USHYX vs. BKLN
Compare and contrast key facts about USAA High Income Fund (USHYX) and Invesco Senior Loan ETF (BKLN).
USHYX is managed by Victory. It was launched on Aug 2, 1999. BKLN is a passively managed fund by Invesco that tracks the performance of the S&P/LSTA U.S. Leveraged Loan 100 Index. It was launched on Mar 3, 2011.
Performance
USHYX vs. BKLN - Performance Comparison
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USHYX vs. BKLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | -0.60% | 7.22% | 6.85% | 13.05% | -10.95% | 5.61% | 3.74% | 13.13% | -3.52% | 7.17% |
BKLN Invesco Senior Loan ETF | -1.08% | 6.88% | 8.21% | 12.53% | -2.51% | 2.32% | 1.32% | 10.03% | -1.32% | 2.13% |
Returns By Period
In the year-to-date period, USHYX achieves a -0.60% return, which is significantly higher than BKLN's -1.08% return. Over the past 10 years, USHYX has outperformed BKLN with an annualized return of 5.37%, while BKLN has yielded a comparatively lower 4.40% annualized return.
USHYX
- 1D
- 0.44%
- 1M
- -1.20%
- YTD
- -0.60%
- 6M
- 0.41%
- 1Y
- 6.55%
- 3Y*
- 7.66%
- 5Y*
- 3.58%
- 10Y*
- 5.37%
BKLN
- 1D
- 0.20%
- 1M
- 1.76%
- YTD
- -1.08%
- 6M
- 0.99%
- 1Y
- 5.72%
- 3Y*
- 7.64%
- 5Y*
- 5.07%
- 10Y*
- 4.40%
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USHYX vs. BKLN - Expense Ratio Comparison
USHYX has a 0.76% expense ratio, which is higher than BKLN's 0.65% expense ratio.
Return for Risk
USHYX vs. BKLN — Risk / Return Rank
USHYX
BKLN
USHYX vs. BKLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA High Income Fund (USHYX) and Invesco Senior Loan ETF (BKLN). 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.
| USHYX | BKLN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 1.34 | +0.84 |
Sortino ratioReturn per unit of downside risk | 3.06 | 2.10 | +0.96 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.38 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.63 | 1.91 | +0.72 |
Martin ratioReturn relative to average drawdown | 11.51 | 7.18 | +4.33 |
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
| USHYX | BKLN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 1.34 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 1.14 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.68 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.63 | +0.65 |
Correlation
The correlation between USHYX and BKLN is 0.47, 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
USHYX vs. BKLN - Dividend Comparison
USHYX's dividend yield for the trailing twelve months is around 7.05%, which matches BKLN's 7.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | 7.05% | 5.48% | 7.65% | 7.15% | 5.89% | 4.83% | 5.23% | 5.78% | 6.31% | 5.72% | 5.91% | 6.44% |
BKLN Invesco Senior Loan ETF | 7.04% | 6.95% | 8.41% | 8.59% | 4.93% | 3.11% | 3.56% | 4.86% | 4.52% | 3.50% | 4.54% | 4.12% |
Drawdowns
USHYX vs. BKLN - Drawdown Comparison
The maximum USHYX drawdown since its inception was -33.59%, which is greater than BKLN's maximum drawdown of -24.17%. Use the drawdown chart below to compare losses from any high point for USHYX and BKLN.
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Drawdown Indicators
| USHYX | BKLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -24.17% | -9.42% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -3.07% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -15.10% | -7.31% | -7.79% |
Max Drawdown (10Y)Largest decline over 10 years | -24.55% | -24.17% | -0.38% |
Current DrawdownCurrent decline from peak | -1.49% | -1.36% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -2.99% | -1.10% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.57% | 0.82% | -0.25% |
Volatility
USHYX vs. BKLN - Volatility Comparison
The current volatility for USAA High Income Fund (USHYX) is 1.47%, while Invesco Senior Loan ETF (BKLN) has a volatility of 1.75%. This indicates that USHYX experiences smaller price fluctuations and is considered to be less risky than BKLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USHYX | BKLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 1.75% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 1.97% | 2.43% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 4.27% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.58% | 4.46% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.47% | 6.44% | -0.97% |