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HYXF vs. FEUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYXF vs. FEUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) and FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HYXF achieves a 1.06% return, which is significantly lower than FEUS's 8.26% return.


HYXF

1D
-0.05%
1M
0.47%
YTD
1.06%
6M
1.78%
1Y
5.83%
3Y*
8.51%
5Y*
3.61%
10Y*

FEUS

1D
0.44%
1M
-0.79%
YTD
8.26%
6M
8.52%
1Y
24.07%
3Y*
18.84%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYXF vs. FEUS - Yearly Performance Comparison


2026 (YTD)20252024202320222021
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
1.06%8.88%8.35%11.87%-11.90%0.16%
FEUS
FlexShares ESG & Climate US Large Cap Core Index Fund
8.26%14.67%23.10%25.54%-19.10%9.37%

Correlation

The correlation between HYXF and FEUS is 0.74, 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

0.74

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

0.63

Correlation (All Time)
Calculated using the full available price history since Sep 21, 2021

0.67

The correlation between HYXF and FEUS shifts across timeframes, from 0.63 (3 years) to 0.74 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

HYXF vs. FEUS — Risk / Return Rank

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

HYXF
HYXF Risk / Return Rank: 5454
Overall Rank
HYXF Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
HYXF Sortino Ratio Rank: 5353
Sortino Ratio Rank
HYXF Omega Ratio Rank: 5151
Omega Ratio Rank
HYXF Calmar Ratio Rank: 5151
Calmar Ratio Rank
HYXF Martin Ratio Rank: 6363
Martin Ratio Rank

FEUS
FEUS Risk / Return Rank: 5959
Overall Rank
FEUS Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FEUS Sortino Ratio Rank: 5959
Sortino Ratio Rank
FEUS Omega Ratio Rank: 6060
Omega Ratio Rank
FEUS Calmar Ratio Rank: 5353
Calmar Ratio Rank
FEUS Martin Ratio Rank: 6161
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.

HYXF vs. FEUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) and FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HYXFFEUSDifference
Sharpe ratioReturn per unit of total volatility

-0.29

Sortino ratioReturn per unit of downside risk

-0.17

Omega ratioGain probability vs. loss probability

1.29

1.32

-0.04

Calmar ratioReturn relative to maximum drawdown

2.26

2.36

-0.10

Martin ratioReturn relative to average drawdown

10.11

9.84

+0.27

HYXF vs. FEUS - Sharpe Ratio Comparison

The current HYXF Sharpe Ratio is 1.52, which is comparable to the FEUS Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of HYXF and FEUS, 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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Drawdowns

HYXF vs. FEUS - Drawdown Comparison

The maximum HYXF drawdown since its inception was -18.75%, smaller than the maximum FEUS drawdown of -25.31%. Use the drawdown chart below to compare losses from any high point for HYXF and FEUS.


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Drawdown Indicators


HYXFFEUSDifference

Max Drawdown

Largest peak-to-trough decline

-18.75%

-25.31%

+6.56%

Max Drawdown (1Y)

Largest decline over 1 year

-2.57%

-9.55%

+6.98%

Max Drawdown (3Y)

Largest decline over 3 years

-4.81%

-19.47%

+14.66%

Max Drawdown (5Y)

Largest decline over 5 years

-16.00%

Current Drawdown

Current decline from peak

-0.13%

-2.58%

+2.45%

Average Drawdown

Average peak-to-trough decline

-2.57%

-6.33%

+3.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.57%

2.29%

-1.72%

Volatility

HYXF vs. FEUS - Volatility Comparison

The current volatility for iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) is 1.26%, while FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS) has a volatility of 4.31%. This indicates that HYXF experiences smaller price fluctuations and is considered to be less risky than FEUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HYXFFEUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.26%

4.31%

-3.05%

Volatility (6M)

Calculated over the trailing 6-month period

3.00%

9.76%

-6.76%

Volatility (1Y)

Calculated over the trailing 1-year period

3.82%

12.45%

-8.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.05%

17.03%

-8.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.31%

17.03%

-8.72%

HYXF vs. FEUS - Expense Ratio Comparison

HYXF has a 0.35% expense ratio, which is higher than FEUS's 0.09% expense ratio.


Dividends

HYXF vs. FEUS - Dividend Comparison

HYXF's dividend yield for the trailing twelve months is around 6.09%, more than FEUS's 1.00% yield.


PositionTTM2025202420232022202120202019201820172016
FEUS
FlexShares ESG & Climate US Large Cap Core Index Fund
1.00%1.06%1.15%1.41%1.48%0.36%0.00%0.00%0.00%0.00%0.00%
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
6.09%6.19%6.40%5.93%5.37%4.56%4.96%5.29%6.14%5.85%3.16%

Frequently Asked Questions


HYXF and FEUS have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FEUS has higher volatility (4.31%) compared to HYXF (1.26%). In terms of maximum drawdown, HYXF dropped -18.75% vs FEUS's -25.31%.

On 3-year performance, FEUS leads with 18.84% vs 8.51% for HYXF. On fees, FEUS is cheaper at 0.09% per year. On volatility, HYXF has been the lower-risk option at 1.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, FEUS has performed better with a 18.84% return vs 8.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FEUS is cheaper with a 0.09% expense ratio, compared with 0.35% for HYXF.

HYXF has the higher dividend yield at 6.09%, compared with 1.00% for FEUS.

HYXF is categorized as High Yield Bonds, while FEUS is Large Cap Blend Equities. HYXF tracks Bloomberg MSCI US High Yield Corporate Choice ESG Screened, while FEUS tracks Northern Trust ESG & Climate US Large Cap Core Index - Benchmark TR Gross. They also come from different issuers: iShares and FlexShares. Their fees differ too: 0.35% for HYXF and 0.09% for FEUS.

FEUS currently has the higher Sharpe Ratio (1.81 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for HYXF and FEUS

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