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SHYD vs. FLHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SHYD vs. FLHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Short High Yield Muni ETF (SHYD) and Franklin Liberty High Yield Corporate ETF (FLHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SHYD achieves a 1.32% return, which is significantly lower than FLHY's 2.04% return.


SHYD

1D
0.35%
1M
1.59%
YTD
1.32%
6M
1.40%
1Y
4.94%
3Y*
4.61%
5Y*
0.93%
10Y*
2.01%

FLHY

1D
-0.08%
1M
0.52%
YTD
2.04%
6M
2.48%
1Y
7.31%
3Y*
9.56%
5Y*
4.65%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHYD vs. FLHY - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
SHYD
VanEck Short High Yield Muni ETF
1.32%5.58%4.85%2.39%-9.11%4.04%1.56%7.55%1.30%
FLHY
Franklin Liberty High Yield Corporate ETF
2.04%9.26%8.70%13.40%-10.45%4.27%7.77%16.39%-1.59%

Correlation

The correlation between SHYD and FLHY is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.39

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

0.26

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

0.27

Correlation (All Time)
Calculated using the full available price history since Jun 1, 2018

0.22

The correlation between SHYD and FLHY shifts across timeframes, from 0.22 (all time) to 0.39 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SHYD vs. FLHY — Risk / Return Rank

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

SHYD
SHYD Risk / Return Rank: 5151
Overall Rank
SHYD Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
SHYD Sortino Ratio Rank: 5353
Sortino Ratio Rank
SHYD Omega Ratio Rank: 5656
Omega Ratio Rank
SHYD Calmar Ratio Rank: 4747
Calmar Ratio Rank
SHYD Martin Ratio Rank: 4747
Martin Ratio Rank

FLHY
FLHY Risk / Return Rank: 6565
Overall Rank
FLHY Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
FLHY Sortino Ratio Rank: 6666
Sortino Ratio Rank
FLHY Omega Ratio Rank: 6464
Omega Ratio Rank
FLHY Calmar Ratio Rank: 6363
Calmar Ratio Rank
FLHY 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.

SHYD vs. FLHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Short High Yield Muni ETF (SHYD) and Franklin Liberty High Yield Corporate ETF (FLHY). 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.


SHYDFLHYDifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

1.34

1.37

-0.03

Calmar ratioReturn relative to maximum drawdown

2.29

3.02

-0.73

Martin ratioReturn relative to average drawdown

7.51

14.13

-6.63

SHYD vs. FLHY - Sharpe Ratio Comparison

The current SHYD Sharpe Ratio is 1.68, which is comparable to the FLHY Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of SHYD and FLHY, 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

SHYD vs. FLHY - Drawdown Comparison

The maximum SHYD drawdown since its inception was -31.22%, which is greater than FLHY's maximum drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for SHYD and FLHY.


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Drawdown Indicators


SHYDFLHYDifference

Max Drawdown

Largest peak-to-trough decline

-31.22%

-22.58%

-8.64%

Max Drawdown (1Y)

Largest decline over 1 year

-2.17%

-2.43%

+0.26%

Max Drawdown (3Y)

Largest decline over 3 years

-4.17%

-4.49%

+0.32%

Max Drawdown (5Y)

Largest decline over 5 years

-13.32%

-15.19%

+1.87%

Max Drawdown (10Y)

Largest decline over 10 years

-31.22%

Current Drawdown

Current decline from peak

0.00%

-0.10%

+0.10%

Average Drawdown

Average peak-to-trough decline

-3.02%

-2.53%

-0.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

0.52%

+0.14%

Volatility

SHYD vs. FLHY - Volatility Comparison

The current volatility for VanEck Short High Yield Muni ETF (SHYD) is 0.76%, while Franklin Liberty High Yield Corporate ETF (FLHY) has a volatility of 0.97%. This indicates that SHYD experiences smaller price fluctuations and is considered to be less risky than FLHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHYDFLHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.76%

0.97%

-0.21%

Volatility (6M)

Calculated over the trailing 6-month period

1.97%

3.04%

-1.07%

Volatility (1Y)

Calculated over the trailing 1-year period

2.96%

3.86%

-0.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.38%

6.95%

-1.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.70%

8.09%

+1.61%

SHYD vs. FLHY - Expense Ratio Comparison

SHYD has a 0.35% expense ratio, which is lower than FLHY's 0.40% expense ratio.


Dividends

SHYD vs. FLHY - Dividend Comparison

SHYD's dividend yield for the trailing twelve months is around 3.49%, less than FLHY's 6.45% yield.


PositionTTM20252024202320222021202020192018201720162015
FLHY
Franklin Liberty High Yield Corporate ETF
6.45%6.53%6.51%6.26%6.54%5.76%5.47%5.61%4.27%0.00%0.00%0.00%
SHYD
VanEck Short High Yield Muni ETF
3.49%3.50%3.16%2.99%2.66%2.56%3.05%3.19%3.17%3.11%2.97%3.26%

Frequently Asked Questions


SHYD and FLHY have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FLHY has higher volatility (0.97%) compared to SHYD (0.76%). In terms of maximum drawdown, SHYD dropped -31.22% vs FLHY's -22.58%.

On 5-year performance, FLHY leads with 4.65% vs 0.93% for SHYD. On fees, SHYD is cheaper at 0.35% per year. On volatility, SHYD has been the lower-risk option at 0.76%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FLHY has performed better with a 4.65% return vs 0.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SHYD is cheaper with a 0.35% expense ratio, compared with 0.40% for FLHY.

FLHY has the higher dividend yield at 6.45%, compared with 3.49% for SHYD.

SHYD is categorized as Municipal Bonds, while FLHY is High Yield Bonds. They also come from different issuers: VanEck and Franklin Templeton. Their fees differ too: 0.35% for SHYD and 0.40% for FLHY.

FLHY currently has the higher Sharpe Ratio (1.91 vs 1.68), 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.

Portfolio Optimizer

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