SHYL vs. HWHIX
Compare and contrast key facts about Xtrackers Short Duration High Yield Bond ETF (SHYL) and Hotchkis & Wiley High Yield Fund (HWHIX).
SHYL is a passively managed fund by Deutsche Bank that tracks the performance of the Solactive USD High Yield Corporates Total Market 0-5 Year Index. It was launched on Jan 10, 2018. HWHIX is managed by Hotchkis & Wiley. It was launched on Mar 31, 2009.
Performance
SHYL vs. HWHIX - Performance Comparison
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SHYL vs. HWHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SHYL Xtrackers Short Duration High Yield Bond ETF | 0.01% | 7.78% | 8.52% | 11.39% | -5.21% | 4.60% | 3.64% | 10.16% | -0.67% |
HWHIX Hotchkis & Wiley High Yield Fund | -1.46% | 7.28% | 7.23% | 12.00% | -11.08% | 6.25% | 3.85% | 9.61% | -3.77% |
Returns By Period
In the year-to-date period, SHYL achieves a 0.01% return, which is significantly higher than HWHIX's -1.46% return.
SHYL
- 1D
- 0.23%
- 1M
- -0.22%
- YTD
- 0.01%
- 6M
- 1.24%
- 1Y
- 6.73%
- 3Y*
- 8.03%
- 5Y*
- 4.87%
- 10Y*
- —
HWHIX
- 1D
- 0.39%
- 1M
- -1.98%
- YTD
- -1.46%
- 6M
- -0.60%
- 1Y
- 5.01%
- 3Y*
- 6.88%
- 5Y*
- 3.33%
- 10Y*
- 4.32%
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SHYL vs. HWHIX - Expense Ratio Comparison
SHYL has a 0.20% expense ratio, which is lower than HWHIX's 0.70% expense ratio.
Return for Risk
SHYL vs. HWHIX — Risk / Return Rank
SHYL
HWHIX
SHYL vs. HWHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Short Duration High Yield Bond ETF (SHYL) and Hotchkis & Wiley High Yield Fund (HWHIX). 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.
| SHYL | HWHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.35 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.91 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.29 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.77 | +0.05 |
Martin ratioReturn relative to average drawdown | 10.59 | 7.04 | +3.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHYL | HWHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.35 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.72 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.76 | -0.05 |
Correlation
The correlation between SHYL and HWHIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SHYL vs. HWHIX - Dividend Comparison
SHYL's dividend yield for the trailing twelve months is around 7.03%, more than HWHIX's 5.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHYL Xtrackers Short Duration High Yield Bond ETF | 7.03% | 7.02% | 7.26% | 6.60% | 5.52% | 4.65% | 6.16% | 5.93% | 5.54% | 0.00% | 0.00% | 0.00% |
HWHIX Hotchkis & Wiley High Yield Fund | 5.87% | 6.24% | 6.27% | 4.77% | 4.03% | 4.02% | 5.47% | 5.92% | 6.24% | 4.42% | 0.00% | 0.86% |
Drawdowns
SHYL vs. HWHIX - Drawdown Comparison
The maximum SHYL drawdown since its inception was -19.26%, smaller than the maximum HWHIX drawdown of -23.03%. Use the drawdown chart below to compare losses from any high point for SHYL and HWHIX.
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Drawdown Indicators
| SHYL | HWHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.26% | -23.03% | +3.77% |
Max Drawdown (1Y)Largest decline over 1 year | -3.80% | -3.14% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -9.60% | -15.02% | +5.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.03% | — |
Current DrawdownCurrent decline from peak | -0.49% | -2.07% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -3.84% | +2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.66% | 0.79% | -0.13% |
Volatility
SHYL vs. HWHIX - Volatility Comparison
Xtrackers Short Duration High Yield Bond ETF (SHYL) has a higher volatility of 1.86% compared to Hotchkis & Wiley High Yield Fund (HWHIX) at 1.51%. This indicates that SHYL's price experiences larger fluctuations and is considered to be riskier than HWHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHYL | HWHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.86% | 1.51% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 2.42% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.32% | 3.87% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.81% | 4.64% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.74% | 5.10% | +1.64% |