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IBHD vs. HYXU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IBHD vs. HYXU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2024 Term High Yield & Income ETF (IBHD) and iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU). The values are adjusted to include any dividend payments, if applicable.

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IBHD vs. HYXU - Yearly Performance Comparison


Returns By Period


IBHD

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

HYXU

1D
0.53%
1M
-1.09%
YTD
-0.44%
6M
-1.19%
1Y
12.04%
3Y*
8.98%
5Y*
2.17%
10Y*
3.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IBHD vs. HYXU - Expense Ratio Comparison

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


Return for Risk

IBHD vs. HYXU — Risk / Return Rank

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

IBHD

HYXU
HYXU Risk / Return Rank: 8282
Overall Rank
HYXU Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
HYXU Sortino Ratio Rank: 8787
Sortino Ratio Rank
HYXU Omega Ratio Rank: 8282
Omega Ratio Rank
HYXU Calmar Ratio Rank: 8989
Calmar Ratio Rank
HYXU Martin Ratio Rank: 6767
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.

IBHD vs. HYXU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2024 Term High Yield & Income ETF (IBHD) and iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU). 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.

IBHD vs. HYXU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBHDHYXUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

Dividends

IBHD vs. HYXU - Dividend Comparison

IBHD has not paid dividends to shareholders, while HYXU's dividend yield for the trailing twelve months is around 4.59%.


TTM20252024202320222021202020192018201720162015
IBHD
iShares iBonds 2024 Term High Yield & Income 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%
HYXU
iShares Euro High Yield Corporate Bond USD Hedged ETF
4.59%3.56%5.11%3.38%0.61%3.07%1.45%1.19%4.01%0.69%1.70%3.24%

Drawdowns

IBHD vs. HYXU - Drawdown Comparison

The maximum IBHD drawdown since its inception was 0.00%, smaller than the maximum HYXU drawdown of -32.45%. Use the drawdown chart below to compare losses from any high point for IBHD and HYXU.


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Drawdown Indicators


IBHDHYXUDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-32.45%

+32.45%

Max Drawdown (1Y)

Largest decline over 1 year

-3.50%

Max Drawdown (5Y)

Largest decline over 5 years

-32.45%

Max Drawdown (10Y)

Largest decline over 10 years

-32.45%

Current Drawdown

Current decline from peak

0.00%

-2.07%

+2.07%

Average Drawdown

Average peak-to-trough decline

0.00%

-8.68%

+8.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.48%

Volatility

IBHD vs. HYXU - Volatility Comparison


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Volatility by Period


IBHDHYXUDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.09%

Volatility (6M)

Calculated over the trailing 6-month period

3.18%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

7.06%

-7.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

10.06%

-10.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

10.54%

-10.54%