HYG vs SPHQ
Comparison between ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF) and INVESCO S&P 500 QUALITY ETF (SPHQ, ETF).
5-Year PerformanceSPHQ has outperformed HYG, delivering a return of +13.8% compared to +3.8%
HYG vs SPHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HYG vs SPHQ - Historical Returns
Returns include dividend reinvestment.
HYG vs SPHQ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | HYG | SPHQ |
|---|---|---|
| 2026 | +1.34% | +9.73% |
| 2025 | +8.34% | +13.53% |
| 2024 | +8.33% | +26.32% |
| 2023 | +11.32% | +25.85% |
| 2022 | -10.95% | -16.09% |
| 2021 | +3.96% | +29.54% |
| 2020 | +4.04% | +16.35% |
| 2019 | +14.24% | +33.63% |
| 2018 | -2.11% | -7.53% |
| 2017 | +5.63% | +18.59% |
| 2016 | +14.09% | +15.55% |
| 2015 | -5.03% | +1.80% |
| 2014 | +1.72% | +17.17% |
| 2013 | +4.77% | +29.38% |
| 2012 | +11.30% | +13.50% |
| 2011 | +6.68% | +5.34% |
| 2010 | +11.02% | +19.12% |
| 2009 | +28.98% | +10.06% |
| 2008 | -16.57% | -45.68% |
| 2007 | +1.62% | +16.62% |
| 2006 | N/A | +1.98% |
| 2005 | N/A | -2.05% |
HYG vs SPHQ Drawdown Comparison
The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.
The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.
The current HYG drawdown is -0.11%. The current SPHQ drawdown is -0.28%.
| Rank | HYG | SPHQ |
|---|---|---|
| #1 | -34.28% Sep 19, 2007 - Dec 2, 2009 | -57.83% Oct 29, 2007 - May 14, 2013 |
| #2 | -22.03% Feb 13, 2020 - Nov 4, 2020 | -31.58% Feb 12, 2020 - Aug 4, 2020 |
| #3 | -15.79% Dec 27, 2021 - Mar 7, 2024 | -25.05% Jan 4, 2022 - Jul 31, 2023 |
| #4 | -13.44% Apr 15, 2015 - Jul 8, 2016 | -22.35% May 8, 2006 - May 4, 2007 |
| #5 | -10.05% Jul 22, 2011 - Oct 24, 2011 | -20.74% Oct 1, 2018 - Apr 5, 2019 |
| #6 | -8.38% May 25, 2007 - Sep 18, 2007 | -16.57% Feb 19, 2025 - Jun 4, 2025 |
| #7 | -7.90% Oct 27, 2011 - Dec 23, 2011 | -11.71% Jul 19, 2007 - Sep 25, 2007 |
| #8 | -7.07% Apr 23, 2010 - Jul 20, 2010 | -9.77% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -7.05% May 8, 2013 - Nov 29, 2013 | -8.90% Feb 27, 2026 - Apr 24, 2026 |
| #10 | -6.42% Jun 25, 2014 - Apr 15, 2015 | -8.76% Sep 2, 2020 - Nov 16, 2020 |
| #11 | -6.41% Oct 1, 2018 - Jan 31, 2019 | -8.51% Dec 1, 2015 - Mar 1, 2016 |
| #12 | -6.05% Jan 8, 2010 - Mar 16, 2010 | -8.47% Sep 1, 2023 - Dec 11, 2023 |
| #13 | -4.56% May 18, 2011 - Jul 7, 2011 | -8.30% May 21, 2015 - Nov 2, 2015 |
| #14 | -4.56% Feb 28, 2025 - May 12, 2025 | -6.82% Apr 30, 2019 - Jun 19, 2019 |
| #15 | -4.50% May 2, 2012 - Jun 29, 2012 | -6.68% Jul 24, 2019 - Oct 25, 2019 |
Correlation
Correlation between HYG and SPHQ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
HYG vs SPHQ dividend yield comparison.
| Year | HYG | SPHQ |
|---|---|---|
| 2026 | 1.99% | 0.35% |
| 2025 | 5.71% | 1.09% |
| 2024 | 6.01% | 1.15% |
| 2023 | 5.74% | 1.42% |
| 2022 | 5.30% | 1.85% |
| 2021 | 4.02% | 1.19% |
| 2020 | 4.88% | 1.55% |
| 2019 | 4.99% | 1.51% |
| 2018 | 5.54% | 1.85% |
| 2017 | 5.12% | 1.57% |
| 2016 | 5.27% | 1.67% |
| 2015 | 5.90% | 2.29% |
| 2014 | 5.69% | 1.66% |
| 2013 | 6.10% | 1.70% |
| 2012 | 6.60% | 1.97% |
| 2011 | 7.51% | 1.76% |
| 2010 | 8.25% | 0.59% |
| 2009 | 9.48% | 0.30% |
| 2008 | 10.08% | 0.11% |
| 2007 | 5.23% | 0.00% |
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