HDV vs SCZ

Comparison between ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).

5-Year PerformanceHDV has outperformed SCZ, delivering a return of +10.1% compared to +5.5%

HDV vs SCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDV(ETF)	SCZ(ETF)
Net Assets	$14B	$13B
Expense Ratio	0.08%	0.40%
Max Drawdown	37.04%	62.65%
Sharpe Ratio	1.56	1.74
5Y Beta	0.33	0.65
P/E Ratio	21.55	N/A
Forward P/E	17.25	N/A
PEG Ratio	0.92	N/A
5Y Dividends CAGR	5.91%	10.71%
5Y EPS CAGR	9.20%	N/A
Debt to Equity	-57.38%	N/A
P/S Ratio	2.88	N/A
P/B Ratio	4.07	N/A

Net Assets

Winner

HDV

$14B

SCZ

$13B

Expense Ratio

Winner

HDV

0.08%

SCZ

0.40%

Max Drawdown

Winner

HDV

37.04%

SCZ

62.65%

Sharpe Ratio

HDV

1.56

Winner

SCZ

1.74

5Y Beta

Winner

HDV

0.33

SCZ

0.65

P/E Ratio

HDV

21.55

SCZ

N/A

Forward P/E

HDV

17.25

SCZ

N/A

PEG Ratio

HDV

0.92

SCZ

N/A

5Y Dividends CAGR

HDV

5.91%

Winner

SCZ

10.71%

5Y EPS CAGR

HDV

9.20%

SCZ

N/A

Debt to Equity

HDV

-57.38%

SCZ

N/A

P/S Ratio

HDV

2.88

SCZ

N/A

P/B Ratio

HDV

4.07

SCZ

N/A

HDV vs SCZ - Holdings Comparison

HDV and SCZ have 1 common holdings. Overlap is -0.04%

HDV's top 25 holdings weight is 81.04%. SCZ's top 25 holdings weight is 6.44%.

Rank	HDV	SCZ
#1	EXXON MOBIL CORP (XOM) - 8.53%	JPY CASH (n/a) - 0.38%
#2	CHEVRON CORP (CVX) - 6.42%	FURUKAWA ELECTRIC CO LTD (n/a) - 0.36%
#3	JOHNSON & JOHNSON (JNJ) - 6.04%	PLS GROUP LTD (n/a) - 0.34%
#4	ABBVIE INC (ABBV) - 5.48%	DIPLOMA PLC (n/a) - 0.32%
#5	PROCTER & GAMBLE CO (PG) - 4.51%	RESONAC HOLDINGS CORP (n/a) - 0.32%
#6	MERCK & CO INC (MRK) - 4.29%	MITSUI KINZOKU CO LTD (n/a) - 0.30%
#7	THE HOME DEPOT INC (HD) - 4.28%	BEAZLEY PLC (n/a) - 0.30%
#8	PHILIP MORRIS INTERNATIONAL INC (PM) - 4.15%	WEIR GROUP PLC (n/a) - 0.29%
#9	COCA-COLA CO (KO) - 3.89%	PSP SWISS PROPERTY AG (n/a) - 0.27%
#10	PROGRESSIVE CORP (PGR) - 3.74%	SANWA HOLDINGS CORP (n/a) - 0.26%
#11	PEPSICO INC (PEP) - 3.72%	GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26%
#12	ALTRIA GROUP INC (MO) - 3.51%	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26%
#13	TEXAS INSTRUMENTS INC (TXN) - 2.77%	ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25%
#14	BLACKSTONE INC (BX) - 2.27%	IMI PLC (n/a) - 0.25%
#15	CONOCOPHILLIPS (COP) - 2.13%	SOJITZ CORP (n/a) - 0.24%
#16	QUALCOMM INC (QCOM) - 1.73%	ST JAMES'S PLACE PLC (n/a) - 0.24%
#17	MEDTRONIC PLC (MDT) - 1.71%	GAMES WORKSHOP GROUP PLC (n/a) - 0.23%
#18	U.S. BANCORP (USB) - 1.70%	BLUESCOPE STEEL LTD (n/a) - 0.23%
#19	ACCENTURE PLC CLASS A (ACN) - 1.69%	ALS LTD (n/a) - 0.22%
#20	DUKE ENERGY CORP (DUK) - 1.63%	STOREBRAND ASA (n/a) - 0.22%
#21	SOUTHERN CO (SO) - 1.59%	MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22%
#22	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.45%	ICG PLC (n/a) - 0.17%
#23	STARBUCKS CORP (SBUX) - 1.34%	ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17%
#24	MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.29%	HOWDEN JOINERY GROUP PLC (n/a) - 0.17%
#25	WILLIAMS COMPANIES INC (WMB) - 1.18%	GALENICA LTD (n/a) - 0.17%
Total Holdings	80	1984

HDV vs SCZ - Historical Returns

Returns include dividend reinvestment.

Period	HDV	SCZ
1 month	-0.61%	+3.48%
3 months	-1.46%	+1.61%
6 months	+14.03%	+15.82%
1 year	+20.77%	+31.32%
5 years(CAGR)	+10.05%	+5.47%
10 years(CAGR)	+9.32%	+8.53%
Max(CAGR)	+10.44%	+5.64%

HDV

-0.61%

Winner

SCZ

+3.48%

HDV

-1.46%

Winner

SCZ

+1.61%

HDV

+14.03%

Winner

SCZ

+15.82%

HDV

+20.77%

Winner

SCZ

+31.32%

5Y(CAGR)

Winner

HDV

+10.05%

SCZ

+5.47%

10Y(CAGR)

Winner

HDV

+9.32%

SCZ

+8.53%

Max(CAGR)

Winner

HDV

+10.44%

SCZ

+5.64%

HDV vs SCZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	HDV	SCZ
2026	+10.40%	+9.74%
2025	+11.89%	+32.40%
2024	+12.43%	+2.77%
2023	+2.36%	+12.31%
2022	+6.85%	-21.61%
2021	+20.28%	+9.90%
2020	-6.68%	+10.70%
2019	+20.39%	+24.72%
2018	-3.16%	-18.18%
2017	+12.68%	+31.99%
2016	+16.96%	+3.60%
2015	-0.39%	+9.15%
2014	+13.75%	-4.99%
2013	+20.59%	+26.25%
2012	+9.73%	+17.53%
2011	+11.41%	-16.00%
2010	N/A	+18.39%
2009	N/A	+41.36%
2008	N/A	-47.82%
2007	N/A	-0.31%

HDV vs SCZ Drawdown Comparison

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

The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.

The current HDV drawdown is -3.71%.

Rank	HDV	SCZ
#1	-37.04% Dec 23, 2019 - Mar 8, 2021	-61.87% Dec 13, 2007 - Apr 24, 2013
#2	-15.39% Apr 20, 2022 - Nov 30, 2022	-41.07% Jan 26, 2018 - Nov 23, 2020
#3	-12.86% Dec 3, 2018 - Feb 22, 2019	-36.83% Sep 3, 2021 - Jun 2, 2025
#4	-12.51% Apr 23, 2015 - Mar 2, 2016	-17.42% May 15, 2015 - Sep 6, 2016
#5	-12.02% May 19, 2011 - Oct 27, 2011	-16.12% Jul 3, 2014 - May 13, 2015
#6	-11.86% Jan 26, 2018 - Sep 21, 2018	-11.43% Feb 27, 2026 - May 8, 2026
#7	-10.49% Mar 31, 2025 - Jul 10, 2025	-10.32% May 8, 2013 - Aug 5, 2013
#8	-9.78% Nov 30, 2022 - Jan 2, 2024	-6.64% Sep 28, 2016 - Feb 1, 2017
#9	-7.72% Nov 29, 2024 - Feb 24, 2025	-6.18% Jan 15, 2014 - Feb 18, 2014
#10	-7.27% Oct 18, 2012 - Jan 25, 2013	-5.77% Oct 27, 2025 - Dec 11, 2025
#11	-6.41% Jul 22, 2016 - Dec 13, 2016	-5.67% Jun 14, 2021 - Aug 13, 2021
#12	-6.17% Apr 30, 2019 - Jun 20, 2019	-4.87% Mar 6, 2014 - Jun 6, 2014
#13	-6.04% Nov 15, 2013 - Mar 17, 2014	-4.34% May 7, 2021 - Jun 1, 2021
#14	-5.71% Sep 19, 2014 - Oct 31, 2014	-4.09% Aug 13, 2013 - Sep 9, 2013
#15	-5.54% Nov 11, 2011 - Nov 30, 2011	-3.85% Feb 16, 2021 - Mar 16, 2021

Correlation

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

0.94

-101

Dividend Comparison (2007 - 2026)

HDV vs SCZ dividend yield comparison.

Year	HDV	SCZ
2026	0.63%	0.00%
2025	3.22%	3.30%
2024	3.67%	3.50%
2023	3.82%	2.96%
2022	3.56%	1.99%
2021	3.47%	2.96%
2020	4.07%	1.52%
2019	3.27%	3.52%
2018	3.67%	2.79%
2017	3.27%	2.38%
2016	3.28%	2.82%
2015	3.92%	2.06%
2014	3.20%	2.61%
2013	3.18%	2.39%
2012	3.56%	3.26%
2011	1.65%	3.28%
2010	0.00%	2.84%
2009	0.00%	2.28%
2008	0.00%	2.79%
2007	0.00%	0.08%