BHYB vs USA

Comparison between XTRACKERS USD HIGH YIELD BB-B EX FINANCIALS ETF (BHYB, ETF) and Liberty All-Star Equity Fund (USA, ETF).

BHYB vs USA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHYB(ETF)	USA(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.20%	N/A
Max Drawdown	6.54%	82.89%
Sharpe Ratio	1.38	-0.31
5Y Beta	0.21	0.80
5Y Dividends CAGR	N/A	5.01%

Net Assets

BHYB

$2B

USA

$2B

Expense Ratio

BHYB

0.20%

USA

N/A

Max Drawdown

Winner

BHYB

6.54%

USA

82.89%

Sharpe Ratio

Winner

BHYB

1.38

USA

-0.31

5Y Beta

Winner

BHYB

0.21

USA

0.80

5Y Dividends CAGR

BHYB

N/A

USA

5.01%

BHYB vs USA - Historical Returns

Returns include dividend reinvestment.

Period	BHYB	USA
1 month	+0.55%	+2.96%
3 months	+0.62%	-2.32%
6 months	+2.37%	-0.44%
1 year	+7.79%	-3.74%
5 years(CAGR)	N/A	+3.50%
10 years(CAGR)	N/A	+12.41%
Max(CAGR)	+9.97%	+6.63%

BHYB

+0.55%

Winner

USA

+2.96%

Winner

BHYB

+0.62%

USA

-2.32%

Winner

BHYB

+2.37%

USA

-0.44%

Winner

BHYB

+7.79%

USA

-3.74%

5Y(CAGR)

BHYB

N/A

USA

+3.50%

10Y(CAGR)

BHYB

N/A

USA

+12.41%

Max(CAGR)

Winner

BHYB

+9.97%

USA

+6.63%

BHYB vs USA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BHYB	USA
2026	+1.42%	-3.31%
2025	+8.63%	-0.65%
2024	+6.78%	+22.04%
2023	+8.22%	+21.13%
2022	N/A	-25.15%
2021	N/A	+37.60%
2020	N/A	+11.48%
2019	N/A	+39.77%
2018	N/A	-4.91%
2017	N/A	+32.32%
2016	N/A	+8.93%
2015	N/A	-2.04%
2014	N/A	+9.24%
2013	N/A	+28.69%
2012	N/A	+18.32%
2011	N/A	-8.62%
2010	N/A	+19.75%
2009	N/A	+30.27%
2008	N/A	-43.42%
2007	N/A	-5.19%
2006	N/A	+10.28%
2005	N/A	-5.71%
2004	N/A	+10.37%
2003	N/A	+50.09%
2002	N/A	-35.15%
2001	N/A	-2.94%
2000	N/A	+17.03%
1999	N/A	-7.83%

BHYB vs USA Drawdown Comparison

The maximum drawdown for BHYB was -4.23%, occurring on Apr 8, 2025. Recovery took 50 trading sessions.

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The current BHYB drawdown is -0.22%. The current USA drawdown is -8.52%.

Rank	BHYB	USA
#1	-4.23% Feb 28, 2025 - May 12, 2025	-69.18% Jul 13, 2007 - Jul 30, 2013
#2	-2.27% Feb 26, 2026 - Apr 9, 2026	-50.47% May 21, 2001 - Mar 5, 2004
#3	-2.07% Mar 27, 2024 - May 6, 2024	-47.07% Feb 12, 2020 - Nov 17, 2020
#4	-1.65% Dec 6, 2024 - Jan 21, 2025	-33.98% Oct 11, 2021 - Jul 12, 2024
#5	-1.54% Dec 27, 2023 - Feb 1, 2024	-25.78% Sep 27, 2018 - Jun 18, 2019
#6	-1.37% Aug 1, 2024 - Aug 14, 2024	-21.83% May 14, 2015 - Dec 7, 2016
#7	-1.27% Sep 30, 2024 - Nov 8, 2024	-20.11% Nov 5, 1999 - Jun 16, 2000
#8	-1.09% Feb 1, 2024 - Mar 6, 2024	-18.49% Apr 5, 2004 - Feb 14, 2005
#9	-1.05% Oct 2, 2025 - Oct 24, 2025	-17.97% Aug 2, 2005 - Dec 20, 2006
#10	-1.00% May 15, 2024 - Jun 5, 2024	-17.69% Jan 28, 2025 - Apr 7, 2025
#11	-0.96% Nov 3, 2023 - Nov 14, 2023	-10.82% Jan 31, 2001 - May 1, 2001
#12	-0.88% Oct 27, 2025 - Nov 25, 2025	-10.47% Aug 27, 2014 - Nov 18, 2014
#13	-0.68% Jul 3, 2025 - Jul 23, 2025	-10.41% Apr 21, 2021 - Jun 1, 2021
#14	-0.66% May 16, 2025 - May 27, 2025	-10.03% Jan 26, 2018 - Jun 6, 2018
#15	-0.65% Nov 8, 2024 - Nov 27, 2024	-9.02% Feb 16, 2005 - Jul 26, 2005

Correlation

Correlation between BHYB and USA is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2000 - 2026)

BHYB vs USA dividend yield comparison.

Year	BHYB	USA
2026	2.02%	5.74%
2025	6.57%	10.67%
2024	7.04%	10.22%
2023	0.75%	9.56%
2022	0.00%	12.11%
2021	0.00%	9.67%
2020	0.00%	9.13%
2019	0.00%	9.75%
2018	0.00%	12.64%
2017	0.00%	8.89%
2016	0.00%	9.30%
2015	0.00%	9.53%
2014	0.00%	6.52%
2013	0.00%	5.86%
2012	0.00%	6.71%
2011	0.00%	8.06%
2010	0.00%	6.29%
2009	0.00%	7.16%
2008	0.00%	18.57%
2007	0.00%	12.77%
2006	0.00%	10.62%
2005	0.00%	9.54%
2004	0.00%	9.31%
2003	0.00%	8.25%
2002	0.00%	13.25%
2001	0.00%	10.82%
2000	0.00%	5.90%