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SPHY vs. NHYB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPHY vs. NHYB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio High Yield Bond ETF (SPHY) and Nuveen High Yield Corporate Bond ETF (NHYB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with SPHY having a 1.85% return and NHYB slightly higher at 1.91%.


SPHY

1D
-0.04%
1M
0.59%
YTD
1.85%
6M
2.02%
1Y
6.57%
3Y*
9.19%
5Y*
4.30%
10Y*
5.16%

NHYB

1D
-0.04%
1M
0.52%
YTD
1.91%
6M
1.99%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPHY vs. NHYB - Yearly Performance Comparison


Correlation

The correlation between SPHY and NHYB is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 24, 2025

0.89

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Return for Risk

SPHY vs. NHYB — Risk / Return Rank

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

SPHY
SPHY Risk / Return Rank: 6060
Overall Rank
SPHY Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SPHY Sortino Ratio Rank: 5959
Sortino Ratio Rank
SPHY Omega Ratio Rank: 5959
Omega Ratio Rank
SPHY Calmar Ratio Rank: 5757
Calmar Ratio Rank
SPHY Martin Ratio Rank: 6969
Martin Ratio Rank

NHYB

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

SPHY vs. NHYB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio High Yield Bond ETF (SPHY) and Nuveen High Yield Corporate Bond ETF (NHYB). 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.


SPHYNHYBDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.74

Martin ratioReturn relative to average drawdown

12.33

SPHY vs. NHYB - Sharpe Ratio Comparison


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Drawdowns

SPHY vs. NHYB - Drawdown Comparison

The maximum SPHY drawdown since its inception was -21.97%, which is greater than NHYB's maximum drawdown of -2.40%. Use the drawdown chart below to compare losses from any high point for SPHY and NHYB.


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Drawdown Indicators


SPHYNHYBDifference

Max Drawdown

Largest peak-to-trough decline

-21.97%

-2.40%

-19.57%

Max Drawdown (1Y)

Largest decline over 1 year

-2.41%

Max Drawdown (3Y)

Largest decline over 3 years

-4.85%

Max Drawdown (5Y)

Largest decline over 5 years

-15.29%

Max Drawdown (10Y)

Largest decline over 10 years

-21.97%

Current Drawdown

Current decline from peak

-0.17%

-0.20%

+0.03%

Average Drawdown

Average peak-to-trough decline

-2.28%

-0.36%

-1.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

Volatility

SPHY vs. NHYB - Volatility Comparison


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Volatility by Period


SPHYNHYBDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.96%

Volatility (6M)

Calculated over the trailing 6-month period

2.97%

Volatility (1Y)

Calculated over the trailing 1-year period

3.72%

3.64%

+0.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.18%

3.64%

+3.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.86%

3.64%

+4.22%

SPHY vs. NHYB - Expense Ratio Comparison

SPHY has a 0.05% expense ratio, which is lower than NHYB's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SPHY vs. NHYB - Dividend Comparison

SPHY's dividend yield for the trailing twelve months is around 7.24%, more than NHYB's 4.25% yield.


PositionTTM20252024202320222021202020192018201720162015
NHYB
Nuveen High Yield Corporate Bond ETF
4.25%1.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPHY
SPDR Portfolio High Yield Bond ETF
7.24%7.38%7.80%7.30%6.47%5.13%5.63%5.73%4.09%4.41%4.27%4.29%

Frequently Asked Questions


SPHY and NHYB have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPHY is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPHY is cheaper with a 0.05% expense ratio, compared with 0.08% for NHYB.

SPHY has the higher dividend yield at 7.24%, compared with 4.25% for NHYB.

SPHY tracks ICE BofA US High Yield Index, while NHYB tracks ICE BofA BB-B US Cash Pay High Yield Constrained Index. They also come from different issuers: State Street and Nuveen. Their fees differ too: 0.05% for SPHY and 0.08% for NHYB.

Portfolio Optimizer

Find the right allocation for SPHY and NHYB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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