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HYGH vs QVAL

Comparison between ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH, ETF) and ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF (QVAL, ETF).

5-Year PerformanceQVAL has outperformed HYGH, delivering a return of +12.7% compared to +7.0%

HYGH vs QVAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYGH
$529M
Winner
QVAL
$530M
Expense Ratio
HYGH
0.52%
Winner
QVAL
0.28%
Max Drawdown
Winner
HYGH
33.03%
QVAL
53.34%
Sharpe Ratio
HYGH
1.05
Winner
QVAL
1.70
5Y Beta
Winner
HYGH
0.26
QVAL
0.83
P/E Ratio
HYGH
N/A
QVAL
12.42
Forward P/E
HYGH
N/A
QVAL
10.92
PEG Ratio
HYGH
N/A
QVAL
0.25
5Y Dividends CAGR
Winner
HYGH
11.61%
QVAL
8.34%
5Y EPS CAGR
HYGH
N/A
QVAL
19.23%
Debt to Equity
HYGH
N/A
QVAL
-217.81%
P/S Ratio
HYGH
N/A
QVAL
0.98
P/B Ratio
HYGH
N/A
QVAL
2.26

HYGH vs QVAL - Historical Returns

Returns include dividend reinvestment.

1M
HYGH
+0.80%
Winner
QVAL
+6.15%
3M
HYGH
+3.40%
Winner
QVAL
+12.70%
6M
HYGH
+3.69%
Winner
QVAL
+15.96%
1Y
HYGH
+7.87%
Winner
QVAL
+31.20%
5Y(CAGR)
HYGH
+6.99%
Winner
QVAL
+12.68%
10Y(CAGR)
HYGH
+6.42%
Winner
QVAL
+12.03%
Max(CAGR)
HYGH
+4.73%
Winner
QVAL
+11.25%

HYGH vs QVAL - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearHYGHQVAL
2026+3.33%+15.91%
2025+7.02%+11.27%
2024+11.13%+12.04%
2023+12.30%+31.82%
2022-1.13%-11.30%
2021+6.04%+34.69%
2020+0.30%-6.12%
2019+11.41%+22.17%
2018-1.09%-18.51%
2017+6.00%+24.51%
2016+14.26%+13.13%
2015-6.62%N/A
2014-3.08%N/A

HYGH vs QVAL Drawdown Comparison

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

The maximum drawdown for QVAL was -51.47%, occurring on Mar 23, 2020. Recovery took 786 trading sessions.

RankHYGHQVAL
#1-23.88%
Jan 16, 2020 - Dec 24, 2020
-51.47%
Jan 26, 2018 - Mar 12, 2021
#2-18.41%
Jun 23, 2014 - Dec 7, 2016
-27.14%
Nov 16, 2021 - Sep 1, 2023
#3-8.24%
Apr 4, 2022 - Dec 13, 2022
-21.41%
Dec 2, 2024 - Oct 1, 2025
#4-8.06%
Feb 20, 2025 - May 12, 2025
-13.23%
Mar 21, 2016 - Aug 15, 2016
#5-7.58%
Oct 1, 2018 - Apr 1, 2019
-12.04%
Jan 4, 2016 - Mar 2, 2016
#6-4.79%
Dec 27, 2021 - Apr 4, 2022
-8.14%
Sep 14, 2023 - Dec 1, 2023
#7-4.76%
Mar 6, 2023 - Jun 2, 2023
-7.57%
May 7, 2021 - Aug 11, 2021
#8-3.73%
Jul 23, 2024 - Aug 20, 2024
-7.52%
Jul 31, 2024 - Sep 19, 2024
#9-3.60%
Apr 12, 2019 - Sep 12, 2019
-7.21%
Aug 23, 2016 - Nov 11, 2016
#10-2.77%
Dec 13, 2022 - Jan 9, 2023
-6.04%
Feb 11, 2026 - Apr 9, 2026
#11-2.50%
Mar 1, 2017 - May 10, 2017
-5.99%
Sep 2, 2021 - Oct 22, 2021
#12-2.44%
Feb 2, 2023 - Mar 3, 2023
-5.73%
May 31, 2024 - Jul 16, 2024
#13-2.30%
Jan 26, 2018 - Apr 12, 2018
-5.50%
Mar 28, 2024 - May 31, 2024
#14-1.90%
Sep 16, 2019 - Oct 21, 2019
-5.06%
Oct 3, 2025 - Nov 12, 2025
#15-1.82%
Oct 20, 2017 - Jan 2, 2018
-5.00%
Apr 27, 2017 - Aug 7, 2017

Correlation

Correlation between HYGH and QVAL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2014 - 2026)

HYGH vs QVAL dividend yield comparison.

YearHYGHQVAL
20262.70%0.37%
20256.86%1.44%
20247.85%1.72%
20238.95%1.76%
20226.21%2.00%
20213.74%1.23%
20204.06%1.86%
20194.89%1.99%
20186.45%1.64%
20174.79%1.08%
20164.60%1.30%
20155.75%0.00%
20143.62%0.00%

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