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HDV vs VGLT

Comparison between ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF) and VANGUARD LONG-TERM TREASURY INDEX FUND ETF SHARES (VGLT, ETF).

5-Year PerformanceHDV has outperformed VGLT, delivering a return of +13.0% compared to -7.1%

HDV vs VGLT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HDV
$15B
VGLT
$15B
Expense Ratio
HDV
0.08%
Winner
VGLT
0.03%
Max Drawdown
Winner
HDV
37.04%
VGLT
50.44%
Sharpe Ratio
Winner
HDV
1.86
VGLT
-0.44
5Y Beta
HDV
0.28
Winner
VGLT
0.07
P/E Ratio
HDV
20.94
VGLT
N/A
Forward P/E
HDV
16.45
VGLT
N/A
PEG Ratio
HDV
1.31
VGLT
N/A
5Y Dividends CAGR
Winner
HDV
7.30%
VGLT
4.12%
5Y EPS CAGR
HDV
8.08%
VGLT
N/A
Debt to Equity
HDV
-106.69%
VGLT
N/A
P/S Ratio
HDV
2.90
VGLT
N/A
P/B Ratio
HDV
3.95
VGLT
N/A

HDV vs VGLT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HDV
+6.19%
VGLT
-1.17%
3M
Winner
HDV
+9.26%
VGLT
-0.99%
6M
Winner
HDV
+10.22%
VGLT
-5.39%
1Y
Winner
HDV
+26.33%
VGLT
+0.13%
5Y(CAGR)
Winner
HDV
+13.00%
VGLT
-7.14%
10Y(CAGR)
Winner
HDV
+10.09%
VGLT
-1.84%
Max(CAGR)
Winner
HDV
+11.09%
VGLT
+2.29%

HDV vs VGLT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearHDVVGLT
2026+24.31%-2.70%
2025+11.89%+5.23%
2024+12.43%-5.80%
2023+2.36%+1.50%
2022+6.85%-27.68%
2021+20.28%-4.91%
2020-6.68%+16.54%
2019+20.39%+13.62%
2018-3.16%-0.48%
2017+12.68%+8.37%
2016+16.96%-0.08%
2015-0.39%-1.81%
2014+13.75%+24.41%
2013+20.59%-11.50%
2012+9.73%+4.55%
2011+11.41%+29.34%
2010N/A+8.97%
2009N/A-4.16%

HDV vs VGLT Drawdown Comparison

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

The maximum drawdown for VGLT was -46.17%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current HDV drawdown is -0.40%. The current VGLT drawdown is -38.41%.

RankHDVVGLT
#1-37.04%
Dec 23, 2019 - Mar 8, 2021
-46.17%
Aug 4, 2020 - Oct 19, 2023
#2-15.39%
Apr 20, 2022 - Nov 30, 2022
-17.79%
Jul 25, 2012 - Oct 15, 2014
#3-12.86%
Dec 3, 2018 - Feb 22, 2019
-16.92%
Jul 8, 2016 - Jun 3, 2019
#4-12.51%
Apr 23, 2015 - Mar 2, 2016
-14.21%
Mar 9, 2020 - Aug 4, 2020
#5-12.02%
May 19, 2011 - Oct 27, 2011
-13.98%
Aug 31, 2010 - Aug 4, 2011
#6-11.86%
Jan 26, 2018 - Sep 21, 2018
-13.80%
Jan 30, 2015 - Feb 11, 2016
#7-10.49%
Mar 31, 2025 - Jul 10, 2025
-9.07%
Oct 3, 2011 - Dec 19, 2011
#8-9.78%
Nov 30, 2022 - Jan 2, 2024
-8.89%
Dec 19, 2011 - May 16, 2012
#9-7.72%
Nov 29, 2024 - Feb 24, 2025
-7.97%
Aug 28, 2019 - Feb 20, 2020
#10-7.27%
Oct 18, 2012 - Jan 25, 2013
-5.69%
Nov 27, 2009 - May 6, 2010
#11-6.41%
Jul 22, 2016 - Dec 13, 2016
-4.57%
Feb 11, 2016 - Jun 3, 2016
#12-6.17%
Apr 30, 2019 - Jun 20, 2019
-4.32%
Sep 22, 2011 - Oct 3, 2011
#13-6.04%
Nov 15, 2013 - Mar 17, 2014
-4.16%
Aug 10, 2011 - Aug 18, 2011
#14-5.71%
Sep 19, 2014 - Oct 31, 2014
-3.59%
Aug 19, 2011 - Sep 2, 2011
#15-5.54%
Nov 11, 2011 - Nov 30, 2011
-3.55%
Jun 1, 2012 - Jul 20, 2012

Correlation

Correlation between HDV and VGLT is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20
-101

Dividend Comparison (2009 - 2026)

HDV vs VGLT dividend yield comparison.

YearHDVVGLT
20261.83%2.79%
20253.22%4.44%
20243.67%4.33%
20233.82%3.33%
20223.56%2.84%
20213.47%1.82%
20204.07%2.15%
20193.27%2.46%
20183.67%2.71%
20173.27%2.55%
20163.28%2.69%
20153.92%3.21%
20143.20%2.75%
20133.18%3.19%
20123.56%3.02%
20111.65%3.10%
20100.00%3.72%
20090.00%0.46%

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