NUHY vs. IBHE
Compare and contrast key facts about Nuveen ESG High Yield Corporate Bond ETF (NUHY) and iShares iBonds 2025 Term High Yield & Income ETF (IBHE).
NUHY and IBHE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUHY is a passively managed fund by Nuveen that tracks the performance of the Bloomberg Barclays MSCI US Aggregate ESG Select Index. It was launched on Sep 25, 2019. IBHE is a passively managed fund by iShares that tracks the performance of the Bloomberg 2025 Term High Yield and Income Index. It was launched on May 7, 2019. Both NUHY and IBHE 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: NUHY or IBHE.
Key characteristics
| NUHY | IBHE | |
|---|---|---|
| YTD Return | 7.53% | 6.63% |
| 1Y Return | 12.85% | 8.51% |
| 3Y Return (Ann) | 1.99% | 4.32% |
| 5Y Return (Ann) | 2.84% | 4.57% |
| Sharpe Ratio | 2.86 | 3.59 |
| Sortino Ratio | 4.66 | 6.15 |
| Omega Ratio | 1.58 | 1.81 |
| Calmar Ratio | 2.02 | 14.53 |
| Martin Ratio | 21.79 | 52.53 |
| Ulcer Index | 0.66% | 0.18% |
| Daily Std Dev | 5.01% | 2.62% |
| Max Drawdown | -20.14% | -26.92% |
| Current Drawdown | -0.34% | -0.13% |
Correlation
The correlation between NUHY and IBHE is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NUHY vs. IBHE - Performance Comparison
In the year-to-date period, NUHY achieves a 7.53% return, which is significantly higher than IBHE's 6.63% 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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NUHY vs. IBHE - Expense Ratio Comparison
NUHY has a 0.30% expense ratio, which is lower than IBHE's 0.35% expense ratio.
Risk-Adjusted Performance
NUHY vs. IBHE - 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 2025 Term High Yield & Income ETF (IBHE). 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
NUHY vs. IBHE - Dividend Comparison
NUHY's dividend yield for the trailing twelve months is around 6.64%, less than IBHE's 7.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
NUHY Nuveen ESG High Yield Corporate Bond ETF | 6.64% | 6.65% | 6.36% | 4.88% | 5.11% | 1.37% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 7.14% | 7.16% | 5.78% | 4.84% | 5.73% | 3.72% |
Drawdowns
NUHY vs. IBHE - Drawdown Comparison
The maximum NUHY drawdown since its inception was -20.14%, smaller than the maximum IBHE drawdown of -26.92%. Use the drawdown chart below to compare losses from any high point for NUHY and IBHE. For additional features, visit the drawdowns tool.
Volatility
NUHY vs. IBHE - Volatility Comparison
Nuveen ESG High Yield Corporate Bond ETF (NUHY) has a higher volatility of 1.22% compared to iShares iBonds 2025 Term High Yield & Income ETF (IBHE) at 0.42%. This indicates that NUHY's price experiences larger fluctuations and is considered to be riskier than IBHE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.