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SPHY vs. SCYB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPHY vs. SCYB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio High Yield Bond ETF (SPHY) and Schwab High Yield Bond ETF (SCYB). 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 stocks are quite close, with SPHY having a 1.85% return and SCYB slightly lower at 1.84%.


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%

SCYB

1D
-0.08%
1M
0.42%
YTD
1.84%
6M
1.96%
1Y
6.36%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPHY vs. SCYB - Yearly Performance Comparison


2026 (YTD)202520242023
SPHY
SPDR Portfolio High Yield Bond ETF
1.85%8.59%8.54%7.56%
SCYB
Schwab High Yield Bond ETF
1.84%8.33%8.15%7.29%

Correlation

The correlation between SPHY and SCYB is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Jul 11, 2023

0.94

The correlation between SPHY and SCYB has been stable across timeframes, ranging from 0.94 to 0.94 - a consistent structural relationship.

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Return for Risk

SPHY vs. SCYB — 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

SCYB
SCYB Risk / Return Rank: 5656
Overall Rank
SCYB Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
SCYB Sortino Ratio Rank: 5555
Sortino Ratio Rank
SCYB Omega Ratio Rank: 5555
Omega Ratio Rank
SCYB Calmar Ratio Rank: 5555
Calmar Ratio Rank
SCYB Martin Ratio Rank: 6666
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.

SPHY vs. SCYB - Risk-Adjusted Trends Comparison

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

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.


SPHYSCYBDifference
Sharpe ratioReturn per unit of total volatility

+0.09

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

1.35

1.33

+0.02

Calmar ratioReturn relative to maximum drawdown

2.74

2.62

+0.12

Martin ratioReturn relative to average drawdown

12.33

11.63

+0.71

SPHY vs. SCYB - Sharpe Ratio Comparison

The current SPHY Sharpe Ratio is 1.78, which is comparable to the SCYB Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of SPHY and SCYB, 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

SPHY vs. SCYB - Drawdown Comparison

The maximum SPHY drawdown since its inception was -21.97%, which is greater than SCYB's maximum drawdown of -4.92%. Use the drawdown chart below to compare losses from any high point for SPHY and SCYB.


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Drawdown Indicators


SPHYSCYBDifference

Max Drawdown

Largest peak-to-trough decline

-21.97%

-4.92%

-17.05%

Max Drawdown (1Y)

Largest decline over 1 year

-2.41%

-2.44%

+0.03%

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%

-0.23%

+0.06%

Average Drawdown

Average peak-to-trough decline

-2.28%

-0.51%

-1.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

0.55%

-0.02%

Volatility

SPHY vs. SCYB - Volatility Comparison

SPDR Portfolio High Yield Bond ETF (SPHY) and Schwab High Yield Bond ETF (SCYB) have volatilities of 0.96% and 1.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPHYSCYBDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.96%

1.01%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

2.97%

3.01%

-0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

3.72%

3.79%

-0.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.18%

5.11%

+2.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.86%

5.11%

+2.75%

SPHY vs. SCYB - Expense Ratio Comparison

SPHY has a 0.05% expense ratio, which is higher than SCYB's 0.03% expense ratio. However, 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. SCYB - Dividend Comparison

SPHY's dividend yield for the trailing twelve months is around 7.24%, more than SCYB's 6.92% yield.


PositionTTM20252024202320222021202020192018201720162015
SCYB
Schwab High Yield Bond ETF
6.92%6.99%7.06%3.36%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


With a correlation of 0.94, SPHY and SCYB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SCYB has higher volatility (1.01%) compared to SPHY (0.96%). In terms of maximum drawdown, SPHY dropped -21.97% vs SCYB's -4.92%.

On 1-year performance, SPHY leads with 6.57% vs 6.36% for SCYB. On fees, SCYB is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, SPHY has performed better with a 6.57% return vs 6.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCYB is cheaper with a 0.03% expense ratio, compared with 0.05% for SPHY.

SPHY has the higher dividend yield at 7.24%, compared with 6.92% for SCYB.

SPHY tracks ICE BofA US High Yield Index, while SCYB tracks ICE BofA US Cash Pay High Yield Constrained Index. They also come from different issuers: State Street and Charles Schwab. Their fees differ too: 0.05% for SPHY and 0.03% for SCYB.

SPHY currently has the higher Sharpe Ratio (1.78 vs 1.69), 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.

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