HDEF ETF

$33.87

Returns Overview

1 Month
+4.83%
3 Months
+5.59%
6 Months
+9.78%
YTD
+11.54%
1 Year
+16.71%
3 Years (annualized)
+16.80%
5 Years (annualized)
+10.93%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HDEF 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

+4.83%

3 Months Performance

+5.59%

6 Months Performance

+9.78%

1 Year Performance

+16.71%

Benchmark & Peers

Benchmark
MSCI EAFE High Dividend Yield Index(^MHDYEAU)
This ETF (YTD)
+11.54%
Peer Avg (YTD)
+8.71%
vs Peers
+2.83%

HDEF ETF Performance

HDEF performance across multiple time periods: 1-month 4.83%, YTD 11.54%, 1-year 16.71%, 3-year 16.80%, 5-year 10.93%, 10-year 8.73%.

HDEF returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this ETF.

HDEF performance comparison shows side-by-side returns with another fund. HDEF alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.83%Jun 29, 2026 to Jul 28, 2026
3 Months+5.59%Apr 28, 2026 to Jul 28, 2026
6 Months+9.78%Jan 28, 2026 to Jul 28, 2026
1 Year+16.71%N/A
3 Years+16.80%N/A
5 Years+10.93%N/A

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