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IGHY.L vs. SPY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGHY.L vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares Global High Yield Corporate Bond UCITS ETF (IGHY.L) and State Street SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IGHY.L is traded in GBP, while SPY is traded in USD. To make them comparable, the SPY values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, IGHY.L achieves a -2.13% return, which is significantly lower than SPY's 11.78% return. Over the past 10 years, IGHY.L has underperformed SPY with an annualized return of 0.37%, while SPY has yielded a comparatively higher 16.34% annualized return.


IGHY.L

1D
0.16%
1M
1.11%
YTD
-2.13%
6M
-1.93%
1Y
1.29%
3Y*
0.50%
5Y*
-0.88%
10Y*
0.37%

SPY

1D
0.38%
1M
5.56%
YTD
11.78%
6M
10.48%
1Y
29.74%
3Y*
19.51%
5Y*
15.14%
10Y*
16.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGHY.L vs. SPY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IGHY.L
iShares Global High Yield Corporate Bond UCITS ETF
-2.13%1.20%-1.38%1.98%-5.02%-3.21%-0.41%3.09%-2.90%-4.78%
SPY
State Street SPDR S&P 500 ETF
11.78%9.33%27.07%19.87%-8.45%29.95%14.86%26.23%1.09%11.18%

Correlation

The correlation between IGHY.L and SPY is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.35

Correlation (10Y)
Calculated over the trailing 10-year period

0.45

Correlation (All Time)
Calculated using the full available price history since Nov 14, 2012

0.45

Over the past year, the correlation between IGHY.L and SPY has dropped to 0.23 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.

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Return for Risk

IGHY.L vs. SPY — Risk / Return Rank

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

IGHY.L
IGHY.L Risk / Return Rank: 1212
Overall Rank
IGHY.L Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
IGHY.L Sortino Ratio Rank: 1111
Sortino Ratio Rank
IGHY.L Omega Ratio Rank: 1212
Omega Ratio Rank
IGHY.L Calmar Ratio Rank: 1212
Calmar Ratio Rank
IGHY.L Martin Ratio Rank: 1212
Martin Ratio Rank

SPY
SPY Risk / Return Rank: 7474
Overall Rank
SPY Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
SPY Sortino Ratio Rank: 7474
Sortino Ratio Rank
SPY Omega Ratio Rank: 7575
Omega Ratio Rank
SPY Calmar Ratio Rank: 6666
Calmar Ratio Rank
SPY Martin Ratio Rank: 7878
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.

IGHY.L vs. SPY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global High Yield Corporate Bond UCITS ETF (IGHY.L) and State Street SPDR S&P 500 ETF (SPY). 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.


IGHY.LSPYDifference
Sharpe ratioReturn per unit of total volatility

-2.40

Sortino ratioReturn per unit of downside risk

-3.08

Omega ratioGain probability vs. loss probability

1.05

1.49

-0.44

Calmar ratioReturn relative to maximum drawdown

0.25

3.88

-3.64

Martin ratioReturn relative to average drawdown

0.64

14.87

-14.23

IGHY.L vs. SPY - Sharpe Ratio Comparison

The current IGHY.L Sharpe Ratio is 0.21, which is lower than the SPY Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of IGHY.L and SPY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IGHY.LSPYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.21

2.61

-2.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

0.95

-1.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

0.91

-0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.19

0.69

-0.88

Drawdowns

IGHY.L vs. SPY - Drawdown Comparison

The maximum IGHY.L drawdown since its inception was -38.62%, which is greater than SPY's maximum drawdown of -34.68%. Use the drawdown chart below to compare losses from any high point for IGHY.L and SPY.


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Drawdown Indicators


IGHY.LSPYDifference

Max Drawdown

Largest peak-to-trough decline

-38.62%

-34.68%

-3.94%

Max Drawdown (1Y)

Largest decline over 1 year

-5.16%

-7.69%

+2.53%

Max Drawdown (3Y)

Largest decline over 3 years

-6.33%

-21.94%

+15.61%

Max Drawdown (5Y)

Largest decline over 5 years

-11.28%

-21.94%

+10.66%

Max Drawdown (10Y)

Largest decline over 10 years

-20.95%

-25.78%

+4.83%

Current Drawdown

Current decline from peak

-29.35%

0.00%

-29.35%

Average Drawdown

Average peak-to-trough decline

-27.58%

-4.78%

-22.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.00%

2.01%

-0.01%

Volatility

IGHY.L vs. SPY - Volatility Comparison

The current volatility for iShares Global High Yield Corporate Bond UCITS ETF (IGHY.L) is 1.33%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 2.55%. This indicates that IGHY.L experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGHY.LSPYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.33%

2.55%

-1.22%

Volatility (6M)

Calculated over the trailing 6-month period

4.95%

8.15%

-3.20%

Volatility (1Y)

Calculated over the trailing 1-year period

6.24%

11.48%

-5.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.25%

16.02%

-8.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.12%

18.02%

-8.90%

IGHY.L vs. SPY - Expense Ratio Comparison

IGHY.L has a 0.50% expense ratio, which is higher than SPY's 0.09% expense ratio.


Dividends

IGHY.L vs. SPY - Dividend Comparison

IGHY.L's dividend yield for the trailing twelve months is around 0.06%, less than SPY's 0.98% yield.


PositionTTM20252024202320222021202020192018201720162015
IGHY.L
iShares Global High Yield Corporate Bond UCITS ETF
0.06%0.05%0.05%0.05%0.04%0.04%0.05%0.05%0.05%0.05%0.05%0.05%
SPY
State Street SPDR S&P 500 ETF
0.98%1.07%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%

Frequently Asked Questions


IGHY.L and SPY have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPY is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPY is cheaper with a 0.09% expense ratio, compared with 0.50% for IGHY.L.

IGHY.L is categorized as High Yield Bonds, while SPY is S&P 500. IGHY.L tracks ICE BofA Gbl HY Constnd TR USD, while SPY tracks S&P 500 Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.50% for IGHY.L and 0.09% for SPY.

Portfolio Optimizer

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