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LDRH vs. MYHA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LDRH vs. MYHA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) and State Street My2027 High Yield Corporate Bond ETF (MYHA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


LDRH

1D
0.09%
1M
0.09%
6M
1.84%
YTD
2.05%
1Y
5.71%
3Y*
5Y*
10Y*

MYHA

1D
0.07%
1M
0.28%
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LDRH vs. MYHA - Yearly Performance Comparison


Correlation

The correlation between LDRH and MYHA is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 26, 2026

0.85

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Return for Risk

LDRH vs. MYHA — Risk / Return Rank

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

LDRH
LDRH Risk / Return Rank: 9090
Overall Rank
LDRH Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
LDRH Sortino Ratio Rank: 9292
Sortino Ratio Rank
LDRH Omega Ratio Rank: 8787
Omega Ratio Rank
LDRH Calmar Ratio Rank: 9292
Calmar Ratio Rank
LDRH Martin Ratio Rank: 9393
Martin Ratio Rank

MYHA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

LDRH vs. MYHA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) and State Street My2027 High Yield Corporate Bond ETF (MYHA). 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.


LDRHMYHADifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.42

Calmar ratioReturn relative to maximum drawdown

4.66

Martin ratioReturn relative to average drawdown

19.14

LDRH vs. MYHA - Sharpe Ratio Comparison


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Drawdowns

LDRH vs. MYHA - Drawdown Comparison

The maximum LDRH drawdown since its inception was -3.17%, which is greater than MYHA's maximum drawdown of -0.69%. Use the drawdown chart below to compare losses from any high point for LDRH and MYHA.


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Drawdown Indicators


LDRHMYHADifference

Max Drawdown

Largest peak-to-trough decline

-3.17%

-0.69%

-2.48%

Max Drawdown (1Y)

Largest decline over 1 year

-1.23%

Current Drawdown

Current decline from peak

-0.28%

0.00%

-0.28%

Average Drawdown

Average peak-to-trough decline

-0.23%

-0.11%

-0.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.30%

Volatility

LDRH vs. MYHA - Volatility Comparison


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Volatility by Period


LDRHMYHADifference

Volatility (1M)

Calculated over the trailing 1-month period

0.58%

Volatility (6M)

Calculated over the trailing 6-month period

1.95%

Volatility (1Y)

Calculated over the trailing 1-year period

2.62%

1.83%

+0.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.44%

1.83%

+1.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.44%

1.83%

+1.61%

LDRH vs. MYHA - Expense Ratio Comparison

LDRH has a 0.35% expense ratio, which is lower than MYHA's 0.39% expense ratio.


Dividends

LDRH vs. MYHA - Dividend Comparison

LDRH's dividend yield for the trailing twelve months is around 6.97%, more than MYHA's 2.06% yield.


Frequently Asked Questions


LDRH and MYHA have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, LDRH is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LDRH is cheaper with a 0.35% expense ratio, compared with 0.39% for MYHA.

LDRH has the higher dividend yield at 6.97%, compared with 2.06% for MYHA.

They also come from different issuers: iShares and State Street. Their fees differ too: 0.35% for LDRH and 0.39% for MYHA.

Portfolio Optimizer

Find the right allocation for LDRH and MYHA

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

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