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XHYT vs. HYGH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between XHYT and HYGH is 0.77, 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.


-0.50.00.51.00.8

Performance

XHYT vs. HYGH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BondBloxx US High Yield Telecom Media Technology Sector ETF (XHYT) and iShares Interest Rate Hedged High Yield Bond ETF (HYGH). The values are adjusted to include any dividend payments, if applicable.

-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%AugustSeptemberOctoberNovemberDecember2025
8.22%
6.36%
XHYT
HYGH

Key characteristics

Sharpe Ratio

XHYT:

2.04

HYGH:

2.62

Sortino Ratio

XHYT:

2.94

HYGH:

3.64

Omega Ratio

XHYT:

1.38

HYGH:

1.60

Calmar Ratio

XHYT:

2.46

HYGH:

3.10

Martin Ratio

XHYT:

7.42

HYGH:

25.63

Ulcer Index

XHYT:

1.42%

HYGH:

0.45%

Daily Std Dev

XHYT:

5.14%

HYGH:

4.42%

Max Drawdown

XHYT:

-13.49%

HYGH:

-23.88%

Current Drawdown

XHYT:

-0.22%

HYGH:

-0.38%

Returns By Period

In the year-to-date period, XHYT achieves a 1.40% return, which is significantly higher than HYGH's 1.17% return.


XHYT

YTD

1.40%

1M

1.51%

6M

8.22%

1Y

9.75%

5Y*

N/A

10Y*

N/A

HYGH

YTD

1.17%

1M

1.38%

6M

6.36%

1Y

11.18%

5Y*

6.10%

10Y*

5.30%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


XHYT vs. HYGH - Expense Ratio Comparison

XHYT has a 0.35% expense ratio, which is lower than HYGH's 0.53% expense ratio.


HYGH
iShares Interest Rate Hedged High Yield Bond ETF
Expense ratio chart for HYGH: current value at 0.53% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.53%
Expense ratio chart for XHYT: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Risk-Adjusted Performance

XHYT vs. HYGH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XHYT
The Risk-Adjusted Performance Rank of XHYT is 7878
Overall Rank
The Sharpe Ratio Rank of XHYT is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of XHYT is 8686
Sortino Ratio Rank
The Omega Ratio Rank of XHYT is 8484
Omega Ratio Rank
The Calmar Ratio Rank of XHYT is 7373
Calmar Ratio Rank
The Martin Ratio Rank of XHYT is 6565
Martin Ratio Rank

HYGH
The Risk-Adjusted Performance Rank of HYGH is 9393
Overall Rank
The Sharpe Ratio Rank of HYGH is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of HYGH is 9494
Sortino Ratio Rank
The Omega Ratio Rank of HYGH is 9696
Omega Ratio Rank
The Calmar Ratio Rank of HYGH is 8181
Calmar Ratio Rank
The Martin Ratio Rank of HYGH is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

XHYT vs. HYGH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BondBloxx US High Yield Telecom Media Technology Sector ETF (XHYT) and iShares Interest Rate Hedged High Yield Bond ETF (HYGH). 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.


Sharpe ratio
The chart of Sharpe ratio for XHYT, currently valued at 2.04, compared to the broader market0.002.004.002.042.62
The chart of Sortino ratio for XHYT, currently valued at 2.94, compared to the broader market0.005.0010.002.943.64
The chart of Omega ratio for XHYT, currently valued at 1.38, compared to the broader market0.501.001.502.002.503.001.381.60
The chart of Calmar ratio for XHYT, currently valued at 2.46, compared to the broader market0.005.0010.0015.0020.002.463.10
The chart of Martin ratio for XHYT, currently valued at 7.42, compared to the broader market0.0020.0040.0060.0080.00100.007.4225.63
XHYT
HYGH

The current XHYT Sharpe Ratio is 2.04, which is comparable to the HYGH Sharpe Ratio of 2.62. The chart below compares the historical Sharpe Ratios of XHYT and HYGH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
2.04
2.62
XHYT
HYGH

Dividends

XHYT vs. HYGH - Dividend Comparison

XHYT's dividend yield for the trailing twelve months is around 7.93%, more than HYGH's 7.76% yield.


TTM20242023202220212020201920182017201620152014
XHYT
BondBloxx US High Yield Telecom Media Technology Sector ETF
7.93%8.04%7.54%5.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HYGH
iShares Interest Rate Hedged High Yield Bond ETF
7.76%7.85%8.95%6.21%3.74%4.06%4.89%6.45%4.79%4.59%5.74%3.62%

Drawdowns

XHYT vs. HYGH - Drawdown Comparison

The maximum XHYT drawdown since its inception was -13.49%, smaller than the maximum HYGH drawdown of -23.88%. Use the drawdown chart below to compare losses from any high point for XHYT and HYGH. For additional features, visit the drawdowns tool.


-4.00%-3.00%-2.00%-1.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-0.22%
-0.38%
XHYT
HYGH

Volatility

XHYT vs. HYGH - Volatility Comparison

BondBloxx US High Yield Telecom Media Technology Sector ETF (XHYT) and iShares Interest Rate Hedged High Yield Bond ETF (HYGH) have volatilities of 1.06% and 1.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


0.50%1.00%1.50%2.00%2.50%3.00%AugustSeptemberOctoberNovemberDecember2025
1.06%
1.11%
XHYT
HYGH
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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