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HYXU vs. BBHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYXU vs. BBHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU) and JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


HYXU

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

BBHY

1D
0.15%
1M
0.49%
YTD
1.73%
6M
2.18%
1Y
7.10%
3Y*
8.76%
5Y*
4.12%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYXU vs. BBHY - Yearly Performance Comparison


HYXU vs. BBHY - Sectors Allocation Comparison


Sectors
HYXU
BBHY

Communication Services

100.0%
7.9%

Basic Materials

-

3.2%

Consumer Cyclical

-

10.0%

Consumer Defensive

-

2.5%

Energy

-

5.2%

Financial Services

-

4.1%

Healthcare

-

5.4%

Industrials

-

8.4%

Real Estate

-

3.9%

Technology

-

4.0%

Utilities

-

2.0%

Communication Services

HYXU
100.0%
BBHY
7.9%

Basic Materials

HYXU

-

BBHY
3.2%

Consumer Cyclical

HYXU

-

BBHY
10.0%

Consumer Defensive

HYXU

-

BBHY
2.5%

Energy

HYXU

-

BBHY
5.2%

Financial Services

HYXU

-

BBHY
4.1%

Healthcare

HYXU

-

BBHY
5.4%

Industrials

HYXU

-

BBHY
8.4%

Real Estate

HYXU

-

BBHY
3.9%

Technology

HYXU

-

BBHY
4.0%

Utilities

HYXU

-

BBHY
2.0%

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Return for Risk

HYXU vs. BBHY — Risk / Return Rank

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

HYXU

BBHY
BBHY Risk / Return Rank: 6565
Overall Rank
BBHY Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BBHY Sortino Ratio Rank: 6666
Sortino Ratio Rank
BBHY Omega Ratio Rank: 6565
Omega Ratio Rank
BBHY Calmar Ratio Rank: 6262
Calmar Ratio Rank
BBHY Martin Ratio Rank: 7373
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.

HYXU vs. BBHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU) and JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

HYXU vs. BBHY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HYXUBBHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

Drawdowns

HYXU vs. BBHY - Drawdown Comparison

The maximum HYXU drawdown since its inception was 0.00%, smaller than the maximum BBHY drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for HYXU and BBHY.


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Drawdown Indicators


HYXUBBHYDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-24.98%

+24.98%

Max Drawdown (1Y)

Largest decline over 1 year

-2.37%

Max Drawdown (3Y)

Largest decline over 3 years

-5.00%

Max Drawdown (5Y)

Largest decline over 5 years

-15.32%

Current Drawdown

Current decline from peak

0.00%

-0.14%

+0.14%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.37%

+2.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

Volatility

HYXU vs. BBHY - Volatility Comparison


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Volatility by Period


HYXUBBHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.85%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

3.62%

-3.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

7.26%

-7.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

7.53%

-7.53%

HYXU vs. BBHY - Expense Ratio Comparison

HYXU has a 0.35% expense ratio, which is higher than BBHY's 0.15% expense ratio.


Dividends

HYXU vs. BBHY - Dividend Comparison

HYXU has not paid dividends to shareholders, while BBHY's dividend yield for the trailing twelve months is around 6.94%.


PositionTTM2025202420232022202120202019201820172016
BBHY
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
6.94%7.24%7.18%6.49%5.92%4.06%4.73%4.99%5.02%4.81%1.42%
HYXU
iShares Euro High Yield Corporate Bond USD Hedged ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, BBHY is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BBHY is cheaper with a 0.15% expense ratio, compared with 0.35% for HYXU.

BBHY has the higher dividend yield at 6.94%, compared with 0.00% for HYXU.

HYXU tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index, while BBHY tracks ICE BofA US High Yield Index. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.35% for HYXU and 0.15% for BBHY.

Portfolio Optimizer

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