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HYXU vs. LDRH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYXU vs. LDRH - 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 iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH). 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*

LDRH

1D
0.08%
1M
0.29%
YTD
1.88%
6M
2.45%
1Y
6.30%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYXU vs. LDRH - Yearly Performance Comparison


HYXU vs. LDRH - Sectors Allocation Comparison


Sectors
HYXU
LDRH

Communication Services

100.0%

-

Basic Materials

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

100.0%

Financial Services

-

-

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Communication Services

HYXU
100.0%
LDRH

-

Basic Materials

HYXU

-

LDRH

-

Consumer Cyclical

HYXU

-

LDRH

-

Consumer Defensive

HYXU

-

LDRH

-

Energy

HYXU

-

LDRH
100.0%

Financial Services

HYXU

-

LDRH

-

Healthcare

HYXU

-

LDRH

-

Industrials

HYXU

-

LDRH

-

Real Estate

HYXU

-

LDRH

-

Technology

HYXU

-

LDRH

-

Utilities

HYXU

-

LDRH

-

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Return for Risk

HYXU vs. LDRH — Risk / Return Rank

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

HYXU

LDRH
LDRH Risk / Return Rank: 8585
Overall Rank
LDRH Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
LDRH Sortino Ratio Rank: 8888
Sortino Ratio Rank
LDRH Omega Ratio Rank: 8181
Omega Ratio Rank
LDRH Calmar Ratio Rank: 8888
Calmar Ratio Rank
LDRH Martin Ratio Rank: 9191
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. LDRH - 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 iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH). 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. LDRH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HYXULDRHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.43

Sharpe Ratio (All Time)

Calculated using the full available price history

1.70

Drawdowns

HYXU vs. LDRH - Drawdown Comparison

The maximum HYXU drawdown since its inception was 0.00%, smaller than the maximum LDRH drawdown of -3.17%. Use the drawdown chart below to compare losses from any high point for HYXU and LDRH.


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Drawdown Indicators


HYXULDRHDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-3.17%

+3.17%

Max Drawdown (1Y)

Largest decline over 1 year

-1.23%

Current Drawdown

Current decline from peak

0.00%

-0.12%

+0.12%

Average Drawdown

Average peak-to-trough decline

0.00%

-0.24%

+0.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.30%

Volatility

HYXU vs. LDRH - Volatility Comparison


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Volatility by Period


HYXULDRHDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.69%

Volatility (6M)

Calculated over the trailing 6-month period

1.97%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

2.61%

-2.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

3.51%

-3.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

3.51%

-3.51%

HYXU vs. LDRH - Expense Ratio Comparison

Both HYXU and LDRH have an expense ratio of 0.35%.


Dividends

HYXU vs. LDRH - Dividend Comparison

HYXU has not paid dividends to shareholders, while LDRH's dividend yield for the trailing twelve months is around 6.99%.


Frequently Asked Questions


Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

HYXU and LDRH have the same expense ratio: 0.35% per year.

LDRH has the higher dividend yield at 6.99%, compared with 0.00% for HYXU.

HYXU tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index, while LDRH tracks BlackRock iBonds 1-5 Year High Yield and Income Ladder Index.

Portfolio Optimizer

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