Dividend EFTs Performance Guide: Compare Returns of S&P 500 and iShares Core High Dividend ETF (HDV)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and HDV | ||
|---|---|---|
| S&P 500 | HDV | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $51.12 |
| End Date | Jul-01-2024 | Jul-03-2024 |
| End Price | $5,475.09 | $108.17 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Sep-30-2015 |
| Min Price | $2,503.97 | $50.51 |
| Max Date | Jul-01-2024 | Mar-28-2024 |
| Max Price | $5,475.09 | $109.27 |
| Total Return | 112.06% | 111.61% |
| Annualized Return | 7.74% | 7.72% |
| Current Value of $1,000 Purchase | $2,121 | $2,116 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 30.51% |
| Minimum Return | -25.54% | -26.06% |
| Maximum Return | 118.66% | 116.34% |
| Number Profitable Returns | 6,509 | 6,739 |
| Percent Profitable Returns | 89.66% | 92.82% |
| Number Unprofitable Returns | 751 | 521 |
| Percent Unprofitable Returns | 10.34% | 7.18% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 12.93 |
HDV Performance Table and Chart
HDV Dividend Chart
HDV Dollar-cost Average
HDV Trendline Chart
HDV Moving Average Chart
HDV Stock Return Map - See Patterns of Gains and Losses
HDV Stock Returns/Purchase Dates