HYSA vs. XCCC
Compare and contrast key facts about Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) and BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC).
HYSA and XCCC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HYSA is an actively managed fund by BondBloxx. It was launched on Sep 18, 2023. XCCC is a passively managed fund by BondBloxx that tracks the performance of the ICE BofA CCC and Lower US High Yield Constrained Index. It was launched on May 24, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HYSA or XCCC.
Key characteristics
| HYSA | XCCC | |
|---|---|---|
| YTD Return | 7.77% | 12.37% |
| 1Y Return | 13.81% | 21.84% |
| Sharpe Ratio | 2.64 | 3.69 |
| Sortino Ratio | 4.38 | 5.56 |
| Omega Ratio | 1.49 | 1.79 |
| Calmar Ratio | 2.67 | 5.89 |
| Martin Ratio | 19.45 | 18.81 |
| Ulcer Index | 0.75% | 1.18% |
| Daily Std Dev | 5.51% | 6.02% |
| Max Drawdown | -19.57% | -9.97% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between HYSA and XCCC is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HYSA vs. XCCC - Performance Comparison
In the year-to-date period, HYSA achieves a 7.77% return, which is significantly lower than XCCC's 12.37% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HYSA vs. XCCC - Expense Ratio Comparison
HYSA has a 0.55% expense ratio, which is higher than XCCC's 0.40% expense ratio.
Risk-Adjusted Performance
HYSA vs. XCCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) and BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC). 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.
Dividends
HYSA vs. XCCC - Dividend Comparison
HYSA's dividend yield for the trailing twelve months is around 7.08%, less than XCCC's 10.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYSA Bondbloxx USD High Yield Bond Sector Rotation ETF | 7.08% | 8.00% | 3.30% | 2.83% | 1.39% | 4.72% | 5.03% | 4.75% | 4.36% | 4.36% | 4.41% | 5.30% |
XCCC BondBloxx CCC Rated USD High Yield Corporate Bond ETF | 10.72% | 11.01% | 7.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HYSA vs. XCCC - Drawdown Comparison
The maximum HYSA drawdown since its inception was -19.57%, which is greater than XCCC's maximum drawdown of -9.97%. Use the drawdown chart below to compare losses from any high point for HYSA and XCCC. For additional features, visit the drawdowns tool.
Volatility
HYSA vs. XCCC - Volatility Comparison
Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) has a higher volatility of 1.40% compared to BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) at 1.28%. This indicates that HYSA's price experiences larger fluctuations and is considered to be riskier than XCCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.