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HDV vs IGEB

iShares Core High Dividend ETF vs iShares Investment Grade Systematic Bond ETF

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.6B

IGEB

iShares Investment Grade Systematic Bond ETF

Annual cost

0.18%

Fund size

$1.4B

Key differences

  • HDV costs 0.10% less per year.
  • HDV is significantly larger than IGEB — larger funds tend to be more liquid and less likely to close.
  • HDV is classified as equity, while IGEB is fixed income — different risk/return profiles.
  • Over the last 3 years, HDV has delivered higher annualized returns.
  • HDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HDVIGEB
Annual cost (TER)0.08%0.18%
Fund size (AUM)$13.6B$1.4B
Since20112017
Dividend yield2.88%5.03%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.7%+6.9%
CAGR 3Y+15.5%+6.1%
CAGR 5Y+11.0%+1.3%
Sharpe 3Y1.020.45
Volatility 1Y9.65%4.23%
Max drawdown-37.04%-21.13%

Similar to HDV and IGEB