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E vs. HYG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

E vs. HYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eni S.p.A. (E) 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, E achieves a 46.96% return, which is significantly higher than HYG's 1.81% return. Over the past 10 years, E has outperformed HYG with an annualized return of 12.67%, while HYG has yielded a comparatively lower 4.64% annualized return.


E

1D
-1.91%
1M
16.28%
6M
36.66%
YTD
46.96%
1Y
69.58%
3Y*
29.83%
5Y*
26.16%
10Y*
12.67%
ALL TIME*
9.32%

HYG

1D
0.27%
1M
-0.02%
6M
1.13%
YTD
1.81%
1Y
5.12%
3Y*
8.25%
5Y*
3.73%
10Y*
4.64%
ALL TIME*
4.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$24.64M$20.95M$21.73M
$2.88B$2.52B$2.69B

E vs. HYG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
E
Eni S.p.A.
46.96%48.40%-13.95%26.73%10.92%43.12%-28.73%4.29%-0.98%7.27%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
1.81%8.59%7.97%11.54%-10.98%3.76%4.47%14.09%-2.02%6.07%

Correlation

The correlation between E and HYG is -0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.01

Correlation (3Y)
Balances recent behavior with more history.

0.18

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.29

Correlation (10Y)
Provides a long-term view across more market conditions.

0.37

Correlation (All Time)
Calculated using the full available price history since Apr 11, 2007

0.44

The correlation between E and HYG shifts across timeframes, from -0.01 (1 year) to 0.44 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

E vs. HYG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

E
E Risk / Return Rank: 9393
Overall Rank
E Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
E Sortino Ratio Rank: 9494
Sortino Ratio Rank
E Omega Ratio Rank: 9494
Omega Ratio Rank
E Calmar Ratio Rank: 8989
Calmar Ratio Rank
E Martin Ratio Rank: 9393
Martin Ratio Rank

HYG
HYG Risk / Return Rank: 6161
Overall Rank
HYG Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
HYG Sortino Ratio Rank: 5858
Sortino Ratio Rank
HYG Omega Ratio Rank: 5656
Omega Ratio Rank
HYG Calmar Ratio Rank: 6161
Calmar Ratio Rank
HYG Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

E vs. HYG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eni S.p.A. (E) 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.


EHYGDifference
Sharpe ratioReturn per unit of total volatility

+1.38

Sortino ratioReturn per unit of downside risk

+1.35

Omega ratioGain probability vs. loss probability

1.44

1.25

+0.19

Calmar ratioReturn relative to maximum drawdown

3.50

2.20

+1.30

Martin ratioReturn relative to average drawdown

12.05

9.47

+2.58

E vs. HYG - Sharpe Ratio Comparison

The current E Sharpe Ratio is 2.72, which is higher than the HYG Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of E 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

E vs. HYG - Drawdown Comparison

The maximum E drawdown since its inception was -70.53%, which is greater than HYG's maximum drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for E and HYG.


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Drawdown Indicators


EHYGDifference

Max Drawdown

Largest peak-to-trough decline

-70.53%

-34.25%

-36.28%

Max Drawdown (1Y)

Largest decline over 1 year

-20.00%

-2.34%

-17.66%

Max Drawdown (3Y)

Largest decline over 3 years

-20.13%

-4.56%

-15.57%

Max Drawdown (5Y)

Largest decline over 5 years

-33.71%

-15.79%

-17.92%

Max Drawdown (10Y)

Largest decline over 10 years

-61.59%

-22.03%

-39.56%

Current Drawdown

Current decline from peak

-4.33%

-0.22%

-4.11%

Average Drawdown

Average peak-to-trough decline

-23.02%

-3.22%

-19.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.79%

0.54%

+5.25%

Volatility

E vs. HYG - Volatility Comparison

Eni S.p.A. (E) has a higher volatility of 10.84% compared to iShares iBoxx $ High Yield Corporate Bond ETF (HYG) at 0.83%. This indicates that E's price experiences larger fluctuations and is considered to be riskier than HYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EHYGDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.84%

0.83%

+10.01%

Volatility (6M)

Calculated over the trailing 6-month period

21.90%

3.17%

+18.73%

Volatility (1Y)

Calculated over the trailing 1-year period

25.80%

3.87%

+21.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.38%

7.53%

+17.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.19%

8.21%

+19.98%

Dividends

E vs. HYG - Dividend Comparison

E's dividend yield for the trailing twelve months is around 4.42%, less than HYG's 5.91% yield.


PositionTTM20252024202320222021202020192018201720162015
E
Eni S.p.A.
4.42%5.88%7.69%5.74%6.38%5.79%5.91%6.11%5.15%3.96%3.98%5.14%
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


E and HYG have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

E has higher volatility (10.84%) compared to HYG (0.83%). In terms of maximum drawdown, E dropped -70.53% vs HYG's -34.25%.

E currently has the higher Sharpe Ratio (2.72 vs 1.33), 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.

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