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HYG vs. AAXJ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYG vs. AAXJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) and iShares MSCI All Country Asia ex-Japan ETF (AAXJ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HYG achieves a 1.65% return, which is significantly lower than AAXJ's 26.46% return. Over the past 10 years, HYG has underperformed AAXJ with an annualized return of 5.04%, while AAXJ has yielded a comparatively higher 10.34% annualized return.


HYG

1D
0.00%
1M
1.12%
YTD
1.65%
6M
2.21%
1Y
6.81%
3Y*
8.52%
5Y*
3.75%
10Y*
5.04%

AAXJ

1D
0.46%
1M
4.42%
YTD
26.46%
6M
29.76%
1Y
48.69%
3Y*
22.11%
5Y*
6.41%
10Y*
10.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYG vs. AAXJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
1.65%8.59%7.97%11.54%-10.98%3.76%4.47%14.09%-2.02%6.07%
AAXJ
iShares MSCI All Country Asia ex-Japan ETF
26.46%31.53%10.41%4.79%-20.35%-5.73%23.35%17.93%-15.04%41.76%

Correlation

The correlation between HYG and AAXJ is 0.58, 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

0.58

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

0.52

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

0.53

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

0.58

Correlation (All Time)
Calculated using the full available price history since Aug 15, 2008

0.58

The correlation between HYG and AAXJ has been stable across timeframes, ranging from 0.52 to 0.58 - a consistent structural relationship.

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Return for Risk

HYG vs. AAXJ — Risk / Return Rank

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

HYG
HYG Risk / Return Rank: 6464
Overall Rank
HYG Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
HYG Sortino Ratio Rank: 6363
Sortino Ratio Rank
HYG Omega Ratio Rank: 6060
Omega Ratio Rank
HYG Calmar Ratio Rank: 6464
Calmar Ratio Rank
HYG Martin Ratio Rank: 7575
Martin Ratio Rank

AAXJ
AAXJ Risk / Return Rank: 7575
Overall Rank
AAXJ Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
AAXJ Sortino Ratio Rank: 7070
Sortino Ratio Rank
AAXJ Omega Ratio Rank: 7878
Omega Ratio Rank
AAXJ Calmar Ratio Rank: 7676
Calmar Ratio Rank
AAXJ 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.

HYG vs. AAXJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBoxx $ High Yield Corporate Bond ETF (HYG) and iShares MSCI All Country Asia ex-Japan ETF (AAXJ). 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.


HYGAAXJDifference
Sharpe ratioReturn per unit of total volatility

-0.42

Sortino ratioReturn per unit of downside risk

-0.19

Omega ratioGain probability vs. loss probability

1.32

1.40

-0.08

Calmar ratioReturn relative to maximum drawdown

2.79

3.41

-0.62

Martin ratioReturn relative to average drawdown

12.25

12.55

-0.30

HYG vs. AAXJ - Sharpe Ratio Comparison

The current HYG Sharpe Ratio is 1.68, which is comparable to the AAXJ Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of HYG and AAXJ, 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

HYG vs. AAXJ - Drawdown Comparison

The maximum HYG drawdown since its inception was -34.25%, smaller than the maximum AAXJ drawdown of -49.37%. Use the drawdown chart below to compare losses from any high point for HYG and AAXJ.


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Drawdown Indicators


HYGAAXJDifference

Max Drawdown

Largest peak-to-trough decline

-34.25%

-49.37%

+15.12%

Max Drawdown (1Y)

Largest decline over 1 year

-2.34%

-13.66%

+11.32%

Max Drawdown (3Y)

Largest decline over 3 years

-4.56%

-19.74%

+15.18%

Max Drawdown (5Y)

Largest decline over 5 years

-15.79%

-40.64%

+24.85%

Max Drawdown (10Y)

Largest decline over 10 years

-22.03%

-44.52%

+22.49%

Current Drawdown

Current decline from peak

0.00%

-4.62%

+4.62%

Average Drawdown

Average peak-to-trough decline

-3.24%

-14.01%

+10.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

3.71%

-3.18%

Volatility

HYG vs. AAXJ - Volatility Comparison

The current volatility for iShares iBoxx $ High Yield Corporate Bond ETF (HYG) is 1.31%, while iShares MSCI All Country Asia ex-Japan ETF (AAXJ) has a volatility of 11.46%. This indicates that HYG experiences smaller price fluctuations and is considered to be less risky than AAXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HYGAAXJDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.31%

11.46%

-10.15%

Volatility (6M)

Calculated over the trailing 6-month period

3.08%

19.71%

-16.63%

Volatility (1Y)

Calculated over the trailing 1-year period

3.87%

22.12%

-18.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.53%

20.32%

-12.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.29%

20.42%

-12.13%

HYG vs. AAXJ - Expense Ratio Comparison

HYG has a 0.49% expense ratio, which is lower than AAXJ's 0.68% expense ratio.


Dividends

HYG vs. AAXJ - Dividend Comparison

HYG's dividend yield for the trailing twelve months is around 5.90%, more than AAXJ's 1.43% yield.


PositionTTM20252024202320222021202020192018201720162015
AAXJ
iShares MSCI All Country Asia ex-Japan ETF
1.43%1.81%1.86%1.95%1.74%2.21%1.06%1.83%2.10%1.99%1.77%2.44%
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


HYG and AAXJ have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AAXJ has higher volatility (11.46%) compared to HYG (1.31%). In terms of maximum drawdown, HYG dropped -34.25% vs AAXJ's -49.37%.

On 10-year performance, AAXJ leads with 10.34% vs 5.04% for HYG. On fees, HYG is cheaper at 0.49% per year. 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, AAXJ has performed better with a 10.34% return vs 5.04%. 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 0.68% for AAXJ.

HYG has the higher dividend yield at 5.90%, compared with 1.43% for AAXJ.

HYG is categorized as High Yield Bonds, while AAXJ is Asia Pacific Equities. HYG tracks Markit iBoxx USD Liquid High Yield Index, while AAXJ tracks MSCI All Country Asia ex Japan Index. Their fees differ too: 0.49% for HYG and 0.68% for AAXJ.

AAXJ currently has the higher Sharpe Ratio (2.11 vs 1.68), 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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