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HYUS.L vs. JHYP.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYUS.L vs. JHYP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Broad USD High Yield Corporate Bond UCITS ETF USD (Dist) (HYUS.L) and JPMorgan Global High Yield Corporate Bond Multi-Factor UCITS ETF - GBP Hedged (dist) (JHYP.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

HYUS.L is traded in USD, while JHYP.L is traded in GBP. To make them comparable, the JHYP.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, HYUS.L achieves a 1.22% return, which is significantly lower than JHYP.L's 1.89% return.


HYUS.L

1D
-0.00%
1M
0.51%
YTD
1.22%
6M
2.18%
1Y
6.91%
3Y*
8.87%
5Y*
10Y*

JHYP.L

1D
0.18%
1M
-0.21%
YTD
1.89%
6M
3.64%
1Y
7.39%
3Y*
11.55%
5Y*
2.60%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYUS.L vs. JHYP.L - Yearly Performance Comparison


Correlation

The correlation between HYUS.L and JHYP.L is 0.52, 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

0.52

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

0.49

Correlation (All Time)
Calculated using the full available price history since Apr 8, 2022

0.55

The correlation between HYUS.L and JHYP.L has been stable across timeframes, ranging from 0.49 to 0.55 - a consistent structural relationship.

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Return for Risk

HYUS.L vs. JHYP.L — Risk / Return Rank

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

HYUS.L
HYUS.L Risk / Return Rank: 6161
Overall Rank
HYUS.L Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
HYUS.L Sortino Ratio Rank: 6262
Sortino Ratio Rank
HYUS.L Omega Ratio Rank: 5757
Omega Ratio Rank
HYUS.L Calmar Ratio Rank: 6262
Calmar Ratio Rank
HYUS.L Martin Ratio Rank: 6868
Martin Ratio Rank

JHYP.L
JHYP.L Risk / Return Rank: 6969
Overall Rank
JHYP.L Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
JHYP.L Sortino Ratio Rank: 7373
Sortino Ratio Rank
JHYP.L Omega Ratio Rank: 6363
Omega Ratio Rank
JHYP.L Calmar Ratio Rank: 6969
Calmar Ratio Rank
JHYP.L Martin Ratio Rank: 7575
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.

HYUS.L vs. JHYP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Broad USD High Yield Corporate Bond UCITS ETF USD (Dist) (HYUS.L) and JPMorgan Global High Yield Corporate Bond Multi-Factor UCITS ETF - GBP Hedged (dist) (JHYP.L). 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.


HYUS.LJHYP.LDifference
Sharpe ratioReturn per unit of total volatility

+0.97

Sortino ratioReturn per unit of downside risk

+1.53

Omega ratioGain probability vs. loss probability

1.35

1.15

+0.19

Calmar ratioReturn relative to maximum drawdown

3.01

1.11

+1.89

Martin ratioReturn relative to average drawdown

12.39

3.30

+9.09

HYUS.L vs. JHYP.L - Sharpe Ratio Comparison

The current HYUS.L Sharpe Ratio is 1.84, which is higher than the JHYP.L Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of HYUS.L and JHYP.L, 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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Sharpe Ratios by Period


HYUS.LJHYP.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.84

0.86

+0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

0.58

+0.29

Drawdowns

HYUS.L vs. JHYP.L - Drawdown Comparison

The maximum HYUS.L drawdown since its inception was -10.49%, smaller than the maximum JHYP.L drawdown of -34.73%. Use the drawdown chart below to compare losses from any high point for HYUS.L and JHYP.L.


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Drawdown Indicators


HYUS.LJHYP.LDifference

Max Drawdown

Largest peak-to-trough decline

-10.49%

-34.73%

+24.24%

Max Drawdown (1Y)

Largest decline over 1 year

-2.29%

-6.61%

+4.32%

Max Drawdown (3Y)

Largest decline over 3 years

-5.06%

-10.10%

+5.04%

Max Drawdown (5Y)

Largest decline over 5 years

-34.73%

Current Drawdown

Current decline from peak

-0.13%

-1.48%

+1.35%

Average Drawdown

Average peak-to-trough decline

-1.67%

-8.44%

+6.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.56%

2.23%

-1.67%

Volatility

HYUS.L vs. JHYP.L - Volatility Comparison

The current volatility for iShares Broad USD High Yield Corporate Bond UCITS ETF USD (Dist) (HYUS.L) is 1.39%, while JPMorgan Global High Yield Corporate Bond Multi-Factor UCITS ETF - GBP Hedged (dist) (JHYP.L) has a volatility of 2.38%. This indicates that HYUS.L experiences smaller price fluctuations and is considered to be less risky than JHYP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HYUS.LJHYP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.39%

2.38%

-0.99%

Volatility (6M)

Calculated over the trailing 6-month period

2.95%

6.02%

-3.07%

Volatility (1Y)

Calculated over the trailing 1-year period

3.75%

8.54%

-4.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.69%

11.85%

-5.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.69%

11.73%

-5.04%

HYUS.L vs. JHYP.L - Expense Ratio Comparison

HYUS.L has a 0.20% expense ratio, which is lower than JHYP.L's 0.35% expense ratio.


Dividends

HYUS.L vs. JHYP.L - Dividend Comparison

HYUS.L's dividend yield for the trailing twelve months is around 9.21%, more than JHYP.L's 5.97% yield.


PositionTTM202520242023202220212020
HYUS.L
iShares Broad USD High Yield Corporate Bond UCITS ETF USD (Dist)
9.21%7.38%7.54%6.30%1.52%0.00%0.00%
JHYP.L
JPMorgan Global High Yield Corporate Bond Multi-Factor UCITS ETF - GBP Hedged (dist)
5.97%6.58%5.96%8.55%5.62%4.37%0.69%

Frequently Asked Questions


HYUS.L and JHYP.L have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HYUS.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HYUS.L is cheaper with a 0.20% expense ratio, compared with 0.35% for JHYP.L.

HYUS.L tracks Bloomberg US Corporate High Yield TR USD, while JHYP.L tracks ICE BofA Gbl HY Constnd TR HGBP. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.20% for HYUS.L and 0.35% for JHYP.L.

Portfolio Optimizer

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