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EUSB vs YYY

Comparison between ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF (EUSB, ETF) and AMPLIFY CEF HIGH INCOME ETF (YYY, ETF).

5-Year PerformanceYYY has outperformed EUSB, delivering a return of +3.6% compared to +0.0%

EUSB vs YYY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EUSB
$721M
Winner
YYY
$721M
Expense Ratio
Winner
EUSB
0.12%
YYY
3.23%
Max Drawdown
Winner
EUSB
21.72%
YYY
59.65%
Sharpe Ratio
EUSB
-0.05
Winner
YYY
0.83
5Y Beta
Winner
EUSB
0.04
YYY
0.53
5Y Dividends CAGR
Winner
EUSB
27.74%
YYY
-1.59%

EUSB vs YYY - Historical Returns

Returns include dividend reinvestment.

1M
EUSB
-0.53%
Winner
YYY
+1.46%
3M
EUSB
-0.72%
Winner
YYY
+2.90%
6M
EUSB
-0.25%
Winner
YYY
+4.30%
1Y
EUSB
+3.29%
Winner
YYY
+10.99%
5Y(CAGR)
EUSB
+0.02%
Winner
YYY
+3.60%
10Y(CAGR)
EUSB
N/A
YYY
+5.41%
Max(CAGR)
EUSB
+0.17%
Winner
YYY
+5.96%

EUSB vs YYY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearEUSBYYY
2026-0.11%+6.01%
2025+7.35%+12.27%
2024+2.26%+11.16%
2023+5.24%+11.07%
2022-12.12%-22.00%
2021-1.19%+14.86%
2020+1.68%-1.24%
2019N/A+20.23%
2018N/A-10.11%
2017N/A+13.66%
2016N/A+16.17%
2015N/A-7.94%
2014N/A+2.13%
2013N/A+11.35%
2012N/A+13.80%

EUSB vs YYY Drawdown Comparison

The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.

The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The current EUSB drawdown is -1.74%. The current YYY drawdown is -0.52%.

RankEUSBYYY
#1-17.87%
Aug 4, 2020 - Feb 12, 2026
-42.52%
Feb 20, 2020 - Feb 8, 2021
#2-2.48%
Feb 27, 2026 - May 19, 2026
-27.96%
Jul 2, 2021 - Sep 24, 2024
#3-0.24%
Jul 23, 2020 - Jul 30, 2020
-26.28%
May 29, 2014 - Mar 1, 2017
#4-0.16%
Jul 9, 2020 - Jul 16, 2020
-14.22%
Oct 2, 2018 - Mar 13, 2019
#5-0.11%
Feb 13, 2026 - Feb 23, 2026
-13.47%
Feb 18, 2025 - Jun 3, 2025
#6-0.07%
Jun 26, 2020 - Jul 2, 2020
-10.33%
Apr 1, 2013 - Dec 24, 2013
#7-0.05%
Jul 7, 2020 - Jul 9, 2020
-8.85%
Sep 14, 2012 - Dec 19, 2012
#8-0.04%
Jul 2, 2020 - Jul 7, 2020
-8.07%
Feb 18, 2026 - Apr 30, 2026
#9-0.03%
Feb 23, 2026 - Feb 26, 2026
-6.21%
Jun 21, 2012 - Jul 3, 2012
#10-0.01%
Jul 30, 2020 - Aug 3, 2020
-5.40%
Dec 4, 2024 - Feb 18, 2025
#11N/A-5.04%
Jan 26, 2018 - Oct 2, 2018
#12N/A-4.90%
Dec 19, 2012 - Jan 24, 2013
#13N/A-4.38%
Jan 22, 2014 - Feb 14, 2014
#14N/A-4.19%
Feb 1, 2013 - Mar 20, 2013
#15N/A-3.81%
May 3, 2019 - Jun 17, 2019

Correlation

Correlation between EUSB and YYY is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2012 - 2026)

EUSB vs YYY dividend yield comparison.

YearEUSBYYY
20261.99%6.26%
20253.84%12.51%
20243.67%12.50%
20233.08%12.39%
20222.21%12.36%
20211.10%9.08%
20200.57%9.79%
20190.00%9.10%
20180.00%9.73%
20170.00%8.16%
20160.00%10.34%
20150.00%10.77%
20140.00%9.54%
20130.00%5.14%
20120.00%4.47%

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