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HYSA vs. HYXU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYSA vs. HYXU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) and iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


HYSA

1D
0.19%
1M
0.40%
YTD
1.26%
6M
1.49%
1Y
6.36%
3Y*
5Y*
10Y*

HYXU

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYSA vs. HYXU - Yearly Performance Comparison


HYSA vs. HYXU - Sectors Allocation Comparison


Sectors
HYSA
HYXU

Communication Services

100.0%
100.0%

Basic Materials

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Communication Services

HYSA
100.0%
HYXU
100.0%

Basic Materials

HYSA

-

HYXU

-

Consumer Cyclical

HYSA

-

HYXU

-

Consumer Defensive

HYSA

-

HYXU

-

Energy

HYSA

-

HYXU

-

Financial Services

HYSA

-

HYXU

-

Healthcare

HYSA

-

HYXU

-

Industrials

HYSA

-

HYXU

-

Real Estate

HYSA

-

HYXU

-

Technology

HYSA

-

HYXU

-

Utilities

HYSA

-

HYXU

-

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Return for Risk

HYSA vs. HYXU — Risk / Return Rank

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

HYSA
HYSA Risk / Return Rank: 4242
Overall Rank
HYSA Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
HYSA Sortino Ratio Rank: 4141
Sortino Ratio Rank
HYSA Omega Ratio Rank: 3838
Omega Ratio Rank
HYSA Calmar Ratio Rank: 4242
Calmar Ratio Rank
HYSA Martin Ratio Rank: 4949
Martin Ratio Rank

HYXU
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.

HYSA vs. HYXU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) and iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU). 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.


HYSAHYXUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

2.03

Martin ratioReturn relative to average drawdown

8.16

HYSA vs. HYXU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HYSAHYXUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

Sharpe Ratio (All Time)

Calculated using the full available price history

1.37

Drawdowns

HYSA vs. HYXU - Drawdown Comparison

The maximum HYSA drawdown since its inception was -4.90%, which is greater than HYXU's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for HYSA and HYXU.


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Drawdown Indicators


HYSAHYXUDifference

Max Drawdown

Largest peak-to-trough decline

-4.90%

0.00%

-4.90%

Max Drawdown (1Y)

Largest decline over 1 year

-3.15%

Current Drawdown

Current decline from peak

-0.27%

0.00%

-0.27%

Average Drawdown

Average peak-to-trough decline

-0.68%

0.00%

-0.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.78%

Volatility

HYSA vs. HYXU - Volatility Comparison


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Volatility by Period


HYSAHYXUDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.28%

Volatility (6M)

Calculated over the trailing 6-month period

3.55%

Volatility (1Y)

Calculated over the trailing 1-year period

4.68%

0.00%

+4.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.08%

0.00%

+6.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.08%

0.00%

+6.08%

HYSA vs. HYXU - Expense Ratio Comparison

HYSA has a 0.55% expense ratio, which is higher than HYXU's 0.35% expense ratio.


Dividends

HYSA vs. HYXU - Dividend Comparison

HYSA's dividend yield for the trailing twelve months is around 6.76%, while HYXU has not paid dividends to shareholders.


PositionTTM202520242023
HYSA
Bondbloxx USD High Yield Bond Sector Rotation ETF
6.76%6.70%6.99%2.65%
HYXU
iShares Euro High Yield Corporate Bond USD Hedged ETF
0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, HYXU is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HYXU is cheaper with a 0.35% expense ratio, compared with 0.55% for HYSA.

HYSA has the higher dividend yield at 6.76%, compared with 0.00% for HYXU.

They also come from different issuers: BondBloxx and iShares. Their fees differ too: 0.55% for HYSA and 0.35% for HYXU.

Portfolio Optimizer

Find the right allocation for HYSA and HYXU

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