USHY vs EFV
Comparison between ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF) and ISHARES MSCI EAFE VALUE ETF (EFV, ETF).
5-Year PerformanceEFV has outperformed USHY, delivering a return of +15.0% compared to +4.3%
USHY vs EFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USHY vs EFV - Historical Returns
Returns include dividend reinvestment.
USHY vs EFV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | USHY | EFV |
|---|---|---|
| 2026 | +2.46% | +16.98% |
| 2025 | +8.61% | +42.78% |
| 2024 | +8.79% | +6.09% |
| 2023 | +12.52% | +17.94% |
| 2022 | -11.13% | -6.02% |
| 2021 | +5.27% | +10.61% |
| 2020 | +5.77% | -3.97% |
| 2019 | +14.58% | +16.14% |
| 2018 | -2.55% | -15.39% |
| 2017 | +0.16% | +20.26% |
| 2016 | N/A | +6.73% |
| 2015 | N/A | -5.58% |
| 2014 | N/A | -4.94% |
| 2013 | N/A | +19.72% |
| 2012 | N/A | +15.79% |
| 2011 | N/A | -13.17% |
| 2010 | N/A | +1.59% |
| 2009 | N/A | +26.61% |
| 2008 | N/A | -41.53% |
| 2007 | N/A | +3.83% |
| 2006 | N/A | +26.22% |
| 2005 | N/A | +10.86% |
USHY vs EFV Drawdown Comparison
The maximum drawdown for USHY was -22.44%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The current USHY drawdown is -0.14%. The current EFV drawdown is -0.04%.
| Rank | USHY | EFV |
|---|---|---|
| #1 | -22.44% Feb 14, 2020 - Oct 12, 2020 | -63.96% Oct 31, 2007 - Oct 10, 2017 |
| #2 | -15.57% Dec 27, 2021 - Dec 21, 2023 | -43.16% Jan 26, 2018 - May 6, 2021 |
| #3 | -6.11% Oct 1, 2018 - Jan 31, 2019 | -25.80% Feb 9, 2022 - Jul 13, 2023 |
| #4 | -4.66% Feb 28, 2025 - May 12, 2025 | -14.78% May 9, 2006 - Oct 12, 2006 |
| #5 | -2.66% Jan 8, 2018 - Aug 1, 2018 | -13.72% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -2.43% Feb 20, 2026 - Apr 9, 2026 | -12.13% Jul 12, 2007 - Oct 29, 2007 |
| #7 | -2.31% Nov 5, 2021 - Dec 22, 2021 | -10.90% Feb 25, 2026 - Jul 6, 2026 |
| #8 | -2.31% Mar 27, 2024 - May 6, 2024 | -9.39% Jun 7, 2021 - Jan 12, 2022 |
| #9 | -2.06% Feb 12, 2021 - Apr 6, 2021 | -9.13% Sep 26, 2024 - Feb 14, 2025 |
| #10 | -1.92% Oct 12, 2020 - Nov 4, 2020 | -8.78% Jul 28, 2023 - Dec 1, 2023 |
| #11 | -1.82% May 3, 2019 - Jun 11, 2019 | -7.65% Feb 26, 2007 - Apr 5, 2007 |
| #12 | -1.70% Dec 6, 2024 - Jan 17, 2025 | -6.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | -1.61% Dec 27, 2023 - Feb 1, 2024 | -6.52% Sep 29, 2005 - Nov 22, 2005 |
| #14 | -1.48% Sep 16, 2021 - Nov 5, 2021 | -5.14% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -1.36% Nov 3, 2017 - Dec 1, 2017 | -4.43% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between USHY and EFV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
USHY vs EFV dividend yield comparison.
| Year | USHY | EFV |
|---|---|---|
| 2026 | 4.01% | 2.49% |
| 2025 | 6.79% | 4.16% |
| 2024 | 6.89% | 4.66% |
| 2023 | 6.63% | 4.36% |
| 2022 | 6.08% | 4.17% |
| 2021 | 5.07% | 4.07% |
| 2020 | 5.30% | 2.42% |
| 2019 | 5.92% | 4.62% |
| 2018 | 6.30% | 4.56% |
| 2017 | 0.72% | 3.56% |
| 2016 | 0.00% | 3.28% |
| 2015 | 0.00% | 3.59% |
| 2014 | 0.00% | 4.87% |
| 2013 | 0.00% | 3.19% |
| 2012 | 0.00% | 3.77% |
| 2011 | 0.00% | 4.52% |
| 2010 | 0.00% | 3.23% |
| 2009 | 0.00% | 2.97% |
| 2008 | 0.00% | 4.70% |
| 2007 | 0.00% | 4.51% |
| 2006 | 0.00% | 1.65% |
| 2005 | 0.00% | 0.45% |
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