XB vs. XHYF
XB (BondBloxx B Rated USD High Yield Corporate Bond ETF) and XHYF (BondBloxx US High Yield Financial & REIT Sector ETF) are both High Yield Bonds funds from BondBloxx - XB tracks the ICE BofA Single-B US Cash Pay High Yield Constrained Index while XHYF tracks the ICE Diversified US Cash Pay High Yield Financial & REIT. Both are passively managed. Over the past 3 years, XB returned 8.50%/yr vs 9.29%/yr for XHYF. Their correlation of 0.83 suggests significant overlap in exposure. XB charges 0.30%/yr vs 0.35%/yr for XHYF.
Performance
XB vs. XHYF - Performance Comparison
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Returns By Period
In the year-to-date period, XB achieves a 1.99% return, which is significantly higher than XHYF's -0.10% return.
XB
- 1D
- 0.17%
- 1M
- 0.64%
- YTD
- 1.99%
- 6M
- 2.60%
- 1Y
- 7.31%
- 3Y*
- 8.50%
- 5Y*
- —
- 10Y*
- —
XHYF
- 1D
- 0.00%
- 1M
- -0.35%
- YTD
- -0.10%
- 6M
- 0.51%
- 1Y
- 4.79%
- 3Y*
- 9.29%
- 5Y*
- —
- 10Y*
- —
XB vs. XHYF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XB BondBloxx B Rated USD High Yield Corporate Bond ETF | 1.99% | 7.81% | 7.41% | 12.94% | -4.25% |
XHYF BondBloxx US High Yield Financial & REIT Sector ETF | -0.10% | 8.69% | 8.65% | 13.29% | -3.99% |
Correlation
The correlation between XB and XHYF is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since May 27, 2022 | 0.83 |
Over the past year, the correlation between XB and XHYF has dropped to 0.52 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
XB vs. XHYF — Risk / Return Rank
XB
XHYF
XB vs. XHYF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx B Rated USD High Yield Corporate Bond ETF (XB) and BondBloxx US High Yield Financial & REIT Sector ETF (XHYF). 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.
| XB | XHYF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.30 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 1.71 | +1.69 |
| Martin ratioReturn relative to average drawdown | 14.93 | 7.44 | +7.49 |
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
| XB | XHYF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 1.57 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.73 | +0.12 |
Drawdowns
XB vs. XHYF - Drawdown Comparison
The maximum XB drawdown since its inception was -9.25%, smaller than the maximum XHYF drawdown of -12.92%. Use the drawdown chart below to compare losses from any high point for XB and XHYF.
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Drawdown Indicators
| XB | XHYF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.25% | -12.92% | +3.67% |
Max Drawdown (1Y)Largest decline over 1 year | -2.16% | -3.22% | +1.06% |
Max Drawdown (3Y)Largest decline over 3 years | -5.36% | -4.19% | -1.17% |
Current DrawdownCurrent decline from peak | -0.29% | -0.61% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -2.54% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.49% | 0.74% | -0.25% |
Volatility
XB vs. XHYF - Volatility Comparison
BondBloxx B Rated USD High Yield Corporate Bond ETF (XB) has a higher volatility of 1.37% compared to BondBloxx US High Yield Financial & REIT Sector ETF (XHYF) at 0.94%. This indicates that XB's price experiences larger fluctuations and is considered to be riskier than XHYF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XB | XHYF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 0.94% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.97% | 2.58% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.74% | 3.52% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.44% | 7.14% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.44% | 7.14% | +0.30% |
XB vs. XHYF - Expense Ratio Comparison
XB has a 0.30% expense ratio, which is lower than XHYF's 0.35% expense ratio.
Dividends
XB vs. XHYF - Dividend Comparison
XB's dividend yield for the trailing twelve months is around 7.07%, more than XHYF's 6.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
XB BondBloxx B Rated USD High Yield Corporate Bond ETF | 7.07% | 6.96% | 7.74% | 7.87% | 5.01% |
XHYF BondBloxx US High Yield Financial & REIT Sector ETF | 6.27% | 6.73% | 7.11% | 7.00% | 5.47% |
Frequently Asked Questions
XB and XHYF have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XB has higher volatility (1.37%) compared to XHYF (0.94%). In terms of maximum drawdown, XB dropped -9.25% vs XHYF's -12.92%.
On 3-year performance, XHYF leads with 9.29% vs 8.50% for XB. On fees, XB is cheaper at 0.30% per year. On volatility, XHYF has been the lower-risk option at 0.94%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, XHYF has performed better with a 9.29% return vs 8.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XB is cheaper with a 0.30% expense ratio, compared with 0.35% for XHYF.
XB has the higher dividend yield at 7.07%, compared with 6.27% for XHYF.
XB tracks ICE BofA Single-B US Cash Pay High Yield Constrained Index, while XHYF tracks ICE Diversified US Cash Pay High Yield Financial & REIT. Their fees differ too: 0.30% for XB and 0.35% for XHYF.
XB currently has the higher Sharpe Ratio (1.97 vs 1.57), 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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