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FALN vs. SCYB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FALN vs. SCYB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Fallen Angels USD Bond ETF (FALN) and Schwab High Yield Bond ETF (SCYB). 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 SCYB's 1.92% return.


FALN

1D
-0.11%
1M
1.07%
YTD
2.24%
6M
2.46%
1Y
7.88%
3Y*
9.39%
5Y*
3.76%
10Y*
6.60%

SCYB

1D
-0.04%
1M
0.50%
YTD
1.92%
6M
2.07%
1Y
6.69%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FALN vs. SCYB - Yearly Performance Comparison


2026 (YTD)202520242023
FALN
iShares Fallen Angels USD Bond ETF
2.24%8.92%7.68%8.29%
SCYB
Schwab High Yield Bond ETF
1.92%8.33%8.15%7.29%

Correlation

The correlation between FALN and SCYB is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.91

Correlation (All Time)
Calculated using the full available price history since Jul 11, 2023

0.91

The correlation between FALN and SCYB has been stable across timeframes, ranging from 0.91 to 0.91 - a consistent structural relationship.

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Return for Risk

FALN vs. SCYB — Risk / Return Rank

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

FALN
FALN Risk / Return Rank: 5050
Overall Rank
FALN Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
FALN Sortino Ratio Rank: 5353
Sortino Ratio Rank
FALN Omega Ratio Rank: 5555
Omega Ratio Rank
FALN Calmar Ratio Rank: 4141
Calmar Ratio Rank
FALN Martin Ratio Rank: 5050
Martin Ratio Rank

SCYB
SCYB Risk / Return Rank: 5959
Overall Rank
SCYB Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SCYB Sortino Ratio Rank: 5858
Sortino Ratio Rank
SCYB Omega Ratio Rank: 5858
Omega Ratio Rank
SCYB Calmar Ratio Rank: 5757
Calmar Ratio Rank
SCYB Martin Ratio Rank: 6868
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.

FALN vs. SCYB - Risk-Adjusted Trends Comparison

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


FALNSCYBDifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

-0.15

Omega ratioGain probability vs. loss probability

1.33

1.35

-0.02

Calmar ratioReturn relative to maximum drawdown

2.00

2.75

-0.75

Martin ratioReturn relative to average drawdown

8.32

12.23

-3.90

FALN vs. SCYB - Sharpe Ratio Comparison

The current FALN Sharpe Ratio is 1.72, which is comparable to the SCYB Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of FALN and SCYB, 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

FALN vs. SCYB - Drawdown Comparison

The maximum FALN drawdown since its inception was -29.22%, which is greater than SCYB's maximum drawdown of -4.92%. Use the drawdown chart below to compare losses from any high point for FALN and SCYB.


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Drawdown Indicators


FALNSCYBDifference

Max Drawdown

Largest peak-to-trough decline

-29.22%

-4.92%

-24.30%

Max Drawdown (1Y)

Largest decline over 1 year

-3.96%

-2.44%

-1.52%

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%

-0.15%

+0.04%

Average Drawdown

Average peak-to-trough decline

-3.31%

-0.51%

-2.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

0.55%

+0.40%

Volatility

FALN vs. SCYB - Volatility Comparison

iShares Fallen Angels USD Bond ETF (FALN) has a higher volatility of 1.18% compared to Schwab High Yield Bond ETF (SCYB) at 1.00%. This indicates that FALN's price experiences larger fluctuations and is considered to be riskier than SCYB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FALNSCYBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.18%

1.00%

+0.18%

Volatility (6M)

Calculated over the trailing 6-month period

3.73%

3.02%

+0.71%

Volatility (1Y)

Calculated over the trailing 1-year period

4.60%

3.79%

+0.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.33%

5.12%

+2.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.94%

5.12%

+3.82%

FALN vs. SCYB - Expense Ratio Comparison

FALN has a 0.25% expense ratio, which is higher than SCYB's 0.03% 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. SCYB - Dividend Comparison

FALN's dividend yield for the trailing twelve months is around 6.42%, less than SCYB's 6.91% 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%
SCYB
Schwab High Yield Bond ETF
6.91%6.99%7.06%3.36%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.91, FALN and SCYB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

FALN has higher volatility (1.18%) compared to SCYB (1.00%). In terms of maximum drawdown, FALN dropped -29.22% vs SCYB's -4.92%.

On 1-year performance, FALN leads with 7.88% vs 6.69% for SCYB. On fees, SCYB is cheaper at 0.03% per year. On volatility, SCYB has been the lower-risk option at 1.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FALN has performed better with a 7.88% return vs 6.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCYB is cheaper with a 0.03% expense ratio, compared with 0.25% for FALN.

SCYB has the higher dividend yield at 6.91%, compared with 6.42% for FALN.

FALN tracks Bloomberg US High Yield Fallen Angel 3% Capped Index, while SCYB tracks ICE BofA US Cash Pay High Yield Constrained Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.25% for FALN and 0.03% for SCYB.

SCYB currently has the higher Sharpe Ratio (1.77 vs 1.72), 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.

Portfolio Optimizer

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