VSHY vs. BBHY
Compare and contrast key facts about Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) and JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY).
VSHY and BBHY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VSHY is an actively managed fund by Virtus. It was launched on Dec 5, 2016. BBHY is a passively managed fund by JPMorgan that tracks the performance of the ICE BofA US High Yield Index. It was launched on Sep 15, 2016.
Performance
VSHY vs. BBHY - Performance Comparison
Loading graphics...
VSHY vs. BBHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VSHY Virtus Newfleet Short Duration High Yield Bond ETF | 0.07% | 6.87% | 8.03% | 3.76% |
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | -0.05% | 8.51% | 7.81% | 3.69% |
Returns By Period
In the year-to-date period, VSHY achieves a 0.07% return, which is significantly higher than BBHY's -0.05% return.
VSHY
- 1D
- 0.17%
- 1M
- -0.94%
- YTD
- 0.07%
- 6M
- 0.97%
- 1Y
- 6.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBHY
- 1D
- 0.23%
- 1M
- -0.68%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 7.05%
- 3Y*
- 8.15%
- 5Y*
- 3.98%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSHY vs. BBHY - Expense Ratio Comparison
VSHY has a 0.40% expense ratio, which is higher than BBHY's 0.15% expense ratio.
Return for Risk
VSHY vs. BBHY — Risk / Return Rank
VSHY
BBHY
VSHY vs. BBHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) and JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY). 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.
| VSHY | BBHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.24 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.81 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.30 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.68 | -0.11 |
Martin ratioReturn relative to average drawdown | 8.53 | 9.08 | -0.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VSHY | BBHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.24 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.84 | 0.63 | +1.21 |
Correlation
The correlation between VSHY and BBHY is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VSHY vs. BBHY - Dividend Comparison
VSHY's dividend yield for the trailing twelve months is around 6.55%, less than BBHY's 7.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VSHY Virtus Newfleet Short Duration High Yield Bond ETF | 6.55% | 6.14% | 6.81% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 7.14% | 7.24% | 7.18% | 6.49% | 5.92% | 4.06% | 4.73% | 4.99% | 5.02% | 4.81% | 1.42% |
Drawdowns
VSHY vs. BBHY - Drawdown Comparison
The maximum VSHY drawdown since its inception was -4.55%, smaller than the maximum BBHY drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for VSHY and BBHY.
Loading graphics...
Drawdown Indicators
| VSHY | BBHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.55% | -24.98% | +20.43% |
Max Drawdown (1Y)Largest decline over 1 year | -3.94% | -4.34% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.32% | — |
Current DrawdownCurrent decline from peak | -1.05% | -1.04% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -0.42% | -2.41% | +1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 0.80% | -0.08% |
Volatility
VSHY vs. BBHY - Volatility Comparison
The current volatility for Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) is 1.76%, while JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) has a volatility of 2.19%. This indicates that VSHY experiences smaller price fluctuations and is considered to be less risky than BBHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VSHY | BBHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.76% | 2.19% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.48% | 2.80% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.88% | 5.73% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.41% | 7.25% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.41% | 7.58% | -3.17% |