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FEUS vs. HYXF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FEUS vs. HYXF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) and iShares ESG Advanced High Yield Corporate Bond ETF (HYXF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FEUS achieves a 8.26% return, which is significantly higher than HYXF's 1.06% return.


FEUS

1D
0.44%
1M
-0.79%
YTD
8.26%
6M
8.52%
1Y
24.07%
3Y*
18.84%
5Y*
10Y*

HYXF

1D
-0.05%
1M
0.47%
YTD
1.06%
6M
1.78%
1Y
5.83%
3Y*
8.51%
5Y*
3.61%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FEUS vs. HYXF - Yearly Performance Comparison


2026 (YTD)20252024202320222021
FEUS
FlexShares ESG & Climate US Large Cap Core Index Fund
8.26%14.67%23.10%25.54%-19.10%9.37%
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
1.06%8.88%8.35%11.87%-11.90%0.16%

Correlation

The correlation between FEUS and HYXF is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.74

Correlation (3Y)
Calculated over the trailing 3-year period

0.63

Correlation (All Time)
Calculated using the full available price history since Sep 21, 2021

0.67

The correlation between FEUS and HYXF shifts across timeframes, from 0.63 (3 years) to 0.74 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

FEUS vs. HYXF — Risk / Return Rank

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

FEUS
FEUS Risk / Return Rank: 5959
Overall Rank
FEUS Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FEUS Sortino Ratio Rank: 5959
Sortino Ratio Rank
FEUS Omega Ratio Rank: 6060
Omega Ratio Rank
FEUS Calmar Ratio Rank: 5353
Calmar Ratio Rank
FEUS Martin Ratio Rank: 6161
Martin Ratio Rank

HYXF
HYXF Risk / Return Rank: 5454
Overall Rank
HYXF Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
HYXF Sortino Ratio Rank: 5353
Sortino Ratio Rank
HYXF Omega Ratio Rank: 5151
Omega Ratio Rank
HYXF Calmar Ratio Rank: 5151
Calmar Ratio Rank
HYXF Martin Ratio Rank: 6363
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.

FEUS vs. HYXF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) and iShares ESG Advanced High Yield Corporate Bond ETF (HYXF). 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.


FEUSHYXFDifference
Sharpe ratioReturn per unit of total volatility

+0.29

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

1.32

1.29

+0.04

Calmar ratioReturn relative to maximum drawdown

2.36

2.26

+0.10

Martin ratioReturn relative to average drawdown

9.84

10.11

-0.27

FEUS vs. HYXF - Sharpe Ratio Comparison

The current FEUS Sharpe Ratio is 1.81, which is comparable to the HYXF Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of FEUS and HYXF, 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

FEUS vs. HYXF - Drawdown Comparison

The maximum FEUS drawdown since its inception was -25.31%, which is greater than HYXF's maximum drawdown of -18.75%. Use the drawdown chart below to compare losses from any high point for FEUS and HYXF.


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Drawdown Indicators


FEUSHYXFDifference

Max Drawdown

Largest peak-to-trough decline

-25.31%

-18.75%

-6.56%

Max Drawdown (1Y)

Largest decline over 1 year

-9.55%

-2.57%

-6.98%

Max Drawdown (3Y)

Largest decline over 3 years

-19.47%

-4.81%

-14.66%

Max Drawdown (5Y)

Largest decline over 5 years

-16.00%

Current Drawdown

Current decline from peak

-2.58%

-0.13%

-2.45%

Average Drawdown

Average peak-to-trough decline

-6.33%

-2.57%

-3.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.29%

0.57%

+1.72%

Volatility

FEUS vs. HYXF - Volatility Comparison

FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) has a higher volatility of 4.31% compared to iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) at 1.26%. This indicates that FEUS's price experiences larger fluctuations and is considered to be riskier than HYXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FEUSHYXFDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.31%

1.26%

+3.05%

Volatility (6M)

Calculated over the trailing 6-month period

9.76%

3.00%

+6.76%

Volatility (1Y)

Calculated over the trailing 1-year period

12.45%

3.82%

+8.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.03%

8.05%

+8.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.03%

8.31%

+8.72%

FEUS vs. HYXF - Expense Ratio Comparison

FEUS has a 0.09% expense ratio, which is lower than HYXF's 0.35% expense ratio.


Dividends

FEUS vs. HYXF - Dividend Comparison

FEUS's dividend yield for the trailing twelve months is around 1.00%, less than HYXF's 6.09% yield.


PositionTTM2025202420232022202120202019201820172016
FEUS
FlexShares ESG & Climate US Large Cap Core Index Fund
1.00%1.06%1.15%1.41%1.48%0.36%0.00%0.00%0.00%0.00%0.00%
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
6.09%6.19%6.40%5.93%5.37%4.56%4.96%5.29%6.14%5.85%3.16%

Frequently Asked Questions


FEUS and HYXF have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FEUS has higher volatility (4.31%) compared to HYXF (1.26%). In terms of maximum drawdown, FEUS dropped -25.31% vs HYXF's -18.75%.

On 3-year performance, FEUS leads with 18.84% vs 8.51% for HYXF. On fees, FEUS is cheaper at 0.09% per year. On volatility, HYXF has been the lower-risk option at 1.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, FEUS has performed better with a 18.84% return vs 8.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FEUS is cheaper with a 0.09% expense ratio, compared with 0.35% for HYXF.

HYXF has the higher dividend yield at 6.09%, compared with 1.00% for FEUS.

FEUS is categorized as Large Cap Blend Equities, while HYXF is High Yield Bonds. FEUS tracks Northern Trust ESG & Climate US Large Cap Core Index - Benchmark TR Gross, while HYXF tracks Bloomberg MSCI US High Yield Corporate Choice ESG Screened. They also come from different issuers: FlexShares and iShares. Their fees differ too: 0.09% for FEUS and 0.35% for HYXF.

FEUS currently has the higher Sharpe Ratio (1.81 vs 1.52), 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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