RIET vs. LSYIX
RIET (Hoya Capital High Dividend Yield ETF) and LSYIX (Lord Abbett Short Duration High Yield Fund) are both funds - RIET is a REIT fund tracking the Hoya Capital High Dividend Yield Index, while LSYIX is a High Yield Bonds fund managed by Lord Abbett. Over the past 3 years, RIET returned 7.55%/yr vs 8.65%/yr for LSYIX. At a 0.49 correlation, their price movements are largely independent. RIET charges 0.50%/yr vs 0.45%/yr for LSYIX.
Performance
RIET vs. LSYIX - Performance Comparison
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Returns By Period
In the year-to-date period, RIET achieves a 7.58% return, which is significantly higher than LSYIX's 2.45% return.
RIET
- 1D
- 0.45%
- 1M
- 0.82%
- YTD
- 7.58%
- 6M
- 7.08%
- 1Y
- 11.87%
- 3Y*
- 7.55%
- 5Y*
- —
- 10Y*
- —
LSYIX
- 1D
- 0.10%
- 1M
- 1.08%
- YTD
- 2.45%
- 6M
- 3.31%
- 1Y
- 8.26%
- 3Y*
- 8.65%
- 5Y*
- 4.68%
- 10Y*
- —
RIET vs. LSYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RIET Hoya Capital High Dividend Yield ETF | 7.58% | 2.43% | 1.18% | 13.04% | -25.29% | 5.14% |
LSYIX Lord Abbett Short Duration High Yield Fund | 2.45% | 7.71% | 8.65% | 10.63% | -7.19% | 0.92% |
Correlation
The correlation between RIET and LSYIX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2021 | 0.49 |
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Return for Risk
RIET vs. LSYIX — Risk / Return Rank
RIET
LSYIX
RIET vs. LSYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hoya Capital High Dividend Yield ETF (RIET) and Lord Abbett Short Duration High Yield Fund (LSYIX). 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.
| RIET | LSYIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.43 | ||
| Sortino ratioReturn per unit of downside risk | -3.00 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.56 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.93 | -1.57 |
| Martin ratioReturn relative to average drawdown | 3.54 | 14.28 | -10.74 |
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Drawdowns
RIET vs. LSYIX - Drawdown Comparison
The maximum RIET drawdown since its inception was -34.61%, which is greater than LSYIX's maximum drawdown of -10.79%. Use the drawdown chart below to compare losses from any high point for RIET and LSYIX.
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Drawdown Indicators
| RIET | LSYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.61% | -10.79% | -23.82% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -2.83% | -5.93% |
Max Drawdown (3Y)Largest decline over 3 years | -18.38% | -5.29% | -13.09% |
Max Drawdown (5Y)Largest decline over 5 years | — | -10.79% | — |
Current DrawdownCurrent decline from peak | -7.27% | -0.10% | -7.17% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -1.84% | -14.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 0.58% | +2.78% |
Volatility
RIET vs. LSYIX - Volatility Comparison
Hoya Capital High Dividend Yield ETF (RIET) has a higher volatility of 3.98% compared to Lord Abbett Short Duration High Yield Fund (LSYIX) at 1.00%. This indicates that RIET's price experiences larger fluctuations and is considered to be riskier than LSYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIET | LSYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 1.00% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 2.81% | +6.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.30% | 3.56% | +9.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 4.33% | +14.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.96% | 4.22% | +14.74% |
RIET vs. LSYIX - Expense Ratio Comparison
RIET has a 0.50% expense ratio, which is higher than LSYIX's 0.45% expense ratio.
Dividends
RIET vs. LSYIX - Dividend Comparison
RIET's dividend yield for the trailing twelve months is around 10.83%, more than LSYIX's 8.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | 8.06% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% |
RIET Hoya Capital High Dividend Yield ETF | 10.83% | 11.04% | 10.17% | 9.33% | 9.33% | 1.99% | 0.00% |
Frequently Asked Questions
RIET and LSYIX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RIET has higher volatility (3.98%) compared to LSYIX (1.00%). In terms of maximum drawdown, RIET dropped -34.61% vs LSYIX's -10.79%.
LSYIX currently has the higher Sharpe Ratio (2.33 vs 0.90), 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.
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