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FALN vs. NHYB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FALN vs. NHYB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Fallen Angels USD Bond ETF (FALN) and Nuveen High Yield Corporate Bond ETF (NHYB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FALN achieves a 2.24% return, which is significantly higher than NHYB's 1.91% return.


FALN

1D
0.00%
1M
1.07%
YTD
2.24%
6M
2.42%
1Y
7.88%
3Y*
9.39%
5Y*
3.74%
10Y*
6.60%

NHYB

1D
-0.04%
1M
0.52%
YTD
1.91%
6M
1.99%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FALN vs. NHYB - Yearly Performance Comparison


Correlation

The correlation between FALN and NHYB is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 24, 2025

0.85

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Return for Risk

FALN vs. NHYB — Risk / Return Rank

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

FALN
FALN Risk / Return Rank: 5151
Overall Rank
FALN Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
FALN Sortino Ratio Rank: 5454
Sortino Ratio Rank
FALN Omega Ratio Rank: 5656
Omega Ratio Rank
FALN Calmar Ratio Rank: 4141
Calmar Ratio Rank
FALN Martin Ratio Rank: 5151
Martin Ratio Rank

NHYB

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

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.

FALN vs. NHYB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Fallen Angels USD Bond ETF (FALN) and Nuveen High Yield Corporate Bond ETF (NHYB). 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.


FALNNHYBDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

2.00

Martin ratioReturn relative to average drawdown

8.32

FALN vs. NHYB - Sharpe Ratio Comparison


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Drawdowns

FALN vs. NHYB - Drawdown Comparison

The maximum FALN drawdown since its inception was -29.22%, which is greater than NHYB's maximum drawdown of -2.40%. Use the drawdown chart below to compare losses from any high point for FALN and NHYB.


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Drawdown Indicators


FALNNHYBDifference

Max Drawdown

Largest peak-to-trough decline

-29.22%

-2.40%

-26.82%

Max Drawdown (1Y)

Largest decline over 1 year

-3.96%

Max Drawdown (3Y)

Largest decline over 3 years

-5.92%

Max Drawdown (5Y)

Largest decline over 5 years

-18.78%

Max Drawdown (10Y)

Largest decline over 10 years

-29.22%

Current Drawdown

Current decline from peak

-0.11%

-0.20%

+0.09%

Average Drawdown

Average peak-to-trough decline

-3.31%

-0.36%

-2.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

Volatility

FALN vs. NHYB - Volatility Comparison


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Volatility by Period


FALNNHYBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.18%

Volatility (6M)

Calculated over the trailing 6-month period

3.72%

Volatility (1Y)

Calculated over the trailing 1-year period

4.60%

3.64%

+0.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.33%

3.64%

+3.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.92%

3.64%

+5.28%

FALN vs. NHYB - Expense Ratio Comparison

FALN has a 0.25% expense ratio, which is higher than NHYB's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

FALN vs. NHYB - Dividend Comparison

FALN's dividend yield for the trailing twelve months is around 6.42%, more than NHYB's 4.25% yield.


PositionTTM2025202420232022202120202019201820172016
FALN
iShares Fallen Angels USD Bond ETF
6.42%6.31%6.24%5.37%5.08%3.40%5.14%5.35%5.97%6.98%3.55%
NHYB
Nuveen High Yield Corporate Bond ETF
4.25%1.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FALN and NHYB have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, NHYB is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

NHYB is cheaper with a 0.08% expense ratio, compared with 0.25% for FALN.

FALN has the higher dividend yield at 6.42%, compared with 4.25% for NHYB.

FALN tracks Bloomberg US High Yield Fallen Angel 3% Capped Index, while NHYB tracks ICE BofA BB-B US Cash Pay High Yield Constrained Index. They also come from different issuers: iShares and Nuveen. Their fees differ too: 0.25% for FALN and 0.08% for NHYB.

Portfolio Optimizer

Find the right allocation for FALN and NHYB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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