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SIHY vs. HYG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SIHY vs. HYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Harbor Scientific Alpha High-Yield ETF (SIHY) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SIHY achieves a 2.14% return, which is significantly higher than HYG's 1.56% return.


SIHY

1D
-0.46%
1M
0.97%
YTD
2.14%
6M
2.30%
1Y
7.33%
3Y*
9.71%
5Y*
10Y*

HYG

1D
-0.09%
1M
0.46%
YTD
1.56%
6M
1.74%
1Y
5.93%
3Y*
8.75%
5Y*
3.68%
10Y*
5.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SIHY vs. HYG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SIHY
Harbor Scientific Alpha High-Yield ETF
2.14%8.13%8.67%13.31%-7.73%0.18%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
1.56%8.59%7.97%11.54%-10.98%0.03%

Correlation

The correlation between SIHY and HYG is 0.76, 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

0.76

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

0.84

Correlation (All Time)
Calculated using the full available price history since Sep 16, 2021

0.90

The correlation between SIHY and HYG shifts across timeframes, from 0.76 (1 year) to 0.90 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SIHY vs. HYG — Risk / Return Rank

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

SIHY
SIHY Risk / Return Rank: 5757
Overall Rank
SIHY Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
SIHY Sortino Ratio Rank: 6363
Sortino Ratio Rank
SIHY Omega Ratio Rank: 5959
Omega Ratio Rank
SIHY Calmar Ratio Rank: 5151
Calmar Ratio Rank
SIHY Martin Ratio Rank: 5858
Martin Ratio Rank

HYG
HYG Risk / Return Rank: 5252
Overall Rank
HYG Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
HYG Sortino Ratio Rank: 4848
Sortino Ratio Rank
HYG Omega Ratio Rank: 4747
Omega Ratio Rank
HYG Calmar Ratio Rank: 5353
Calmar Ratio Rank
HYG Martin Ratio Rank: 6464
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.

SIHY vs. HYG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harbor Scientific Alpha High-Yield ETF (SIHY) and iShares iBoxx $ High Yield Corporate Bond ETF (HYG). 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.


SIHYHYGDifference
Sharpe ratioReturn per unit of total volatility

+0.20

Sortino ratioReturn per unit of downside risk

+0.39

Omega ratioGain probability vs. loss probability

1.33

1.29

+0.04

Calmar ratioReturn relative to maximum drawdown

2.32

2.55

-0.23

Martin ratioReturn relative to average drawdown

9.59

11.18

-1.59

SIHY vs. HYG - Sharpe Ratio Comparison

The current SIHY Sharpe Ratio is 1.74, which is comparable to the HYG Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of SIHY and HYG, 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

SIHY vs. HYG - Drawdown Comparison

The maximum SIHY drawdown since its inception was -13.30%, smaller than the maximum HYG drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for SIHY and HYG.


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Drawdown Indicators


SIHYHYGDifference

Max Drawdown

Largest peak-to-trough decline

-13.30%

-34.25%

+20.95%

Max Drawdown (1Y)

Largest decline over 1 year

-3.17%

-2.34%

-0.83%

Max Drawdown (3Y)

Largest decline over 3 years

-5.36%

-4.56%

-0.80%

Max Drawdown (5Y)

Largest decline over 5 years

-15.79%

Max Drawdown (10Y)

Largest decline over 10 years

-22.03%

Current Drawdown

Current decline from peak

-0.46%

-0.21%

-0.25%

Average Drawdown

Average peak-to-trough decline

-2.75%

-3.23%

+0.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

0.53%

+0.24%

Volatility

SIHY vs. HYG - Volatility Comparison

Harbor Scientific Alpha High-Yield ETF (SIHY) has a higher volatility of 1.22% compared to iShares iBoxx $ High Yield Corporate Bond ETF (HYG) at 1.13%. This indicates that SIHY's price experiences larger fluctuations and is considered to be riskier than HYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SIHYHYGDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.22%

1.13%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

3.16%

3.11%

+0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

4.24%

3.88%

+0.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.55%

7.54%

+0.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.55%

8.27%

-0.72%

SIHY vs. HYG - Expense Ratio Comparison

SIHY has a 0.48% expense ratio, which is lower than HYG's 0.49% expense ratio.


Dividends

SIHY vs. HYG - Dividend Comparison

SIHY's dividend yield for the trailing twelve months is around 7.23%, more than HYG's 5.91% yield.


PositionTTM20252024202320222021202020192018201720162015
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
5.91%5.71%6.01%5.74%5.30%4.02%4.88%4.99%5.54%5.12%5.27%5.90%
SIHY
Harbor Scientific Alpha High-Yield ETF
7.23%7.61%7.54%7.06%6.31%1.30%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SIHY and HYG have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SIHY has higher volatility (1.22%) compared to HYG (1.13%). In terms of maximum drawdown, SIHY dropped -13.30% vs HYG's -34.25%.

On 3-year performance, SIHY leads with 9.71% vs 8.75% for HYG. On fees, SIHY is cheaper at 0.48% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SIHY has performed better with a 9.71% return vs 8.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SIHY is cheaper with a 0.48% expense ratio, compared with 0.49% for HYG.

SIHY has the higher dividend yield at 7.23%, compared with 5.91% for HYG.

SIHY tracks ICE BofA US High Yield, while HYG tracks Markit iBoxx USD Liquid High Yield Index. They also come from different issuers: Harbor and iShares. Their fees differ too: 0.48% for SIHY and 0.49% for HYG.

SIHY currently has the higher Sharpe Ratio (1.74 vs 1.54), 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

Find the right allocation for SIHY and HYG

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