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BKHY vs. WFHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BKHY vs. WFHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon High Yield Beta ETF (BKHY) and WisdomTree U.S. High Yield Corporate Bond Fund (WFHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BKHY achieves a 1.83% return, which is significantly higher than WFHY's 1.51% return.


BKHY

1D
0.10%
1M
0.54%
YTD
1.83%
6M
2.02%
1Y
7.19%
3Y*
8.93%
5Y*
4.19%
10Y*

WFHY

1D
0.05%
1M
0.46%
YTD
1.51%
6M
1.74%
1Y
7.04%
3Y*
8.17%
5Y*
3.22%
10Y*
4.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BKHY vs. WFHY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BKHY
BNY Mellon High Yield Beta ETF
1.83%8.48%8.37%12.40%-10.97%4.75%17.83%
WFHY
WisdomTree U.S. High Yield Corporate Bond Fund
1.51%9.61%5.92%10.12%-11.81%4.12%16.29%

Correlation

The correlation between BKHY and WFHY is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.86

Correlation (3Y)
Calculated over the trailing 3-year period

0.91

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Apr 27, 2020

0.92

The correlation between BKHY and WFHY has been stable across timeframes, ranging from 0.86 to 0.94 - a consistent structural relationship.

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Return for Risk

BKHY vs. WFHY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKHY
BKHY Risk / Return Rank: 6464
Overall Rank
BKHY Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
BKHY Sortino Ratio Rank: 6565
Sortino Ratio Rank
BKHY Omega Ratio Rank: 6666
Omega Ratio Rank
BKHY Calmar Ratio Rank: 5858
Calmar Ratio Rank
BKHY Martin Ratio Rank: 7171
Martin Ratio Rank

WFHY
WFHY Risk / Return Rank: 6161
Overall Rank
WFHY Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
WFHY Sortino Ratio Rank: 6464
Sortino Ratio Rank
WFHY Omega Ratio Rank: 6464
Omega Ratio Rank
WFHY Calmar Ratio Rank: 5353
Calmar Ratio Rank
WFHY Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKHY vs. WFHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon High Yield Beta ETF (BKHY) and WisdomTree U.S. High Yield Corporate Bond Fund (WFHY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BKHYWFHYDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.01

Omega ratioGain probability vs. loss probability

1.39

1.38

+0.01

Calmar ratioReturn relative to maximum drawdown

2.86

2.55

+0.30

Martin ratioReturn relative to average drawdown

13.14

11.61

+1.53

BKHY vs. WFHY - Sharpe Ratio Comparison

The current BKHY Sharpe Ratio is 1.96, which is comparable to the WFHY Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of BKHY and WFHY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BKHYWFHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.96

1.95

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.43

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.61

+0.29

Drawdowns

BKHY vs. WFHY - Drawdown Comparison

The maximum BKHY drawdown since its inception was -15.89%, smaller than the maximum WFHY drawdown of -22.74%. Use the drawdown chart below to compare losses from any high point for BKHY and WFHY.


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Drawdown Indicators


BKHYWFHYDifference

Max Drawdown

Largest peak-to-trough decline

-15.89%

-22.74%

+6.85%

Max Drawdown (1Y)

Largest decline over 1 year

-2.53%

-2.77%

+0.24%

Max Drawdown (3Y)

Largest decline over 3 years

-4.87%

-4.58%

-0.29%

Max Drawdown (5Y)

Largest decline over 5 years

-15.89%

-16.21%

+0.32%

Max Drawdown (10Y)

Largest decline over 10 years

-22.74%

Current Drawdown

Current decline from peak

-0.17%

-0.03%

-0.14%

Average Drawdown

Average peak-to-trough decline

-2.97%

-2.75%

-0.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.55%

0.61%

-0.06%

Volatility

BKHY vs. WFHY - Volatility Comparison

BNY Mellon High Yield Beta ETF (BKHY) and WisdomTree U.S. High Yield Corporate Bond Fund (WFHY) have volatilities of 1.12% and 1.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BKHYWFHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.12%

1.07%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

2.96%

2.86%

+0.10%

Volatility (1Y)

Calculated over the trailing 1-year period

3.69%

3.64%

+0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.58%

7.57%

+0.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.36%

8.20%

-0.84%

BKHY vs. WFHY - Expense Ratio Comparison

BKHY has a 0.22% expense ratio, which is lower than WFHY's 0.38% expense ratio.


Dividends

BKHY vs. WFHY - Dividend Comparison

BKHY's dividend yield for the trailing twelve months is around 7.46%, more than WFHY's 6.25% yield.


PositionTTM2025202420232022202120202019201820172016
BKHY
BNY Mellon High Yield Beta ETF
7.46%7.33%7.34%8.67%6.59%6.78%4.65%0.00%0.00%0.00%0.00%
WFHY
WisdomTree U.S. High Yield Corporate Bond Fund
6.25%6.26%6.40%6.11%5.44%4.09%4.80%5.21%5.93%6.47%4.39%

Frequently Asked Questions


BKHY and WFHY have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BKHY has higher volatility (1.12%) compared to WFHY (1.07%). In terms of maximum drawdown, BKHY dropped -15.89% vs WFHY's -22.74%.

On 5-year performance, BKHY leads with 4.19% vs 3.22% for WFHY. On fees, BKHY is cheaper at 0.22% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BKHY has performed better with a 4.19% return vs 3.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BKHY is cheaper with a 0.22% expense ratio, compared with 0.38% for WFHY.

BKHY has the higher dividend yield at 7.46%, compared with 6.25% for WFHY.

BKHY tracks Bloomberg US Corporate High Yield Index, while WFHY tracks WisdomTree Fundamental U.S. High Yield Corporate Bond Index. They also come from different issuers: BNY Mellon and WisdomTree. Their fees differ too: 0.22% for BKHY and 0.38% for WFHY.

BKHY currently has the higher Sharpe Ratio (1.96 vs 1.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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