Correlation
The correlation between XHYH and LLY is 0.68, 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.
XHYH vs. LLY
Compare and contrast key facts about BondBloxx US High Yield Healthcare Sector ETF (XHYH) and Eli Lilly and Company (LLY).
XHYH is a passively managed fund by BondBloxx that tracks the performance of the ICE Diversified US Cash Pay High Yield Healthcare Index. It was launched on Feb 15, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XHYH or LLY.
Performance
XHYH vs. LLY - Performance Comparison
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Key characteristics
XHYH:
1.21
LLY:
-0.23
XHYH:
1.84
LLY:
-0.04
XHYH:
1.32
LLY:
0.99
XHYH:
2.27
LLY:
-0.32
XHYH:
9.34
LLY:
-0.59
XHYH:
1.00%
LLY:
13.61%
XHYH:
7.77%
LLY:
38.49%
XHYH:
-17.84%
LLY:
-68.27%
XHYH:
0.00%
LLY:
-22.74%
Returns By Period
In the year-to-date period, XHYH achieves a 3.61% return, which is significantly higher than LLY's -4.09% return.
XHYH
3.61%
1.56%
2.68%
8.93%
5.86%
N/A
N/A
LLY
-4.09%
-6.92%
-6.90%
-9.46%
34.17%
38.59%
27.48%
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Risk-Adjusted Performance
XHYH vs. LLY — Risk-Adjusted Performance Rank
XHYH
LLY
XHYH vs. LLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx US High Yield Healthcare Sector ETF (XHYH) and Eli Lilly and Company (LLY). 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.
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Dividends
XHYH vs. LLY - Dividend Comparison
XHYH's dividend yield for the trailing twelve months is around 7.02%, more than LLY's 0.76% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
XHYH BondBloxx US High Yield Healthcare Sector ETF | 7.02% | 6.95% | 7.73% | 6.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LLY Eli Lilly and Company | 0.76% | 0.67% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.95% | 2.46% | 2.77% | 2.37% | 2.84% |
Drawdowns
XHYH vs. LLY - Drawdown Comparison
The maximum XHYH drawdown since its inception was -17.84%, smaller than the maximum LLY drawdown of -68.27%. Use the drawdown chart below to compare losses from any high point for XHYH and LLY.
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Volatility
XHYH vs. LLY - Volatility Comparison
The current volatility for BondBloxx US High Yield Healthcare Sector ETF (XHYH) is 1.05%, while Eli Lilly and Company (LLY) has a volatility of 16.63%. This indicates that XHYH experiences smaller price fluctuations and is considered to be less risky than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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