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HYGH vs RSPU

Comparison between ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH, ETF) and INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF).

5-Year PerformanceRSPU has outperformed HYGH, delivering a return of +11.6% compared to +7.1%

HYGH vs RSPU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYGH
$550M
Winner
RSPU
$554M
Expense Ratio
HYGH
0.52%
Winner
RSPU
0.40%
Max Drawdown
Winner
HYGH
33.03%
RSPU
51.30%
Sharpe Ratio
Winner
HYGH
0.86
RSPU
0.63
5Y Beta
Winner
HYGH
0.26
RSPU
0.30
P/E Ratio
HYGH
N/A
RSPU
19.31
Forward P/E
HYGH
N/A
RSPU
17.58
PEG Ratio
HYGH
N/A
RSPU
0.84
5Y Dividends CAGR
Winner
HYGH
11.41%
RSPU
6.65%
5Y EPS CAGR
HYGH
N/A
RSPU
14.46%
Debt to Equity
HYGH
N/A
RSPU
128.34%
P/S Ratio
HYGH
N/A
RSPU
2.47
P/B Ratio
HYGH
N/A
RSPU
2.25

HYGH vs RSPU - Historical Returns

Returns include dividend reinvestment.

1M
HYGH
+0.31%
Winner
RSPU
+0.55%
3M
Winner
HYGH
+1.77%
RSPU
+1.03%
6M
HYGH
+2.87%
Winner
RSPU
+6.41%
1Y
HYGH
+7.07%
Winner
RSPU
+12.02%
5Y(CAGR)
HYGH
+7.05%
Winner
RSPU
+11.62%
10Y(CAGR)
HYGH
+6.14%
Winner
RSPU
+9.30%
Max(CAGR)
HYGH
+4.72%
Winner
RSPU
+9.07%

HYGH vs RSPU - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearHYGHRSPU
2026+3.77%+7.25%
2025+7.02%+16.42%
2024+11.13%+21.77%
2023+12.30%-3.20%
2022-1.13%+5.17%
2021+6.04%+19.91%
2020+0.30%-1.23%
2019+11.41%+25.34%
2018-1.09%+7.45%
2017+6.00%+9.02%
2016+14.26%+16.09%
2015-6.62%-4.67%
2014-3.08%+29.86%
2013N/A+11.25%
2012N/A+8.12%
2011N/A+12.75%
2010N/A+11.90%
2009N/A+20.78%
2008N/A-29.95%
2007N/A+9.97%
2006N/A+4.93%

HYGH vs RSPU Drawdown Comparison

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

The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.

The current HYGH drawdown is -0.06%. The current RSPU drawdown is -3.96%.

RankHYGHRSPU
#1-23.88%
Jan 16, 2020 - Dec 24, 2020
-48.10%
May 22, 2007 - May 12, 2011
#2-18.41%
Jun 23, 2014 - Dec 7, 2016
-36.82%
Feb 18, 2020 - Aug 12, 2021
#3-8.24%
Apr 4, 2022 - Dec 13, 2022
-21.86%
Sep 12, 2022 - May 15, 2024
#4-8.06%
Feb 20, 2025 - May 12, 2025
-16.12%
Apr 20, 2022 - Aug 15, 2022
#5-7.58%
Oct 1, 2018 - Apr 1, 2019
-14.91%
May 20, 2011 - Dec 21, 2011
#6-4.79%
Dec 27, 2021 - Apr 4, 2022
-14.16%
Dec 29, 2014 - Feb 25, 2016
#7-4.76%
Mar 6, 2023 - Jun 2, 2023
-14.15%
Nov 30, 2017 - Aug 16, 2018
#8-3.73%
Jul 23, 2024 - Aug 20, 2024
-12.99%
Jul 22, 2016 - May 24, 2017
#9-3.60%
Apr 12, 2019 - Sep 12, 2019
-11.27%
Apr 30, 2013 - Feb 18, 2014
#10-2.77%
Dec 13, 2022 - Jan 9, 2023
-9.30%
Nov 29, 2024 - May 6, 2025
#11-2.50%
Mar 1, 2017 - May 10, 2017
-8.96%
Dec 13, 2018 - Mar 4, 2019
#12-2.44%
Feb 2, 2023 - Mar 3, 2023
-8.66%
Oct 18, 2012 - Feb 11, 2013
#13-2.30%
Jan 26, 2018 - Apr 12, 2018
-8.47%
Feb 27, 2026 - Jun 1, 2026
#14-1.90%
Sep 16, 2019 - Oct 21, 2019
-8.30%
Sep 2, 2021 - Dec 15, 2021
#15-1.82%
Oct 20, 2017 - Jan 2, 2018
-7.81%
Oct 15, 2025 - Feb 12, 2026

Correlation

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

0.97
-101

Dividend Comparison (2006 - 2026)

HYGH vs RSPU dividend yield comparison.

YearHYGHRSPU
20263.22%1.31%
20256.86%2.54%
20247.85%2.39%
20238.95%2.92%
20226.21%2.35%
20213.74%2.41%
20204.06%2.94%
20194.89%2.54%
20186.45%3.11%
20174.79%3.08%
20164.60%2.98%
20155.75%4.15%
20143.62%2.91%
20130.00%3.70%
20120.00%3.59%
20110.00%4.14%
20100.00%3.54%
20090.00%3.77%
20080.00%4.71%
20070.00%2.90%
20060.00%0.48%

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