RISE.L vs. HYG
Compare and contrast key facts about iShares Fallen Angels High Yield Corporate Bond UCITS ETF (RISE.L) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG).
RISE.L and HYG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RISE.L is a passively managed fund by iShares that tracks the performance of the ICE BofA Gbl HY Constnd TR USD. It was launched on Jun 21, 2016. HYG is a passively managed fund by iShares that tracks the performance of the iBoxx $ Liquid High Yield Index. It was launched on Apr 11, 2007. Both RISE.L and HYG 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: RISE.L or HYG.
Correlation
The correlation between RISE.L and HYG is 0.50, 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
RISE.L vs. HYG - Performance Comparison
Key characteristics
RISE.L:
0.68
HYG:
2.43
RISE.L:
0.98
HYG:
3.57
RISE.L:
1.14
HYG:
1.46
RISE.L:
0.99
HYG:
4.34
RISE.L:
2.97
HYG:
16.82
RISE.L:
1.26%
HYG:
0.61%
RISE.L:
5.48%
HYG:
4.19%
RISE.L:
-14.12%
HYG:
-34.24%
RISE.L:
-2.42%
HYG:
0.00%
Returns By Period
In the year-to-date period, RISE.L achieves a 0.90% return, which is significantly lower than HYG's 1.92% return.
RISE.L
0.90%
-1.52%
1.21%
3.88%
4.97%
N/A
HYG
1.92%
0.62%
4.00%
10.16%
3.28%
3.98%
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RISE.L vs. HYG - Expense Ratio Comparison
RISE.L has a 0.50% expense ratio, which is higher than HYG's 0.49% expense ratio.
Risk-Adjusted Performance
RISE.L vs. HYG — Risk-Adjusted Performance Rank
RISE.L
HYG
RISE.L vs. HYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Fallen Angels High Yield Corporate Bond UCITS ETF (RISE.L) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG). 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
RISE.L vs. HYG - Dividend Comparison
RISE.L's dividend yield for the trailing twelve months is around 3.61%, less than HYG's 6.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RISE.L iShares Fallen Angels High Yield Corporate Bond UCITS ETF | 3.61% | 3.64% | 6.71% | 5.33% | 5.35% | 5.77% | 6.02% | 6.42% | 5.91% | 2.65% | 0.00% | 0.00% |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | 6.36% | 6.49% | 5.75% | 5.30% | 4.02% | 4.88% | 4.99% | 5.54% | 5.12% | 5.27% | 5.90% | 5.69% |
Drawdowns
RISE.L vs. HYG - Drawdown Comparison
The maximum RISE.L drawdown since its inception was -14.12%, smaller than the maximum HYG drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for RISE.L and HYG. For additional features, visit the drawdowns tool.
Volatility
RISE.L vs. HYG - Volatility Comparison
iShares Fallen Angels High Yield Corporate Bond UCITS ETF (RISE.L) has a higher volatility of 1.21% compared to iShares iBoxx $ High Yield Corporate Bond ETF (HYG) at 0.87%. This indicates that RISE.L's price experiences larger fluctuations and is considered to be riskier than HYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.