CGHY vs UDN
Comparison between CAPITAL GROUP HIGH YIELD BOND ETF SHARE CLASS (CGHY, ETF) and Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF).
CGHY vs UDN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGHY
$112M
Winner
UDN
$113M
Expense Ratio
CGHY
0.39%
UDN
N/A
Max Drawdown
Winner
CGHY
3.01%
UDN
44.56%
Sharpe Ratio
Winner
CGHY
0.62
UDN
-0.79
5Y Beta
CGHY
0.18
Winner
UDN
-0.00
5Y Dividends CAGR
CGHY
N/A
UDN
38.18%
CGHY vs UDN - Historical Returns
Returns include dividend reinvestment.
1M
CGHY
-0.05%
Winner
UDN
+0.00%
3M
Winner
CGHY
+0.67%
UDN
-2.19%
6M
Winner
CGHY
+1.64%
UDN
-1.60%
1Y
Winner
CGHY
+5.76%
UDN
-1.77%
5Y(CAGR)
CGHY
N/A
UDN
-0.43%
10Y(CAGR)
CGHY
N/A
UDN
-0.29%
Max(CAGR)
Winner
CGHY
+5.56%
UDN
-0.79%
CGHY vs UDN - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CGHY | UDN |
|---|---|---|
| 2026 | +2.12% | -1.92% |
| 2025 | +3.77% | +13.17% |
| 2024 | N/A | -3.79% |
| 2023 | N/A | +5.97% |
| 2022 | N/A | -7.36% |
| 2021 | N/A | -7.03% |
| 2020 | N/A | +6.61% |
| 2019 | N/A | -0.26% |
| 2018 | N/A | -5.53% |
| 2017 | N/A | +10.51% |
| 2016 | N/A | -4.35% |
| 2015 | N/A | -9.04% |
| 2014 | N/A | -11.71% |
| 2013 | N/A | -0.44% |
| 2012 | N/A | +0.44% |
| 2011 | N/A | -0.52% |
| 2010 | N/A | -2.27% |
| 2009 | N/A | +6.00% |
| 2008 | N/A | -5.24% |
| 2007 | N/A | +11.41% |
CGHY vs UDN Drawdown Comparison
The maximum drawdown for CGHY was -2.38%, occurring on Mar 27, 2026. Recovery took 36 trading sessions.
The maximum drawdown for UDN was -41.68%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The current CGHY drawdown is -0.28%. The current UDN drawdown is -28.76%.
| Rank | CGHY | UDN |
|---|---|---|
| #1 | -2.38% Feb 20, 2026 - Apr 14, 2026 | -41.68% Mar 17, 2008 - Sep 27, 2022 |
| #2 | -1.02% Oct 28, 2025 - Nov 28, 2025 | -3.75% Nov 26, 2007 - Jan 30, 2008 |
| #3 | -0.90% Oct 1, 2025 - Oct 20, 2025 | -2.48% Jan 30, 2008 - Feb 26, 2008 |
| #4 | -0.86% May 6, 2026 - May 26, 2026 | -1.77% Jul 24, 2007 - Sep 6, 2007 |
| #5 | -0.71% May 29, 2026 - Jun 15, 2026 | -1.54% Apr 30, 2007 - Jun 29, 2007 |
| #6 | -0.67% Apr 17, 2026 - May 6, 2026 | -1.31% Sep 28, 2007 - Oct 18, 2007 |
| #7 | -0.56% Jul 1, 2025 - Jul 22, 2025 | -1.06% Nov 8, 2007 - Nov 21, 2007 |
| #8 | -0.47% Jul 6, 2026 - Jul 13, 2026 | -0.80% Oct 19, 2007 - Oct 25, 2007 |
| #9 | -0.39% Aug 13, 2025 - Aug 22, 2025 | -0.62% Mar 10, 2008 - Mar 12, 2008 |
| #10 | -0.36% Jul 29, 2025 - Aug 4, 2025 | -0.60% Mar 1, 2007 - Mar 13, 2007 |
| #11 | -0.35% Dec 3, 2025 - Dec 23, 2025 | -0.55% Mar 21, 2007 - Apr 2, 2007 |
| #12 | -0.35% Sep 19, 2025 - Sep 29, 2025 | -0.50% Oct 31, 2007 - Nov 6, 2007 |
| #13 | -0.32% Oct 20, 2025 - Oct 24, 2025 | -0.39% Apr 2, 2007 - Apr 5, 2007 |
| #14 | -0.24% Jan 15, 2026 - Feb 9, 2026 | -0.39% Apr 25, 2007 - Apr 30, 2007 |
| #15 | -0.24% Jun 15, 2026 - Jul 6, 2026 | -0.38% Apr 5, 2007 - Apr 10, 2007 |
Correlation
Correlation between CGHY and UDN is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
0.01
-101
Dividend Comparison (2007 - 2026)
CGHY vs UDN dividend yield comparison.
| Year | CGHY | UDN |
|---|---|---|
| 2026 | 2.36% | 0.00% |
| 2025 | 3.09% | 2.94% |
| 2024 | 0.00% | 5.33% |
| 2023 | 0.00% | 5.21% |
| 2022 | 0.00% | 0.69% |
| 2019 | 0.00% | 1.38% |
| 2018 | 0.00% | 1.26% |
| 2017 | 0.00% | 0.11% |
| 2008 | 0.00% | 0.57% |
| 2007 | 0.00% | 1.45% |
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