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IYLD vs HYG

Comparison between ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF) and ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF).

5-Year PerformanceHYG has outperformed IYLD, delivering a return of +3.7% compared to +3.2%

IYLD vs HYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYLD
$129M
Winner
HYG
$17B
Expense Ratio
IYLD
0.50%
Winner
HYG
0.49%
Max Drawdown
Winner
IYLD
34.52%
HYG
41.90%
Sharpe Ratio
Winner
IYLD
1.53
HYG
0.59
5Y Beta
IYLD
0.25
Winner
HYG
0.24
5Y Dividends CAGR
IYLD
2.90%
Winner
HYG
3.61%

IYLD vs HYG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYLD
-0.08%
HYG
-0.10%
3M
Winner
IYLD
+1.08%
HYG
+0.70%
6M
Winner
IYLD
+5.15%
HYG
+1.33%
1Y
Winner
IYLD
+13.01%
HYG
+6.20%
5Y(CAGR)
IYLD
+3.22%
Winner
HYG
+3.70%
10Y(CAGR)
IYLD
+3.89%
Winner
HYG
+4.86%
Max(CAGR)
IYLD
+4.29%
Winner
HYG
+4.94%

IYLD vs HYG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearIYLDHYG
2026+3.83%+0.95%
2025+15.02%+8.34%
2024+3.69%+8.33%
2023+12.27%+11.32%
2022-16.22%-10.95%
2021+3.72%+3.96%
2020-1.66%+4.04%
2019+15.57%+14.24%
2018-4.67%-2.11%
2017+10.40%+5.63%
2016+10.26%+14.09%
2015-4.94%-5.03%
2014+10.28%+1.72%
2013-0.31%+4.77%
2012+9.00%+11.30%
2011N/A+6.68%
2010N/A+11.02%
2009N/A+28.98%
2008N/A-16.57%
2007N/A+1.62%

IYLD vs HYG Drawdown Comparison

The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.

The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.

The current IYLD drawdown is -1.20%. The current HYG drawdown is -0.59%.

RankIYLDHYG
#1-30.23%
Feb 20, 2020 - Sep 2, 2021
-34.28%
Sep 19, 2007 - Dec 2, 2009
#2-22.58%
Sep 15, 2021 - Apr 29, 2025
-22.03%
Feb 13, 2020 - Nov 4, 2020
#3-11.74%
Apr 27, 2015 - Jun 8, 2016
-15.79%
Dec 27, 2021 - Mar 7, 2024
#4-11.06%
May 2, 2013 - Apr 8, 2014
-13.44%
Apr 15, 2015 - Jul 8, 2016
#5-7.04%
Jan 26, 2018 - Jan 31, 2019
-10.05%
Jul 22, 2011 - Oct 24, 2011
#6-5.20%
Sep 7, 2016 - Feb 21, 2017
-8.38%
May 25, 2007 - Sep 18, 2007
#7-4.63%
Feb 25, 2026 - Mar 27, 2026
-7.90%
Oct 27, 2011 - Dec 23, 2011
#8-3.81%
Aug 29, 2014 - Feb 3, 2015
-7.07%
Apr 23, 2010 - Jul 20, 2010
#9-2.86%
Feb 25, 2015 - Apr 15, 2015
-7.05%
May 8, 2013 - Nov 29, 2013
#10-2.59%
Jul 24, 2019 - Sep 20, 2019
-6.42%
Jun 25, 2014 - Apr 15, 2015
#11-2.41%
Oct 17, 2012 - Dec 5, 2012
-6.41%
Oct 1, 2018 - Jan 31, 2019
#12-2.38%
Apr 23, 2019 - Jun 18, 2019
-6.05%
Jan 8, 2010 - Mar 16, 2010
#13-2.34%
Jun 8, 2016 - Jun 30, 2016
-4.56%
May 18, 2011 - Jul 7, 2011
#14-2.00%
Oct 17, 2017 - Dec 8, 2017
-4.56%
Feb 28, 2025 - May 12, 2025
#15-1.98%
Jul 23, 2014 - Aug 19, 2014
-4.50%
May 2, 2012 - Jun 29, 2012

Correlation

Correlation between IYLD and HYG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2007 - 2026)

IYLD vs HYG dividend yield comparison.

YearIYLDHYG
20261.49%2.52%
20254.72%5.71%
20245.32%6.01%
20235.76%5.74%
20225.45%5.30%
20213.47%4.02%
20204.38%4.88%
20195.25%4.99%
20185.78%5.54%
20174.22%5.12%
20164.84%5.27%
20155.26%5.90%
20146.33%5.69%
20136.29%6.10%
20123.89%6.60%
20110.00%7.51%
20100.00%8.25%
20090.00%9.48%
20080.00%10.08%
20070.00%5.23%

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