Correlation
The correlation between HYUP and IBHD is 0.58, 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.
HYUP vs. IBHD
Compare and contrast key facts about Xtrackers High Beta High Yield Bond ETF (HYUP) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD).
HYUP and IBHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HYUP is a passively managed fund by Deutsche Bank that tracks the performance of the Solactive USD High Yield Corporates Total Market High Beta Index. It was launched on Jan 11, 2018. IBHD is a passively managed fund by iShares that tracks the performance of the Bloomberg 2024 Term High Yield and Income Index. It was launched on May 7, 2019. Both HYUP and IBHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HYUP or IBHD.
Performance
HYUP vs. IBHD - Performance Comparison
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Key characteristics
Returns By Period
HYUP
2.69%
1.48%
2.16%
11.99%
6.95%
6.26%
N/A
IBHD
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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HYUP vs. IBHD - Expense Ratio Comparison
HYUP has a 0.20% expense ratio, which is lower than IBHD's 0.35% expense ratio.
Risk-Adjusted Performance
HYUP vs. IBHD — Risk-Adjusted Performance Rank
HYUP
IBHD
HYUP vs. IBHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers High Beta High Yield Bond ETF (HYUP) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD). 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.
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Dividends
HYUP vs. IBHD - Dividend Comparison
HYUP's dividend yield for the trailing twelve months is around 7.78%, while IBHD has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
HYUP Xtrackers High Beta High Yield Bond ETF | 7.78% | 7.78% | 7.48% | 7.15% | 6.19% | 6.89% | 6.78% | 6.98% |
IBHD iShares iBonds 2024 Term High Yield & Income ETF | 3.35% | 5.53% | 6.90% | 4.90% | 4.43% | 5.49% | 3.59% | 0.00% |
Drawdowns
HYUP vs. IBHD - Drawdown Comparison
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Volatility
HYUP vs. IBHD - Volatility Comparison
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