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HDV vs SPYD

iShares Core High Dividend ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

HDV

iShares Core High Dividend ETF

iShares

Annual cost

0.08%

Fund size

$13.6B

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

Key differences

  • Over the last 3 years, HDV has delivered higher annualized returns.

Side-by-side comparison

HDVSPYD
Annual cost (TER)0.08%0.07%
Fund size (AUM)$13.6B$7.4B
Since20112015
Dividend yield2.88%4.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.2%+18.8%
CAGR 3Y+16.3%+14.8%
CAGR 5Y+10.8%+6.9%
Sharpe 3Y1.090.78
Volatility 1Y9.59%11.72%
Max drawdown-37.04%-46.42%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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