HYG vs USFR
Comparison between ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF) and WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF).
5-Year PerformanceUSFR has outperformed HYG, delivering a return of +3.8% compared to +3.7%
HYG vs USFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HYG vs USFR - Historical Returns
Returns include dividend reinvestment.
HYG vs USFR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | HYG | USFR |
|---|---|---|
| 2026 | +1.70% | +2.09% |
| 2025 | +8.34% | +4.21% |
| 2024 | +8.33% | +5.42% |
| 2023 | +11.32% | +5.18% |
| 2022 | -10.95% | +1.98% |
| 2021 | +3.96% | -0.03% |
| 2020 | +4.04% | +0.52% |
| 2019 | +14.24% | +2.02% |
| 2018 | -2.11% | +1.72% |
| 2017 | +5.63% | +1.03% |
| 2016 | +14.09% | +0.90% |
| 2015 | -5.03% | -0.12% |
| 2014 | +1.72% | -0.64% |
| 2013 | +4.77% | N/A |
| 2012 | +11.30% | N/A |
| 2011 | +6.68% | N/A |
| 2010 | +11.02% | N/A |
| 2009 | +28.98% | N/A |
| 2008 | -16.57% | N/A |
| 2007 | +1.62% | N/A |
HYG vs USFR Drawdown Comparison
The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.
The current HYG drawdown is -0.28%. The current USFR drawdown is -0.02%.
| Rank | HYG | USFR |
|---|---|---|
| #1 | -34.28% Sep 19, 2007 - Dec 2, 2009 | -1.36% Jun 15, 2015 - Feb 14, 2017 |
| #2 | -22.03% Feb 13, 2020 - Nov 4, 2020 | -1.06% Feb 4, 2014 - Apr 20, 2015 |
| #3 | -15.79% Dec 27, 2021 - Mar 7, 2024 | -0.80% Nov 17, 2017 - Apr 2, 2018 |
| #4 | -13.44% Apr 15, 2015 - Jul 8, 2016 | -0.40% Jun 26, 2017 - Jul 28, 2017 |
| #5 | -10.05% Jul 22, 2011 - Oct 24, 2011 | -0.35% Apr 20, 2015 - Jun 15, 2015 |
| #6 | -8.38% May 25, 2007 - Sep 18, 2007 | -0.31% Jul 28, 2017 - Aug 4, 2017 |
| #7 | -7.90% Oct 27, 2011 - Dec 23, 2011 | -0.30% Apr 3, 2017 - May 24, 2017 |
| #8 | -7.07% Apr 23, 2010 - Jul 20, 2010 | -0.28% Feb 17, 2017 - Apr 3, 2017 |
| #9 | -7.05% May 8, 2013 - Nov 29, 2013 | -0.28% Aug 4, 2017 - Sep 8, 2017 |
| #10 | -6.42% Jun 25, 2014 - Apr 15, 2015 | -0.23% Feb 24, 2020 - Mar 19, 2020 |
| #11 | -6.41% Oct 1, 2018 - Jan 31, 2019 | -0.22% Mar 19, 2020 - Apr 8, 2020 |
| #12 | -6.05% Jan 8, 2010 - Mar 16, 2010 | -0.18% May 6, 2020 - Aug 7, 2020 |
| #13 | -4.56% May 18, 2011 - Jul 7, 2011 | -0.18% May 2, 2022 - Jun 29, 2022 |
| #14 | -4.56% Feb 28, 2025 - May 12, 2025 | -0.15% Sep 26, 2017 - Oct 25, 2017 |
| #15 | -4.50% May 2, 2012 - Jun 29, 2012 | -0.12% Oct 1, 2020 - Jan 25, 2022 |
Correlation
Correlation between HYG and USFR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
HYG vs USFR dividend yield comparison.
| Year | HYG | USFR |
|---|---|---|
| 2026 | 2.98% | 1.80% |
| 2025 | 5.71% | 4.15% |
| 2024 | 6.01% | 5.17% |
| 2023 | 5.74% | 5.12% |
| 2022 | 5.30% | 1.78% |
| 2021 | 4.02% | 0.01% |
| 2020 | 4.88% | 0.40% |
| 2019 | 4.99% | 2.08% |
| 2018 | 5.54% | 1.67% |
| 2017 | 5.12% | 1.03% |
| 2016 | 5.27% | 0.29% |
| 2015 | 5.90% | 0.00% |
| 2014 | 5.69% | 0.00% |
| 2013 | 6.10% | 0.00% |
| 2012 | 6.60% | 0.00% |
| 2011 | 7.51% | 0.00% |
| 2010 | 8.25% | 0.00% |
| 2009 | 9.48% | 0.00% |
| 2008 | 10.08% | 0.00% |
| 2007 | 5.23% | 0.00% |
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