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HYDB vs. SIHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYDB vs. SIHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares High Yield Bond Factor ETF (HYDB) and Harbor Scientific Alpha High-Yield ETF (SIHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HYDB achieves a 1.43% return, which is significantly lower than SIHY's 1.75% return.


HYDB

1D
0.11%
1M
0.30%
YTD
1.43%
6M
1.98%
1Y
7.09%
3Y*
9.23%
5Y*
4.69%
10Y*

SIHY

1D
0.01%
1M
0.89%
YTD
1.75%
6M
2.15%
1Y
8.21%
3Y*
9.35%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYDB vs. SIHY - Yearly Performance Comparison


2026 (YTD)20252024202320222021
HYDB
iShares High Yield Bond Factor ETF
1.43%8.10%9.11%14.02%-9.99%0.37%
SIHY
Harbor Scientific Alpha High-Yield ETF
1.75%8.13%8.67%13.31%-7.73%-0.00%

Correlation

The correlation between HYDB and SIHY is 0.73, 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

0.73

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

0.83

Correlation (All Time)
Calculated using the full available price history since Sep 17, 2021

0.89

The correlation between HYDB and SIHY shifts across timeframes, from 0.73 (1 year) to 0.89 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

HYDB vs. SIHY — Risk / Return Rank

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

HYDB
HYDB Risk / Return Rank: 5858
Overall Rank
HYDB Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
HYDB Sortino Ratio Rank: 6161
Sortino Ratio Rank
HYDB Omega Ratio Rank: 6161
Omega Ratio Rank
HYDB Calmar Ratio Rank: 5252
Calmar Ratio Rank
HYDB Martin Ratio Rank: 6363
Martin Ratio Rank

SIHY
SIHY Risk / Return Rank: 6161
Overall Rank
SIHY Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
SIHY Sortino Ratio Rank: 6868
Sortino Ratio Rank
SIHY Omega Ratio Rank: 6565
Omega Ratio Rank
SIHY Calmar Ratio Rank: 5454
Calmar Ratio Rank
SIHY Martin Ratio Rank: 6161
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.

HYDB vs. SIHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares High Yield Bond Factor ETF (HYDB) and Harbor Scientific Alpha High-Yield ETF (SIHY). 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.


HYDBSIHYDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.24

Omega ratioGain probability vs. loss probability

1.36

1.38

-0.02

Calmar ratioReturn relative to maximum drawdown

2.51

2.60

-0.09

Martin ratioReturn relative to average drawdown

11.12

10.75

+0.37

HYDB vs. SIHY - Sharpe Ratio Comparison

The current HYDB Sharpe Ratio is 1.88, which is comparable to the SIHY Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of HYDB and SIHY, 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


HYDBSIHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.88

1.98

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

0.64

+0.07

Drawdowns

HYDB vs. SIHY - Drawdown Comparison

The maximum HYDB drawdown since its inception was -21.58%, which is greater than SIHY's maximum drawdown of -13.30%. Use the drawdown chart below to compare losses from any high point for HYDB and SIHY.


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Drawdown Indicators


HYDBSIHYDifference

Max Drawdown

Largest peak-to-trough decline

-21.58%

-13.30%

-8.28%

Max Drawdown (1Y)

Largest decline over 1 year

-2.83%

-3.17%

+0.34%

Max Drawdown (3Y)

Largest decline over 3 years

-5.58%

-5.36%

-0.22%

Max Drawdown (5Y)

Largest decline over 5 years

-14.28%

Current Drawdown

Current decline from peak

-0.11%

-0.12%

+0.01%

Average Drawdown

Average peak-to-trough decline

-2.39%

-2.78%

+0.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.64%

0.76%

-0.12%

Volatility

HYDB vs. SIHY - Volatility Comparison

iShares High Yield Bond Factor ETF (HYDB) and Harbor Scientific Alpha High-Yield ETF (SIHY) have volatilities of 1.12% and 1.16%, 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.


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Volatility by Period


HYDBSIHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.12%

1.16%

-0.04%

Volatility (6M)

Calculated over the trailing 6-month period

2.93%

3.09%

-0.16%

Volatility (1Y)

Calculated over the trailing 1-year period

3.78%

4.17%

-0.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.04%

7.57%

-0.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.76%

7.57%

+0.19%

HYDB vs. SIHY - Expense Ratio Comparison

HYDB has a 0.35% expense ratio, which is lower than SIHY's 0.48% expense ratio.


Dividends

HYDB vs. SIHY - Dividend Comparison

HYDB's dividend yield for the trailing twelve months is around 7.00%, less than SIHY's 7.26% yield.


PositionTTM202520242023202220212020201920182017
HYDB
iShares High Yield Bond Factor ETF
7.00%7.04%6.95%7.00%6.30%4.70%5.81%5.68%6.16%2.70%
SIHY
Harbor Scientific Alpha High-Yield ETF
7.26%7.61%7.54%7.06%6.31%1.30%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HYDB and SIHY have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SIHY has higher volatility (1.16%) compared to HYDB (1.12%). In terms of maximum drawdown, HYDB dropped -21.58% vs SIHY's -13.30%.

On 3-year performance, SIHY leads with 9.35% vs 9.23% for HYDB. On fees, HYDB is cheaper at 0.35% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SIHY has performed better with a 9.35% return vs 9.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HYDB is cheaper with a 0.35% expense ratio, compared with 0.48% for SIHY.

SIHY has the higher dividend yield at 7.26%, compared with 7.00% for HYDB.

HYDB tracks BlackRock High Yield Defensive Bond Index, while SIHY tracks ICE BofA US High Yield. They also come from different issuers: iShares and Harbor. Their fees differ too: 0.35% for HYDB and 0.48% for SIHY.

SIHY currently has the higher Sharpe Ratio (1.98 vs 1.88), 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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