HYSA vs. XLSR
Compare and contrast key facts about Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) and SPDR SSGA US Sector Rotation ETF (XLSR).
HYSA and XLSR 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. XLSR is an actively managed fund by State Street. It was launched on Apr 2, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HYSA or XLSR.
Key characteristics
| HYSA | XLSR | |
|---|---|---|
| YTD Return | 6.76% | 11.19% |
| 1Y Return | 13.65% | 19.29% |
| 3Y Return (Ann) | 4.18% | 6.78% |
| 5Y Return (Ann) | 1.68% | 12.62% |
| Sharpe Ratio | 2.00 | 1.37 |
| Daily Std Dev | 6.56% | 13.77% |
| Max Drawdown | -19.57% | -32.94% |
| Current Drawdown | 0.00% | -2.97% |
Correlation
The correlation between HYSA and XLSR is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HYSA vs. XLSR - Performance Comparison
In the year-to-date period, HYSA achieves a 6.76% return, which is significantly lower than XLSR's 11.19% 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. XLSR - Expense Ratio Comparison
HYSA has a 0.55% expense ratio, which is lower than XLSR's 0.70% expense ratio.
Risk-Adjusted Performance
HYSA vs. XLSR - 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 SPDR SSGA US Sector Rotation ETF (XLSR). 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. XLSR - Dividend Comparison
HYSA's dividend yield for the trailing twelve months is around 7.20%, more than XLSR's 0.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYSA Bondbloxx USD High Yield Bond Sector Rotation ETF | 7.20% | 8.00% | 3.30% | 2.83% | 1.39% | 4.72% | 5.03% | 4.75% | 4.36% | 4.36% | 4.41% | 5.30% |
XLSR SPDR SSGA US Sector Rotation ETF | 0.36% | 1.04% | 1.80% | 6.06% | 1.25% | 0.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HYSA vs. XLSR - Drawdown Comparison
The maximum HYSA drawdown since its inception was -19.57%, smaller than the maximum XLSR drawdown of -32.94%. Use the drawdown chart below to compare losses from any high point for HYSA and XLSR. For additional features, visit the drawdowns tool.
Volatility
HYSA vs. XLSR - Volatility Comparison
The current volatility for Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) is 1.32%, while SPDR SSGA US Sector Rotation ETF (XLSR) has a volatility of 4.62%. This indicates that HYSA experiences smaller price fluctuations and is considered to be less risky than XLSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.