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HYXF vs. XHYH
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HYXF vs. XHYH - 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 BondBloxx US High Yield Healthcare Sector ETF (XHYH). The values are adjusted to include any dividend payments, if applicable.

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HYXF vs. XHYH - Yearly Performance Comparison


2026 (YTD)2025202420232022
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
-0.72%8.88%8.35%11.87%-7.47%
XHYH
BondBloxx US High Yield Healthcare Sector ETF
0.14%10.30%9.65%12.93%-12.71%

Returns By Period

In the year-to-date period, HYXF achieves a -0.72% return, which is significantly lower than XHYH's 0.14% return.


HYXF

1D
0.31%
1M
-1.00%
YTD
-0.72%
6M
0.54%
1Y
6.29%
3Y*
8.13%
5Y*
3.50%
10Y*

XHYH

1D
0.47%
1M
-0.80%
YTD
0.14%
6M
1.93%
1Y
9.21%
3Y*
9.08%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HYXF vs. XHYH - Expense Ratio Comparison

Both HYXF and XHYH have an expense ratio of 0.35%.


Return for Risk

HYXF vs. XHYH — Risk / Return Rank

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

HYXF
HYXF Risk / Return Rank: 4242
Overall Rank
HYXF Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
HYXF Sortino Ratio Rank: 3434
Sortino Ratio Rank
HYXF Omega Ratio Rank: 5656
Omega Ratio Rank
HYXF Calmar Ratio Rank: 4949
Calmar Ratio Rank
HYXF Martin Ratio Rank: 3636
Martin Ratio Rank

XHYH
XHYH Risk / Return Rank: 7676
Overall Rank
XHYH Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
XHYH Sortino Ratio Rank: 7171
Sortino Ratio Rank
XHYH Omega Ratio Rank: 8484
Omega Ratio Rank
XHYH Calmar Ratio Rank: 7878
Calmar Ratio Rank
XHYH Martin Ratio Rank: 8383
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. XHYH - 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 BondBloxx US High Yield Healthcare Sector ETF (XHYH). 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.


HYXFXHYHDifference

Sharpe ratio

Return per unit of total volatility

0.70

1.20

-0.49

Sortino ratio

Return per unit of downside risk

1.06

1.88

-0.82

Omega ratio

Gain probability vs. loss probability

1.22

1.35

-0.13

Calmar ratio

Return relative to maximum drawdown

1.39

2.35

-0.96

Martin ratio

Return relative to average drawdown

3.58

10.16

-6.58

HYXF vs. XHYH - Sharpe Ratio Comparison

The current HYXF Sharpe Ratio is 0.70, which is lower than the XHYH Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of HYXF and XHYH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HYXFXHYHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.70

1.20

-0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.51

+0.09

Correlation

The correlation between HYXF and XHYH is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

HYXF vs. XHYH - Dividend Comparison

HYXF's dividend yield for the trailing twelve months is around 6.26%, less than XHYH's 7.28% yield.


TTM2025202420232022202120202019201820172016
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
6.26%6.19%6.40%5.93%5.37%4.56%4.96%5.29%6.14%5.85%3.16%
XHYH
BondBloxx US High Yield Healthcare Sector ETF
7.28%6.95%6.95%7.73%6.99%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HYXF vs. XHYH - Drawdown Comparison

The maximum HYXF drawdown since its inception was -18.75%, which is greater than XHYH's maximum drawdown of -17.84%. Use the drawdown chart below to compare losses from any high point for HYXF and XHYH.


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Drawdown Indicators


HYXFXHYHDifference

Max Drawdown

Largest peak-to-trough decline

-18.75%

-17.84%

-0.91%

Max Drawdown (1Y)

Largest decline over 1 year

-4.81%

-4.11%

-0.70%

Max Drawdown (5Y)

Largest decline over 5 years

-16.00%

Current Drawdown

Current decline from peak

-1.26%

-1.18%

-0.08%

Average Drawdown

Average peak-to-trough decline

-2.62%

-4.75%

+2.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.87%

0.95%

+0.92%

Volatility

HYXF vs. XHYH - Volatility Comparison

iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) has a higher volatility of 2.23% compared to BondBloxx US High Yield Healthcare Sector ETF (XHYH) at 2.12%. This indicates that HYXF's price experiences larger fluctuations and is considered to be riskier than XHYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HYXFXHYHDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.23%

2.12%

+0.11%

Volatility (6M)

Calculated over the trailing 6-month period

2.90%

3.23%

-0.33%

Volatility (1Y)

Calculated over the trailing 1-year period

9.00%

7.75%

+1.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.03%

8.66%

-0.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.38%

8.66%

-0.28%