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TLT vs. HYG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLT vs. HYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 20+ Year Treasury Bond ETF (TLT) 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, TLT achieves a 0.13% return, which is significantly lower than HYG's 1.60% return. Over the past 10 years, TLT has underperformed HYG with an annualized return of -1.62%, while HYG has yielded a comparatively higher 4.97% annualized return.


TLT

1D
0.21%
1M
0.44%
YTD
0.13%
6M
-1.35%
1Y
5.16%
3Y*
-1.67%
5Y*
-5.98%
10Y*
-1.62%

HYG

1D
0.08%
1M
0.31%
YTD
1.60%
6M
2.09%
1Y
7.00%
3Y*
8.58%
5Y*
3.87%
10Y*
4.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLT vs. HYG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TLT
iShares 20+ Year Treasury Bond ETF
0.13%4.25%-8.05%2.77%-31.23%-4.60%18.15%14.12%-1.61%9.18%
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
1.60%8.59%7.97%11.54%-10.98%3.76%4.47%14.09%-2.02%6.07%

Correlation

The correlation between TLT and HYG is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.45

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

0.53

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

0.40

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

0.15

Correlation (All Time)
Calculated using the full available price history since Apr 12, 2007

-0.06

The correlation between TLT and HYG shifts across timeframes, from -0.06 (all time) to 0.53 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

TLT vs. HYG — Risk / Return Rank

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

TLT
TLT Risk / Return Rank: 1616
Overall Rank
TLT Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
TLT Sortino Ratio Rank: 1717
Sortino Ratio Rank
TLT Omega Ratio Rank: 1616
Omega Ratio Rank
TLT Calmar Ratio Rank: 1515
Calmar Ratio Rank
TLT Martin Ratio Rank: 1515
Martin Ratio Rank

HYG
HYG Risk / Return Rank: 6060
Overall Rank
HYG Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
HYG Sortino Ratio Rank: 5959
Sortino Ratio Rank
HYG Omega Ratio Rank: 5858
Omega Ratio Rank
HYG Calmar Ratio Rank: 5959
Calmar Ratio Rank
HYG Martin Ratio Rank: 7070
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.

TLT vs. HYG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 20+ Year Treasury Bond ETF (TLT) 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.


TLTHYGDifference

Sharpe ratio

Return per unit of total volatility

0.53

1.85

-1.32

Sortino ratio

Return per unit of downside risk

0.83

2.80

-1.96

Omega ratio

Gain probability vs. loss probability

1.09

1.36

-0.26

Calmar ratio

Return relative to maximum drawdown

0.55

2.99

-2.43

Martin ratio

Return relative to average drawdown

1.38

13.22

-11.83

TLT vs. HYG - Sharpe Ratio Comparison

The current TLT Sharpe Ratio is 0.53, which is lower than the HYG Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of TLT 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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Sharpe Ratios by Period


TLTHYGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.53

1.85

-1.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.38

0.52

-0.90

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.11

0.60

-0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.46

-0.20

Drawdowns

TLT vs. HYG - Drawdown Comparison

The maximum TLT drawdown since its inception was -48.35%, which is greater than HYG's maximum drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for TLT and HYG.


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Drawdown Indicators


TLTHYGDifference

Max Drawdown

Largest peak-to-trough decline

-48.35%

-34.25%

-14.10%

Max Drawdown (1Y)

Largest decline over 1 year

-7.58%

-2.34%

-5.24%

Max Drawdown (3Y)

Largest decline over 3 years

-19.18%

-4.56%

-14.62%

Max Drawdown (5Y)

Largest decline over 5 years

-43.70%

-15.79%

-27.91%

Max Drawdown (10Y)

Largest decline over 10 years

-48.35%

-22.03%

-26.32%

Current Drawdown

Current decline from peak

-40.20%

-0.00%

-40.20%

Average Drawdown

Average peak-to-trough decline

-13.81%

-3.24%

-10.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.02%

0.53%

+2.49%

Volatility

TLT vs. HYG - Volatility Comparison

iShares 20+ Year Treasury Bond ETF (TLT) has a higher volatility of 2.84% compared to iShares iBoxx $ High Yield Corporate Bond ETF (HYG) at 1.22%. This indicates that TLT'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


TLTHYGDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.84%

1.22%

+1.62%

Volatility (6M)

Calculated over the trailing 6-month period

6.60%

3.00%

+3.60%

Volatility (1Y)

Calculated over the trailing 1-year period

9.81%

3.79%

+6.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.87%

7.52%

+8.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.91%

8.29%

+6.62%

TLT vs. HYG - Expense Ratio Comparison

TLT has a 0.15% expense ratio, which is lower than HYG's 0.49% expense ratio.


Dividends

TLT vs. HYG - Dividend Comparison

TLT's dividend yield for the trailing twelve months is around 4.57%, less than HYG's 5.90% yield.


PositionTTM20252024202320222021202020192018201720162015
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
5.90%5.71%6.01%5.74%5.30%4.02%4.88%4.99%5.54%5.12%5.27%5.90%
TLT
iShares 20+ Year Treasury Bond ETF
4.57%4.43%4.30%3.38%2.67%1.50%1.50%2.27%2.63%2.43%2.60%2.61%

Frequently Asked Questions


TLT and HYG have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TLT has higher volatility (2.84%) compared to HYG (1.22%). In terms of maximum drawdown, TLT dropped -48.35% vs HYG's -34.25%.

On 10-year performance, HYG leads with 4.97% vs -1.62% for TLT. On fees, TLT is cheaper at 0.15% per year. On volatility, HYG has been the lower-risk option at 1.22%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, HYG has performed better with a 4.97% return vs -1.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TLT is cheaper with a 0.15% expense ratio, compared with 0.49% for HYG.

HYG has the higher dividend yield at 5.90%, compared with 4.57% for TLT.

TLT is categorized as Government Bonds, while HYG is High Yield Bonds. TLT tracks ICE U.S. Treasury 20+ Year Bond Index, while HYG tracks iBoxx $ Liquid High Yield Index. Their fees differ too: 0.15% for TLT and 0.49% for HYG.

HYG currently has the higher Sharpe Ratio (1.85 vs 0.53), 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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