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SPDW vs. EUHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPDW vs. EUHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio World ex-US ETF (SPDW) and iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPDW achieves a 12.18% return, which is significantly higher than EUHY's 1.70% return. Over the past 10 years, SPDW has outperformed EUHY with an annualized return of 10.06%, while EUHY has yielded a comparatively lower 3.68% annualized return.


SPDW

1D
0.99%
1M
-1.17%
YTD
12.18%
6M
14.96%
1Y
27.89%
3Y*
18.62%
5Y*
8.90%
10Y*
10.06%

EUHY

1D
-0.12%
1M
0.05%
YTD
1.70%
6M
2.27%
1Y
5.47%
3Y*
9.44%
5Y*
1.82%
10Y*
3.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPDW vs. EUHY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPDW
SPDR Portfolio World ex-US ETF
12.18%34.75%3.55%17.81%-15.98%11.45%9.90%22.41%-14.22%25.81%
EUHY
iShares Euro High Yield Corporate Bond USD Hedged ETF
1.70%17.41%-0.55%16.06%-15.59%-3.78%10.69%8.60%-7.71%19.68%

Correlation

The correlation between SPDW and EUHY is 0.66, 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

0.66

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

0.66

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

0.70

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

0.62

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2012

0.52

The correlation between SPDW and EUHY shifts across timeframes, from 0.52 (all time) to 0.70 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SPDW vs. EUHY — Risk / Return Rank

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

SPDW
SPDW Risk / Return Rank: 5656
Overall Rank
SPDW Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
SPDW Sortino Ratio Rank: 5555
Sortino Ratio Rank
SPDW Omega Ratio Rank: 5656
Omega Ratio Rank
SPDW Calmar Ratio Rank: 5454
Calmar Ratio Rank
SPDW Martin Ratio Rank: 5959
Martin Ratio Rank

EUHY
EUHY Risk / Return Rank: 3131
Overall Rank
EUHY Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
EUHY Sortino Ratio Rank: 2929
Sortino Ratio Rank
EUHY Omega Ratio Rank: 3131
Omega Ratio Rank
EUHY Calmar Ratio Rank: 3535
Calmar Ratio Rank
EUHY Martin Ratio Rank: 2929
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.

SPDW vs. EUHY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio World ex-US ETF (SPDW) and iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY). 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.


SPDWEUHYDifference
Sharpe ratioReturn per unit of total volatility

+0.75

Sortino ratioReturn per unit of downside risk

+0.95

Omega ratioGain probability vs. loss probability

1.32

1.19

+0.13

Calmar ratioReturn relative to maximum drawdown

2.43

1.57

+0.86

Martin ratioReturn relative to average drawdown

9.42

3.75

+5.67

SPDW vs. EUHY - Sharpe Ratio Comparison

The current SPDW Sharpe Ratio is 1.74, which is higher than the EUHY Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of SPDW and EUHY, 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


SPDWEUHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.74

1.00

+0.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.18

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.35

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.34

-0.11

Drawdowns

SPDW vs. EUHY - Drawdown Comparison

The maximum SPDW drawdown since its inception was -60.02%, which is greater than EUHY's maximum drawdown of -32.45%. Use the drawdown chart below to compare losses from any high point for SPDW and EUHY.


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Drawdown Indicators


SPDWEUHYDifference

Max Drawdown

Largest peak-to-trough decline

-60.02%

-32.45%

-27.57%

Max Drawdown (1Y)

Largest decline over 1 year

-11.55%

-3.50%

-8.05%

Max Drawdown (3Y)

Largest decline over 3 years

-13.53%

-8.23%

-5.30%

Max Drawdown (5Y)

Largest decline over 5 years

-30.21%

-32.45%

+2.24%

Max Drawdown (10Y)

Largest decline over 10 years

-34.98%

-32.45%

-2.53%

Current Drawdown

Current decline from peak

-3.30%

-0.38%

-2.92%

Average Drawdown

Average peak-to-trough decline

-12.90%

-8.58%

-4.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.97%

1.46%

+1.51%

Volatility

SPDW vs. EUHY - Volatility Comparison

SPDR Portfolio World ex-US ETF (SPDW) has a higher volatility of 6.07% compared to iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) at 1.03%. This indicates that SPDW's price experiences larger fluctuations and is considered to be riskier than EUHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPDWEUHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.07%

1.03%

+5.04%

Volatility (6M)

Calculated over the trailing 6-month period

13.76%

2.89%

+10.87%

Volatility (1Y)

Calculated over the trailing 1-year period

16.09%

5.51%

+10.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.58%

10.00%

+6.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.30%

10.42%

+6.88%

SPDW vs. EUHY - Expense Ratio Comparison

SPDW has a 0.04% expense ratio, which is lower than EUHY's 0.35% expense ratio.


Dividends

SPDW vs. EUHY - Dividend Comparison

SPDW's dividend yield for the trailing twelve months is around 2.94%, less than EUHY's 5.35% yield.


PositionTTM20252024202320222021202020192018201720162015
EUHY
iShares Euro High Yield Corporate Bond USD Hedged ETF
5.35%3.56%5.11%3.38%0.61%3.07%1.45%1.19%4.01%0.69%1.70%3.24%
SPDW
SPDR Portfolio World ex-US ETF
2.94%3.30%3.19%2.75%3.12%3.04%1.87%3.13%3.08%1.86%3.11%2.78%

Frequently Asked Questions


SPDW and EUHY have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPDW has higher volatility (6.07%) compared to EUHY (1.03%). In terms of maximum drawdown, SPDW dropped -60.02% vs EUHY's -32.45%.

On 10-year performance, SPDW leads with 10.06% vs 3.68% for EUHY. On fees, SPDW is cheaper at 0.04% per year. On volatility, EUHY has been the lower-risk option at 1.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SPDW has performed better with a 10.06% return vs 3.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPDW is cheaper with a 0.04% expense ratio, compared with 0.35% for EUHY.

EUHY has the higher dividend yield at 5.35%, compared with 2.94% for SPDW.

SPDW is categorized as Foreign Large Cap Equities, while EUHY is High Yield Bonds. SPDW tracks S&P Developed Ex-U.S. BMI Index, while EUHY tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.04% for SPDW and 0.35% for EUHY.

SPDW currently has the higher Sharpe Ratio (1.74 vs 1.00), 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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