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-05-2024 |
End Price | $5,475.09 | $108.05 |
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% | 111.38% |
Annualized Return | 7.74% | 7.71% |
Current Value of $1,000 Purchase | $2,121 | $2,114 |
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