HYUP vs BBCB

Comparison between XTRACKERS HIGH BETA HIGH YIELD BOND ETF (HYUP, ETF) and JPMORGAN BETABUILDERS USD INVESTMENT GRADE CORPORATE BOND ETF (BBCB, ETF).

5-Year PerformanceHYUP has outperformed BBCB, delivering a return of +4.3% compared to +0.8%

HYUP vs BBCB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYUP(ETF)	BBCB(ETF)
Net Assets	$44M	$44M
Expense Ratio	0.20%	0.04%
Max Drawdown	26.54%	28.57%
Sharpe Ratio	0.76	0.74
5Y Beta	0.27	0.11
5Y Dividends CAGR	-1.93%	5.22%

Net Assets

HYUP

$44M

BBCB

$44M

Expense Ratio

HYUP

0.20%

Winner

BBCB

0.04%

Max Drawdown

Winner

HYUP

26.54%

BBCB

28.57%

Sharpe Ratio

Winner

HYUP

0.76

BBCB

0.74

5Y Beta

HYUP

0.27

Winner

BBCB

0.11

5Y Dividends CAGR

HYUP

-1.93%

Winner

BBCB

5.22%

HYUP vs BBCB - Historical Returns

Returns include dividend reinvestment.

Period	HYUP	BBCB
1 month	+0.19%	+0.08%
3 months	+0.87%	+1.57%
6 months	+1.94%	+2.53%
1 year	+7.25%	+7.58%
5 years(CAGR)	+4.33%	+0.76%
10 years(CAGR)	+4.97%	N/A
Max(CAGR)	+4.97%	+3.35%

Winner

HYUP

+0.19%

BBCB

+0.08%

HYUP

+0.87%

Winner

BBCB

+1.57%

HYUP

+1.94%

Winner

BBCB

+2.53%

HYUP

+7.25%

Winner

BBCB

+7.58%

5Y(CAGR)

Winner

HYUP

+4.33%

BBCB

+0.76%

10Y(CAGR)

HYUP

+4.97%

BBCB

N/A

Max(CAGR)

Winner

HYUP

+4.97%

BBCB

+3.35%

HYUP vs BBCB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	HYUP	BBCB
2026	+1.55%	+2.51%
2025	+8.53%	+7.64%
2024	+10.78%	+2.48%
2023	+14.23%	+7.88%
2022	-13.30%	-14.96%
2021	+5.32%	-1.93%
2020	+5.52%	+10.23%
2019	+16.54%	+14.61%
2018	-3.92%	+0.43%

HYUP vs BBCB Drawdown Comparison

The maximum drawdown for HYUP was -24.79%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for BBCB was -22.49%, occurring on Oct 20, 2022. Recovery took 1322 trading sessions.

The current HYUP drawdown is -0.61%. The current BBCB drawdown is -0.67%.

Rank	HYUP	BBCB
#1	-24.79% Feb 20, 2020 - Nov 9, 2020	-22.49% Dec 31, 2020 - Apr 9, 2026
#2	-18.06% Dec 27, 2021 - Mar 4, 2024	-16.50% Mar 6, 2020 - Jun 17, 2020
#3	-7.62% Oct 2, 2018 - Feb 25, 2019	-2.77% Aug 6, 2020 - Nov 19, 2020
#4	-6.03% Feb 28, 2025 - May 29, 2025	-2.54% Aug 28, 2019 - Oct 4, 2019
#5	-3.06% Jan 24, 2018 - Jul 3, 2018	-1.85% Apr 17, 2026 - May 19, 2026
#6	-3.05% Feb 20, 2026 - Apr 14, 2026	-1.45% Oct 4, 2019 - Nov 26, 2019
#7	-2.79% Nov 5, 2021 - Dec 23, 2021	-1.25% Nov 19, 2020 - Dec 22, 2020
#8	-2.58% Mar 20, 2024 - May 15, 2024	-1.11% Jul 3, 2019 - Aug 1, 2019
#9	-2.30% Apr 26, 2019 - Jun 18, 2019	-0.67% Jun 19, 2020 - Jul 1, 2020
#10	-2.22% Jul 3, 2019 - Sep 5, 2019	-0.60% Dec 19, 2018 - Jan 2, 2019
#11	-2.02% Sep 16, 2019 - Nov 4, 2019	-0.57% Nov 26, 2019 - Dec 3, 2019
#12	-1.85% Jan 16, 2020 - Feb 12, 2020	-0.57% Dec 11, 2019 - Dec 13, 2019
#13	-1.76% Jul 31, 2024 - Aug 13, 2024	-0.55% Feb 25, 2020 - Feb 28, 2020
#14	-1.76% Dec 6, 2024 - Jan 16, 2025	-0.55% Jan 3, 2020 - Jan 10, 2020
#15	-1.68% Sep 29, 2025 - Oct 27, 2025	-0.46% Mar 29, 2019 - Apr 10, 2019