HDV vs GSLC

Comparison between ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF) and GOLDMAN SACHS ACTIVEBETA(R) U.S. LARGE CAP EQUITY ETF (GSLC, ETF).

5-Year PerformanceHDV has outperformed GSLC, delivering a return of +13.0% compared to +11.8%

HDV vs GSLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDV(ETF)	GSLC(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.08%	0.09%
Max Drawdown	37.04%	33.69%
Sharpe Ratio	1.86	1.09
5Y Beta	0.28	0.95
P/E Ratio	20.94	23.65
Forward P/E	16.45	19.32
PEG Ratio	1.31	0.22
5Y Dividends CAGR	7.30%	7.56%
5Y EPS CAGR	8.08%	28.56%
Debt to Equity	-106.69%	19.08%
P/S Ratio	2.90	2.79
P/B Ratio	3.95	4.76

Net Assets

HDV

$15B

Winner

GSLC

$15B

Expense Ratio

Winner

HDV

0.08%

GSLC

0.09%

Max Drawdown

HDV

37.04%

Winner

GSLC

33.69%

Sharpe Ratio

Winner

HDV

1.86

GSLC

1.09

5Y Beta

Winner

HDV

0.28

GSLC

0.95

P/E Ratio

Winner

HDV

20.94

GSLC

23.65

Forward P/E

Winner

HDV

16.45

GSLC

19.32

PEG Ratio

HDV

1.31

Winner

GSLC

0.22

5Y Dividends CAGR

HDV

7.30%

Winner

GSLC

7.56%

5Y EPS CAGR

HDV

8.08%

Winner

GSLC

28.56%

Debt to Equity

Winner

HDV

-106.69%

GSLC

19.08%

P/S Ratio

HDV

2.90

Winner

GSLC

2.79

P/B Ratio

Winner

HDV

3.95

GSLC

4.76

HDV vs GSLC - Holdings Comparison

HDV and GSLC have 41 common holdings. Overlap is 4.46%

HDV's top 25 holdings weight is 81.08%. GSLC's top 25 holdings weight is 44.56%.

Rank	HDV	GSLC
#1	EXXON MOBIL CORP (XOM) - 7.25%	NVIDIA CORP (NVDA) - 7.73%
#2	ABBVIE INC (ABBV) - 6.47%	APPLE INC (AAPL) - 6.55%
#3	CHEVRON CORP (CVX) - 5.42%	MICROSOFT CORP (MSFT) - 5.17%
#4	VERIZON COMMUNICATIONS INC (VZ) - 5.19%	AMAZON.COM INC (AMZN) - 3.61%
#5	THE HOME DEPOT INC (HD) - 4.94%	ALPHABET INC CLASS A (GOOGL) - 2.84%
#6	PROCTER & GAMBLE CO (PG) - 4.84%	BROADCOM INC (AVGO) - 2.55%
#7	PHILIP MORRIS INTERNATIONAL INC (PM) - 4.34%	META PLATFORMS INC CLASS A (META) - 1.90%
#8	PFIZER INC (PFE) - 4.27%	ALPHABET INC CLASS C (GOOG) - 1.79%
#9	MERCK & CO INC (MRK) - 4.03%	JPMORGAN CHASE & CO (JPM) - 1.25%
#10	COCA-COLA CO (KO) - 3.98%	ELI LILLY AND CO (LLY) - 1.25%
#11	PEPSICO INC (PEP) - 3.68%	MICRON TECHNOLOGY INC (MU) - 1.09%
#12	ALTRIA GROUP INC (MO) - 3.36%	GOLDMAN SACHS FS TREASURY OBLIGS INSTL (FTOXX) - 1.01%
#13	AMGEN INC (AMGN) - 2.66%	E-MINI S&P 500 FUTURE SEPT 26 (n/a) - 0.99%
#14	BRISTOL-MYERS SQUIBB CO (BMY) - 2.42%	TESLA INC (TSLA) - 0.91%
#15	MCDONALD'S CORP (MCD) - 2.41%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.89%
#16	ABBOTT LABORATORIES (ABT) - 2.10%	JOHNSON & JOHNSON (JNJ) - 0.82%
#17	BLACKSTONE INC (BX) - 1.71%	WALMART INC (WMT) - 0.76%
#18	MEDTRONIC PLC (MDT) - 1.68%	VISA INC CLASS A (V) - 0.73%
#19	SOUTHERN CO (SO) - 1.68%	LAM RESEARCH CORP (LRCX) - 0.68%
#20	CONOCOPHILLIPS (COP) - 1.67%	ADVANCED MICRO DEVICES INC (AMD) - 0.68%
#21	DUKE ENERGY CORP (DUK) - 1.61%	VALERO ENERGY CORP (VLO) - 0.28%
#22	STARBUCKS CORP (SBUX) - 1.44%	CHEVRON CORP (CVX) - 0.27%
#23	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.43%	CINTAS CORP (CTAS) - 0.27%
#24	LOCKHEED MARTIN CORP (LMT) - 1.28%	ULTA BEAUTY INC (ULTA) - 0.27%
#25	WILLIAMS COMPANIES INC (WMB) - 1.22%	RTX CORP (RTX) - 0.27%
Total Holdings	80	389

HDV vs GSLC - Historical Returns

Returns include dividend reinvestment.

Period	HDV	GSLC
1 month	+6.19%	+2.55%
3 months	+9.26%	+4.01%
6 months	+10.22%	+10.64%
1 year	+26.33%	+18.38%
5 years(CAGR)	+13.00%	+11.77%
10 years(CAGR)	+10.09%	+14.42%
Max(CAGR)	+11.09%	+14.21%

Winner

HDV

+6.19%

GSLC

+2.55%

Winner

HDV

+9.26%

GSLC

+4.01%

HDV

+10.22%

Winner

GSLC

+10.64%

Winner

HDV

+26.33%

GSLC

+18.38%

5Y(CAGR)

Winner

HDV

+13.00%

GSLC

+11.77%

10Y(CAGR)

HDV

+10.09%

Winner

GSLC

+14.42%

Max(CAGR)

HDV

+11.09%

Winner

GSLC

+14.21%

HDV vs GSLC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	HDV	GSLC
2026	+24.31%	+10.91%
2025	+11.89%	+16.29%
2024	+12.43%	+24.85%
2023	+2.36%	+25.67%
2022	+6.85%	-18.94%
2021	+20.28%	+28.85%
2020	-6.68%	+18.12%
2019	+20.39%	+30.83%
2018	-3.16%	-4.69%
2017	+12.68%	+21.61%
2016	+16.96%	+10.30%
2015	-0.39%	+3.61%
2014	+13.75%	N/A
2013	+20.59%	N/A
2012	+9.73%	N/A
2011	+11.41%	N/A

HDV vs GSLC Drawdown Comparison

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

The maximum drawdown for GSLC was -33.69%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current HDV drawdown is -0.40%. The current GSLC drawdown is -1.69%.

Rank	HDV	GSLC
#1	-37.04% Dec 23, 2019 - Mar 8, 2021	-33.69% Feb 19, 2020 - Aug 6, 2020
#2	-15.39% Apr 20, 2022 - Nov 30, 2022	-24.90% Dec 29, 2021 - Dec 14, 2023
#3	-12.86% Dec 3, 2018 - Feb 22, 2019	-19.57% Sep 20, 2018 - Apr 23, 2019
#4	-12.51% Apr 23, 2015 - Mar 2, 2016	-18.66% Feb 19, 2025 - Jun 26, 2025
#5	-12.02% May 19, 2011 - Oct 27, 2011	-11.96% Dec 1, 2015 - Apr 1, 2016
#6	-11.86% Jan 26, 2018 - Sep 21, 2018	-9.57% Jan 26, 2018 - Jul 25, 2018
#7	-10.49% Mar 31, 2025 - Jul 10, 2025	-9.49% Jan 12, 2026 - Apr 16, 2026
#8	-9.78% Nov 30, 2022 - Jan 2, 2024	-9.18% Sep 2, 2020 - Nov 13, 2020
#9	-7.72% Nov 29, 2024 - Feb 24, 2025	-8.31% Jul 16, 2024 - Aug 30, 2024
#10	-7.27% Oct 18, 2012 - Jan 25, 2013	-6.61% Apr 30, 2019 - Jun 20, 2019
#11	-6.41% Jul 22, 2016 - Dec 13, 2016	-6.07% Feb 12, 2021 - Apr 1, 2021
#12	-6.17% Apr 30, 2019 - Jun 20, 2019	-5.96% Sep 3, 2021 - Oct 25, 2021
#13	-6.04% Nov 15, 2013 - Mar 17, 2014	-5.94% Jul 26, 2019 - Oct 21, 2019
#14	-5.71% Sep 19, 2014 - Oct 31, 2014	-5.54% Mar 27, 2024 - May 15, 2024
#15	-5.54% Nov 11, 2011 - Nov 30, 2011	-5.22% Aug 15, 2016 - Nov 22, 2016

Correlation

Correlation between HDV and GSLC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2011 - 2026)

HDV vs GSLC dividend yield comparison.

Year	HDV	GSLC
2026	1.83%	0.47%
2025	3.22%	1.00%
2024	3.67%	1.11%
2023	3.82%	1.38%
2022	3.56%	1.61%
2021	3.47%	1.06%
2020	4.07%	1.35%
2019	3.27%	1.54%
2018	3.67%	1.89%
2017	3.27%	1.69%
2016	3.28%	1.69%
2015	3.92%	0.36%
2014	3.20%	0.00%
2013	3.18%	0.00%
2012	3.56%	0.00%
2011	1.65%	0.00%