XCCC vs. HYSA
Compare and contrast key facts about BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) and Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA).
XCCC and HYSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCCC is a passively managed fund by BondBloxx that tracks the performance of the ICE BofA CCC and Lower US High Yield Constrained Index. It was launched on May 24, 2022. HYSA is an actively managed fund by BondBloxx. It was launched on Sep 18, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XCCC or HYSA.
Key characteristics
| XCCC | HYSA | |
|---|---|---|
| YTD Return | 12.37% | 7.77% |
| 1Y Return | 21.84% | 13.81% |
| Sharpe Ratio | 3.69 | 2.64 |
| Sortino Ratio | 5.56 | 4.38 |
| Omega Ratio | 1.79 | 1.49 |
| Calmar Ratio | 5.89 | 2.67 |
| Martin Ratio | 18.81 | 19.45 |
| Ulcer Index | 1.18% | 0.75% |
| Daily Std Dev | 6.02% | 5.51% |
| Max Drawdown | -9.97% | -19.57% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between XCCC and HYSA is 0.42, 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.
Performance
XCCC vs. HYSA - Performance Comparison
In the year-to-date period, XCCC achieves a 12.37% return, which is significantly higher than HYSA's 7.77% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XCCC vs. HYSA - Expense Ratio Comparison
XCCC has a 0.40% expense ratio, which is lower than HYSA's 0.55% expense ratio.
Risk-Adjusted Performance
XCCC vs. HYSA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) and Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA). 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.
Dividends
XCCC vs. HYSA - Dividend Comparison
XCCC's dividend yield for the trailing twelve months is around 10.72%, more than HYSA's 7.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XCCC BondBloxx CCC Rated USD High Yield Corporate Bond ETF | 10.72% | 11.01% | 7.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HYSA Bondbloxx USD High Yield Bond Sector Rotation ETF | 7.08% | 8.00% | 3.30% | 2.83% | 1.39% | 4.72% | 5.03% | 4.75% | 4.36% | 4.36% | 4.41% | 5.30% |
Drawdowns
XCCC vs. HYSA - Drawdown Comparison
The maximum XCCC drawdown since its inception was -9.97%, smaller than the maximum HYSA drawdown of -19.57%. Use the drawdown chart below to compare losses from any high point for XCCC and HYSA. For additional features, visit the drawdowns tool.
Volatility
XCCC vs. HYSA - Volatility Comparison
The current volatility for BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) is 1.28%, while Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) has a volatility of 1.40%. This indicates that XCCC experiences smaller price fluctuations and is considered to be less risky than HYSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.