HDV vs PYLD

Comparison between ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF) and PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD, ETF).

HDV vs PYLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDV(ETF)	PYLD(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.08%	0.64%
Max Drawdown	37.04%	5.87%
Sharpe Ratio	1.86	0.36
5Y Beta	0.28	0.07
P/E Ratio	20.94	N/A
Forward P/E	16.45	N/A
PEG Ratio	1.31	N/A
5Y Dividends CAGR	7.30%	N/A
5Y EPS CAGR	8.08%	N/A
Debt to Equity	-106.69%	N/A
P/S Ratio	2.90	N/A
P/B Ratio	3.95	N/A

Net Assets

HDV

$15B

Winner

PYLD

$15B

Expense Ratio

Winner

HDV

0.08%

PYLD

0.64%

Max Drawdown

HDV

37.04%

Winner

PYLD

5.87%

Sharpe Ratio

Winner

HDV

1.86

PYLD

0.36

5Y Beta

HDV

0.28

Winner

PYLD

0.07

P/E Ratio

HDV

20.94

PYLD

N/A

Forward P/E

HDV

16.45

PYLD

N/A

PEG Ratio

HDV

1.31

PYLD

N/A

5Y Dividends CAGR

HDV

7.30%

PYLD

N/A

5Y EPS CAGR

HDV

8.08%

PYLD

N/A

Debt to Equity

HDV

-106.69%

PYLD

N/A

P/S Ratio

HDV

2.90

PYLD

N/A

P/B Ratio

HDV

3.95

PYLD

N/A

HDV vs PYLD - Historical Returns

Returns include dividend reinvestment.

Period	HDV	PYLD
1 month	+6.19%	+0.31%
3 months	+9.26%	+1.14%
6 months	+10.22%	+0.17%
1 year	+26.33%	+5.10%
5 years(CAGR)	+13.00%	N/A
10 years(CAGR)	+10.09%	N/A
Max(CAGR)	+11.09%	+7.67%

Winner

HDV

+6.19%

PYLD

+0.31%

Winner

HDV

+9.26%

PYLD

+1.14%

Winner

HDV

+10.22%

PYLD

+0.17%

Winner

HDV

+26.33%

PYLD

+5.10%

5Y(CAGR)

HDV

+13.00%

PYLD

N/A

10Y(CAGR)

HDV

+10.09%

PYLD

N/A

Max(CAGR)

Winner

HDV

+11.09%

PYLD

+7.67%

HDV vs PYLD - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	HDV	PYLD
2026	+24.31%	+1.29%
2025	+11.89%	+9.40%
2024	+12.43%	+8.17%
2023	+2.36%	+5.60%
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 PYLD Drawdown Comparison

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

The maximum drawdown for PYLD was -4.51%, occurring on Oct 19, 2023. Recovery took 96 trading sessions.

The current HDV drawdown is -0.40%. The current PYLD drawdown is -0.56%.

Rank	HDV	PYLD
#1	-37.04% Dec 23, 2019 - Mar 8, 2021	-4.51% Jul 13, 2023 - Nov 28, 2023
#2	-15.39% Apr 20, 2022 - Nov 30, 2022	-3.24% Feb 23, 2026 - Jun 15, 2026
#3	-12.86% Dec 3, 2018 - Feb 22, 2019	-2.77% Apr 3, 2025 - May 30, 2025
#4	-12.51% Apr 23, 2015 - Mar 2, 2016	-2.07% Oct 1, 2024 - Dec 5, 2024
#5	-12.02% May 19, 2011 - Oct 27, 2011	-1.96% Mar 28, 2024 - May 9, 2024
#6	-11.86% Jan 26, 2018 - Sep 21, 2018	-1.45% Dec 6, 2024 - Jan 27, 2025
#7	-10.49% Mar 31, 2025 - Jul 10, 2025	-1.36% Jun 29, 2026 - Jul 23, 2026
#8	-9.78% Nov 30, 2022 - Jan 2, 2024	-1.21% Feb 1, 2024 - Mar 4, 2024
#9	-7.72% Nov 29, 2024 - Feb 24, 2025	-1.18% Jun 28, 2023 - Jul 12, 2023
#10	-7.27% Oct 18, 2012 - Jan 25, 2013	-1.08% Dec 27, 2023 - Jan 12, 2024
#11	-6.41% Jul 22, 2016 - Dec 13, 2016	-0.86% May 16, 2024 - Jun 4, 2024
#12	-6.17% Apr 30, 2019 - Jun 20, 2019	-0.82% Jan 12, 2024 - Jan 31, 2024
#13	-6.04% Nov 15, 2013 - Mar 17, 2014	-0.78% Mar 8, 2024 - Mar 22, 2024
#14	-5.71% Sep 19, 2014 - Oct 31, 2014	-0.74% Jun 6, 2024 - Jun 13, 2024
#15	-5.54% Nov 11, 2011 - Nov 30, 2011	-0.67% Oct 28, 2025 - Nov 25, 2025

Correlation

Correlation between HDV and PYLD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2011 - 2026)

HDV vs PYLD dividend yield comparison.

Year	HDV	PYLD
2026	1.83%	3.40%
2025	3.22%	6.21%
2024	3.67%	6.40%
2023	3.82%	2.72%
2022	3.56%	0.00%
2021	3.47%	0.00%
2020	4.07%	0.00%
2019	3.27%	0.00%
2018	3.67%	0.00%
2017	3.27%	0.00%
2016	3.28%	0.00%
2015	3.92%	0.00%
2014	3.20%	0.00%
2013	3.18%	0.00%
2012	3.56%	0.00%
2011	1.65%	0.00%