PortfoliosLab logoPortfoliosLab logo
IHYE.L vs. STHE.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IHYE.L vs. STHE.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares $ High Yield Corp Bond UCITS ETF EUR Hedged (Dist) (IHYE.L) and PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Inc EUR Hedged (STHE.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IHYE.L achieves a 1.01% return, which is significantly higher than STHE.L's 0.86% return.


IHYE.L

1D
0.03%
1M
0.03%
6M
0.50%
YTD
1.01%
1Y
4.16%
3Y*
5.96%
5Y*
1.67%
10Y*

STHE.L

1D
0.22%
1M
-0.03%
6M
0.47%
YTD
0.86%
1Y
4.13%
3Y*
6.28%
5Y*
3.15%
10Y*
3.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IHYE.L vs. STHE.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IHYE.L
iShares $ High Yield Corp Bond UCITS ETF EUR Hedged (Dist)
1.01%6.77%5.11%8.05%-11.60%2.86%3.05%9.11%-3.03%
STHE.L
PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Inc EUR Hedged
0.86%6.44%6.85%8.96%-6.98%3.52%1.78%6.81%-3.17%

Correlation

The correlation between IHYE.L and STHE.L is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.71

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

0.76

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

0.83

Correlation (All Time)
Calculated using the full available price history since Mar 6, 2018

0.83

The correlation between IHYE.L and STHE.L shifts across timeframes, from 0.71 (1 year) to 0.83 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IHYE.L vs. STHE.L — Risk / Return Rank

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

IHYE.L
IHYE.L Risk / Return Rank: 4242
Overall Rank
IHYE.L Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
IHYE.L Sortino Ratio Rank: 4242
Sortino Ratio Rank
IHYE.L Omega Ratio Rank: 4343
Omega Ratio Rank
IHYE.L Calmar Ratio Rank: 3737
Calmar Ratio Rank
IHYE.L Martin Ratio Rank: 4848
Martin Ratio Rank

STHE.L
STHE.L Risk / Return Rank: 5050
Overall Rank
STHE.L Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
STHE.L Sortino Ratio Rank: 5353
Sortino Ratio Rank
STHE.L Omega Ratio Rank: 4949
Omega Ratio Rank
STHE.L Calmar Ratio Rank: 4545
Calmar Ratio Rank
STHE.L Martin Ratio Rank: 5555
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.

IHYE.L vs. STHE.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ High Yield Corp Bond UCITS ETF EUR Hedged (Dist) (IHYE.L) and PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Inc EUR Hedged (STHE.L). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IHYE.LSTHE.LDifference
Sharpe ratioReturn per unit of total volatility

-0.22

Sortino ratioReturn per unit of downside risk

-0.31

Omega ratioGain probability vs. loss probability

1.23

1.26

-0.03

Calmar ratioReturn relative to maximum drawdown

1.59

1.89

-0.31

Martin ratioReturn relative to average drawdown

6.44

7.86

-1.42

IHYE.L vs. STHE.L - Sharpe Ratio Comparison

The current IHYE.L Sharpe Ratio is 1.17, which is comparable to the STHE.L Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of IHYE.L and STHE.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

IHYE.L vs. STHE.L - Drawdown Comparison

The maximum IHYE.L drawdown since its inception was -22.54%, smaller than the maximum STHE.L drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for IHYE.L and STHE.L.


Loading charts...

Drawdown Indicators


IHYE.LSTHE.LDifference

Max Drawdown

Largest peak-to-trough decline

-22.54%

-24.40%

+1.86%

Max Drawdown (1Y)

Largest decline over 1 year

-2.78%

-2.17%

-0.61%

Max Drawdown (3Y)

Largest decline over 3 years

-4.70%

-5.02%

+0.32%

Max Drawdown (5Y)

Largest decline over 5 years

-15.54%

-10.27%

-5.27%

Max Drawdown (10Y)

Largest decline over 10 years

-24.40%

Current Drawdown

Current decline from peak

0.00%

-0.11%

+0.11%

Average Drawdown

Average peak-to-trough decline

-3.47%

-2.00%

-1.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.68%

0.52%

+0.16%

Volatility

IHYE.L vs. STHE.L - Volatility Comparison

iShares $ High Yield Corp Bond UCITS ETF EUR Hedged (Dist) (IHYE.L) has a higher volatility of 0.79% compared to PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Inc EUR Hedged (STHE.L) at 0.66%. This indicates that IHYE.L's price experiences larger fluctuations and is considered to be riskier than STHE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IHYE.LSTHE.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.79%

0.66%

+0.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.77%

2.31%

+0.46%

Volatility (1Y)

Calculated over the trailing 1-year period

3.78%

2.97%

+0.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.81%

5.37%

+1.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.12%

6.69%

+1.43%

IHYE.L vs. STHE.L - Expense Ratio Comparison

IHYE.L has a 0.55% expense ratio, which is lower than STHE.L's 0.60% expense ratio.


Dividends

IHYE.L vs. STHE.L - Dividend Comparison

IHYE.L's dividend yield for the trailing twelve months is around 6.19%, less than STHE.L's 6.99% yield.


PositionTTM20252024202320222021202020192018201720162015
IHYE.L
iShares $ High Yield Corp Bond UCITS ETF EUR Hedged (Dist)
6.19%6.07%6.32%5.59%5.13%4.35%4.82%5.59%3.88%0.00%0.00%0.00%
STHE.L
PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Inc EUR Hedged
6.99%7.17%7.65%6.27%4.99%4.57%4.88%5.14%5.37%5.18%5.41%5.28%

Frequently Asked Questions


IHYE.L and STHE.L have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IHYE.L is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IHYE.L is cheaper with a 0.55% expense ratio, compared with 0.60% for STHE.L.

IHYE.L tracks iShares $ High Yield Corp Bond UCITS ETF EUR Hedged (Dist), while STHE.L tracks ICE BofA 0-5 Year US High Yield Constrained Index. They also come from different issuers: iShares and PIMCO. Their fees differ too: 0.55% for IHYE.L and 0.60% for STHE.L.

Portfolio Optimizer

Find the right allocation for IHYE.L and STHE.L

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

Open Portfolio Optimizer