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HDV vs SCHD: Performance & Backtest Comparison
SCHD delivered the higher return - 12.94% CAGR vs 10.65% - over 2011-11-30 → 2026-07-31.
Growth comparison
Drawdown
Annual returns
| HDV | SCHD | |
|---|---|---|
| Name | iShares Core High Dividend ETF | Schwab US Dividend Equity ETF |
| CAGR | 10.65% | 12.94% |
| Total return | 344.76% | 502.24% |
| Volatility | 13.07% | 13.46% |
| Max drawdown | -26.06%Mar 2020 | -21.54%Mar 2020 |
| Sharpe | 0.72 | 0.86 |
| Sortino | 1.02 | 1.25 |
| Best year | 23.59% | 32.89% |
| Worst year | -6.47% | -5.56% |
| Final balance | $44,476 | $60,224 |
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 2026-07-31, SCHD performed better: 12.94% annualized versus 10.65% 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 13.07% annualized volatility and a -26.06% max drawdown, versus 13.46% and -21.54% for SCHD.