FHI vs. IYF
Compare and contrast key facts about Federated Hermes, Inc. (FHI) and iShares U.S. Financials ETF (IYF).
IYF is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Financials Index. It was launched on May 31, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHI or IYF.
Correlation
The correlation between FHI and IYF is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FHI vs. IYF - Performance Comparison
Key characteristics
FHI:
0.99
IYF:
2.06
FHI:
1.45
IYF:
2.92
FHI:
1.18
IYF:
1.38
FHI:
0.85
IYF:
3.79
FHI:
4.11
IYF:
11.49
FHI:
4.82%
IYF:
2.81%
FHI:
19.99%
IYF:
15.69%
FHI:
-64.89%
IYF:
-79.09%
FHI:
-11.94%
IYF:
-6.45%
Returns By Period
In the year-to-date period, FHI achieves a -7.22% return, which is significantly lower than IYF's 0.32% return. Over the past 10 years, FHI has underperformed IYF with an annualized return of 6.99%, while IYF has yielded a comparatively higher 11.80% annualized return.
FHI
-7.22%
-10.47%
12.27%
20.91%
7.27%
6.99%
IYF
0.32%
-2.37%
10.90%
32.61%
11.58%
11.80%
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Risk-Adjusted Performance
FHI vs. IYF — Risk-Adjusted Performance Rank
FHI
IYF
FHI vs. IYF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes, Inc. (FHI) and iShares U.S. Financials ETF (IYF). 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.
Dividends
FHI vs. IYF - Dividend Comparison
FHI's dividend yield for the trailing twelve months is around 5.79%, more than IYF's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHI Federated Hermes, Inc. | 5.79% | 5.38% | 3.38% | 2.97% | 2.87% | 7.20% | 3.31% | 3.99% | 2.77% | 7.07% | 3.49% | 3.04% |
IYF iShares U.S. Financials ETF | 1.29% | 1.29% | 1.67% | 1.86% | 1.27% | 1.72% | 1.64% | 1.90% | 1.46% | 1.67% | 1.66% | 1.38% |
Drawdowns
FHI vs. IYF - Drawdown Comparison
The maximum FHI drawdown since its inception was -64.89%, smaller than the maximum IYF drawdown of -79.09%. Use the drawdown chart below to compare losses from any high point for FHI and IYF. For additional features, visit the drawdowns tool.
Volatility
FHI vs. IYF - Volatility Comparison
Federated Hermes, Inc. (FHI) and iShares U.S. Financials ETF (IYF) have volatilities of 5.50% and 5.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.