HDEF vs SLQD

Comparison between XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformanceHDEF has outperformed SLQD, delivering a return of +10.2% compared to +2.5%

HDEF vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDEF(ETF)	SLQD(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.09%	0.06%
Max Drawdown	38.17%	12.69%
Sharpe Ratio	1.01	0.29
5Y Beta	0.42	0.03
5Y Dividends CAGR	2.87%	15.87%

Net Assets

HDEF

$2.30B

SLQD

$2.30B

Expense Ratio

HDEF

0.09%

Winner

SLQD

0.06%

Max Drawdown

HDEF

38.17%

Winner

SLQD

12.69%

Sharpe Ratio

Winner

HDEF

1.01

SLQD

0.29

5Y Beta

HDEF

0.42

Winner

SLQD

0.03

5Y Dividends CAGR

HDEF

2.87%

Winner

SLQD

15.87%

HDEF vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	HDEF	SLQD
1 month	-2.32%	+0.25%
3 months	-0.18%	+0.44%
6 months	+6.37%	+1.01%
1 year	+16.90%	+4.19%
5 years(CAGR)	+10.18%	+2.52%
10 years(CAGR)	+9.09%	+2.64%
Max(CAGR)	+7.53%	+2.50%

HDEF

-2.32%

Winner

SLQD

+0.25%

HDEF

-0.18%

Winner

SLQD

+0.44%

Winner

HDEF

+6.37%

SLQD

+1.01%

Winner

HDEF

+16.90%

SLQD

+4.19%

5Y(CAGR)

Winner

HDEF

+10.18%

SLQD

+2.52%

10Y(CAGR)

Winner

HDEF

+9.09%

SLQD

+2.64%

Max(CAGR)

Winner

HDEF

+7.53%

SLQD

+2.50%

HDEF vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HDEF	SLQD
2026	+4.53%	+0.76%
2025	+33.36%	+6.23%
2024	+3.36%	+5.15%
2023	+17.51%	+5.87%
2022	-3.03%	-4.27%
2021	+6.01%	-0.53%
2020	-2.76%	+4.70%
2019	+25.44%	+6.05%
2018	-13.77%	+1.15%
2017	+9.90%	+2.17%
2016	+13.43%	+1.81%
2015	-4.66%	+1.23%
2014	N/A	+1.65%
2013	N/A	+0.49%

HDEF vs SLQD Drawdown Comparison

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current HDEF drawdown is -4.59%. The current SLQD drawdown is -0.28%.

Rank	HDEF	SLQD
#1	-36.42% Jan 2, 2020 - Jan 6, 2021	-12.69% Mar 4, 2020 - May 19, 2020
#2	-23.69% Feb 9, 2022 - Apr 6, 2023	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-17.55% Jan 22, 2018 - Oct 24, 2019	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-14.95% Aug 18, 2015 - Aug 10, 2016	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-11.15% Sep 26, 2024 - Mar 5, 2025	-1.06% Feb 27, 2026 - May 28, 2026
#6	-10.60% Mar 18, 2025 - Apr 22, 2025	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-9.31% Jun 15, 2021 - Jan 12, 2022	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-8.79% Jul 26, 2023 - Dec 13, 2023	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-8.02% Feb 27, 2026 - Mar 20, 2026	-0.87% Dec 31, 2020 - May 25, 2021
#10	-6.39% May 8, 2023 - Jun 15, 2023	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-5.63% Dec 9, 2016 - Jan 10, 2017	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-5.46% Dec 27, 2023 - Mar 20, 2024	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-4.72% Jan 8, 2021 - Mar 16, 2021	-0.76% Mar 27, 2024 - May 3, 2024
#14	-4.35% Nov 2, 2017 - Jan 9, 2018	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-4.24% May 17, 2024 - Jul 12, 2024	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between HDEF and SLQD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2013 - 2026)

HDEF vs SLQD dividend yield comparison.

Year	HDEF	SLQD
2026	0.45%	1.82%
2025	3.88%	4.15%
2024	4.53%	3.71%
2023	4.38%	2.99%
2022	5.41%	2.00%
2021	4.76%	1.67%
2020	3.93%	2.34%
2019	4.20%	2.89%
2018	3.55%	2.55%
2017	3.38%	1.98%
2016	9.52%	1.81%
2015	1.87%	1.43%
2014	0.00%	1.23%
2013	0.00%	0.23%