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HYGH vs REM

Comparison between ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).

5-Year PerformanceHYGH has outperformed REM, delivering a return of +7.1% compared to -1.3%

HYGH vs REM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HYGH
$550M
REM
$548M
Expense Ratio
HYGH
0.52%
Winner
REM
0.48%
Max Drawdown
Winner
HYGH
33.03%
REM
92.91%
Sharpe Ratio
Winner
HYGH
0.86
REM
0.45
5Y Beta
Winner
HYGH
0.26
REM
0.69
P/E Ratio
HYGH
N/A
REM
14.52
Forward P/E
HYGH
N/A
REM
7.66
PEG Ratio
HYGH
N/A
REM
0.08
5Y Dividends CAGR
Winner
HYGH
11.41%
REM
-2.47%
5Y EPS CAGR
HYGH
N/A
REM
-22.63%
Debt to Equity
HYGH
N/A
REM
53.93%
P/S Ratio
HYGH
N/A
REM
4.62
P/B Ratio
HYGH
N/A
REM
0.87

HYGH vs REM - Historical Returns

Returns include dividend reinvestment.

1M
HYGH
+0.31%
Winner
REM
+2.87%
3M
Winner
HYGH
+1.77%
REM
-1.89%
6M
Winner
HYGH
+2.87%
REM
-4.30%
1Y
HYGH
+7.07%
Winner
REM
+10.24%
5Y(CAGR)
Winner
HYGH
+7.05%
REM
-1.34%
10Y(CAGR)
Winner
HYGH
+6.14%
REM
+2.57%
Max(CAGR)
Winner
HYGH
+4.72%
REM
-1.15%

HYGH vs REM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearHYGHREM
2026+3.77%+0.00%
2025+7.02%+12.79%
2024+11.13%-0.45%
2023+12.30%+12.51%
2022-1.13%-28.84%
2021+6.04%+19.82%
2020+0.30%-20.73%
2019+11.41%+20.48%
2018-1.09%-2.01%
2017+6.00%+16.54%
2016+14.26%+21.07%
2015-6.62%-10.85%
2014-3.08%+15.97%
2013N/A-5.63%
2012N/A+20.36%
2011N/A-9.86%
2010N/A+15.98%
2009N/A+13.09%
2008N/A-42.43%
2007N/A-36.35%

HYGH vs REM Drawdown Comparison

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

The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.

The current HYGH drawdown is -0.06%. The current REM drawdown is -21.05%.

RankHYGHREM
#1-23.88%
Jan 16, 2020 - Dec 24, 2020
-74.76%
Jun 4, 2007 - Nov 20, 2008
#2-18.41%
Jun 23, 2014 - Dec 7, 2016
-3.84%
May 9, 2007 - May 31, 2007
#3-8.24%
Apr 4, 2022 - Dec 13, 2022
-0.38%
May 4, 2007 - May 9, 2007
#4-8.06%
Feb 20, 2025 - May 12, 2025
N/A
#5-7.58%
Oct 1, 2018 - Apr 1, 2019
N/A
#6-4.79%
Dec 27, 2021 - Apr 4, 2022
N/A
#7-4.76%
Mar 6, 2023 - Jun 2, 2023
N/A
#8-3.73%
Jul 23, 2024 - Aug 20, 2024
N/A
#9-3.60%
Apr 12, 2019 - Sep 12, 2019
N/A
#10-2.77%
Dec 13, 2022 - Jan 9, 2023
N/A
#11-2.50%
Mar 1, 2017 - May 10, 2017
N/A
#12-2.44%
Feb 2, 2023 - Mar 3, 2023
N/A
#13-2.30%
Jan 26, 2018 - Apr 12, 2018
N/A
#14-1.90%
Sep 16, 2019 - Oct 21, 2019
N/A
#15-1.82%
Oct 20, 2017 - Jan 2, 2018
N/A

Correlation

Correlation between HYGH and REM is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2007 - 2026)

HYGH vs REM dividend yield comparison.

YearHYGHREM
20263.22%3.02%
20256.86%8.70%
20247.85%9.61%
20238.95%9.46%
20226.21%11.13%
20213.74%7.29%
20204.06%7.72%
20194.89%8.16%
20186.45%9.99%
20174.79%9.97%
20164.60%10.03%
20155.75%11.99%
20143.62%14.53%
20130.00%16.12%
20120.00%12.60%
20110.00%12.20%
20100.00%9.10%
20090.00%8.14%
20080.00%22.08%
20070.00%8.95%

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