See what your fund actually adds
Horizon Dividend Income ETF DIVN
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | DIVN | Replication |
|---|---|---|
| Annualized growth | 18.9% | 19.0% |
| Annualized volatility | 9.8% | 9.8% |
| Sharpe ratio | 1.82 | 1.83 |
| Maximum drawdown | 5.7% | 5.5% |
| Replication fit (R²) | 0.91 · Tracking error 2.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model DIVN’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SCHD | Factor · Dividend | 56.5% |
| SPHQ | Factor · Quality | 18.1% |
| USMV | Factor · Min Vol | 10.2% |
| VNQ | Sector · Real Estate | 9.1% |
| XLV | Sector · Healthcare | 6.2% |