HDV vs FBTC

Comparison between ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF) and Fidelity Wise Origin Bitcoin Fund (FBTC, ETF).

HDV vs FBTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDV(ETF)	FBTC(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.08%	0.25%
Max Drawdown	37.04%	52.07%
Sharpe Ratio	1.49	-1.03
5Y Beta	0.31	1.28
P/E Ratio	21.58	N/A
Forward P/E	16.49	N/A
5Y Dividends CAGR	2.36%	N/A
5Y EPS CAGR	8.49%	N/A
Debt to Equity	39.33%	N/A

Net Assets

HDV

$13B

FBTC

$13B

Expense Ratio

Winner

HDV

0.08%

FBTC

0.25%

Max Drawdown

Winner

HDV

37.04%

FBTC

52.07%

Sharpe Ratio

Winner

HDV

1.49

FBTC

-1.03

5Y Beta

Winner

HDV

0.31

FBTC

1.28

P/E Ratio

HDV

21.58

FBTC

N/A

Forward P/E

HDV

16.49

FBTC

N/A

5Y Dividends CAGR

HDV

2.36%

FBTC

N/A

5Y EPS CAGR

HDV

8.49%

FBTC

N/A

Debt to Equity

HDV

39.33%

FBTC

N/A

HDV vs FBTC - Historical Returns

Returns include dividend reinvestment.

Period	HDV	FBTC
1 month	-2.64%	-15.10%
3 months	+2.33%	-8.98%
6 months	+12.67%	-27.21%
1 year	+19.49%	-37.83%
5 years(CAGR)	+10.83%	N/A
10 years(CAGR)	+9.17%	N/A
Max(CAGR)	+10.46%	+13.75%

Winner

HDV

-2.64%

FBTC

-15.10%

Winner

HDV

+2.33%

FBTC

-8.98%

Winner

HDV

+12.67%

FBTC

-27.21%

Winner

HDV

+19.49%

FBTC

-37.83%

5Y(CAGR)

HDV

+10.83%

FBTC

N/A

10Y(CAGR)

HDV

+9.17%

FBTC

N/A

Max(CAGR)

HDV

+10.46%

Winner

FBTC

+13.75%

HDV vs FBTC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	HDV	FBTC
2026	+11.97%	-28.35%
2025	+11.89%	-10.40%
2024	+12.43%	+99.56%
2023	+2.36%	N/A
2022	+6.85%	N/A
2021	+20.28%	N/A
2020	-6.68%	N/A
2019	+20.39%	N/A
2018	-3.16%	N/A
2017	+12.68%	N/A
2016	+16.96%	N/A
2015	-0.39%	N/A
2014	+13.75%	N/A
2013	+20.59%	N/A
2012	+9.73%	N/A
2011	+11.41%	N/A

HDV vs FBTC Drawdown Comparison

The maximum drawdown for HDV was -37.04%, occurring on Mar 23, 2020. Recovery took 302 trading sessions.

The maximum drawdown for FBTC was -52.07%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current HDV drawdown is -2.64%. The current FBTC drawdown is -48.81%.

Rank	HDV	FBTC
#1	-37.04% Dec 23, 2019 - Mar 8, 2021	-52.07% Oct 6, 2025 - Jun 5, 2026
#2	-15.39% Apr 20, 2022 - Nov 30, 2022	-28.21% Dec 17, 2024 - May 20, 2025
#3	-12.86% Dec 3, 2018 - Feb 22, 2019	-27.42% Mar 13, 2024 - Nov 6, 2024
#4	-12.51% Apr 23, 2015 - Mar 2, 2016	-16.00% Jan 11, 2024 - Feb 9, 2024
#5	-12.02% May 19, 2011 - Oct 27, 2011	-12.01% Aug 13, 2025 - Oct 6, 2025
#6	-11.86% Jan 26, 2018 - Sep 21, 2018	-8.59% Mar 4, 2024 - Mar 8, 2024
#7	-10.49% Mar 31, 2025 - Jul 10, 2025	-8.39% Nov 22, 2024 - Dec 6, 2024
#8	-9.78% Nov 30, 2022 - Jan 2, 2024	-8.35% May 22, 2025 - Jul 9, 2025
#9	-7.72% Nov 29, 2024 - Feb 24, 2025	-5.79% Jul 14, 2025 - Aug 13, 2025
#10	-7.27% Oct 18, 2012 - Jan 25, 2013	-5.51% Dec 6, 2024 - Dec 13, 2024
#11	-6.41% Jul 22, 2016 - Dec 13, 2016	-2.65% Nov 13, 2024 - Nov 15, 2024
#12	-6.17% Apr 30, 2019 - Jun 20, 2019	-1.98% Feb 20, 2024 - Feb 22, 2024
#13	-6.04% Nov 15, 2013 - Mar 17, 2014	-1.78% Feb 22, 2024 - Feb 26, 2024
#14	-5.71% Sep 19, 2014 - Oct 31, 2014	-1.66% Feb 12, 2024 - Feb 14, 2024
#15	-5.54% Nov 11, 2011 - Nov 30, 2011	-0.94% Mar 11, 2024 - Mar 13, 2024