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SHYG vs. SCYB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SHYG vs. SCYB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) and Schwab High Yield Bond ETF (SCYB). The values are adjusted to include any dividend payments, if applicable.

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SHYG vs. SCYB - Yearly Performance Comparison


2026 (YTD)202520242023
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
-0.16%7.94%8.17%5.82%
SCYB
Schwab High Yield Bond ETF
-0.47%8.33%8.15%6.74%

Returns By Period

In the year-to-date period, SHYG achieves a -0.16% return, which is significantly higher than SCYB's -0.47% return.


SHYG

1D
0.88%
1M
-0.49%
YTD
-0.16%
6M
1.16%
1Y
6.71%
3Y*
7.66%
5Y*
4.73%
10Y*
5.34%

SCYB

1D
0.89%
1M
-1.23%
YTD
-0.47%
6M
0.62%
1Y
6.71%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SHYG vs. SCYB - Expense Ratio Comparison

SHYG has a 0.30% expense ratio, which is higher than SCYB's 0.03% expense ratio.


Return for Risk

SHYG vs. SCYB — Risk / Return Rank

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

SHYG
SHYG Risk / Return Rank: 8080
Overall Rank
SHYG Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SHYG Sortino Ratio Rank: 7979
Sortino Ratio Rank
SHYG Omega Ratio Rank: 8686
Omega Ratio Rank
SHYG Calmar Ratio Rank: 7373
Calmar Ratio Rank
SHYG Martin Ratio Rank: 8888
Martin Ratio Rank

SCYB
SCYB Risk / Return Rank: 7474
Overall Rank
SCYB Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
SCYB Sortino Ratio Rank: 7272
Sortino Ratio Rank
SCYB Omega Ratio Rank: 7777
Omega Ratio Rank
SCYB Calmar Ratio Rank: 6767
Calmar Ratio Rank
SCYB Martin Ratio Rank: 8181
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 vs. SCYB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) and Schwab High Yield Bond ETF (SCYB). 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.


SHYGSCYBDifference

Sharpe ratio

Return per unit of total volatility

1.30

1.19

+0.11

Sortino ratio

Return per unit of downside risk

1.94

1.75

+0.19

Omega ratio

Gain probability vs. loss probability

1.33

1.28

+0.05

Calmar ratio

Return relative to maximum drawdown

1.78

1.60

+0.18

Martin ratio

Return relative to average drawdown

10.07

8.44

+1.63

SHYG vs. SCYB - Sharpe Ratio Comparison

The current SHYG Sharpe Ratio is 1.30, which is comparable to the SCYB Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of SHYG and SCYB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SHYGSCYBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

1.19

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

1.62

-0.91

Correlation

The correlation between SHYG and SCYB is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SHYG vs. SCYB - Dividend Comparison

SHYG's dividend yield for the trailing twelve months is around 7.07%, which matches SCYB's 7.01% yield.


TTM20252024202320222021202020192018201720162015
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
7.07%7.03%6.93%6.54%5.57%4.83%5.07%5.33%5.90%5.49%5.53%5.17%
SCYB
Schwab High Yield Bond ETF
7.01%6.99%7.06%3.36%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SHYG vs. SCYB - Drawdown Comparison

The maximum SHYG drawdown since its inception was -19.26%, which is greater than SCYB's maximum drawdown of -4.92%. Use the drawdown chart below to compare losses from any high point for SHYG and SCYB.


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Drawdown Indicators


SHYGSCYBDifference

Max Drawdown

Largest peak-to-trough decline

-19.26%

-4.92%

-14.34%

Max Drawdown (1Y)

Largest decline over 1 year

-3.77%

-4.22%

+0.45%

Max Drawdown (5Y)

Largest decline over 5 years

-9.39%

Max Drawdown (10Y)

Largest decline over 10 years

-19.26%

Current Drawdown

Current decline from peak

-0.76%

-1.50%

+0.74%

Average Drawdown

Average peak-to-trough decline

-1.46%

-0.53%

-0.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.67%

0.80%

-0.13%

Volatility

SHYG vs. SCYB - Volatility Comparison

The current volatility for iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is 1.96%, while Schwab High Yield Bond ETF (SCYB) has a volatility of 2.25%. This indicates that SHYG experiences smaller price fluctuations and is considered to be less risky than SCYB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHYGSCYBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.96%

2.25%

-0.29%

Volatility (6M)

Calculated over the trailing 6-month period

2.46%

2.91%

-0.45%

Volatility (1Y)

Calculated over the trailing 1-year period

5.20%

5.67%

-0.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.71%

5.20%

+0.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.43%

5.20%

+1.23%