USHY.MI vs. LONZ
Compare and contrast key facts about Amundi USD High Yield Corporate Bond ESG UCITS ETF Dist (USHY.MI) and PIMCO Senior Loan Active Exchange-Traded Fund (LONZ).
USHY.MI and LONZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USHY.MI is a passively managed fund by Amundi that tracks the performance of the Bloomberg MSCI US Corporate High Yield SRI Sustainable index. It was launched on Feb 19, 2024. LONZ is an actively managed fund by PIMCO. It was launched on Jun 8, 2022.
Performance
USHY.MI vs. LONZ - Performance Comparison
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USHY.MI vs. LONZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
USHY.MI Amundi USD High Yield Corporate Bond ESG UCITS ETF Dist | 1.09% | -4.75% | 14.46% | 7.63% | -2.77% |
LONZ PIMCO Senior Loan Active Exchange-Traded Fund | 1.28% | -7.41% | 17.10% | 9.19% | -0.04% |
Different Trading Currencies
USHY.MI is traded in EUR, while LONZ is traded in USD. To make them comparable, the LONZ values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, USHY.MI achieves a 1.09% return, which is significantly lower than LONZ's 1.28% return.
USHY.MI
- 1D
- -0.25%
- 1M
- -0.05%
- YTD
- 1.09%
- 6M
- 1.16%
- 1Y
- -1.18%
- 3Y*
- 5.26%
- 5Y*
- 3.18%
- 10Y*
- —
LONZ
- 1D
- -0.08%
- 1M
- 1.97%
- YTD
- 1.28%
- 6M
- 2.17%
- 1Y
- -1.79%
- 3Y*
- 5.71%
- 5Y*
- —
- 10Y*
- —
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USHY.MI vs. LONZ - Expense Ratio Comparison
USHY.MI has a 0.25% expense ratio, which is lower than LONZ's 0.62% expense ratio.
Return for Risk
USHY.MI vs. LONZ — Risk / Return Rank
USHY.MI
LONZ
USHY.MI vs. LONZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi USD High Yield Corporate Bond ESG UCITS ETF Dist (USHY.MI) and PIMCO Senior Loan Active Exchange-Traded Fund (LONZ). 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.
| USHY.MI | LONZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.17 | -0.21 | +0.04 |
Sortino ratioReturn per unit of downside risk | -0.16 | -0.22 | +0.06 |
Omega ratioGain probability vs. loss probability | 0.98 | 0.97 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.32 | -0.21 | -0.11 |
Martin ratioReturn relative to average drawdown | -0.60 | -0.43 | -0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USHY.MI | LONZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.17 | -0.21 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.61 | -0.29 |
Correlation
The correlation between USHY.MI and LONZ is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
USHY.MI vs. LONZ - Dividend Comparison
USHY.MI's dividend yield for the trailing twelve months is around 4.98%, less than LONZ's 7.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USHY.MI Amundi USD High Yield Corporate Bond ESG UCITS ETF Dist | 4.98% | 5.03% | 3.29% | 5.61% | 5.95% | 5.86% | 6.17% | 5.53% | 4.73% | 3.61% |
LONZ PIMCO Senior Loan Active Exchange-Traded Fund | 7.73% | 6.60% | 8.16% | 8.29% | 3.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USHY.MI vs. LONZ - Drawdown Comparison
The maximum USHY.MI drawdown since its inception was -22.33%, which is greater than LONZ's maximum drawdown of -12.58%. Use the drawdown chart below to compare losses from any high point for USHY.MI and LONZ.
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Drawdown Indicators
| USHY.MI | LONZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -4.19% | -18.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -3.38% | -3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -11.75% | — | — |
Current DrawdownCurrent decline from peak | -5.80% | -1.03% | -4.77% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -0.48% | -4.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.31% | 0.63% | +5.68% |
Volatility
USHY.MI vs. LONZ - Volatility Comparison
Amundi USD High Yield Corporate Bond ESG UCITS ETF Dist (USHY.MI) and PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) have volatilities of 1.81% and 1.90%, 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
| USHY.MI | LONZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.81% | 1.90% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 4.80% | 4.46% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.27% | 8.67% | +0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.56% | 8.01% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.12% | 8.01% | +2.11% |