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KHPI vs. HYGW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

KHPI vs. HYGW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kensington Hedged Premium Income ETF (KHPI) and iShares High Yield Corporate Bond Buywrite Strategy ETF (HYGW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KHPI achieves a 6.36% return, which is significantly higher than HYGW's 2.36% return.


KHPI

1D
0.30%
1M
0.85%
6M
5.48%
YTD
6.36%
1Y
12.35%
3Y*
5Y*
10Y*
ALL TIME*
11.42%

HYGW

1D
0.14%
1M
0.03%
6M
1.81%
YTD
2.36%
1Y
5.90%
3Y*
5.30%
5Y*
10Y*
ALL TIME*
5.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$480.97K$636.40K$814.79K
$2.26M$2.17M$2.33M

KHPI vs. HYGW - Yearly Performance Comparison


Correlation

The correlation between KHPI and HYGW is 0.50, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.50

Correlation (All Time)
Calculated using the full available price history since Sep 5, 2024

0.46

The correlation between KHPI and HYGW has been stable across timeframes, ranging from 0.46 to 0.50 - a consistent structural relationship.

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Return for Risk

KHPI vs. HYGW — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

KHPI
KHPI Risk / Return Rank: 6363
Overall Rank
KHPI Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
KHPI Sortino Ratio Rank: 6767
Sortino Ratio Rank
KHPI Omega Ratio Rank: 6767
Omega Ratio Rank
KHPI Calmar Ratio Rank: 4848
Calmar Ratio Rank
KHPI Martin Ratio Rank: 6666
Martin Ratio Rank

HYGW
HYGW Risk / Return Rank: 8888
Overall Rank
HYGW Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
HYGW Sortino Ratio Rank: 8787
Sortino Ratio Rank
HYGW Omega Ratio Rank: 9090
Omega Ratio Rank
HYGW Calmar Ratio Rank: 8585
Calmar Ratio Rank
HYGW Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

KHPI vs. HYGW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kensington Hedged Premium Income ETF (KHPI) and iShares High Yield Corporate Bond Buywrite Strategy ETF (HYGW). 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.


KHPIHYGWDifference
Sharpe ratioReturn per unit of total volatility

-0.51

Sortino ratioReturn per unit of downside risk

-0.76

Omega ratioGain probability vs. loss probability

1.28

1.42

-0.13

Calmar ratioReturn relative to maximum drawdown

1.76

3.26

-1.50

Martin ratioReturn relative to average drawdown

8.03

14.57

-6.53

KHPI vs. HYGW - Sharpe Ratio Comparison

The current KHPI Sharpe Ratio is 1.52, which is comparable to the HYGW Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of KHPI and HYGW, 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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Drawdowns

KHPI vs. HYGW - Drawdown Comparison

The maximum KHPI drawdown since its inception was -10.58%, which is greater than HYGW's maximum drawdown of -5.49%. Use the drawdown chart below to compare losses from any high point for KHPI and HYGW.


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Drawdown Indicators


KHPIHYGWDifference

Max Drawdown

Largest peak-to-trough decline

-10.58%

-5.49%

-5.09%

Max Drawdown (1Y)

Largest decline over 1 year

-6.55%

-1.82%

-4.73%

Max Drawdown (3Y)

Largest decline over 3 years

-3.42%

Current Drawdown

Current decline from peak

-0.08%

-0.21%

+0.13%

Average Drawdown

Average peak-to-trough decline

-1.19%

-0.59%

-0.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.43%

0.41%

+1.02%

Volatility

KHPI vs. HYGW - Volatility Comparison

Kensington Hedged Premium Income ETF (KHPI) has a higher volatility of 1.49% compared to iShares High Yield Corporate Bond Buywrite Strategy ETF (HYGW) at 0.80%. This indicates that KHPI's price experiences larger fluctuations and is considered to be riskier than HYGW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KHPIHYGWDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.49%

0.80%

+0.69%

Volatility (6M)

Calculated over the trailing 6-month period

5.95%

2.32%

+3.63%

Volatility (1Y)

Calculated over the trailing 1-year period

7.56%

2.92%

+4.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.46%

4.62%

+4.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.46%

4.62%

+4.84%

KHPI vs. HYGW - Expense Ratio Comparison

KHPI has a 0.96% expense ratio, which is higher than HYGW's 0.69% expense ratio.


Dividends

KHPI vs. HYGW - Dividend Comparison

KHPI's dividend yield for the trailing twelve months is around 8.93%, less than HYGW's 10.71% yield.


PositionTTM2025202420232022
HYGW
iShares High Yield Corporate Bond Buywrite Strategy ETF
10.71%12.53%12.30%15.98%8.71%
KHPI
Kensington Hedged Premium Income ETF
8.93%8.90%3.01%0.00%0.00%

Frequently Asked Questions


KHPI and HYGW have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KHPI has higher volatility (1.49%) compared to HYGW (0.80%). In terms of maximum drawdown, KHPI dropped -10.58% vs HYGW's -5.49%.

On 1-year performance, KHPI leads with 12.35% vs 5.90% for HYGW. On fees, HYGW is cheaper at 0.69% per year. On volatility, HYGW has been the lower-risk option at 0.80%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, KHPI has performed better with a 12.35% return vs 5.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HYGW is cheaper with a 0.69% expense ratio, compared with 0.96% for KHPI.

HYGW has the higher dividend yield at 10.71%, compared with 8.93% for KHPI.

They also come from different issuers: Kensington and iShares. Their fees differ too: 0.96% for KHPI and 0.69% for HYGW.

HYGW currently has the higher Sharpe Ratio (2.03 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for KHPI and HYGW

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