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IWL vs HDEF

Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

5-Year PerformanceIWL has outperformed HDEF, delivering a return of +13.5% compared to +11.5%

IWL vs HDEF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWL
$2.20B
HDEF
$2.20B
Expense Ratio
IWL
0.15%
Winner
HDEF
0.09%
Max Drawdown
Winner
IWL
32.71%
HDEF
38.17%
Sharpe Ratio
IWL
1.19
Winner
HDEF
1.29
5Y Beta
IWL
0.99
Winner
HDEF
0.41
P/E Ratio
IWL
29.34
HDEF
N/A
Forward P/E
IWL
21.61
HDEF
N/A
PEG Ratio
IWL
0.41
HDEF
N/A
5Y Dividends CAGR
IWL
5.56%
Winner
HDEF
12.60%
5Y EPS CAGR
IWL
27.64%
HDEF
N/A
Debt to Equity
IWL
8.87%
HDEF
N/A
P/S Ratio
IWL
4.52
HDEF
N/A
P/B Ratio
IWL
6.35
HDEF
N/A

IWL vs HDEF - Historical Returns

Returns include dividend reinvestment.

1M
IWL
+0.64%
Winner
HDEF
+4.88%
3M
Winner
IWL
+6.46%
HDEF
+3.39%
6M
IWL
+9.30%
Winner
HDEF
+9.63%
1Y
Winner
IWL
+19.89%
HDEF
+19.46%
5Y(CAGR)
Winner
IWL
+13.47%
HDEF
+11.52%
10Y(CAGR)
Winner
IWL
+15.91%
HDEF
+8.81%
Max(CAGR)
Winner
IWL
+14.67%
HDEF
+7.89%

IWL vs HDEF - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIWLHDEF
2026+9.00%+9.10%
2025+19.23%+33.36%
2024+27.94%+3.36%
2023+30.35%+17.51%
2022-20.56%-3.03%
2021+29.44%+6.01%
2020+20.82%-2.76%
2019+31.47%+25.44%
2018-3.75%-13.77%
2017+22.10%+9.90%
2016+12.98%+13.43%
2015+2.73%-4.66%
2014+15.28%N/A
2013+28.75%N/A
2012+15.54%N/A
2011+1.51%N/A
2010+10.16%N/A
2009+6.19%N/A

IWL vs HDEF Drawdown Comparison

The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current IWL drawdown is -1.74%. The current HDEF drawdown is -0.48%.

RankIWLHDEF
#1-32.71%
Feb 19, 2020 - Aug 3, 2020
-36.42%
Jan 2, 2020 - Jan 6, 2021
#2-25.64%
Jan 3, 2022 - Dec 11, 2023
-23.69%
Feb 9, 2022 - Apr 6, 2023
#3-19.31%
Oct 2, 2018 - Apr 22, 2019
-17.55%
Jan 22, 2018 - Oct 24, 2019
#4-19.15%
Feb 19, 2025 - Jun 26, 2025
-14.95%
Aug 18, 2015 - Aug 10, 2016
#5-17.77%
May 2, 2011 - Feb 3, 2012
-11.15%
Sep 26, 2024 - Mar 5, 2025
#6-15.37%
Apr 15, 2010 - Nov 5, 2010
-10.60%
Mar 18, 2025 - Apr 22, 2025
#7-12.41%
Jul 20, 2015 - Apr 20, 2016
-9.31%
Jun 15, 2021 - Jan 12, 2022
#8-10.06%
Jan 26, 2018 - Jul 25, 2018
-8.79%
Jul 26, 2023 - Dec 13, 2023
#9-10.01%
Sep 2, 2020 - Nov 16, 2020
-8.02%
Feb 27, 2026 - Jul 17, 2026
#10-9.83%
Jan 12, 2026 - Apr 15, 2026
-6.39%
May 8, 2023 - Jun 15, 2023
#11-9.42%
Apr 2, 2012 - Aug 15, 2012
-5.63%
Dec 9, 2016 - Jan 10, 2017
#12-9.04%
Jul 10, 2024 - Sep 19, 2024
-5.46%
Dec 27, 2023 - Mar 20, 2024
#13-7.73%
Jan 19, 2010 - Mar 17, 2010
-4.72%
Jan 8, 2021 - Mar 16, 2021
#14-7.69%
Oct 4, 2012 - Jan 4, 2013
-4.35%
Nov 2, 2017 - Jan 9, 2018
#15-7.39%
Sep 19, 2014 - Oct 31, 2014
-4.24%
May 17, 2024 - Jul 12, 2024

Correlation

Correlation between IWL and HDEF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2009 - 2026)

IWL vs HDEF dividend yield comparison.

YearIWLHDEF
20260.40%2.60%
20250.90%3.88%
20241.04%4.53%
20231.30%4.38%
20221.54%5.41%
20211.12%4.76%
20201.30%3.93%
20191.96%4.20%
20181.93%3.55%
20171.69%3.38%
20161.96%9.52%
20152.14%1.87%
20141.68%0.00%
20131.82%0.00%
20123.65%0.00%
20111.91%0.00%
20101.64%0.00%
20090.59%0.00%

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