Wall Street RegretsThe regret calculator.

What if you'd held HDV?

A $1,000 investment in iShares Core High Dividend ETF (HDV) at the month-end close of 2011-03 would be worth $5,047 at the close of 2026-08 — +404.7% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $5,814.

$1,000 since 2011$5,047Total return+404.7%Multiple5.0×CAGR+11.1%

Your scenario

Dates resolve to the nearest month-end close.
Leave empty for "held until today".
Invested at each month-end. Starts on the buy date.

Result

Worth$5,047Gain+$4,047 (+404.7%)Multiple5.0×CAGR+11.1%

    If you'd bought $1,000 at the start of each year

    Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.

    2011$5,0472012$4,5282013$4,1282014$3,3402015$2,9692016$2,9752017$2,5692018$2,2662019$2,3362020$1,9422021$2,0772022$1,7392023$1,6252024$1,5972025$1,3992026$1,250

    Every year, $1,000 from 2011

    YearValue of $1,000Year return
    2011$1,000
    2012$1,097+9.7%
    2013$1,356+23.6%
    2014$1,525+12.5%
    2015$1,522-0.2%
    2016$1,762+15.8%
    2017$1,998+13.4%
    2018$1,938-3.0%
    2019$2,331+20.3%
    2020$2,180-6.5%
    2021$2,604+19.4%
    2022$2,787+7.0%
    2023$2,835+1.7%
    2024$3,236+14.1%
    2025$3,622+11.9%
    2026$4,528+25.0%

    Best and worst month-end to buy

    The best single month-end close to have bought HDV was 2011-09 ($5.91): $1,000 then is $5,064 today. The worst was 2026-08 ($29.93): $1,000 then is $1,000.

    FAQ

    What would $1,000 in HDV be worth today?

    A $1,000 investment in iShares Core High Dividend ETF (HDV) at the start of 2011 would be worth about $5,047 today, a total return of +404.7%. Dividends are reinvested in these figures.

    What were the best and worst years for HDV?

    iShares Core High Dividend ETF (HDV)'s strongest calendar year since 2011 was 2026, a +25.0% return — $1,000 held through that year became about $1,250 by year-end. Its weakest year was 2020, at -6.5%.

    Does the calculator include dividends and splits?

    Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.

    How much would $100 per month in HDV have grown?

    Investing $100 at the end of every month since 2011-03 would have grown to about $46,105 on $18,600 invested.

    Did HDV beat the S&P 500?

    Over the same period, $1,000 in the S&P 500 index would be worth $5,814. HDV trailed the S&P 500 by +13.2% in total return.

    Is this investment advice?

    No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.

    Methodology

    iShares Core High Dividend ETF (HDV) historical total-return data from 2011-03 to 2026-08, reduced to month-end closes for the tables above.

    Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.

    Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.

    Full methodology →

    What if you'd held…

    Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.