HDV vs SPY

Both HDV and SPY are ETFs. HDV has a lower 5-year return than SPY (8.19% vs 17.37%). HDV has a lower expense ratio than SPY (0.08% vs 0.09%). Below is the comparison between HDV and SPY.

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HDV SPY
Security Type ETF ETF
Finny Score 40 83
Category N/A Large Blend
Family BlackRock State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.08% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 4.11% 1.41%
Underlying Index Morningstar Dividend Yield Focus TR S&P 500
YTD Return 11.72% 11.53%
1-Year Return 26.69% 48.93%
3-Year Return 9.13% 18.16%
5-Year Return 8.19% 17.37%
10-Year Return 10.02% 14.15%

HDV

HDV description

iShares Trust - iShares Core High Dividend ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the Morningstar Dividend Yield Focus Index, by using representative sampling technique. iShares Trust - iShares Core High Dividend ETF was formed on March 29, 2011 and is domiciled in the United States.

HDV performance & returns
YTD Return 11.72%
1-Month Return 1.74%
3-Month Return 10.42%
1-Year Return 26.69%
3-Year Return 9.13%
5-Year Return 8.19%
10-Year Return 10.02%
HDV expense ratio is 0.08%.

HDV holdings

Top 10 Holdings (55.46% of Total Assets)

Name Symbol % Assets
XOM XOM 8.20%
JNJ JNJ 6.78%
JPM JPM 6.64%
VZ VZ 6.53%
CVX CVX 5.77%
PG PG 5.15%
MO MO 4.19%
MRK MRK 4.18%
CSCO CSCO 4.02%
KO KO 4.01%

HDV pros

The following are HDV strengths from our perspective:

  • HDV 3-year return is 9.13%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • HDV expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

HDV cons

The following are HDV weaknesses from our perspective:

  • HDV net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • HDV 5-year return is 8.19%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • HDV 10-year return is 10.02%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

Other relevant HDV comparisons

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SPY

SPY description

SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.

SPY performance & returns
YTD Return 11.53%
1-Month Return 3.75%
3-Month Return 7.97%
1-Year Return 48.93%
3-Year Return 18.16%
5-Year Return 17.37%
10-Year Return 14.15%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.26% of Total Assets)

Name Symbol % Assets
AAPL AAPL 5.72%
MSFT MSFT 5.27%
AMZN AMZN 3.93%
FB FB 2.10%
GOOGL GOOGL 1.84%
GOOG GOOG 1.77%
TSLA TSLA 1.52%
BRK.B BRK.B 1.44%
JPM JPM 1.38%
JNJ JNJ 1.28%

SPY pros

The following are SPY strengths from our perspective:

  • SPY 3-year return is 18.16%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPY 5-year return is 17.37%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SPY 10-year return is 14.15%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.

SPY cons

The following are SPY weaknesses from our perspective:

  • SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SPY comparisons

You may also want to check out the following SPY comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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