HDV ETF

HDV ETF
$29.39
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Returns Overview

1 Month
+4.70%
3 Months
+5.22%
6 Months
-78.00%
YTD
+20.02%
1 Year
+25.67%
3 Years (annualized)
+15.23%
5 Years (annualized)
+12.06%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HDV have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Dividend Yield Focus Index(^MDYF)
This ETF (YTD)
+20.02%
Peer Avg (YTD)
+11.41%
vs Peers
+8.61%

HDV ETF Performance

HDV performance across multiple time periods: 1-month 4.70%, YTD 20.02%, 1-year 25.67%, 3-year 15.23%, 5-year 12.06%, 10-year 9.57%.

HDV returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

HDV vs another fund shows side-by-side returns. HDV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.70%N/A
3 Months+5.22%N/A
6 Months-78.00%N/A
1 Year+25.67%N/A
3 Years+15.23%N/A
5 Years+12.06%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized