IYF vs. ANGL
Compare and contrast key facts about iShares U.S. Financials ETF (IYF) and VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL).
IYF and ANGL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYF is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Financials Index. It was launched on May 31, 2000. ANGL is a passively managed fund by VanEck that tracks the performance of the BofA Merrill Lynch US Fallen Angel High Yield Index. It was launched on Apr 10, 2012. Both IYF and ANGL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYF or ANGL.
Key characteristics
| IYF | ANGL | |
|---|---|---|
| YTD Return | 12.00% | 1.47% |
| 1Y Return | 37.28% | 11.17% |
| 3Y Return (Ann) | 7.01% | 1.00% |
| 5Y Return (Ann) | 11.04% | 4.94% |
| 10Y Return (Ann) | 11.03% | 5.69% |
| Sharpe Ratio | 2.89 | 1.84 |
| Daily Std Dev | 13.37% | 6.08% |
| Max Drawdown | -79.09% | -35.07% |
| Current Drawdown | -0.31% | -2.81% |
Correlation
The correlation between IYF and ANGL is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IYF vs. ANGL - Performance Comparison
In the year-to-date period, IYF achieves a 12.00% return, which is significantly higher than ANGL's 1.47% return. Over the past 10 years, IYF has outperformed ANGL with an annualized return of 11.03%, while ANGL has yielded a comparatively lower 5.69% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IYF vs. ANGL - Expense Ratio Comparison
IYF has a 0.42% expense ratio, which is higher than ANGL's 0.35% expense ratio.
Risk-Adjusted Performance
IYF vs. ANGL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Financials ETF (IYF) and VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL). 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.
Dividends
IYF vs. ANGL - Dividend Comparison
IYF's dividend yield for the trailing twelve months is around 1.47%, less than ANGL's 5.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYF iShares U.S. Financials ETF | 1.47% | 1.67% | 1.86% | 1.27% | 1.72% | 1.65% | 1.90% | 1.46% | 1.67% | 1.66% | 1.38% | 1.33% |
ANGL VanEck Vectors Fallen Angel High Yield Bond ETF | 5.73% | 5.27% | 4.72% | 3.90% | 4.67% | 5.19% | 5.99% | 5.25% | 5.76% | 5.81% | 6.80% | 6.10% |
Drawdowns
IYF vs. ANGL - Drawdown Comparison
The maximum IYF drawdown since its inception was -79.09%, which is greater than ANGL's maximum drawdown of -35.07%. Use the drawdown chart below to compare losses from any high point for IYF and ANGL. For additional features, visit the drawdowns tool.
Volatility
IYF vs. ANGL - Volatility Comparison
iShares U.S. Financials ETF (IYF) has a higher volatility of 3.14% compared to VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) at 1.45%. This indicates that IYF's price experiences larger fluctuations and is considered to be riskier than ANGL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.