XHYT vs. HYSA
Compare and contrast key facts about BondBloxx US High Yield Telecom Media Technology Sector ETF (XHYT) and Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA).
XHYT and HYSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHYT is a passively managed fund by BondBloxx that tracks the performance of the ICE Diversified US Cash Pay High Yield Telecom, Media, & Technology Index. It was launched on Feb 15, 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: XHYT or HYSA.
Performance
XHYT vs. HYSA - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with XHYT having a 7.28% return and HYSA slightly lower at 7.17%.
XHYT
7.28%
0.72%
10.22%
13.30%
N/A
N/A
HYSA
7.17%
0.17%
5.91%
12.25%
1.73%
1.96%
Key characteristics
| XHYT | HYSA | |
|---|---|---|
| Sharpe Ratio | 2.51 | 2.27 |
| Sortino Ratio | 3.81 | 3.69 |
| Omega Ratio | 1.48 | 1.41 |
| Calmar Ratio | 2.34 | 2.70 |
| Martin Ratio | 7.83 | 16.72 |
| Ulcer Index | 1.72% | 0.76% |
| Daily Std Dev | 5.37% | 5.58% |
| Max Drawdown | -13.49% | -19.57% |
| Current Drawdown | -0.29% | -0.56% |
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XHYT vs. HYSA - Expense Ratio Comparison
XHYT has a 0.35% expense ratio, which is lower than HYSA's 0.55% expense ratio.
Correlation
The correlation between XHYT and HYSA is 0.44, 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.
Risk-Adjusted Performance
XHYT vs. HYSA - 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 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
XHYT vs. HYSA - Dividend Comparison
XHYT's dividend yield for the trailing twelve months is around 8.08%, more than HYSA's 7.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHYT BondBloxx US High Yield Telecom Media Technology Sector ETF | 8.08% | 7.54% | 5.72% | 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 | 7.13% | 8.00% | 3.30% | 2.83% | 1.39% | 4.72% | 5.03% | 4.75% | 4.36% | 4.36% | 4.41% | 5.30% |
Drawdowns
XHYT vs. HYSA - Drawdown Comparison
The maximum XHYT drawdown since its inception was -13.49%, smaller than the maximum HYSA drawdown of -19.57%. Use the drawdown chart below to compare losses from any high point for XHYT and HYSA. For additional features, visit the drawdowns tool.
Volatility
XHYT vs. HYSA - Volatility Comparison
The current volatility for BondBloxx US High Yield Telecom Media Technology Sector ETF (XHYT) is 1.40%, while Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) has a volatility of 1.56%. This indicates that XHYT 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.