Screener
IGEB vs HDV
iShares Investment Grade Systematic Bond ETF vs iShares Core High Dividend ETF
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.
- IGEB is classified as fixed income, while HDV is equity — 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
| IGEB | HDV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.08% |
| Fund size (AUM) | $1.4B | $13.6B |
| Since | 2017 | 2011 |
| Dividend yield | 5.03% | 2.88% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.9% | +23.7% |
| CAGR 3Y | +6.1% | +15.5% |
| CAGR 5Y | +1.3% | +11.0% |
| Sharpe 3Y | 0.45 | 1.02 |
| Volatility 1Y | 4.23% | 9.65% |
| Max drawdown | -21.13% | -37.04% |
Similar to IGEB and HDV
Explore further