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HDV vs SCHD: Performance & Backtest Comparison
SCHD delivered the higher return - 12.64% CAGR vs 10.62% - over 2011-11-30 → 2026-06-30.
Growth comparison
Drawdown
Annual returns
| HDV | SCHD | |
|---|---|---|
| Name | iShares Core High Dividend ETF | Schwab US Dividend Equity ETF |
| CAGR | 10.62% | 12.64% |
| Total return | 339.45% | 472.66% |
| Volatility | 13.06% | 13.51% |
| Max drawdown | -26.04%Mar 2020 | -21.54%Mar 2020 |
| Sharpe | 0.72 | 0.83 |
| Sortino | 1.02 | 1.22 |
| Best year | 23.59% | 32.89% |
| Worst year | -6.48% | -6.20% |
| Final balance | $43,945 | $57,266 |
Correlation of monthly returns: 0.93. Wondering if you need both? Check their fund overlap →
All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.
Frequently asked questions
Which has performed better, HDV or SCHD?
Over 2011-11-30 to 2026-06-30, SCHD performed better: 12.64% annualized versus 10.62% for HDV, with dividends reinvested. Past performance does not guarantee future results.
How similar are HDV and SCHD?
Their monthly returns have a correlation of 0.93 over the common period. HDV is iShares Core High Dividend ETF; SCHD is Schwab US Dividend Equity ETF.
Which is riskier, HDV or SCHD?
Over the common period HDV had 13.06% annualized volatility and a -26.04% max drawdown, versus 13.51% and -21.54% for SCHD.