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ESHY vs. JPHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESHY vs. JPHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) and JPMorgan High Yield Research Enhanced ETF (JPHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


ESHY

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

JPHY

1D
-0.09%
1M
0.44%
YTD
2.07%
6M
2.33%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESHY vs. JPHY - Yearly Performance Comparison


ESHY vs. JPHY - Sectors Allocation Comparison


Sectors
ESHY
JPHY

Energy

100.0%
7.0%

Basic Materials

-

3.6%

Communication Services

-

15.8%

Consumer Cyclical

-

8.9%

Consumer Defensive

-

2.4%

Financial Services

-

1.8%

Healthcare

-

5.1%

Industrials

-

10.8%

Real Estate

-

3.0%

Technology

-

4.8%

Utilities

-

2.8%

Energy

ESHY
100.0%
JPHY
7.0%

Basic Materials

ESHY

-

JPHY
3.6%

Communication Services

ESHY

-

JPHY
15.8%

Consumer Cyclical

ESHY

-

JPHY
8.9%

Consumer Defensive

ESHY

-

JPHY
2.4%

Financial Services

ESHY

-

JPHY
1.8%

Healthcare

ESHY

-

JPHY
5.1%

Industrials

ESHY

-

JPHY
10.8%

Real Estate

ESHY

-

JPHY
3.0%

Technology

ESHY

-

JPHY
4.8%

Utilities

ESHY

-

JPHY
2.8%

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Return for Risk

ESHY vs. JPHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) and JPMorgan High Yield Research Enhanced ETF (JPHY). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ESHY vs. JPHY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ESHYJPHYDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.17

Drawdowns

ESHY vs. JPHY - Drawdown Comparison

The maximum ESHY drawdown since its inception was 0.00%, smaller than the maximum JPHY drawdown of -1.65%. Use the drawdown chart below to compare losses from any high point for ESHY and JPHY.


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Drawdown Indicators


ESHYJPHYDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-1.65%

+1.65%

Current Drawdown

Current decline from peak

0.00%

-0.09%

+0.09%

Average Drawdown

Average peak-to-trough decline

0.00%

-0.21%

+0.21%

Volatility

ESHY vs. JPHY - Volatility Comparison


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Volatility by Period


ESHYJPHYDifference

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

3.04%

-3.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

3.04%

-3.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

3.04%

-3.04%

ESHY vs. JPHY - Expense Ratio Comparison

ESHY has a 0.20% expense ratio, which is lower than JPHY's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

ESHY vs. JPHY - Dividend Comparison

ESHY has not paid dividends to shareholders, while JPHY's dividend yield for the trailing twelve months is around 5.92%.


Frequently Asked Questions


On fees, ESHY is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ESHY is cheaper with a 0.20% expense ratio, compared with 0.24% for JPHY.

JPHY has the higher dividend yield at 5.92%, compared with 0.00% for ESHY.

They also come from different issuers: Deutsche Bank and JPMorgan. Their fees differ too: 0.20% for ESHY and 0.24% for JPHY.

Portfolio Optimizer

Find the right allocation for ESHY and JPHY

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