HDV ETF

$134.65

Returns Overview

1 Month
+6.00%
3 Months
+14.19%
6 Months
+15.70%
YTD
+14.60%
1 Year
+19.95%
3 Years
+15.78%
5 Years
+13.37%
10 Years
+10.50%

Risk Metrics (5-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
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📉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

+6.00%

3 Months Performance

+14.19%

6 Months Performance

+15.70%

1 Year Performance

+19.95%

Benchmark & Peers

Benchmark
Morningstar Dividend Yield Focus Index(^MDYF)
This ETF (YTD)
+14.60%
Peer Avg (YTD)
+5.12%
vs Peers
+9.48%

HDV ETF Performance

HDV performance across multiple time periods: 1-month 6.00%, YTD 14.60%, 1-year 19.95%, 3-year 15.78%, 5-year 13.37%, 10-year 10.50%.

HDV returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.00%N/A
3 Months+14.19%N/A
6 Months+15.70%N/A
1 Year+19.95%N/A
3 Years+15.78%N/A
5 Years+13.37%N/A

All returns shown are total returns, not annualized