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HEWJ vs. HYG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HEWJ vs. HYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Currency Hedged MSCI Japan ETF (HEWJ) 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, HEWJ achieves a 21.75% return, which is significantly higher than HYG's 1.78% return. Over the past 10 years, HEWJ has outperformed HYG with an annualized return of 17.18%, while HYG has yielded a comparatively lower 5.03% annualized return.


HEWJ

1D
2.12%
1M
5.32%
YTD
21.75%
6M
21.73%
1Y
55.27%
3Y*
27.88%
5Y*
21.43%
10Y*
17.18%

HYG

1D
0.13%
1M
1.25%
YTD
1.78%
6M
2.29%
1Y
6.95%
3Y*
8.47%
5Y*
3.83%
10Y*
5.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HEWJ vs. HYG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HEWJ
iShares Currency Hedged MSCI Japan ETF
21.75%30.25%24.80%36.21%-4.39%12.79%10.29%20.79%-14.68%21.47%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
1.78%8.59%7.97%11.54%-10.98%3.76%4.47%14.09%-2.02%6.07%

Correlation

The correlation between HEWJ and HYG is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.47

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

0.42

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

0.46

Correlation (10Y)
Calculated over the trailing 10-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Feb 5, 2014

0.49

The correlation between HEWJ and HYG has been stable across timeframes, ranging from 0.42 to 0.50 - a consistent structural relationship.

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Return for Risk

HEWJ vs. HYG — Risk / Return Rank

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

HEWJ
HEWJ Risk / Return Rank: 9191
Overall Rank
HEWJ Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
HEWJ Sortino Ratio Rank: 9191
Sortino Ratio Rank
HEWJ Omega Ratio Rank: 8989
Omega Ratio Rank
HEWJ Calmar Ratio Rank: 9191
Calmar Ratio Rank
HEWJ Martin Ratio Rank: 9292
Martin Ratio Rank

HYG
HYG Risk / Return Rank: 6767
Overall Rank
HYG Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
HYG Sortino Ratio Rank: 6767
Sortino Ratio Rank
HYG Omega Ratio Rank: 6565
Omega Ratio Rank
HYG Calmar Ratio Rank: 6666
Calmar Ratio Rank
HYG Martin Ratio Rank: 7676
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.

HEWJ vs. HYG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Currency Hedged MSCI Japan ETF (HEWJ) 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.

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.


HEWJHYGDifference
Sharpe ratioReturn per unit of total volatility

+1.07

Sortino ratioReturn per unit of downside risk

+1.13

Omega ratioGain probability vs. loss probability

1.51

1.35

+0.16

Calmar ratioReturn relative to maximum drawdown

5.35

2.98

+2.37

Martin ratioReturn relative to average drawdown

20.71

13.11

+7.60

HEWJ vs. HYG - Sharpe Ratio Comparison

The current HEWJ Sharpe Ratio is 2.87, which is higher than the HYG Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of HEWJ 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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Drawdowns

HEWJ vs. HYG - Drawdown Comparison

The maximum HEWJ drawdown since its inception was -31.53%, smaller than the maximum HYG drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for HEWJ and HYG.


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Drawdown Indicators


HEWJHYGDifference

Max Drawdown

Largest peak-to-trough decline

-31.53%

-34.25%

+2.72%

Max Drawdown (1Y)

Largest decline over 1 year

-10.37%

-2.34%

-8.03%

Max Drawdown (3Y)

Largest decline over 3 years

-20.90%

-4.56%

-16.34%

Max Drawdown (5Y)

Largest decline over 5 years

-20.90%

-15.79%

-5.11%

Max Drawdown (10Y)

Largest decline over 10 years

-31.53%

-22.03%

-9.50%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-6.60%

-3.24%

-3.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.68%

0.53%

+2.15%

Volatility

HEWJ vs. HYG - Volatility Comparison

iShares Currency Hedged MSCI Japan ETF (HEWJ) has a higher volatility of 6.19% compared to iShares iBoxx $ High Yield Corporate Bond ETF (HYG) at 1.31%. This indicates that HEWJ'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


HEWJHYGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.19%

1.31%

+4.88%

Volatility (6M)

Calculated over the trailing 6-month period

14.67%

3.08%

+11.59%

Volatility (1Y)

Calculated over the trailing 1-year period

19.36%

3.87%

+15.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.19%

7.53%

+11.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.68%

8.29%

+11.39%

HEWJ vs. HYG - Expense Ratio Comparison

Both HEWJ and HYG have an expense ratio of 0.49%.


Dividends

HEWJ vs. HYG - Dividend Comparison

HEWJ's dividend yield for the trailing twelve months is around 4.19%, less than HYG's 5.89% yield.


PositionTTM20252024202320222021202020192018201720162015
HEWJ
iShares Currency Hedged MSCI Japan ETF
4.19%5.10%2.20%2.02%47.68%2.03%1.20%2.78%1.37%1.21%1.88%3.25%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
5.89%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


HEWJ and HYG have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HEWJ has higher volatility (6.19%) compared to HYG (1.31%). In terms of maximum drawdown, HEWJ dropped -31.53% vs HYG's -34.25%.

On 10-year performance, HEWJ leads with 17.18% vs 5.03% for HYG. Both ETFs have the same 0.49% expense ratio. On volatility, HYG has been the lower-risk option at 1.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, HEWJ has performed better with a 17.18% return vs 5.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HEWJ and HYG have the same expense ratio: 0.49% per year.

HYG has the higher dividend yield at 5.89%, compared with 4.19% for HEWJ.

HEWJ is categorized as Japan Equities, while HYG is High Yield Bonds. HEWJ tracks MSCI Japan 100% Hedged to USD Index, while HYG tracks Markit iBoxx USD Liquid High Yield Index.

HEWJ currently has the higher Sharpe Ratio (2.87 vs 1.81), 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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