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STEA.L vs. DHYG.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

STEA.L vs. DHYG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in PIMCO Advantage US Short-Term High Yield Corporate Bond UCITS ETF EUR Hedged (Acc) (STEA.L) and iShares $ High Yield Corp Bond ESG SRI UCITS ETF GBP Hedged (Dist) (DHYG.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

STEA.L is traded in EUR, while DHYG.L is traded in GBP. To make them comparable, the DHYG.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, STEA.L achieves a 0.62% return, which is significantly lower than DHYG.L's 4.43% return.


STEA.L

1D
-0.06%
1M
0.09%
6M
0.37%
YTD
0.62%
1Y
4.09%
3Y*
6.26%
5Y*
3.13%
10Y*

DHYG.L

1D
-0.31%
1M
2.04%
6M
3.59%
YTD
4.43%
1Y
8.19%
3Y*
8.36%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STEA.L vs. DHYG.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021
STEA.L
PIMCO Advantage US Short-Term High Yield Corporate Bond UCITS ETF EUR Hedged (Acc)
0.62%6.59%6.65%9.15%-6.91%-0.04%
DHYG.L
iShares $ High Yield Corp Bond ESG SRI UCITS ETF GBP Hedged (Dist)
4.43%3.03%12.93%13.11%-17.86%1.39%

Correlation

The correlation between STEA.L and DHYG.L is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.44

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

0.57

Correlation (All Time)
Calculated using the full available price history since Sep 13, 2021

0.64

Over the past year, the correlation between STEA.L and DHYG.L has dropped to 0.44 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.

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Return for Risk

STEA.L vs. DHYG.L — Risk / Return Rank

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

STEA.L
STEA.L Risk / Return Rank: 4646
Overall Rank
STEA.L Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
STEA.L Sortino Ratio Rank: 4444
Sortino Ratio Rank
STEA.L Omega Ratio Rank: 4242
Omega Ratio Rank
STEA.L Calmar Ratio Rank: 4646
Calmar Ratio Rank
STEA.L Martin Ratio Rank: 5757
Martin Ratio Rank

DHYG.L
DHYG.L Risk / Return Rank: 5757
Overall Rank
DHYG.L Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
DHYG.L Sortino Ratio Rank: 5656
Sortino Ratio Rank
DHYG.L Omega Ratio Rank: 5656
Omega Ratio Rank
DHYG.L Calmar Ratio Rank: 5555
Calmar Ratio Rank
DHYG.L Martin Ratio Rank: 6767
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.

STEA.L vs. DHYG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Advantage US Short-Term High Yield Corporate Bond UCITS ETF EUR Hedged (Acc) (STEA.L) and iShares $ High Yield Corp Bond ESG SRI UCITS ETF GBP Hedged (Dist) (DHYG.L). 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.


STEA.LDHYG.LDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.22

Omega ratioGain probability vs. loss probability

1.23

1.25

-0.02

Calmar ratioReturn relative to maximum drawdown

1.93

2.68

-0.75

Martin ratioReturn relative to average drawdown

7.92

9.00

-1.08

STEA.L vs. DHYG.L - Sharpe Ratio Comparison

The current STEA.L Sharpe Ratio is 1.21, which is comparable to the DHYG.L Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of STEA.L and DHYG.L, 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

STEA.L vs. DHYG.L - Drawdown Comparison

The maximum STEA.L drawdown since its inception was -22.62%, roughly equal to the maximum DHYG.L drawdown of -22.48%. Use the drawdown chart below to compare losses from any high point for STEA.L and DHYG.L.


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Drawdown Indicators


STEA.LDHYG.LDifference

Max Drawdown

Largest peak-to-trough decline

-22.62%

-22.48%

-0.14%

Max Drawdown (1Y)

Largest decline over 1 year

-2.10%

-3.04%

+0.94%

Max Drawdown (3Y)

Largest decline over 3 years

-4.85%

-8.54%

+3.69%

Max Drawdown (5Y)

Largest decline over 5 years

-10.29%

Current Drawdown

Current decline from peak

-0.12%

-0.31%

+0.19%

Average Drawdown

Average peak-to-trough decline

-2.17%

-6.41%

+4.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.51%

0.91%

-0.40%

Volatility

STEA.L vs. DHYG.L - Volatility Comparison

The current volatility for PIMCO Advantage US Short-Term High Yield Corporate Bond UCITS ETF EUR Hedged (Acc) (STEA.L) is 0.57%, while iShares $ High Yield Corp Bond ESG SRI UCITS ETF GBP Hedged (Dist) (DHYG.L) has a volatility of 1.47%. This indicates that STEA.L experiences smaller price fluctuations and is considered to be less risky than DHYG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STEA.LDHYG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.57%

1.47%

-0.90%

Volatility (6M)

Calculated over the trailing 6-month period

2.70%

4.09%

-1.39%

Volatility (1Y)

Calculated over the trailing 1-year period

3.36%

5.92%

-2.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.30%

9.32%

-4.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.55%

9.32%

-2.77%

STEA.L vs. DHYG.L - Expense Ratio Comparison

STEA.L has a 0.60% expense ratio, which is higher than DHYG.L's 0.27% expense ratio.


Dividends

STEA.L vs. DHYG.L - Dividend Comparison

STEA.L has not paid dividends to shareholders, while DHYG.L's dividend yield for the trailing twelve months is around 6.79%.


Frequently Asked Questions


STEA.L and DHYG.L have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DHYG.L is cheaper at 0.27% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DHYG.L is cheaper with a 0.27% expense ratio, compared with 0.60% for STEA.L.

STEA.L tracks ICE BofA 0-5 Year US High Yield Constrained Index, while DHYG.L tracks Bloomberg MSCI US Corporate High Yield ESG SRI Bond Index (USD). They also come from different issuers: PIMCO and iShares. Their fees differ too: 0.60% for STEA.L and 0.27% for DHYG.L.

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