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SHYG.L vs. DVYE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SHYG.L vs. DVYE - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) (SHYG.L) and iShares Emerging Markets Dividend ETF (DVYE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SHYG.L is traded in GBP, while DVYE is traded in USD. To make them comparable, the DVYE values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, SHYG.L achieves a -2.59% return, which is significantly lower than DVYE's 11.19% return. Over the past 10 years, SHYG.L has underperformed DVYE with an annualized return of 3.56%, while DVYE has yielded a comparatively higher 8.61% annualized return.


SHYG.L

1D
0.24%
1M
1.24%
YTD
-2.59%
6M
-1.99%
1Y
0.73%
3Y*
4.65%
5Y*
1.78%
10Y*
3.56%

DVYE

1D
0.23%
1M
-1.18%
YTD
11.19%
6M
10.37%
1Y
29.84%
3Y*
19.00%
5Y*
5.97%
10Y*
8.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHYG.L vs. DVYE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHYG.L
iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist)
-2.59%7.69%0.97%9.31%-4.42%-3.69%6.60%4.45%-2.62%8.25%
DVYE
iShares Emerging Markets Dividend ETF
11.19%19.21%10.80%14.84%-23.22%12.07%-5.37%11.02%0.04%16.05%

Correlation

The correlation between SHYG.L and DVYE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.24

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

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Feb 27, 2012

0.28

The correlation between SHYG.L and DVYE shifts across timeframes, from 0.19 (1 year) to 0.31 (10 years), reflecting how their relationship changes across market environments.

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Return for Risk

SHYG.L vs. DVYE — Risk / Return Rank

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

SHYG.L
SHYG.L Risk / Return Rank: 1010
Overall Rank
SHYG.L Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
SHYG.L Sortino Ratio Rank: 99
Sortino Ratio Rank
SHYG.L Omega Ratio Rank: 1010
Omega Ratio Rank
SHYG.L Calmar Ratio Rank: 1111
Calmar Ratio Rank
SHYG.L Martin Ratio Rank: 1010
Martin Ratio Rank

DVYE
DVYE Risk / Return Rank: 6666
Overall Rank
DVYE Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
DVYE Sortino Ratio Rank: 5858
Sortino Ratio Rank
DVYE Omega Ratio Rank: 5858
Omega Ratio Rank
DVYE Calmar Ratio Rank: 8383
Calmar Ratio Rank
DVYE Martin Ratio Rank: 6969
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.

SHYG.L vs. DVYE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) (SHYG.L) and iShares Emerging Markets Dividend ETF (DVYE). 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.


SHYG.LDVYEDifference
Sharpe ratioReturn per unit of total volatility

-2.30

Sortino ratioReturn per unit of downside risk

-3.08

Omega ratioGain probability vs. loss probability

1.03

1.43

-0.40

Calmar ratioReturn relative to maximum drawdown

0.11

6.01

-5.90

Martin ratioReturn relative to average drawdown

0.29

15.22

-14.93

SHYG.L vs. DVYE - Sharpe Ratio Comparison

The current SHYG.L Sharpe Ratio is 0.12, which is lower than the DVYE Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of SHYG.L and DVYE, 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


SHYG.LDVYEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.12

2.41

-2.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

0.40

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.49

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.24

+0.16

Drawdowns

SHYG.L vs. DVYE - Drawdown Comparison

The maximum SHYG.L drawdown since its inception was -22.96%, smaller than the maximum DVYE drawdown of -42.53%. Use the drawdown chart below to compare losses from any high point for SHYG.L and DVYE.


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Drawdown Indicators


SHYG.LDVYEDifference

Max Drawdown

Largest peak-to-trough decline

-22.96%

-42.53%

+19.57%

Max Drawdown (1Y)

Largest decline over 1 year

-6.43%

-4.99%

-1.44%

Max Drawdown (3Y)

Largest decline over 3 years

-6.43%

-12.49%

+6.06%

Max Drawdown (5Y)

Largest decline over 5 years

-15.33%

-30.10%

+14.77%

Max Drawdown (10Y)

Largest decline over 10 years

-22.96%

-30.97%

+8.01%

Current Drawdown

Current decline from peak

-3.57%

-3.14%

-0.43%

Average Drawdown

Average peak-to-trough decline

-4.87%

-12.14%

+7.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.49%

1.97%

+0.52%

Volatility

SHYG.L vs. DVYE - Volatility Comparison

The current volatility for iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) (SHYG.L) is 1.44%, while iShares Emerging Markets Dividend ETF (DVYE) has a volatility of 4.48%. This indicates that SHYG.L experiences smaller price fluctuations and is considered to be less risky than DVYE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHYG.LDVYEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.44%

4.48%

-3.04%

Volatility (6M)

Calculated over the trailing 6-month period

4.92%

9.73%

-4.81%

Volatility (1Y)

Calculated over the trailing 1-year period

6.28%

12.42%

-6.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.15%

15.11%

-7.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.69%

17.62%

-8.93%

SHYG.L vs. DVYE - Expense Ratio Comparison

SHYG.L has a 0.50% expense ratio, which is higher than DVYE's 0.49% expense ratio.


Dividends

SHYG.L vs. DVYE - Dividend Comparison

SHYG.L has not paid dividends to shareholders, while DVYE's dividend yield for the trailing twelve months is around 5.11%.


PositionTTM20252024202320222021202020192018201720162015
DVYE
iShares Emerging Markets Dividend ETF
5.11%5.88%11.81%9.05%9.89%7.31%5.27%5.97%5.69%4.81%4.56%6.53%
SHYG.L
iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist)
0.00%2.75%6.24%5.39%3.58%3.13%3.66%3.86%3.65%3.74%3.83%4.55%

Frequently Asked Questions


SHYG.L and DVYE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DVYE is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DVYE is cheaper with a 0.49% expense ratio, compared with 0.50% for SHYG.L.

SHYG.L is categorized as European High Yield Bonds, while DVYE is Emerging Markets Equities. SHYG.L tracks Bloomberg Pan Euro HY Euro TR EUR, while DVYE tracks Dow Jones Emerging Markets Select Dividend Index. Their fees differ too: 0.50% for SHYG.L and 0.49% for DVYE.

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