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GOLY vs. HYG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GOLY vs. HYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strategy Shares Gold-Hedged Bond ETF (GOLY) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GOLY achieves a -17.86% return, which is significantly lower than HYG's 1.60% return.


GOLY

1D
0.18%
1M
-2.36%
YTD
-17.86%
6M
-14.48%
1Y
4.45%
3Y*
17.97%
5Y*
6.38%
10Y*

HYG

1D
0.08%
1M
0.31%
YTD
1.60%
6M
2.09%
1Y
7.00%
3Y*
8.58%
5Y*
3.87%
10Y*
4.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GOLY vs. HYG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
GOLY
Strategy Shares Gold-Hedged Bond ETF
-17.86%57.98%19.82%12.74%-19.96%-1.30%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
1.60%8.59%7.97%11.54%-10.98%2.86%

Correlation

The correlation between GOLY and HYG is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.32

Correlation (All Time)
Calculated using the full available price history since May 19, 2021

0.32

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Return for Risk

GOLY vs. HYG — Risk / Return Rank

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

GOLY
GOLY Risk / Return Rank: 1111
Overall Rank
GOLY Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
GOLY Sortino Ratio Rank: 1111
Sortino Ratio Rank
GOLY Omega Ratio Rank: 1212
Omega Ratio Rank
GOLY Calmar Ratio Rank: 1111
Calmar Ratio Rank
GOLY Martin Ratio Rank: 1111
Martin Ratio Rank

HYG
HYG Risk / Return Rank: 6060
Overall Rank
HYG Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
HYG Sortino Ratio Rank: 5959
Sortino Ratio Rank
HYG Omega Ratio Rank: 5858
Omega Ratio Rank
HYG Calmar Ratio Rank: 5959
Calmar Ratio Rank
HYG Martin Ratio Rank: 7070
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.

GOLY vs. HYG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strategy Shares Gold-Hedged Bond ETF (GOLY) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG). 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.


GOLYHYGDifference

Sharpe ratio

Return per unit of total volatility

0.14

1.85

-1.72

Sortino ratio

Return per unit of downside risk

0.39

2.80

-2.41

Omega ratio

Gain probability vs. loss probability

1.06

1.36

-0.30

Calmar ratio

Return relative to maximum drawdown

0.23

2.99

-2.75

Martin ratio

Return relative to average drawdown

0.54

13.22

-12.68

GOLY vs. HYG - Sharpe Ratio Comparison

The current GOLY Sharpe Ratio is 0.14, which is lower than the HYG Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of GOLY and HYG, 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


GOLYHYGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.14

1.85

-1.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

0.52

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.46

-0.16

Drawdowns

GOLY vs. HYG - Drawdown Comparison

The maximum GOLY drawdown since its inception was -35.99%, which is greater than HYG's maximum drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for GOLY and HYG.


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Drawdown Indicators


GOLYHYGDifference

Max Drawdown

Largest peak-to-trough decline

-35.99%

-34.25%

-1.74%

Max Drawdown (1Y)

Largest decline over 1 year

-29.88%

-2.34%

-27.54%

Max Drawdown (3Y)

Largest decline over 3 years

-29.88%

-4.56%

-25.32%

Max Drawdown (5Y)

Largest decline over 5 years

-35.99%

-15.79%

-20.20%

Max Drawdown (10Y)

Largest decline over 10 years

-22.03%

Current Drawdown

Current decline from peak

-29.13%

-0.00%

-29.13%

Average Drawdown

Average peak-to-trough decline

-11.84%

-3.24%

-8.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.85%

0.53%

+12.32%

Volatility

GOLY vs. HYG - Volatility Comparison

Strategy Shares Gold-Hedged Bond ETF (GOLY) has a higher volatility of 6.86% compared to iShares iBoxx $ High Yield Corporate Bond ETF (HYG) at 1.22%. This indicates that GOLY's price experiences larger fluctuations and is considered to be riskier than HYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GOLYHYGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.86%

1.22%

+5.64%

Volatility (6M)

Calculated over the trailing 6-month period

29.48%

3.00%

+26.48%

Volatility (1Y)

Calculated over the trailing 1-year period

32.94%

3.79%

+29.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.29%

7.52%

+14.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.21%

8.29%

+13.92%

GOLY vs. HYG - Expense Ratio Comparison

GOLY has a 0.79% expense ratio, which is higher than HYG's 0.49% expense ratio.


Dividends

GOLY vs. HYG - Dividend Comparison

GOLY's dividend yield for the trailing twelve months is around 9.59%, more than HYG's 5.90% yield.


PositionTTM20252024202320222021202020192018201720162015
GOLY
Strategy Shares Gold-Hedged Bond ETF
9.59%7.22%3.85%2.94%2.57%1.11%0.00%0.00%0.00%0.00%0.00%0.00%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
5.90%5.71%6.01%5.74%5.30%4.02%4.88%4.99%5.54%5.12%5.27%5.90%

Frequently Asked Questions


GOLY and HYG have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GOLY has higher volatility (6.86%) compared to HYG (1.22%). In terms of maximum drawdown, GOLY dropped -35.99% vs HYG's -34.25%.

On 5-year performance, GOLY leads with 6.38% vs 3.87% for HYG. On fees, HYG is cheaper at 0.49% per year. On volatility, HYG has been the lower-risk option at 1.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GOLY has performed better with a 6.38% return vs 3.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HYG is cheaper with a 0.49% expense ratio, compared with 0.79% for GOLY.

GOLY has the higher dividend yield at 9.59%, compared with 5.90% for HYG.

GOLY is categorized as Nontraditional Bonds, while HYG is High Yield Bonds. GOLY tracks Solactive Gold-Backed Bond Index, while HYG tracks iBoxx $ Liquid High Yield Index. They also come from different issuers: Strategy Shares and iShares. Their fees differ too: 0.79% for GOLY and 0.49% for HYG.

HYG currently has the higher Sharpe Ratio (1.85 vs 0.14), 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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