HYG vs VLUE
Comparison between ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF) and ISHARES MSCI USA VALUE FACTOR ETF (VLUE, ETF).
5-Year PerformanceVLUE has outperformed HYG, delivering a return of +16.0% compared to +3.7%
HYG vs VLUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HYG
$16B
VLUE
$16B
Expense Ratio
HYG
0.49%
Winner
VLUE
0.15%
Max Drawdown
HYG
41.90%
Winner
VLUE
39.47%
Sharpe Ratio
HYG
0.72
Winner
VLUE
3.20
5Y Beta
Winner
HYG
0.23
VLUE
0.91
P/E Ratio
HYG
N/A
VLUE
19.62
Forward P/E
HYG
N/A
VLUE
10.87
PEG Ratio
HYG
N/A
VLUE
0.23
5Y Dividends CAGR
HYG
3.61%
Winner
VLUE
10.83%
5Y EPS CAGR
HYG
N/A
VLUE
17.94%
Debt to Equity
HYG
N/A
VLUE
10.53%
P/S Ratio
HYG
N/A
VLUE
1.37
P/B Ratio
HYG
N/A
VLUE
2.45
HYG vs VLUE - Historical Returns
Returns include dividend reinvestment.
1M
HYG
+0.60%
Winner
VLUE
+8.86%
3M
HYG
+2.28%
Winner
VLUE
+38.56%
6M
HYG
+2.21%
Winner
VLUE
+46.53%
1Y
HYG
+6.49%
Winner
VLUE
+83.14%
5Y(CAGR)
HYG
+3.75%
Winner
VLUE
+16.01%
10Y(CAGR)
HYG
+5.00%
Winner
VLUE
+15.32%
Max(CAGR)
HYG
+4.97%
Winner
VLUE
+13.91%
HYG vs VLUE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | HYG | VLUE |
|---|---|---|
| 2026 | +1.60% | +42.97% |
| 2025 | +8.34% | +32.85% |
| 2024 | +8.33% | +7.11% |
| 2023 | +11.32% | +14.27% |
| 2022 | -10.95% | -15.42% |
| 2021 | +3.96% | +30.09% |
| 2020 | +4.04% | -0.88% |
| 2019 | +14.24% | +25.91% |
| 2018 | -2.11% | -12.27% |
| 2017 | +5.63% | +20.70% |
| 2016 | +14.09% | +17.35% |
| 2015 | -5.03% | -2.57% |
| 2014 | +1.72% | +13.40% |
| 2013 | +4.77% | +22.41% |
| 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 VLUE Drawdown Comparison
The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.
The maximum drawdown for VLUE was -39.47%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current VLUE drawdown is -2.61%.
| Rank | HYG | VLUE |
|---|---|---|
| #1 | -34.28% Sep 19, 2007 - Dec 2, 2009 | -39.47% Feb 12, 2020 - Jan 6, 2021 |
| #2 | -22.03% Feb 13, 2020 - Nov 4, 2020 | -27.11% Jan 14, 2022 - Mar 27, 2024 |
| #3 | -15.79% Dec 27, 2021 - Mar 7, 2024 | -22.15% Sep 20, 2018 - Nov 4, 2019 |
| #4 | -13.44% Apr 15, 2015 - Jul 8, 2016 | -19.66% May 22, 2015 - Oct 5, 2016 |
| #5 | -10.05% Jul 22, 2011 - Oct 24, 2011 | -17.88% Nov 25, 2024 - Jun 30, 2025 |
| #6 | -8.38% May 25, 2007 - Sep 18, 2007 | -10.21% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -7.90% Oct 27, 2011 - Dec 23, 2011 | -9.17% Jul 16, 2024 - Sep 26, 2024 |
| #8 | -7.07% Apr 23, 2010 - Jul 20, 2010 | -9.04% Feb 11, 2026 - Apr 9, 2026 |
| #9 | -7.05% May 8, 2013 - Nov 29, 2013 | -8.18% Sep 18, 2014 - Nov 7, 2014 |
| #10 | -6.42% Jun 25, 2014 - Apr 15, 2015 | -7.52% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -6.41% Oct 1, 2018 - Jan 31, 2019 | -7.09% Jun 4, 2021 - Nov 12, 2021 |
| #12 | -6.05% Jan 8, 2010 - Mar 16, 2010 | -6.43% Jun 2, 2026 - Jun 10, 2026 |
| #13 | -4.56% May 18, 2011 - Jul 7, 2011 | -6.03% Nov 12, 2025 - Nov 28, 2025 |
| #14 | -4.56% Feb 28, 2025 - May 12, 2025 | -5.78% Jan 15, 2014 - Feb 28, 2014 |
| #15 | -4.50% May 2, 2012 - Jun 29, 2012 | -5.63% May 21, 2013 - Jul 12, 2013 |
Correlation
Correlation between HYG and VLUE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
HYG vs VLUE dividend yield comparison.
| Year | HYG | VLUE |
|---|---|---|
| 2026 | 2.51% | 0.32% |
| 2025 | 5.71% | 2.11% |
| 2024 | 6.01% | 2.73% |
| 2023 | 5.74% | 2.66% |
| 2022 | 5.30% | 3.18% |
| 2021 | 4.02% | 2.22% |
| 2020 | 4.88% | 2.42% |
| 2019 | 4.99% | 2.61% |
| 2018 | 5.54% | 2.70% |
| 2017 | 5.12% | 2.14% |
| 2016 | 5.27% | 2.07% |
| 2015 | 5.90% | 2.39% |
| 2014 | 5.69% | 1.64% |
| 2013 | 6.10% | 1.33% |
| 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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