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BRHY vs. HYG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BRHY vs. HYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares High Yield Active ETF (BRHY) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BRHY achieves a 1.74% return, which is significantly higher than HYG's 1.54% return.


BRHY

1D
-0.05%
1M
0.40%
YTD
1.74%
6M
1.92%
1Y
7.21%
3Y*
5Y*
10Y*

HYG

1D
-0.03%
1M
0.44%
YTD
1.54%
6M
1.53%
1Y
5.62%
3Y*
8.74%
5Y*
3.66%
10Y*
4.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BRHY vs. HYG - Yearly Performance Comparison


2026 (YTD)20252024
BRHY
iShares High Yield Active ETF
1.74%9.74%5.16%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
1.54%8.59%5.61%

Correlation

The correlation between BRHY and HYG 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 (All Time)
Calculated using the full available price history since Jun 18, 2024

0.81

The correlation between BRHY and HYG has been stable across timeframes, ranging from 0.81 to 0.86 - a consistent structural relationship.

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Return for Risk

BRHY vs. HYG — Risk / Return Rank

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

BRHY
BRHY Risk / Return Rank: 7474
Overall Rank
BRHY Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
BRHY Sortino Ratio Rank: 8383
Sortino Ratio Rank
BRHY Omega Ratio Rank: 8282
Omega Ratio Rank
BRHY Calmar Ratio Rank: 5858
Calmar Ratio Rank
BRHY Martin Ratio Rank: 7171
Martin Ratio Rank

HYG
HYG Risk / Return Rank: 5252
Overall Rank
HYG Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
HYG Sortino Ratio Rank: 4949
Sortino Ratio Rank
HYG Omega Ratio Rank: 4747
Omega Ratio Rank
HYG Calmar Ratio Rank: 5454
Calmar Ratio Rank
HYG 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.

BRHY vs. HYG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares High Yield Active ETF (BRHY) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BRHYHYGDifference
Sharpe ratioReturn per unit of total volatility

+0.78

Sortino ratioReturn per unit of downside risk

+1.13

Omega ratioGain probability vs. loss probability

1.44

1.28

+0.17

Calmar ratioReturn relative to maximum drawdown

2.62

2.41

+0.21

Martin ratioReturn relative to average drawdown

12.01

10.57

+1.44

BRHY vs. HYG - Sharpe Ratio Comparison

The current BRHY Sharpe Ratio is 2.24, which is higher than the HYG Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of BRHY and HYG, 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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Drawdowns

BRHY vs. HYG - Drawdown Comparison

The maximum BRHY drawdown since its inception was -4.42%, smaller than the maximum HYG drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for BRHY and HYG.


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Drawdown Indicators


BRHYHYGDifference

Max Drawdown

Largest peak-to-trough decline

-4.42%

-34.25%

+29.83%

Max Drawdown (1Y)

Largest decline over 1 year

-2.76%

-2.34%

-0.42%

Max Drawdown (3Y)

Largest decline over 3 years

-4.56%

Max Drawdown (5Y)

Largest decline over 5 years

-15.79%

Max Drawdown (10Y)

Largest decline over 10 years

-22.03%

Current Drawdown

Current decline from peak

-0.35%

-0.24%

-0.11%

Average Drawdown

Average peak-to-trough decline

-0.39%

-3.23%

+2.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.60%

0.53%

+0.07%

Volatility

BRHY vs. HYG - Volatility Comparison

iShares High Yield Active ETF (BRHY) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG) have volatilities of 1.09% and 1.13%, 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


BRHYHYGDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.09%

1.13%

-0.04%

Volatility (6M)

Calculated over the trailing 6-month period

2.53%

3.11%

-0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

3.24%

3.88%

-0.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.01%

7.54%

-3.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.01%

8.27%

-4.26%

BRHY vs. HYG - Expense Ratio Comparison

BRHY has a 0.45% expense ratio, which is lower than HYG's 0.49% expense ratio.


Dividends

BRHY vs. HYG - Dividend Comparison

BRHY's dividend yield for the trailing twelve months is around 7.84%, more than HYG's 5.91% yield.


PositionTTM20252024202320222021202020192018201720162015
BRHY
iShares High Yield Active ETF
7.84%7.97%4.27%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
5.91%5.71%6.01%5.74%5.30%4.02%4.88%4.99%5.54%5.12%5.27%5.90%

Frequently Asked Questions


BRHY and HYG 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.

HYG has higher volatility (1.13%) compared to BRHY (1.09%). In terms of maximum drawdown, BRHY dropped -4.42% vs HYG's -34.25%.

On 1-year performance, BRHY leads with 7.21% vs 5.62% for HYG. On fees, BRHY is cheaper at 0.45% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BRHY has performed better with a 7.21% return vs 5.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BRHY is cheaper with a 0.45% expense ratio, compared with 0.49% for HYG.

BRHY has the higher dividend yield at 7.84%, compared with 5.91% for HYG.

Their fees differ too: 0.45% for BRHY and 0.49% for HYG.

BRHY currently has the higher Sharpe Ratio (2.24 vs 1.46), 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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