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HYGH vs DFSE

Comparison between ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH, ETF) and DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF (DFSE, ETF).

HYGH vs DFSE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYGH
$597M
Winner
DFSE
$602M
Expense Ratio
HYGH
0.52%
Winner
DFSE
0.41%
Max Drawdown
HYGH
33.03%
Winner
DFSE
20.35%
Sharpe Ratio
HYGH
0.90
Winner
DFSE
1.00
5Y Beta
Winner
HYGH
0.25
DFSE
0.84
5Y Dividends CAGR
HYGH
11.28%
DFSE
N/A

HYGH vs DFSE - Historical Returns

Returns include dividend reinvestment.

1M
HYGH
+1.17%
Winner
DFSE
+6.98%
3M
Winner
HYGH
+1.71%
DFSE
+0.12%
6M
HYGH
+4.65%
Winner
DFSE
+6.94%
1Y
HYGH
+7.23%
Winner
DFSE
+27.29%
5Y(CAGR)
HYGH
+7.07%
DFSE
N/A
10Y(CAGR)
HYGH
+6.06%
DFSE
N/A
Max(CAGR)
HYGH
+4.76%
Winner
DFSE
+21.50%

HYGH vs DFSE - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearHYGHDFSE
2026+4.69%+17.26%
2025+7.02%+28.68%
2024+11.13%+8.43%
2023+12.30%+13.80%
2022-1.13%+11.62%
2021+6.04%N/A
2020+0.30%N/A
2019+11.41%N/A
2018-1.09%N/A
2017+6.00%N/A
2016+14.26%N/A
2015-6.62%N/A
2014-3.08%N/A

HYGH vs DFSE Drawdown Comparison

The maximum drawdown for HYGH was -23.88%, occurring on Mar 23, 2020. Recovery took 238 trading sessions.

The maximum drawdown for DFSE was -19.77%, occurring on Apr 8, 2025. Recovery took 168 trading sessions.

The current HYGH drawdown is -0.01%. The current DFSE drawdown is -2.60%.

RankHYGHDFSE
#1-23.88%
Jan 16, 2020 - Dec 24, 2020
-19.77%
Oct 4, 2024 - Jun 9, 2025
#2-18.41%
Jun 23, 2014 - Dec 7, 2016
-12.87%
Feb 25, 2026 - Apr 17, 2026
#3-8.24%
Apr 4, 2022 - Dec 13, 2022
-12.29%
Jun 2, 2026 - Jul 29, 2026
#4-8.06%
Feb 20, 2025 - May 12, 2025
-11.93%
Jul 31, 2023 - Feb 23, 2024
#5-7.58%
Oct 1, 2018 - Apr 1, 2019
-9.46%
Jan 26, 2023 - Jun 15, 2023
#6-4.79%
Dec 27, 2021 - Apr 4, 2022
-9.08%
Jul 12, 2024 - Aug 19, 2024
#7-4.76%
Mar 6, 2023 - Jun 2, 2023
-6.10%
Aug 19, 2024 - Sep 24, 2024
#8-3.73%
Jul 23, 2024 - Aug 20, 2024
-5.67%
May 11, 2026 - May 26, 2026
#9-3.60%
Apr 12, 2019 - Sep 12, 2019
-5.34%
Oct 29, 2025 - Jan 2, 2026
#10-2.77%
Dec 13, 2022 - Jan 9, 2023
-4.70%
Apr 9, 2024 - May 2, 2024
#11-2.50%
Mar 1, 2017 - May 10, 2017
-4.57%
Oct 8, 2025 - Oct 24, 2025
#12-2.44%
Feb 2, 2023 - Mar 3, 2023
-4.40%
May 17, 2024 - Jul 5, 2024
#13-2.30%
Jan 26, 2018 - Apr 12, 2018
-4.25%
Jun 15, 2023 - Jul 13, 2023
#14-1.90%
Sep 16, 2019 - Oct 21, 2019
-3.29%
Nov 15, 2022 - Nov 30, 2022
#15-1.82%
Oct 20, 2017 - Jan 2, 2018
-3.29%
Jul 23, 2025 - Aug 12, 2025

Correlation

Correlation between HYGH and DFSE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2014 - 2026)

HYGH vs DFSE dividend yield comparison.

YearHYGHDFSE
20263.72%0.65%
20256.86%2.26%
20247.85%2.06%
20238.95%2.06%
20226.21%0.36%
20213.74%0.00%
20204.06%0.00%
20194.89%0.00%
20186.45%0.00%
20174.79%0.00%
20164.60%0.00%
20155.75%0.00%
20143.62%0.00%

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