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NUHY vs. IBHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NUHY and IBHD is 0.57, 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

NUHY vs. IBHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen ESG High Yield Corporate Bond ETF (NUHY) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


NUHY

YTD

2.76%

1M

2.87%

6M

2.48%

1Y

8.12%

3Y*

6.81%

5Y*

4.12%

10Y*

N/A

IBHD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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NUHY vs. IBHD - Expense Ratio Comparison

NUHY has a 0.30% expense ratio, which is lower than IBHD's 0.35% expense ratio.


Risk-Adjusted Performance

NUHY vs. IBHD — Risk-Adjusted Performance Rank

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

NUHY
The Risk-Adjusted Performance Rank of NUHY is 9090
Overall Rank
The Sharpe Ratio Rank of NUHY is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of NUHY is 8888
Sortino Ratio Rank
The Omega Ratio Rank of NUHY is 9090
Omega Ratio Rank
The Calmar Ratio Rank of NUHY is 9191
Calmar Ratio Rank
The Martin Ratio Rank of NUHY is 9191
Martin Ratio Rank

IBHD
The Risk-Adjusted Performance Rank of IBHD is 9898
Overall Rank
The Sharpe Ratio Rank of IBHD is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of IBHD is 9898
Sortino Ratio Rank
The Omega Ratio Rank of IBHD is 9898
Omega Ratio Rank
The Calmar Ratio Rank of IBHD is 9999
Calmar Ratio Rank
The Martin Ratio Rank of IBHD is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NUHY vs. IBHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG High Yield Corporate Bond ETF (NUHY) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD). 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.



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Dividends

NUHY vs. IBHD - Dividend Comparison

NUHY's dividend yield for the trailing twelve months is around 6.57%, while IBHD has not paid dividends to shareholders.


TTM202420232022202120202019
NUHY
Nuveen ESG High Yield Corporate Bond ETF
6.57%6.59%6.64%6.36%4.88%5.10%1.37%
IBHD
iShares iBonds 2024 Term High Yield & Income ETF
3.35%5.53%6.90%4.90%4.43%5.49%3.59%

Drawdowns

NUHY vs. IBHD - Drawdown Comparison


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Volatility

NUHY vs. IBHD - Volatility Comparison


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