BRHYX vs. USHY
Compare and contrast key facts about BlackRock High Yield K (BRHYX) and iShares Broad USD High Yield Corporate Bond ETF (USHY).
BRHYX is managed by BlackRock. It was launched on Jan 5, 2001. USHY is a passively managed fund by iShares that tracks the performance of the ICE BofA US High Yield Constrained. It was launched on Oct 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRHYX or USHY.
Correlation
The correlation between BRHYX and USHY is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BRHYX vs. USHY - Performance Comparison
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Key characteristics
BRHYX:
1.93
USHY:
1.69
BRHYX:
2.71
USHY:
2.42
BRHYX:
1.42
USHY:
1.36
BRHYX:
2.00
USHY:
1.98
BRHYX:
8.56
USHY:
10.20
BRHYX:
0.94%
USHY:
0.91%
BRHYX:
4.29%
USHY:
5.65%
BRHYX:
-34.77%
USHY:
-22.44%
BRHYX:
-0.10%
USHY:
0.00%
Returns By Period
In the year-to-date period, BRHYX achieves a 1.85% return, which is significantly lower than USHY's 2.82% return.
BRHYX
1.85%
3.64%
1.94%
8.21%
7.10%
4.90%
USHY
2.82%
4.19%
2.85%
9.46%
6.62%
N/A
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BRHYX vs. USHY - Expense Ratio Comparison
BRHYX has a 0.48% expense ratio, which is higher than USHY's 0.15% expense ratio.
Risk-Adjusted Performance
BRHYX vs. USHY — Risk-Adjusted Performance Rank
BRHYX
USHY
BRHYX vs. USHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Yield K (BRHYX) and iShares Broad USD High Yield Corporate Bond ETF (USHY). 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.
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Dividends
BRHYX vs. USHY - Dividend Comparison
BRHYX's dividend yield for the trailing twelve months is around 7.05%, more than USHY's 6.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRHYX BlackRock High Yield K | 7.05% | 7.14% | 6.74% | 5.95% | 4.81% | 5.22% | 5.68% | 6.32% | 5.74% | 5.67% | 5.78% | 5.98% |
USHY iShares Broad USD High Yield Corporate Bond ETF | 6.76% | 6.89% | 6.63% | 6.08% | 5.07% | 5.30% | 5.92% | 6.30% | 0.73% | 0.00% | 0.00% | 0.00% |
Drawdowns
BRHYX vs. USHY - Drawdown Comparison
The maximum BRHYX drawdown since its inception was -34.77%, which is greater than USHY's maximum drawdown of -22.44%. Use the drawdown chart below to compare losses from any high point for BRHYX and USHY. For additional features, visit the drawdowns tool.
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Volatility
BRHYX vs. USHY - Volatility Comparison
The current volatility for BlackRock High Yield K (BRHYX) is 1.40%, while iShares Broad USD High Yield Corporate Bond ETF (USHY) has a volatility of 1.87%. This indicates that BRHYX experiences smaller price fluctuations and is considered to be less risky than USHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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