SLQD vs HDEF

Comparison between ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

5-Year PerformanceHDEF has outperformed SLQD, delivering a return of +10.2% compared to +2.5%

SLQD vs HDEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLQD(ETF)	HDEF(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.06%	0.09%
Max Drawdown	12.69%	38.17%
Sharpe Ratio	0.29	1.01
5Y Beta	0.03	0.42
5Y Dividends CAGR	15.87%	2.87%

Net Assets

SLQD

$2.30B

HDEF

$2.30B

Expense Ratio

Winner

SLQD

0.06%

HDEF

0.09%

Max Drawdown

Winner

SLQD

12.69%

HDEF

38.17%

Sharpe Ratio

SLQD

0.29

Winner

HDEF

1.01

5Y Beta

Winner

SLQD

0.03

HDEF

0.42

5Y Dividends CAGR

Winner

SLQD

15.87%

HDEF

2.87%

SLQD vs HDEF - Historical Returns

Returns include dividend reinvestment.

Period	SLQD	HDEF
1 month	+0.25%	-2.32%
3 months	+0.44%	-0.18%
6 months	+1.01%	+6.37%
1 year	+4.19%	+16.90%
5 years(CAGR)	+2.52%	+10.18%
10 years(CAGR)	+2.64%	+9.09%
Max(CAGR)	+2.50%	+7.53%

Winner

SLQD

+0.25%

HDEF

-2.32%

Winner

SLQD

+0.44%

HDEF

-0.18%

SLQD

+1.01%

Winner

HDEF

+6.37%

SLQD

+4.19%

Winner

HDEF

+16.90%

5Y(CAGR)

SLQD

+2.52%

Winner

HDEF

+10.18%

10Y(CAGR)

SLQD

+2.64%

Winner

HDEF

+9.09%

Max(CAGR)

SLQD

+2.50%

Winner

HDEF

+7.53%

SLQD vs HDEF - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SLQD	HDEF
2026	+0.76%	+4.53%
2025	+6.23%	+33.36%
2024	+5.15%	+3.36%
2023	+5.87%	+17.51%
2022	-4.27%	-3.03%
2021	-0.53%	+6.01%
2020	+4.70%	-2.76%
2019	+6.05%	+25.44%
2018	+1.15%	-13.77%
2017	+2.17%	+9.90%
2016	+1.81%	+13.43%
2015	+1.23%	-4.66%
2014	+1.65%	N/A
2013	+0.49%	N/A

SLQD vs HDEF Drawdown Comparison

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

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

The current SLQD drawdown is -0.28%. The current HDEF drawdown is -4.59%.

Rank	SLQD	HDEF
#1	-12.69% Mar 4, 2020 - May 19, 2020	-36.42% Jan 2, 2020 - Jan 6, 2021
#2	-7.63% Aug 2, 2021 - Dec 20, 2023	-23.69% Feb 9, 2022 - Apr 6, 2023
#3	-1.52% Aug 24, 2016 - Apr 11, 2017	-17.55% Jan 22, 2018 - Oct 24, 2019
#4	-1.16% Sep 8, 2017 - Aug 13, 2018	-14.95% Aug 18, 2015 - Aug 10, 2016
#5	-1.06% Feb 27, 2026 - May 28, 2026	-11.15% Sep 26, 2024 - Mar 5, 2025
#6	-1.05% Oct 27, 2015 - Mar 16, 2016	-10.60% Mar 18, 2025 - Apr 22, 2025
#7	-0.96% Apr 15, 2015 - Oct 14, 2015	-9.31% Jun 15, 2021 - Jan 12, 2022
#8	-0.92% Apr 3, 2025 - Apr 25, 2025	-8.79% Jul 26, 2023 - Dec 13, 2023
#9	-0.87% Dec 31, 2020 - May 25, 2021	-8.02% Feb 27, 2026 - Mar 20, 2026
#10	-0.82% Sep 27, 2024 - Dec 6, 2024	-6.39% May 8, 2023 - Jun 15, 2023
#11	-0.77% Jan 30, 2015 - Mar 18, 2015	-5.63% Dec 9, 2016 - Jan 10, 2017
#12	-0.77% Oct 15, 2014 - Jan 9, 2015	-5.46% Dec 27, 2023 - Mar 20, 2024
#13	-0.76% Mar 27, 2024 - May 3, 2024	-4.72% Jan 8, 2021 - Mar 16, 2021
#14	-0.74% Sep 4, 2019 - Oct 1, 2019	-4.35% Nov 2, 2017 - Jan 9, 2018
#15	-0.67% Aug 19, 2014 - Oct 8, 2014	-4.24% May 17, 2024 - Jul 12, 2024

Correlation

Correlation between SLQD and HDEF is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2013 - 2026)

SLQD vs HDEF dividend yield comparison.

Year	SLQD	HDEF
2026	1.82%	0.45%
2025	4.15%	3.88%
2024	3.71%	4.53%
2023	2.99%	4.38%
2022	2.00%	5.41%
2021	1.67%	4.76%
2020	2.34%	3.93%
2019	2.89%	4.20%
2018	2.55%	3.55%
2017	1.98%	3.38%
2016	1.81%	9.52%
2015	1.43%	1.87%
2014	1.23%	0.00%
2013	0.23%	0.00%