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SPYD vs HDV

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

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

HDV

iShares Core High Dividend ETF

iShares

Annual cost

0.08%

Fund size

$13.6B

Key differences

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

Side-by-side comparison

SPYDHDV
Annual cost (TER)0.07%0.08%
Fund size (AUM)$7.4B$13.6B
Since20152011
Dividend yield4.23%2.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.8%+25.2%
CAGR 3Y+14.8%+16.3%
CAGR 5Y+6.9%+10.8%
Sharpe 3Y0.781.09
Volatility 1Y11.72%9.59%
Max drawdown-46.42%-37.04%

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

Similar to SPYD and HDV