HYLB vs USMC

Comparison between XTRACKERS USD HIGH YIELD CORPORATE BOND ETF (HYLB, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

5-Year PerformanceUSMC has outperformed HYLB, delivering a return of +14.6% compared to +4.0%

HYLB vs USMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYLB(ETF)	USMC(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.05%	0.12%
Max Drawdown	24.69%	29.97%
Sharpe Ratio	0.45	1.30
5Y Beta	0.23	0.92
P/E Ratio	N/A	26.47
Forward P/E	N/A	18.39
PEG Ratio	N/A	0.22
5Y Dividends CAGR	2.70%	-0.94%
5Y EPS CAGR	N/A	29.76%
Debt to Equity	N/A	50.93%
P/S Ratio	N/A	5.27
P/B Ratio	N/A	6.72

Net Assets

HYLB

$3.50B

Winner

USMC

$3.60B

Expense Ratio

Winner

HYLB

0.05%

USMC

0.12%

Max Drawdown

Winner

HYLB

24.69%

USMC

29.97%

Sharpe Ratio

HYLB

0.45

Winner

USMC

1.30

5Y Beta

Winner

HYLB

0.23

USMC

0.92

P/E Ratio

HYLB

N/A

USMC

26.47

Forward P/E

HYLB

N/A

USMC

18.39

PEG Ratio

HYLB

N/A

USMC

0.22

5Y Dividends CAGR

Winner

HYLB

2.70%

USMC

-0.94%

5Y EPS CAGR

HYLB

N/A

USMC

29.76%

Debt to Equity

HYLB

N/A

USMC

50.93%

P/S Ratio

HYLB

N/A

USMC

5.27

P/B Ratio

HYLB

N/A

USMC

6.72

HYLB vs USMC - Historical Returns

Returns include dividend reinvestment.

Period	HYLB	USMC
1 month	+0.36%	+2.91%
3 months	+1.28%	+6.86%
6 months	+1.68%	+12.87%
1 year	+5.65%	+21.86%
5 years(CAGR)	+4.05%	+14.55%
10 years(CAGR)	+4.75%	+15.28%
Max(CAGR)	+4.75%	+15.28%

HYLB

+0.36%

Winner

USMC

+2.91%

HYLB

+1.28%

Winner

USMC

+6.86%

HYLB

+1.68%

Winner

USMC

+12.87%

HYLB

+5.65%

Winner

USMC

+21.86%

5Y(CAGR)

HYLB

+4.05%

Winner

USMC

+14.55%

10Y(CAGR)

HYLB

+4.75%

Winner

USMC

+15.28%

Max(CAGR)

HYLB

+4.75%

Winner

USMC

+15.28%

HYLB vs USMC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HYLB	USMC
2026	+2.41%	+12.56%
2025	+8.50%	+15.84%
2024	+8.54%	+30.19%
2023	+11.78%	+31.46%
2022	-10.78%	-17.74%
2021	+4.10%	+27.40%
2020	+4.63%	+14.89%
2019	+14.30%	+28.26%
2018	-1.98%	-2.42%
2017	+5.57%	+5.48%
2016	+0.34%	N/A

HYLB vs USMC Drawdown Comparison

The maximum drawdown for HYLB was -22.91%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The current USMC drawdown is -0.02%.

Rank	HYLB	USMC
#1	-22.91% Feb 14, 2020 - Oct 12, 2020	-29.97% Feb 19, 2020 - Aug 18, 2020
#2	-15.54% Dec 27, 2021 - Dec 27, 2023	-24.11% Dec 29, 2021 - Jul 3, 2023
#3	-6.07% Oct 1, 2018 - Jan 31, 2019	-19.12% Feb 13, 2025 - Jul 3, 2025
#4	-4.51% Feb 28, 2025 - May 12, 2025	-16.19% Oct 2, 2018 - Mar 21, 2019
#5	-2.87% Jan 5, 2018 - Jul 25, 2018	-11.01% Jan 29, 2018 - Aug 27, 2018
#6	-2.38% Mar 2, 2017 - Apr 25, 2017	-10.30% Oct 29, 2025 - Apr 17, 2026
#7	-2.35% Nov 5, 2021 - Dec 23, 2021	-9.27% Sep 2, 2020 - Dec 1, 2020
#8	-2.28% Mar 27, 2024 - May 6, 2024	-9.13% Jul 31, 2023 - Nov 20, 2023
#9	-2.27% Feb 20, 2026 - Apr 8, 2026	-8.38% Jul 10, 2024 - Aug 30, 2024
#10	-2.15% Oct 12, 2020 - Nov 4, 2020	-5.90% Apr 29, 2019 - Jun 18, 2019
#11	-1.93% Feb 12, 2021 - Apr 6, 2021	-5.58% Jul 26, 2019 - Oct 28, 2019
#12	-1.89% Apr 26, 2019 - Jun 10, 2019	-5.44% Mar 20, 2024 - May 15, 2024
#13	-1.87% Oct 23, 2017 - Jan 3, 2018	-5.22% Feb 17, 2021 - Mar 29, 2021
#14	-1.74% Dec 6, 2024 - Jan 17, 2025	-4.45% Dec 17, 2024 - Jan 23, 2025
#15	-1.60% Jul 3, 2019 - Aug 26, 2019	-4.32% Sep 3, 2021 - Oct 20, 2021

Correlation

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

0.97

-101

Dividend Comparison (2016 - 2026)

HYLB vs USMC dividend yield comparison.

Year	HYLB	USMC
2026	3.80%	0.37%
2025	6.29%	0.79%
2024	6.31%	1.04%
2023	5.84%	1.35%
2022	5.53%	1.78%
2021	4.45%	1.53%
2020	5.23%	1.55%
2019	5.71%	2.01%
2018	5.95%	2.28%
2017	5.85%	0.24%
2016	0.27%	0.00%