XHLF vs. SPHY
Compare and contrast key facts about BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) and SPDR Portfolio High Yield Bond ETF (SPHY).
XHLF and SPHY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHLF is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 6 Month Duration Index. It was launched on Sep 13, 2022. SPHY is a passively managed fund by State Street that tracks the performance of the ICE BofAML US High Yield Index. It was launched on Jun 18, 2012. Both XHLF and SPHY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XHLF or SPHY.
Correlation
The correlation between XHLF and SPHY is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
XHLF vs. SPHY - Performance Comparison
Loading data...
Key characteristics
XHLF:
11.89
SPHY:
1.41
XHLF:
37.30
SPHY:
2.03
XHLF:
8.24
SPHY:
1.30
XHLF:
83.11
SPHY:
1.58
XHLF:
471.26
SPHY:
8.33
XHLF:
0.01%
SPHY:
0.92%
XHLF:
0.42%
SPHY:
5.53%
XHLF:
-0.11%
SPHY:
-21.97%
XHLF:
0.00%
SPHY:
-0.92%
Returns By Period
In the year-to-date period, XHLF achieves a 1.45% return, which is significantly higher than SPHY's 1.29% return.
XHLF
1.45%
0.29%
2.12%
4.89%
N/A
N/A
SPHY
1.29%
3.13%
0.88%
8.01%
6.57%
4.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XHLF vs. SPHY - Expense Ratio Comparison
XHLF has a 0.03% expense ratio, which is lower than SPHY's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XHLF vs. SPHY — Risk-Adjusted Performance Rank
XHLF
SPHY
XHLF vs. SPHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) and SPDR Portfolio High Yield Bond ETF (SPHY). 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.
Loading data...
Dividends
XHLF vs. SPHY - Dividend Comparison
XHLF's dividend yield for the trailing twelve months is around 4.58%, less than SPHY's 7.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF | 4.58% | 4.97% | 4.51% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPHY SPDR Portfolio High Yield Bond ETF | 7.77% | 7.80% | 7.30% | 6.47% | 5.14% | 5.63% | 5.73% | 4.09% | 4.41% | 4.27% | 4.29% | 3.98% |
Drawdowns
XHLF vs. SPHY - Drawdown Comparison
The maximum XHLF drawdown since its inception was -0.11%, smaller than the maximum SPHY drawdown of -21.97%. Use the drawdown chart below to compare losses from any high point for XHLF and SPHY. For additional features, visit the drawdowns tool.
Loading data...
Volatility
XHLF vs. SPHY - Volatility Comparison
The current volatility for BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) is 0.10%, while SPDR Portfolio High Yield Bond ETF (SPHY) has a volatility of 2.35%. This indicates that XHLF experiences smaller price fluctuations and is considered to be less risky than SPHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...