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.
Key characteristics
| XHYT | HYSA | |
|---|---|---|
| YTD Return | 7.41% | 7.77% |
| 1Y Return | 14.21% | 13.81% |
| Sharpe Ratio | 2.75 | 2.64 |
| Sortino Ratio | 4.27 | 4.38 |
| Omega Ratio | 1.53 | 1.49 |
| Calmar Ratio | 2.24 | 2.67 |
| Martin Ratio | 8.89 | 19.45 |
| Ulcer Index | 1.72% | 0.75% |
| Daily Std Dev | 5.50% | 5.51% |
| Max Drawdown | -13.49% | -19.57% |
| Current Drawdown | -0.17% | 0.00% |
Correlation
The correlation between XHYT and HYSA is 0.43, 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
XHYT vs. HYSA - Performance Comparison
The year-to-date returns for both investments are quite close, with XHYT having a 7.41% return and HYSA slightly higher at 7.77%. 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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XHYT vs. HYSA - Expense Ratio Comparison
XHYT has a 0.35% expense ratio, which is lower than HYSA's 0.55% expense ratio.
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 7.08% 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 | 7.08% | 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
BondBloxx US High Yield Telecom Media Technology Sector ETF (XHYT) and Bondbloxx USD High Yield Bond Sector Rotation ETF (HYSA) have volatilities of 1.43% and 1.40%, 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.