PortfoliosLab logoPortfoliosLab logo
SDHA.L vs. STHY.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SDHA.L vs. STHY.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares USD Short Duration High Yield Corporate Bond UCITS ETF USD (Acc) (SDHA.L) and PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Income (STHY.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SDHA.L achieves a 1.56% return, which is significantly higher than STHY.L's 1.38% return.


SDHA.L

1D
0.14%
1M
0.21%
YTD
1.56%
6M
2.20%
1Y
7.09%
3Y*
7.71%
5Y*
4.65%
10Y*

STHY.L

1D
-0.09%
1M
-0.09%
YTD
1.38%
6M
2.02%
1Y
7.05%
3Y*
8.69%
5Y*
5.18%
10Y*
5.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SDHA.L vs. STHY.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
SDHA.L
iShares USD Short Duration High Yield Corporate Bond UCITS ETF USD (Acc)
1.56%8.87%6.63%8.90%-3.48%3.62%3.98%9.51%-0.74%
STHY.L
PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Income
1.38%8.60%8.44%11.65%-4.82%4.37%3.88%10.09%-1.67%

Correlation

The correlation between SDHA.L and STHY.L is 0.55, 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

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.70

Correlation (5Y)
Calculated over the trailing 5-year period

0.79

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2018

0.81

Over the past year, the correlation between SDHA.L and STHY.L has dropped to 0.55 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SDHA.L vs. STHY.L — Risk / Return Rank

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

SDHA.L
SDHA.L Risk / Return Rank: 7474
Overall Rank
SDHA.L Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
SDHA.L Sortino Ratio Rank: 7575
Sortino Ratio Rank
SDHA.L Omega Ratio Rank: 7070
Omega Ratio Rank
SDHA.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
SDHA.L Martin Ratio Rank: 8484
Martin Ratio Rank

STHY.L
STHY.L Risk / Return Rank: 7272
Overall Rank
STHY.L Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
STHY.L Sortino Ratio Rank: 6767
Sortino Ratio Rank
STHY.L Omega Ratio Rank: 7272
Omega Ratio Rank
STHY.L Calmar Ratio Rank: 7979
Calmar Ratio Rank
STHY.L Martin Ratio Rank: 8282
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.

SDHA.L vs. STHY.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares USD Short Duration High Yield Corporate Bond UCITS ETF USD (Acc) (SDHA.L) and PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Income (STHY.L). 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.


SDHA.LSTHY.LDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.30

Omega ratioGain probability vs. loss probability

1.41

1.42

-0.01

Calmar ratioReturn relative to maximum drawdown

3.82

4.01

-0.19

Martin ratioReturn relative to average drawdown

17.08

15.93

+1.14

SDHA.L vs. STHY.L - Sharpe Ratio Comparison

The current SDHA.L Sharpe Ratio is 2.13, which is comparable to the STHY.L Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of SDHA.L and STHY.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


SDHA.LSTHY.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.13

2.05

+0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.85

0.96

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

0.89

-0.14

Drawdowns

SDHA.L vs. STHY.L - Drawdown Comparison

The maximum SDHA.L drawdown since its inception was -17.77%, smaller than the maximum STHY.L drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for SDHA.L and STHY.L.


Loading charts...

Drawdown Indicators


SDHA.LSTHY.LDifference

Max Drawdown

Largest peak-to-trough decline

-17.77%

-21.75%

+3.98%

Max Drawdown (1Y)

Largest decline over 1 year

-1.85%

-1.75%

-0.10%

Max Drawdown (3Y)

Largest decline over 3 years

-4.57%

-4.66%

+0.09%

Max Drawdown (5Y)

Largest decline over 5 years

-8.30%

-9.55%

+1.25%

Max Drawdown (10Y)

Largest decline over 10 years

-21.75%

Current Drawdown

Current decline from peak

-0.07%

-0.28%

+0.21%

Average Drawdown

Average peak-to-trough decline

-1.25%

-1.42%

+0.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.41%

0.44%

-0.03%

Volatility

SDHA.L vs. STHY.L - Volatility Comparison

iShares USD Short Duration High Yield Corporate Bond UCITS ETF USD (Acc) (SDHA.L) has a higher volatility of 1.32% compared to PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Income (STHY.L) at 1.25%. This indicates that SDHA.L's price experiences larger fluctuations and is considered to be riskier than STHY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SDHA.LSTHY.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.32%

1.25%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

2.69%

2.84%

-0.15%

Volatility (1Y)

Calculated over the trailing 1-year period

3.33%

3.44%

-0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.49%

5.41%

+0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.39%

6.30%

+0.09%

SDHA.L vs. STHY.L - Expense Ratio Comparison

SDHA.L has a 0.45% expense ratio, which is lower than STHY.L's 0.55% expense ratio.


Dividends

SDHA.L vs. STHY.L - Dividend Comparison

SDHA.L has not paid dividends to shareholders, while STHY.L's dividend yield for the trailing twelve months is around 7.05%.


PositionTTM20252024202320222021202020192018201720162015
SDHA.L
iShares USD Short Duration High Yield Corporate Bond UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
STHY.L
PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Income
7.05%7.17%7.60%6.36%4.97%4.58%4.89%5.10%5.32%5.21%5.39%5.29%

Frequently Asked Questions


SDHA.L and STHY.L have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SDHA.L is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SDHA.L is cheaper with a 0.45% expense ratio, compared with 0.55% for STHY.L.

SDHA.L tracks Bloomberg US Corporate High Yield TR USD, while STHY.L tracks ICE BofA 0-5 Year US High Yield Constrained Index. They also come from different issuers: iShares and PIMCO. Their fees differ too: 0.45% for SDHA.L and 0.55% for STHY.L.

Portfolio Optimizer

Find the right allocation for SDHA.L and STHY.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer