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HYD vs HYG

Comparison between VANECK HIGH YIELD MUNI ETF (HYD, ETF) and ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF).

5-Year PerformanceHYG has outperformed HYD, delivering a return of +3.7% compared to -0.1%

HYD vs HYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYD
$4.20B
Winner
HYG
$17B
Expense Ratio
Winner
HYD
0.32%
HYG
0.49%
Max Drawdown
Winner
HYD
36.74%
HYG
41.90%
Sharpe Ratio
Winner
HYD
0.99
HYG
0.59
5Y Beta
Winner
HYD
0.05
HYG
0.24
5Y Dividends CAGR
HYD
-1.54%
Winner
HYG
3.61%

HYD vs HYG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HYD
+0.91%
HYG
-0.10%
3M
Winner
HYD
+1.67%
HYG
+0.70%
6M
Winner
HYD
+2.86%
HYG
+1.33%
1Y
Winner
HYD
+7.94%
HYG
+6.20%
5Y(CAGR)
HYD
-0.12%
Winner
HYG
+3.70%
10Y(CAGR)
HYD
+2.01%
Winner
HYG
+4.86%
Max(CAGR)
HYD
+4.79%
Winner
HYG
+4.94%

HYD vs HYG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearHYDHYG
2026+1.94%+0.95%
2025+3.03%+8.34%
2024+5.54%+8.33%
2023+6.06%+11.32%
2022-15.78%-10.95%
2021+5.36%+3.96%
2020+0.24%+4.04%
2019+9.24%+14.24%
2018+1.99%-2.11%
2017+9.96%+5.63%
2016+0.04%+14.09%
2015+4.86%-5.03%
2014+14.42%+1.72%
2013-8.80%+4.77%
2012+15.72%+11.30%
2011+10.69%+6.68%
2010+0.26%+11.02%
2009+23.80%+28.98%
2008N/A-16.57%
2007N/A+1.62%

HYD vs HYG Drawdown Comparison

The maximum drawdown for HYD was -35.61%, occurring on Mar 18, 2020. Recovery took 313 trading sessions.

The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.

The current HYD drawdown is -2.14%. The current HYG drawdown is -0.59%.

RankHYDHYG
#1-35.61%
Feb 26, 2020 - May 24, 2021
-34.28%
Sep 19, 2007 - Dec 2, 2009
#2-20.72%
Aug 3, 2021 - Oct 24, 2022
-22.03%
Feb 13, 2020 - Nov 4, 2020
#3-15.48%
May 24, 2013 - Oct 8, 2014
-15.79%
Dec 27, 2021 - Mar 7, 2024
#4-11.12%
Oct 25, 2010 - Aug 2, 2011
-13.44%
Apr 15, 2015 - Jul 8, 2016
#5-10.52%
Sep 6, 2016 - Aug 3, 2017
-10.05%
Jul 22, 2011 - Oct 24, 2011
#6-7.05%
Aug 3, 2011 - Sep 16, 2011
-8.38%
May 25, 2007 - Sep 18, 2007
#7-5.41%
Oct 5, 2009 - May 12, 2010
-7.90%
Oct 27, 2011 - Dec 23, 2011
#8-4.66%
Dec 6, 2012 - Jan 22, 2013
-7.07%
Apr 23, 2010 - Jul 20, 2010
#9-4.02%
Apr 17, 2015 - Oct 2, 2015
-7.05%
May 8, 2013 - Nov 29, 2013
#10-3.60%
Jun 5, 2009 - Aug 21, 2009
-6.42%
Jun 25, 2014 - Apr 15, 2015
#11-3.34%
Aug 24, 2018 - Feb 26, 2019
-6.41%
Oct 1, 2018 - Jan 31, 2019
#12-2.50%
Feb 2, 2015 - Mar 24, 2015
-6.05%
Jan 8, 2010 - Mar 16, 2010
#13-2.35%
Sep 22, 2011 - Dec 21, 2011
-4.56%
May 18, 2011 - Jul 7, 2011
#14-1.86%
Mar 9, 2012 - Mar 27, 2012
-4.56%
Feb 28, 2025 - May 12, 2025
#15-1.86%
Mar 26, 2009 - Apr 22, 2009
-4.50%
May 2, 2012 - Jun 29, 2012

Correlation

Correlation between HYD and HYG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2007 - 2026)

HYD vs HYG dividend yield comparison.

YearHYDHYG
20261.76%2.52%
20254.29%5.71%
20244.29%6.01%
20234.13%5.74%
20223.96%5.30%
20213.50%4.02%
20204.01%4.88%
20194.08%4.99%
20184.43%5.54%
20174.29%5.12%
20164.58%5.27%
20154.82%5.90%
20144.98%5.69%
20136.34%6.10%
20125.00%6.60%
20115.86%7.51%
20106.93%8.25%
20095.72%9.48%
20080.00%10.08%
20070.00%5.23%

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