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HDV iShares Core High Dividend ETF

ETF

30.11

Close 10/20

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Price and fund-flow snapshot

As of 2026-10-20

Momentum: Strong.

Momentum Strong All 2 indicators are Top.
60-day return (%) 5.34 81th percentile Top
240-day return (%) 31.32 88th percentile Top
Risk / liquidity Neutral Distance from peak is Top, but 20-day dollar volume is Lagging.
60-day annualized volatility (%) 11.19 36th percentile Good
Distance from peak (%) 0 97th percentile Top
20-day dollar volume 97,135,061 5th percentile Lagging

iShares Core High Dividend ETF (HDV) today

2 quant signals active · As of 2026-10-20

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

Continue researching iShares Core High Dividend ETF with this page's evidence.

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iShares Core High Dividend ETF (HDV) peers and tracking

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iShares Core High Dividend ETF (HDV) quant signal backtests

Signals active now

Each active condition is tested against this ETF’s own history and benchmarked versus the S&P 500.

52-week adjusted-price high

Active

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

31 historical occurrences (since 2017-02-15)

Average forward return after 52-week adjusted-price high

20-day: Win 63.3%, Sample 30, Median +0.39%, Excess +0.42%, Beat mkt rate 50%

60-day: Win 73.3%, Sample 30, Median +2.21%, Excess +0.97%, Beat mkt rate 43.3%

120-day: Win 82.1%, Sample 28, Median +3.28%, Excess +0.06%, Beat mkt rate 35.7%

120 days after: historical avg +3.93%

20-day +0.56%
60-day +2.25%
120-day +3.93%
20-day
60-day
120-day
Win
63.3%
73.3%
82.1%
Sample
30
30
28
Median
+0.39%
+2.21%
+3.28%
Excess
+0.42%
+0.97%
+0.06%
Beat mkt rate
50%
43.3%
35.7%

Over 28 occurrences, 120-day forward avg gained 3.93%, beat the market by 0.06 pts; win rate 82.1%.

Top-quintile 6-month momentum

Active · now 87.74%

The ETF ranks in the top 20% of liquid US-listed ETFs by 126-day adjusted return.

15 historical occurrences (since 2016-07-05)

Average forward return after Top-quintile 6-month momentum

20-day: Win 64.3%, Sample 14, Median +1.42%, Excess -0.58%, Beat mkt rate 42.9%

60-day: Win 71.4%, Sample 14, Median +3.24%, Excess -1.1%, Beat mkt rate 42.9%

120-day: Win 90.9%, Sample 11, Median +3.64%, Excess -0.8%, Beat mkt rate 36.4%

120 days after: historical avg +4.97%

20-day +1.05%
60-day +3.24%
120-day +4.97%
20-day
60-day
120-day
Win
64.3%
71.4%
90.9%
Sample
14
14
11
Median
+1.42%
+3.24%
+3.64%
Excess
-0.58%
-1.1%
-0.8%
Beat mkt rate
42.9%
42.9%
36.4%

Over 11 occurrences, 120-day forward avg gained 4.97%, lagged the market by 0.8 pts; win rate 90.9%.

More history: Holding-period returns in its own history, Signals not active now

Holding-period returns in its own history

Since 2016-01-04, 85.0% of 2,463 one-year holding periods ended with a gain; the median one-year return was +9.9%. Over three-year holding periods, 99.0% of 1,959 ended with a gain (median +28.6%).

A holding period starts on every trading day, so periods overlap; they describe the historical distribution rather than independent outcomes.

Signals not active now

Inactive signals still show this ETF’s historical forward-return distribution for context.

20% below its peak

Pending

Adjusted close first falls 20% or more below its highest level so far; repeated hits within 20 days count once.

Back above the 200-day average

Pending

Adjusted close crosses from below to above its 200-day moving average; repeated crosses within 20 days count once.

22 times historically; 60-day forward avg +2.6%, win rate 68.2%, beating the market by -0.6 pts on average.

Method and limits

  • Returns use us_fund_price:adj_close (finlab data.set_market('us_fund')), adjusted for splits and for distributions where the data includes them.
  • Excess returns use world_index:^GSPC, the S&P 500 price index without dividends, as the benchmark.
  • Percentiles and the 6-month momentum signal compare against the most liquid US-listed ETFs by 20-day dollar volume; mutual funds are excluded.
  • Category labels come from the fund data where it provides one (bond, income, crypto) and from the fund name for leveraged, inverse and commodity ETFs.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.