Janus Henderson Dividend & Income Builder Fund (HDIVX).
XHD.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Aug 14, 2012. 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: XHD.TO or HDIVX.
Correlation
The correlation between XHD.TO and HDIVX is 0.68, 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
XHD.TO vs. HDIVX - Performance Comparison
Key characteristics
XHD.TO:
0.75
HDIVX:
0.52
XHD.TO:
1.10
HDIVX:
0.76
XHD.TO:
1.13
HDIVX:
1.10
XHD.TO:
0.77
HDIVX:
0.57
XHD.TO:
3.11
HDIVX:
1.64
XHD.TO:
2.39%
HDIVX:
3.88%
XHD.TO:
9.91%
HDIVX:
12.30%
XHD.TO:
-38.69%
HDIVX:
-28.56%
XHD.TO:
-9.41%
HDIVX:
-9.89%
Returns By Period
In the year-to-date period, XHD.TO achieves a -0.09% return, which is significantly lower than HDIVX's 1.31% return. Over the past 10 years, XHD.TO has underperformed HDIVX with an annualized return of 5.58%, while HDIVX has yielded a comparatively higher 6.04% annualized return.
XHD.TO
-0.09%
-6.93%
2.64%
7.31%
4.28%
5.58%
HDIVX
1.31%
-7.06%
-7.04%
7.09%
5.76%
6.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XHD.TO vs. HDIVX - Expense Ratio Comparison
XHD.TO has a 0.33% expense ratio, which is lower than HDIVX's 0.95% expense ratio.
Risk-Adjusted Performance
XHD.TO vs. HDIVX — Risk-Adjusted Performance Rank
XHD.TO
HDIVX
XHD.TO vs. HDIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) 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
XHD.TO vs. HDIVX - Dividend Comparison
XHD.TO's dividend yield for the trailing twelve months is around 3.16%, more than HDIVX's 2.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHD.TO iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) | 3.16% | 3.15% | 3.26% | 2.84% | 2.96% | 3.62% | 2.59% | 2.96% | 2.49% | 2.61% | 3.17% | 5.73% |
HDIVX Janus Henderson Dividend & Income Builder Fund | 2.37% | 2.40% | 3.10% | 4.14% | 3.30% | 3.26% | 3.20% | 3.27% | 2.76% | 3.12% | 3.03% | 2.96% |
Drawdowns
XHD.TO vs. HDIVX - Drawdown Comparison
The maximum XHD.TO drawdown since its inception was -38.69%, which is greater than HDIVX's maximum drawdown of -28.56%. Use the drawdown chart below to compare losses from any high point for XHD.TO and HDIVX. For additional features, visit the drawdowns tool.
Volatility
XHD.TO vs. HDIVX - Volatility Comparison
The current volatility for iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) is 4.03%, while Janus Henderson Dividend & Income Builder Fund (HDIVX) has a volatility of 5.43%. This indicates that XHD.TO 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.