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USHY vs. BRHYX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USHY vs. BRHYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Broad USD High Yield Corporate Bond ETF (USHY) and BlackRock High Yield K (BRHYX). 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 USHY having a 1.64% return and BRHYX slightly higher at 1.66%.


USHY

1D
0.22%
1M
0.46%
YTD
1.64%
6M
1.98%
1Y
6.99%
3Y*
9.01%
5Y*
4.29%
10Y*

BRHYX

1D
-0.14%
1M
0.43%
YTD
1.66%
6M
2.35%
1Y
7.85%
3Y*
9.37%
5Y*
4.49%
10Y*
5.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USHY vs. BRHYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USHY
iShares Broad USD High Yield Corporate Bond ETF
1.64%8.81%8.45%12.73%-11.18%5.02%6.17%14.24%-2.41%0.16%
BRHYX
BlackRock High Yield K
1.66%9.44%8.65%13.26%-11.18%5.47%5.98%15.65%-2.67%0.82%

Correlation

The correlation between USHY and BRHYX is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.69

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

0.69

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

0.68

Correlation (All Time)
Calculated using the full available price history since Oct 27, 2017

0.65

The correlation between USHY and BRHYX has been stable across timeframes, ranging from 0.65 to 0.69 - a consistent structural relationship.

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Return for Risk

USHY vs. BRHYX — Risk / Return Rank

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

USHY
USHY Risk / Return Rank: 6363
Overall Rank
USHY Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
USHY Sortino Ratio Rank: 6464
Sortino Ratio Rank
USHY Omega Ratio Rank: 6363
Omega Ratio Rank
USHY Calmar Ratio Rank: 5959
Calmar Ratio Rank
USHY Martin Ratio Rank: 7171
Martin Ratio Rank

BRHYX
BRHYX Risk / Return Rank: 7878
Overall Rank
BRHYX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
BRHYX Sortino Ratio Rank: 8585
Sortino Ratio Rank
BRHYX Omega Ratio Rank: 8181
Omega Ratio Rank
BRHYX Calmar Ratio Rank: 7575
Calmar Ratio Rank
BRHYX Martin Ratio Rank: 8888
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.

USHY vs. BRHYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Broad USD High Yield Corporate Bond ETF (USHY) and BlackRock High Yield K (BRHYX). 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.


USHYBRHYXDifference
Sharpe ratioReturn per unit of total volatility

-0.40

Sortino ratioReturn per unit of downside risk

-1.18

Omega ratioGain probability vs. loss probability

1.37

1.54

-0.17

Calmar ratioReturn relative to maximum drawdown

2.89

3.35

-0.46

Martin ratioReturn relative to average drawdown

12.99

17.00

-4.02

USHY vs. BRHYX - Sharpe Ratio Comparison

The current USHY Sharpe Ratio is 1.93, which is comparable to the BRHYX Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of USHY and BRHYX, 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


USHYBRHYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.93

2.33

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.86

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

1.23

-0.65

Drawdowns

USHY vs. BRHYX - Drawdown Comparison

The maximum USHY drawdown since its inception was -22.44%, smaller than the maximum BRHYX drawdown of -34.77%. Use the drawdown chart below to compare losses from any high point for USHY and BRHYX.


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Drawdown Indicators


USHYBRHYXDifference

Max Drawdown

Largest peak-to-trough decline

-22.44%

-34.77%

+12.33%

Max Drawdown (1Y)

Largest decline over 1 year

-2.43%

-2.40%

-0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-4.66%

-4.07%

-0.59%

Max Drawdown (5Y)

Largest decline over 5 years

-15.56%

-15.29%

-0.27%

Max Drawdown (10Y)

Largest decline over 10 years

-23.20%

Current Drawdown

Current decline from peak

-0.06%

-0.14%

+0.08%

Average Drawdown

Average peak-to-trough decline

-2.66%

-2.73%

+0.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.54%

0.47%

+0.07%

Volatility

USHY vs. BRHYX - Volatility Comparison

iShares Broad USD High Yield Corporate Bond ETF (USHY) has a higher volatility of 1.14% compared to BlackRock High Yield K (BRHYX) at 1.05%. This indicates that USHY's price experiences larger fluctuations and is considered to be riskier than BRHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USHYBRHYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.14%

1.05%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

2.92%

2.66%

+0.26%

Volatility (1Y)

Calculated over the trailing 1-year period

3.65%

3.45%

+0.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.34%

5.27%

+2.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.25%

5.93%

+2.32%

USHY vs. BRHYX - Expense Ratio Comparison

USHY has a 0.15% expense ratio, which is lower than BRHYX's 0.48% expense ratio.


Dividends

USHY vs. BRHYX - Dividend Comparison

USHY's dividend yield for the trailing twelve months is around 6.91%, less than BRHYX's 7.17% yield.


PositionTTM20252024202320222021202020192018201720162015
BRHYX
BlackRock High Yield K
7.17%7.14%7.56%6.20%4.98%4.80%5.22%5.82%6.48%5.92%6.03%6.42%
USHY
iShares Broad USD High Yield Corporate Bond ETF
6.91%6.79%6.89%6.63%6.08%5.07%5.30%5.92%6.30%0.73%0.00%0.00%

Frequently Asked Questions


USHY and BRHYX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USHY has higher volatility (1.14%) compared to BRHYX (1.05%). In terms of maximum drawdown, USHY dropped -22.44% vs BRHYX's -34.77%.

BRHYX currently has the higher Sharpe Ratio (2.33 vs 1.93), 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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