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SCYB vs. SPHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCYB vs. SPHY - Performance Comparison

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

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Returns By Period

The year-to-date returns for both investments are quite close, with SCYB having a 1.96% return and SPHY slightly higher at 1.98%.


SCYB

1D
0.27%
1M
0.76%
YTD
1.96%
6M
2.23%
1Y
6.73%
3Y*
5Y*
10Y*

SPHY

1D
0.30%
1M
0.76%
YTD
1.98%
6M
2.32%
1Y
6.89%
3Y*
8.90%
5Y*
4.43%
10Y*
5.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCYB vs. SPHY - Yearly Performance Comparison


2026 (YTD)202520242023
SCYB
Schwab High Yield Bond ETF
1.96%8.33%8.15%7.29%
SPHY
SPDR Portfolio High Yield Bond ETF
1.98%8.59%8.54%7.56%

Correlation

The correlation between SCYB and SPHY is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.94

Correlation (All Time)
Calculated using the full available price history since Jul 11, 2023

0.94

The correlation between SCYB and SPHY has been stable across timeframes, ranging from 0.94 to 0.94 - a consistent structural relationship.

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Return for Risk

SCYB vs. SPHY — Risk / Return Rank

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

SCYB
SCYB Risk / Return Rank: 6363
Overall Rank
SCYB Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SCYB Sortino Ratio Rank: 6363
Sortino Ratio Rank
SCYB Omega Ratio Rank: 6363
Omega Ratio Rank
SCYB Calmar Ratio Rank: 6161
Calmar Ratio Rank
SCYB Martin Ratio Rank: 7272
Martin Ratio Rank

SPHY
SPHY Risk / Return Rank: 6868
Overall Rank
SPHY Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
SPHY Sortino Ratio Rank: 7070
Sortino Ratio Rank
SPHY Omega Ratio Rank: 6969
Omega Ratio Rank
SPHY Calmar Ratio Rank: 6464
Calmar Ratio Rank
SPHY Martin Ratio Rank: 7676
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. SPHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab High Yield Bond ETF (SCYB) and SPDR Portfolio High Yield Bond ETF (SPHY). 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.


SCYBSPHYDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.19

Omega ratioGain probability vs. loss probability

1.36

1.39

-0.02

Calmar ratioReturn relative to maximum drawdown

2.88

3.02

-0.14

Martin ratioReturn relative to average drawdown

12.82

13.62

-0.79

SCYB vs. SPHY - Sharpe Ratio Comparison

The current SCYB Sharpe Ratio is 1.86, which is comparable to the SPHY Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of SCYB and SPHY, 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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Drawdowns

SCYB vs. SPHY - Drawdown Comparison

The maximum SCYB drawdown since its inception was -4.92%, smaller than the maximum SPHY drawdown of -21.97%. Use the drawdown chart below to compare losses from any high point for SCYB and SPHY.


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Drawdown Indicators


SCYBSPHYDifference

Max Drawdown

Largest peak-to-trough decline

-4.92%

-21.97%

+17.05%

Max Drawdown (1Y)

Largest decline over 1 year

-2.44%

-2.41%

-0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-4.85%

Max Drawdown (5Y)

Largest decline over 5 years

-15.29%

Max Drawdown (10Y)

Largest decline over 10 years

-21.97%

Current Drawdown

Current decline from peak

-0.11%

-0.04%

-0.07%

Average Drawdown

Average peak-to-trough decline

-0.51%

-2.28%

+1.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.55%

0.53%

+0.02%

Volatility

SCYB vs. SPHY - Volatility Comparison

Schwab High Yield Bond ETF (SCYB) and SPDR Portfolio High Yield Bond ETF (SPHY) have volatilities of 1.10% and 1.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCYBSPHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.10%

1.12%

-0.02%

Volatility (6M)

Calculated over the trailing 6-month period

3.02%

2.98%

+0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

3.80%

3.73%

+0.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.12%

7.18%

-2.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.12%

7.87%

-2.75%

SCYB vs. SPHY - Expense Ratio Comparison

SCYB has a 0.03% expense ratio, which is lower than SPHY's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SCYB vs. SPHY - Dividend Comparison

SCYB's dividend yield for the trailing twelve months is around 6.91%, less than SPHY's 7.23% yield.


PositionTTM20252024202320222021202020192018201720162015
SCYB
Schwab High Yield Bond ETF
6.91%6.99%7.06%3.36%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPHY
SPDR Portfolio High Yield Bond ETF
7.23%7.38%7.80%7.30%6.47%5.13%5.63%5.73%4.09%4.41%4.27%4.29%

Frequently Asked Questions


With a correlation of 0.94, SCYB and SPHY move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SPHY has higher volatility (1.12%) compared to SCYB (1.10%). In terms of maximum drawdown, SCYB dropped -4.92% vs SPHY's -21.97%.

On 1-year performance, SPHY leads with 6.89% vs 6.73% for SCYB. On fees, SCYB is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, SPHY has performed better with a 6.89% return vs 6.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCYB is cheaper with a 0.03% expense ratio, compared with 0.05% for SPHY.

SPHY has the higher dividend yield at 7.23%, compared with 6.91% for SCYB.

SCYB tracks ICE BofA US Cash Pay High Yield Constrained Index, while SPHY tracks ICE BofA US High Yield Index. They also come from different issuers: Charles Schwab and State Street. Their fees differ too: 0.03% for SCYB and 0.05% for SPHY.

SPHY currently has the higher Sharpe Ratio (1.95 vs 1.86), 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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