HDV vs VSS
Comparison between ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF) and VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES (VSS, ETF).
5-Year PerformanceHDV has outperformed VSS, delivering a return of +12.1% compared to +6.0%
HDV vs VSS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HDV
$14B
VSS
$14B
Expense Ratio
HDV
0.08%
Winner
VSS
0.06%
Max Drawdown
Winner
HDV
37.04%
VSS
46.80%
Sharpe Ratio
Winner
HDV
1.79
VSS
0.98
5Y Beta
Winner
HDV
0.28
VSS
0.71
P/E Ratio
HDV
21.36
VSS
N/A
Forward P/E
HDV
15.93
VSS
N/A
PEG Ratio
HDV
1.19
VSS
N/A
5Y Dividends CAGR
HDV
4.92%
Winner
VSS
19.88%
5Y EPS CAGR
HDV
8.56%
VSS
N/A
Debt to Equity
HDV
-82.08%
VSS
N/A
P/S Ratio
HDV
2.89
VSS
N/A
P/B Ratio
HDV
3.93
VSS
N/A
HDV vs VSS - Holdings Comparison
HDV and VSS have 0 common holdings. Overlap is 0.00%
HDV's top 25 holdings weight is 81.08%. VSS's top 25 holdings weight is 5.25%.
| Rank | HDV | VSS |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 7.25% | WSP GLOBAL INC (WSPOF) - 0.70% |
| #2 | ABBVIE INC (ABBV) - 6.47% | ARC RESOURCES LTD (AETUF) - 0.35% |
| #3 | CHEVRON CORP (CVX) - 5.42% | EMERA INC (EMRAF) - 0.35% |
| #4 | VERIZON COMMUNICATIONS INC (VZ) - 5.19% | GFL ENVIRONMENTAL INC (GFL) - 0.32% |
| #5 | THE HOME DEPOT INC (HD) - 4.94% | ATKINSREALIS GROUP INC (SNCAF) - 0.30% |
| #6 | PROCTER & GAMBLE CO (PG) - 4.84% | STANTEC INC (STN) - 0.29% |
| #7 | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.34% | CAE INC (CAE) - 0.26% |
| #8 | PFIZER INC (PFE) - 4.27% | OPEN TEXT CORP (OTEX) - 0.24% |
| #9 | MERCK & CO INC (MRK) - 4.03% | PAN AMERICAN SILVER CORP (PAAS) - 0.24% |
| #10 | COCA-COLA CO (KO) - 3.98% | GILDAN ACTIVEWEAR INC (GIL) - 0.24% |
| #11 | PEPSICO INC (PEP) - 3.68% | ALAMOS GOLD INC CLASS A (AGI) - 0.24% |
| #12 | ALTRIA GROUP INC (MO) - 3.36% | FIRSTSERVICE CORP ORDINARY SHARES (FSV) - 0.23% |
| #13 | AMGEN INC (AMGN) - 2.66% | WEST FRASER TIMBER CO.LTD (WFG) - 0.21% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.42% | n/a (CIGI) - 0.19% |
| #15 | MCDONALD'S CORP (MCD) - 2.41% | n/a (BIPC) - 0.15% |
| #16 | ABBOTT LABORATORIES (ABT) - 2.10% | n/a (BEPC) - 0.12% |
| #17 | BLACKSTONE INC (BX) - 1.71% | ALGONQUIN POWER & UTILITIES CORP (AQN) - 0.11% |
| #18 | MEDTRONIC PLC (MDT) - 1.68% | OSISKO GOLD ROYALTIES LTD (OR) - 0.11% |
| #19 | SOUTHERN CO (SO) - 1.68% | NEXGEN ENERGY LTD (NXE) - 0.11% |
| #20 | CONOCOPHILLIPS (COP) - 1.67% | HUDBAY MINERALS INC (HBM) - 0.10% |
| #21 | DUKE ENERGY CORP (DUK) - 1.61% | VEREN INC (VRN) - 0.10% |
| #22 | STARBUCKS CORP (SBUX) - 1.44% | BAUSCH HEALTH COMPANIES INC (BHC) - 0.08% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.43% | ATS CORP (ATS) - 0.08% |
| #24 | LOCKHEED MARTIN CORP (LMT) - 1.28% | BLACKBERRY LTD (BB) - 0.07% |
| #25 | WILLIAMS COMPANIES INC (WMB) - 1.22% | BAYTEX ENERGY CORP (BTE) - 0.06% |
| Total Holdings | 80 | 28 |
HDV vs VSS - Historical Returns
Returns include dividend reinvestment.
1M
HDV
+2.78%
Winner
VSS
+3.36%
3M
Winner
HDV
+8.01%
VSS
-0.43%
6M
Winner
HDV
+6.69%
VSS
+3.57%
1Y
Winner
HDV
+24.68%
VSS
+19.79%
5Y(CAGR)
Winner
HDV
+12.12%
VSS
+6.00%
10Y(CAGR)
Winner
HDV
+9.65%
VSS
+8.01%
Max(CAGR)
Winner
HDV
+10.84%
VSS
+9.89%
HDV vs VSS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | HDV | VSS |
|---|---|---|
| 2026 | +19.60% | +10.23% |
| 2025 | +11.89% | +29.81% |
| 2024 | +12.43% | +4.33% |
| 2023 | +2.36% | +14.93% |
| 2022 | +6.85% | -21.86% |
| 2021 | +20.28% | +12.60% |
| 2020 | -6.68% | +10.82% |
| 2019 | +20.39% | +21.27% |
| 2018 | -3.16% | -19.25% |
| 2017 | +12.68% | +29.57% |
| 2016 | +16.96% | +5.35% |
| 2015 | -0.39% | -0.05% |
| 2014 | +13.75% | -3.56% |
| 2013 | +20.59% | +14.67% |
| 2012 | +9.73% | +17.92% |
| 2011 | +11.41% | -20.23% |
| 2010 | N/A | +25.51% |
| 2009 | N/A | +60.89% |
HDV vs VSS Drawdown Comparison
The maximum drawdown for HDV was -37.04%, occurring on Mar 23, 2020. Recovery took 302 trading sessions.
The maximum drawdown for VSS was -43.51%, occurring on Mar 23, 2020. Recovery took 719 trading sessions.
The current HDV drawdown is -1.24%. The current VSS drawdown is -1.93%.
| Rank | HDV | VSS |
|---|---|---|
| #1 | -37.04% Dec 23, 2019 - Mar 8, 2021 | -43.51% Jan 26, 2018 - Dec 3, 2020 |
| #2 | -15.39% Apr 20, 2022 - Nov 30, 2022 | -33.92% Sep 3, 2021 - May 23, 2025 |
| #3 | -12.86% Dec 3, 2018 - Feb 22, 2019 | -29.09% Apr 29, 2011 - Sep 18, 2013 |
| #4 | -12.51% Apr 23, 2015 - Mar 2, 2016 | -24.19% Jul 3, 2014 - Apr 25, 2017 |
| #5 | -12.02% May 19, 2011 - Oct 27, 2011 | -18.53% Apr 14, 2010 - Sep 20, 2010 |
| #6 | -11.86% Jan 26, 2018 - Sep 21, 2018 | -12.48% Jan 14, 2010 - Apr 1, 2010 |
| #7 | -10.49% Mar 31, 2025 - Jul 10, 2025 | -11.62% Feb 27, 2026 - Apr 17, 2026 |
| #8 | -9.78% Nov 30, 2022 - Jan 2, 2024 | -8.75% Jun 2, 2009 - Jul 22, 2009 |
| #9 | -7.72% Nov 29, 2024 - Feb 24, 2025 | -8.68% May 11, 2026 - Jul 29, 2026 |
| #10 | -7.27% Oct 18, 2012 - Jan 25, 2013 | -8.46% Oct 19, 2009 - Jan 4, 2010 |
| #11 | -6.41% Jul 22, 2016 - Dec 13, 2016 | -8.46% Mar 3, 2011 - Apr 1, 2011 |
| #12 | -6.17% Apr 30, 2019 - Jun 20, 2019 | -6.46% Nov 4, 2010 - Dec 13, 2010 |
| #13 | -6.04% Nov 15, 2013 - Mar 17, 2014 | -5.35% Jan 22, 2014 - Feb 13, 2014 |
| #14 | -5.71% Sep 19, 2014 - Oct 31, 2014 | -5.27% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -5.54% Nov 11, 2011 - Nov 30, 2011 | -5.18% Apr 16, 2009 - Apr 24, 2009 |
Correlation
Correlation between HDV and VSS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2009 - 2026)
HDV vs VSS dividend yield comparison.
| Year | HDV | VSS |
|---|---|---|
| 2026 | 1.53% | 0.54% |
| 2025 | 3.22% | 3.39% |
| 2024 | 3.67% | 3.44% |
| 2023 | 3.82% | 3.14% |
| 2022 | 3.56% | 2.30% |
| 2021 | 3.47% | 2.74% |
| 2020 | 4.07% | 1.90% |
| 2019 | 3.27% | 3.25% |
| 2018 | 3.67% | 2.80% |
| 2017 | 3.27% | 2.83% |
| 2016 | 3.28% | 2.93% |
| 2015 | 3.92% | 2.66% |
| 2014 | 3.20% | 2.67% |
| 2013 | 3.18% | 2.71% |
| 2012 | 3.56% | 2.98% |
| 2011 | 1.65% | 3.19% |
| 2010 | 0.00% | 5.91% |
| 2009 | 0.00% | 3.58% |
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