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REM vs HYGH

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

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

REM vs HYGH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

REM vs HYGH - Historical Returns

Returns include dividend reinvestment.

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

REM vs HYGH - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

REM vs HYGH Drawdown Comparison

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

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

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

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

Correlation

Correlation between REM and HYGH 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)

REM vs HYGH dividend yield comparison.

YearREMHYGH
20263.02%3.22%
20258.70%6.86%
20249.61%7.85%
20239.46%8.95%
202211.13%6.21%
20217.29%3.74%
20207.72%4.06%
20198.16%4.89%
20189.99%6.45%
20179.97%4.79%
201610.03%4.60%
201511.99%5.75%
201414.53%3.62%
201316.12%0.00%
201212.60%0.00%
201112.20%0.00%
20109.10%0.00%
20098.14%0.00%
200822.08%0.00%
20078.95%0.00%

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