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SCYB vs. RKT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCYB vs. RKT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab High Yield Bond ETF (SCYB) and Rocket Companies, Inc. (RKT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCYB achieves a 1.37% return, which is significantly higher than RKT's -36.21% return.


SCYB

1D
0.04%
1M
-0.12%
YTD
1.37%
6M
1.83%
1Y
6.85%
3Y*
5Y*
10Y*

RKT

1D
-2.37%
1M
-21.29%
YTD
-36.21%
6M
-34.34%
1Y
-3.29%
3Y*
13.40%
5Y*
-8.35%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCYB vs. RKT - Yearly Performance Comparison


2026 (YTD)202520242023
SCYB
Schwab High Yield Bond ETF
1.37%8.33%8.15%6.74%
RKT
Rocket Companies, Inc.
-36.21%81.69%-22.24%44.22%

Correlation

The correlation between SCYB and RKT is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Jul 12, 2023

0.52

The correlation between SCYB and RKT has been stable across timeframes, ranging from 0.52 to 0.54 - a consistent structural relationship.

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Return for Risk

SCYB vs. RKT — Risk / Return Rank

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

SCYB
SCYB Risk / Return Rank: 6666
Overall Rank
SCYB Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
SCYB Sortino Ratio Rank: 6666
Sortino Ratio Rank
SCYB Omega Ratio Rank: 6666
Omega Ratio Rank
SCYB Calmar Ratio Rank: 6262
Calmar Ratio Rank
SCYB Martin Ratio Rank: 7474
Martin Ratio Rank

RKT
RKT Risk / Return Rank: 3939
Overall Rank
RKT Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
RKT Sortino Ratio Rank: 4040
Sortino Ratio Rank
RKT Omega Ratio Rank: 3939
Omega Ratio Rank
RKT Calmar Ratio Rank: 4040
Calmar Ratio Rank
RKT Martin Ratio Rank: 3939
Martin Ratio Rank
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.

SCYB vs. RKT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab High Yield Bond ETF (SCYB) and Rocket Companies, Inc. (RKT). 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.


SCYBRKTDifference
Sharpe ratioReturn per unit of total volatility

+1.89

Sortino ratioReturn per unit of downside risk

+2.39

Omega ratioGain probability vs. loss probability

1.36

1.04

+0.32

Calmar ratioReturn relative to maximum drawdown

2.82

-0.07

+2.89

Martin ratioReturn relative to average drawdown

12.57

-0.15

+12.71

SCYB vs. RKT - Sharpe Ratio Comparison

The current SCYB Sharpe Ratio is 1.83, which is higher than the RKT Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of SCYB and RKT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SCYBRKTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

-0.06

+1.89

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

1.67

-0.10

+1.76

Drawdowns

SCYB vs. RKT - Drawdown Comparison

The maximum SCYB drawdown since its inception was -4.92%, smaller than the maximum RKT drawdown of -83.00%. Use the drawdown chart below to compare losses from any high point for SCYB and RKT.


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Drawdown Indicators


SCYBRKTDifference

Max Drawdown

Largest peak-to-trough decline

-4.92%

-83.00%

+78.08%

Max Drawdown (1Y)

Largest decline over 1 year

-2.44%

-47.31%

+44.87%

Max Drawdown (3Y)

Largest decline over 3 years

-50.60%

Max Drawdown (5Y)

Largest decline over 5 years

-67.39%

Current Drawdown

Current decline from peak

-0.50%

-64.67%

+64.17%

Average Drawdown

Average peak-to-trough decline

-0.52%

-60.17%

+59.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.55%

22.62%

-22.07%

Volatility

SCYB vs. RKT - Volatility Comparison

The current volatility for Schwab High Yield Bond ETF (SCYB) is 1.03%, while Rocket Companies, Inc. (RKT) has a volatility of 20.75%. This indicates that SCYB experiences smaller price fluctuations and is considered to be less risky than RKT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCYBRKTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.03%

20.75%

-19.72%

Volatility (6M)

Calculated over the trailing 6-month period

2.97%

42.53%

-39.56%

Volatility (1Y)

Calculated over the trailing 1-year period

3.77%

58.42%

-54.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.13%

53.55%

-48.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.13%

64.41%

-59.28%

Dividends

SCYB vs. RKT - Dividend Comparison

SCYB's dividend yield for the trailing twelve months is around 6.95%, while RKT has not paid dividends to shareholders.


PositionTTM20252024202320222021
RKT
Rocket Companies, Inc.
0.00%4.13%0.00%0.00%14.43%7.93%
SCYB
Schwab High Yield Bond ETF
6.95%6.99%7.06%3.36%0.00%0.00%

Frequently Asked Questions


SCYB and RKT have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RKT has higher volatility (20.75%) compared to SCYB (1.03%). In terms of maximum drawdown, SCYB dropped -4.92% vs RKT's -83.00%.

SCYB currently has the higher Sharpe Ratio (1.83 vs -0.06), 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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