Correlation
The correlation between HYXF and EUSB is 0.16, 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.
HYXF vs. EUSB
Compare and contrast key facts about iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) and iShares ESG Advanced Total USD Bond Market ETF (EUSB).
HYXF and EUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HYXF is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI US High Yield Corporate Choice ESG Screened. It was launched on Jun 14, 2016. EUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI US Universal Choice ESG Screened Index. It was launched on Jun 23, 2020. Both HYXF and EUSB 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: HYXF or EUSB.
Performance
HYXF vs. EUSB - Performance Comparison
Loading data...
Key characteristics
HYXF:
1.16
EUSB:
1.22
HYXF:
1.66
EUSB:
1.71
HYXF:
1.32
EUSB:
1.21
HYXF:
2.19
EUSB:
0.56
HYXF:
11.55
EUSB:
3.05
HYXF:
0.91%
EUSB:
2.02%
HYXF:
9.21%
EUSB:
5.26%
HYXF:
-18.75%
EUSB:
-17.87%
HYXF:
-4.81%
EUSB:
-5.08%
Returns By Period
In the year-to-date period, HYXF achieves a 3.38% return, which is significantly higher than EUSB's 2.73% return.
HYXF
3.38%
1.48%
2.42%
10.24%
6.22%
4.31%
N/A
EUSB
2.73%
-0.21%
1.13%
5.78%
2.07%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HYXF vs. EUSB - Expense Ratio Comparison
HYXF has a 0.35% expense ratio, which is higher than EUSB's 0.12% expense ratio.
Risk-Adjusted Performance
HYXF vs. EUSB — Risk-Adjusted Performance Rank
HYXF
EUSB
HYXF vs. EUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). 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.
Loading data...
Dividends
HYXF vs. EUSB - Dividend Comparison
HYXF's dividend yield for the trailing twelve months is around 6.32%, more than EUSB's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
HYXF iShares ESG Advanced High Yield Corporate Bond ETF | 6.32% | 6.40% | 5.93% | 5.37% | 4.22% | 4.96% | 5.29% | 6.14% | 5.85% | 3.15% |
EUSB iShares ESG Advanced Total USD Bond Market ETF | 3.75% | 3.67% | 3.08% | 2.21% | 1.10% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HYXF vs. EUSB - Drawdown Comparison
The maximum HYXF drawdown since its inception was -18.75%, roughly equal to the maximum EUSB drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for HYXF and EUSB.
Loading data...
Volatility
HYXF vs. EUSB - Volatility Comparison
iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) has a higher volatility of 7.34% compared to iShares ESG Advanced Total USD Bond Market ETF (EUSB) at 1.27%. This indicates that HYXF's price experiences larger fluctuations and is considered to be riskier than EUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...