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SDHY.L vs. HYFA.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SDHY.L vs. HYFA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares $ Short Duration High Yield Corp Bond UCITS ETF USD Dist (SDHY.L) and Invesco US High Yield Fallen Angels UCITS ETF Dist (HYFA.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SDHY.L achieves a 1.34% return, which is significantly higher than HYFA.L's 0.18% return.


SDHY.L

1D
-0.09%
1M
-0.02%
YTD
1.34%
6M
2.03%
1Y
6.87%
3Y*
7.64%
5Y*
4.59%
10Y*
4.89%

HYFA.L

1D
-0.46%
1M
-0.28%
YTD
0.18%
6M
0.19%
1Y
7.02%
3Y*
7.72%
5Y*
2.50%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SDHY.L vs. HYFA.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SDHY.L
iShares $ Short Duration High Yield Corp Bond UCITS ETF USD Dist
1.34%8.90%6.50%8.75%-3.27%3.42%4.07%9.61%0.27%4.27%
HYFA.L
Invesco US High Yield Fallen Angels UCITS ETF Dist
0.18%9.60%5.19%10.22%-13.83%5.51%8.98%12.41%-5.11%9.00%

Correlation

The correlation between SDHY.L and HYFA.L is 0.59, 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

0.59

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

0.66

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

0.75

Correlation (All Time)
Calculated using the full available price history since Sep 2, 2016

0.70

The correlation between SDHY.L and HYFA.L shifts across timeframes, from 0.59 (1 year) to 0.75 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SDHY.L vs. HYFA.L — Risk / Return Rank

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

SDHY.L
SDHY.L Risk / Return Rank: 7676
Overall Rank
SDHY.L Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
SDHY.L Sortino Ratio Rank: 7676
Sortino Ratio Rank
SDHY.L Omega Ratio Rank: 6969
Omega Ratio Rank
SDHY.L Calmar Ratio Rank: 8080
Calmar Ratio Rank
SDHY.L Martin Ratio Rank: 8585
Martin Ratio Rank

HYFA.L
HYFA.L Risk / Return Rank: 3838
Overall Rank
HYFA.L Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
HYFA.L Sortino Ratio Rank: 4141
Sortino Ratio Rank
HYFA.L Omega Ratio Rank: 4242
Omega Ratio Rank
HYFA.L Calmar Ratio Rank: 2929
Calmar Ratio Rank
HYFA.L 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.

SDHY.L vs. HYFA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ Short Duration High Yield Corp Bond UCITS ETF USD Dist (SDHY.L) and Invesco US High Yield Fallen Angels UCITS ETF Dist (HYFA.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.


SDHY.LHYFA.LDifference
Sharpe ratioReturn per unit of total volatility

+0.73

Sortino ratioReturn per unit of downside risk

+1.12

Omega ratioGain probability vs. loss probability

1.37

1.25

+0.12

Calmar ratioReturn relative to maximum drawdown

3.74

1.32

+2.43

Martin ratioReturn relative to average drawdown

16.36

5.57

+10.79

SDHY.L vs. HYFA.L - Sharpe Ratio Comparison

The current SDHY.L Sharpe Ratio is 2.00, which is higher than the HYFA.L Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of SDHY.L and HYFA.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.


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Sharpe Ratios by Period


SDHY.LHYFA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.00

1.27

+0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

0.34

+0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

0.52

+0.18

Drawdowns

SDHY.L vs. HYFA.L - Drawdown Comparison

The maximum SDHY.L drawdown since its inception was -18.94%, smaller than the maximum HYFA.L drawdown of -29.37%. Use the drawdown chart below to compare losses from any high point for SDHY.L and HYFA.L.


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Drawdown Indicators


SDHY.LHYFA.LDifference

Max Drawdown

Largest peak-to-trough decline

-18.94%

-29.37%

+10.43%

Max Drawdown (1Y)

Largest decline over 1 year

-1.83%

-5.32%

+3.49%

Max Drawdown (3Y)

Largest decline over 3 years

-4.51%

-5.33%

+0.82%

Max Drawdown (5Y)

Largest decline over 5 years

-8.41%

-17.97%

+9.56%

Max Drawdown (10Y)

Largest decline over 10 years

-18.94%

Current Drawdown

Current decline from peak

-0.28%

-1.18%

+0.90%

Average Drawdown

Average peak-to-trough decline

-1.28%

-3.97%

+2.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.42%

1.26%

-0.84%

Volatility

SDHY.L vs. HYFA.L - Volatility Comparison

The current volatility for iShares $ Short Duration High Yield Corp Bond UCITS ETF USD Dist (SDHY.L) is 1.17%, while Invesco US High Yield Fallen Angels UCITS ETF Dist (HYFA.L) has a volatility of 2.21%. This indicates that SDHY.L experiences smaller price fluctuations and is considered to be less risky than HYFA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SDHY.LHYFA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.17%

2.21%

-1.04%

Volatility (6M)

Calculated over the trailing 6-month period

2.69%

4.58%

-1.89%

Volatility (1Y)

Calculated over the trailing 1-year period

3.42%

5.48%

-2.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.45%

7.44%

-1.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.33%

8.51%

-2.18%

SDHY.L vs. HYFA.L - Expense Ratio Comparison

Both SDHY.L and HYFA.L have an expense ratio of 0.45%.


Dividends

SDHY.L vs. HYFA.L - Dividend Comparison

SDHY.L's dividend yield for the trailing twelve months is around 8.32%, more than HYFA.L's 6.60% yield.


PositionTTM20252024202320222021202020192018201720162015
HYFA.L
Invesco US High Yield Fallen Angels UCITS ETF Dist
6.60%6.57%7.05%6.73%5.78%4.63%5.86%6.08%6.18%5.46%1.22%0.00%
SDHY.L
iShares $ Short Duration High Yield Corp Bond UCITS ETF USD Dist
8.32%6.59%6.41%5.64%4.31%4.24%4.80%5.26%5.48%5.42%5.68%5.05%

Frequently Asked Questions


SDHY.L and HYFA.L have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.45% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

SDHY.L and HYFA.L have the same expense ratio: 0.45% per year.

SDHY.L tracks Markit iBoxx USD Liquid High Yield 0-5 Capped Index, while HYFA.L tracks FTSE Time-Weighted US Fallen Angel Bond Select Index. They also come from different issuers: iShares and Invesco.

Portfolio Optimizer

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