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HDV vs VYM: Performance & Backtest Comparison
VYM delivered the higher return - 12.02% CAGR vs 10.56% - over 2011-04-30 → 2026-07-31.
Growth comparison
Drawdown
Annual returns
| HDV | VYM | |
|---|---|---|
| Name | iShares Core High Dividend ETF | Vanguard High Dividend Yield ETF |
| CAGR | 10.56% | 12.02% |
| Total return | 366.40% | 470.01% |
| Volatility | 12.96% | 12.91% |
| Max drawdown | -26.06%Mar 2020 | -23.98%Mar 2020 |
| Sharpe | 0.72 | 0.83 |
| Sortino | 1.04 | 1.19 |
| Best year | 23.59% | 30.08% |
| Worst year | -6.47% | -5.91% |
| Final balance | $46,640 | $57,001 |
Correlation of monthly returns: 0.92. 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 VYM?
Over 2011-04-30 to 2026-07-31, VYM performed better: 12.02% annualized versus 10.56% for HDV, with dividends reinvested. Past performance does not guarantee future results.
How similar are HDV and VYM?
Their monthly returns have a correlation of 0.92 over the common period. HDV is iShares Core High Dividend ETF; VYM is Vanguard High Dividend Yield ETF.
Which is riskier, HDV or VYM?
Over the common period HDV had 12.96% annualized volatility and a -26.06% max drawdown, versus 12.91% and -23.98% for VYM.