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HYXU vs. YLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYXU vs. YLD - 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 Principal Active High Yield ETF (YLD). 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*

YLD

1D
-0.37%
1M
0.47%
YTD
2.83%
6M
3.33%
1Y
7.36%
3Y*
8.85%
5Y*
4.74%
10Y*
5.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYXU vs. YLD - Yearly Performance Comparison


HYXU vs. YLD - Sectors Allocation Comparison


Sectors
HYXU
YLD

Communication Services

100.0%

-

Basic Materials

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Healthcare

-

-

Industrials

-

-

Real Estate

-

100.0%

Technology

-

-

Utilities

-

-

Communication Services

HYXU
100.0%
YLD

-

Basic Materials

HYXU

-

YLD

-

Consumer Cyclical

HYXU

-

YLD

-

Consumer Defensive

HYXU

-

YLD

-

Energy

HYXU

-

YLD

-

Financial Services

HYXU

-

YLD

-

Healthcare

HYXU

-

YLD

-

Industrials

HYXU

-

YLD

-

Real Estate

HYXU

-

YLD
100.0%

Technology

HYXU

-

YLD

-

Utilities

HYXU

-

YLD

-

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Return for Risk

HYXU vs. YLD — Risk / Return Rank

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

HYXU

YLD
YLD Risk / Return Rank: 5959
Overall Rank
YLD Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
YLD Sortino Ratio Rank: 5252
Sortino Ratio Rank
YLD Omega Ratio Rank: 5050
Omega Ratio Rank
YLD Calmar Ratio Rank: 7474
Calmar Ratio Rank
YLD Martin Ratio Rank: 6969
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. YLD - 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 Principal Active High Yield ETF (YLD). 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. YLD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HYXUYLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

Drawdowns

HYXU vs. YLD - Drawdown Comparison

The maximum HYXU drawdown since its inception was 0.00%, smaller than the maximum YLD drawdown of -28.34%. Use the drawdown chart below to compare losses from any high point for HYXU and YLD.


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Drawdown Indicators


HYXUYLDDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-28.34%

+28.34%

Max Drawdown (1Y)

Largest decline over 1 year

-1.98%

Max Drawdown (3Y)

Largest decline over 3 years

-5.62%

Max Drawdown (5Y)

Largest decline over 5 years

-13.89%

Max Drawdown (10Y)

Largest decline over 10 years

-28.34%

Current Drawdown

Current decline from peak

0.00%

-0.37%

+0.37%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.70%

+2.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.57%

Volatility

HYXU vs. YLD - Volatility Comparison


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Volatility by Period


HYXUYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.32%

Volatility (6M)

Calculated over the trailing 6-month period

3.51%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

4.34%

-4.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

6.40%

-6.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

8.21%

-8.21%

HYXU vs. YLD - Expense Ratio Comparison

HYXU has a 0.35% expense ratio, which is lower than YLD's 0.39% expense ratio.


Dividends

HYXU vs. YLD - Dividend Comparison

HYXU has not paid dividends to shareholders, while YLD's dividend yield for the trailing twelve months is around 7.27%.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%
YLD
Principal Active High Yield ETF
7.27%7.33%7.12%6.46%6.51%3.92%4.40%4.81%5.42%6.28%4.47%2.56%

Frequently Asked Questions


On fees, HYXU is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HYXU is cheaper with a 0.35% expense ratio, compared with 0.39% for YLD.

YLD has the higher dividend yield at 7.27%, compared with 0.00% for HYXU.

They also come from different issuers: iShares and Principal. Their fees differ too: 0.35% for HYXU and 0.39% for YLD.

Portfolio Optimizer

Find the right allocation for HYXU and YLD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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