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EUAD vs. EUHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUAD vs. EUHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Select STOXX Europe Aerospace & Defense ETF (EUAD) and iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EUAD achieves a -4.49% return, which is significantly lower than EUHY's 1.70% return.


EUAD

1D
0.00%
1M
-1.88%
YTD
-4.49%
6M
-3.71%
1Y
-1.29%
3Y*
5Y*
10Y*

EUHY

1D
-0.12%
1M
0.05%
YTD
1.70%
6M
2.27%
1Y
5.47%
3Y*
9.44%
5Y*
1.82%
10Y*
3.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUAD vs. EUHY - Yearly Performance Comparison


Correlation

The correlation between EUAD and EUHY is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.36

Correlation (All Time)
Calculated using the full available price history since Oct 23, 2024

0.34

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Return for Risk

EUAD vs. EUHY — Risk / Return Rank

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

EUAD
EUAD Risk / Return Rank: 99
Overall Rank
EUAD Sharpe Ratio Rank: 99
Sharpe Ratio Rank
EUAD Sortino Ratio Rank: 99
Sortino Ratio Rank
EUAD Omega Ratio Rank: 99
Omega Ratio Rank
EUAD Calmar Ratio Rank: 99
Calmar Ratio Rank
EUAD Martin Ratio Rank: 99
Martin Ratio Rank

EUHY
EUHY Risk / Return Rank: 3131
Overall Rank
EUHY Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
EUHY Sortino Ratio Rank: 2929
Sortino Ratio Rank
EUHY Omega Ratio Rank: 3131
Omega Ratio Rank
EUHY Calmar Ratio Rank: 3535
Calmar Ratio Rank
EUHY Martin Ratio Rank: 2929
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.

EUAD vs. EUHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Select STOXX Europe Aerospace & Defense ETF (EUAD) and iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY). 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.


EUADEUHYDifference
Sharpe ratioReturn per unit of total volatility

-1.04

Sortino ratioReturn per unit of downside risk

-1.30

Omega ratioGain probability vs. loss probability

1.02

1.19

-0.17

Calmar ratioReturn relative to maximum drawdown

-0.06

1.57

-1.63

Martin ratioReturn relative to average drawdown

-0.14

3.75

-3.89

EUAD vs. EUHY - Sharpe Ratio Comparison

The current EUAD Sharpe Ratio is -0.04, which is lower than the EUHY Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of EUAD and EUHY, 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


EUADEUHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.04

1.00

-1.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

1.15

0.34

+0.81

Drawdowns

EUAD vs. EUHY - Drawdown Comparison

The maximum EUAD drawdown since its inception was -22.04%, smaller than the maximum EUHY drawdown of -32.45%. Use the drawdown chart below to compare losses from any high point for EUAD and EUHY.


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Drawdown Indicators


EUADEUHYDifference

Max Drawdown

Largest peak-to-trough decline

-22.04%

-32.45%

+10.41%

Max Drawdown (1Y)

Largest decline over 1 year

-22.04%

-3.50%

-18.54%

Max Drawdown (3Y)

Largest decline over 3 years

-8.23%

Max Drawdown (5Y)

Largest decline over 5 years

-32.45%

Max Drawdown (10Y)

Largest decline over 10 years

-32.45%

Current Drawdown

Current decline from peak

-16.65%

-0.38%

-16.27%

Average Drawdown

Average peak-to-trough decline

-5.70%

-8.58%

+2.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.14%

1.46%

+7.68%

Volatility

EUAD vs. EUHY - Volatility Comparison

Select STOXX Europe Aerospace & Defense ETF (EUAD) has a higher volatility of 9.32% compared to iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) at 1.03%. This indicates that EUAD's price experiences larger fluctuations and is considered to be riskier than EUHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EUADEUHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.32%

1.03%

+8.29%

Volatility (6M)

Calculated over the trailing 6-month period

24.23%

2.89%

+21.34%

Volatility (1Y)

Calculated over the trailing 1-year period

29.23%

5.51%

+23.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.79%

10.00%

+19.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.79%

10.42%

+19.37%

EUAD vs. EUHY - Expense Ratio Comparison

EUAD has a 0.50% expense ratio, which is higher than EUHY's 0.35% expense ratio.


Dividends

EUAD vs. EUHY - Dividend Comparison

EUAD's dividend yield for the trailing twelve months is around 0.42%, less than EUHY's 5.35% yield.


PositionTTM20252024202320222021202020192018201720162015
EUAD
Select STOXX Europe Aerospace & Defense ETF
0.42%0.40%0.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EUHY
iShares Euro High Yield Corporate Bond USD Hedged ETF
5.35%3.56%5.11%3.38%0.61%3.07%1.45%1.19%4.01%0.69%1.70%3.24%

Frequently Asked Questions


EUAD and EUHY have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EUAD has higher volatility (9.32%) compared to EUHY (1.03%). In terms of maximum drawdown, EUAD dropped -22.04% vs EUHY's -32.45%.

On 1-year performance, EUHY leads with 5.47% vs -1.29% for EUAD. On fees, EUHY is cheaper at 0.35% per year. On volatility, EUHY has been the lower-risk option at 1.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, EUHY has performed better with a 5.47% return vs -1.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EUHY is cheaper with a 0.35% expense ratio, compared with 0.50% for EUAD.

EUHY has the higher dividend yield at 5.35%, compared with 0.42% for EUAD.

EUAD is categorized as Aerospace & Defense, while EUHY is High Yield Bonds. EUAD tracks STOXX Europe Total Market Aerospace & Defense Index, while EUHY tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index. They also come from different issuers: Select Funds and iShares. Their fees differ too: 0.50% for EUAD and 0.35% for EUHY.

EUHY currently has the higher Sharpe Ratio (1.00 vs -0.04), 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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