USHY vs FNDX

Comparison between ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF) and SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF (FNDX, ETF).

5-Year PerformanceFNDX has outperformed USHY, delivering a return of +12.5% compared to +4.3%

USHY vs FNDX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USHY(ETF)	FNDX(ETF)
Net Assets	$24B	$24B
Expense Ratio	0.08%	0.25%
Max Drawdown	23.61%	37.72%
Sharpe Ratio	1.25	2.45
5Y Beta	0.23	0.78
P/E Ratio	N/A	25.01
Forward P/E	N/A	16.80
5Y Dividends CAGR	4.95%	6.14%
5Y EPS CAGR	N/A	14.26%
Debt to Equity	N/A	34.81%
P/S Ratio	N/A	1.50
P/B Ratio	N/A	2.85

Net Assets

Winner

USHY

$24B

FNDX

$24B

Expense Ratio

Winner

USHY

0.08%

FNDX

0.25%

Max Drawdown

Winner

USHY

23.61%

FNDX

37.72%

Sharpe Ratio

USHY

1.25

Winner

FNDX

2.45

5Y Beta

Winner

USHY

0.23

FNDX

0.78

P/E Ratio

USHY

N/A

FNDX

25.01

Forward P/E

USHY

N/A

FNDX

16.80

5Y Dividends CAGR

USHY

4.95%

Winner

FNDX

6.14%

5Y EPS CAGR

USHY

N/A

FNDX

14.26%

Debt to Equity

USHY

N/A

FNDX

34.81%

P/S Ratio

USHY

N/A

FNDX

1.50

P/B Ratio

USHY

N/A

FNDX

2.85

USHY vs FNDX - Historical Returns

Returns include dividend reinvestment.

Period	USHY	FNDX
1 month	+0.44%	+5.89%
3 months	+0.53%	+4.78%
6 months	+2.77%	+15.61%
1 year	+8.72%	+33.60%
5 years(CAGR)	+4.31%	+12.55%
10 years(CAGR)	+4.80%	+14.27%
Max(CAGR)	+4.80%	+13.08%

USHY

+0.44%

Winner

FNDX

+5.89%

USHY

+0.53%

Winner

FNDX

+4.78%

USHY

+2.77%

Winner

FNDX

+15.61%

USHY

+8.72%

Winner

FNDX

+33.60%

5Y(CAGR)

USHY

+4.31%

Winner

FNDX

+12.55%

10Y(CAGR)

USHY

+4.80%

Winner

FNDX

+14.27%

Max(CAGR)

USHY

+4.80%

Winner

FNDX

+13.08%

USHY vs FNDX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	USHY	FNDX
2026	+1.36%	+11.16%
2025	+8.61%	+17.28%
2024	+8.79%	+16.68%
2023	+12.52%	+18.38%
2022	-11.13%	-7.68%
2021	+5.27%	+33.32%
2020	+5.77%	+8.38%
2019	+14.58%	+28.34%
2018	-2.55%	-8.02%
2017	+0.16%	+16.22%
2016	N/A	+17.88%
2015	N/A	-2.97%
2014	N/A	+13.26%
2013	N/A	+11.33%

USHY vs FNDX Drawdown Comparison

The maximum drawdown for USHY was -22.44%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The maximum drawdown for FNDX was -37.72%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The current USHY drawdown is -0.08%. The current FNDX drawdown is -0.07%.

Rank	USHY	FNDX
#1	-22.44% Feb 14, 2020 - Oct 12, 2020	-37.72% Feb 12, 2020 - Nov 13, 2020
#2	-15.57% Dec 27, 2021 - Dec 21, 2023	-19.64% Sep 21, 2018 - Jul 3, 2019
#3	-6.11% Oct 1, 2018 - Jan 31, 2019	-19.04% Jan 12, 2022 - Jul 12, 2023
#4	-4.66% Feb 28, 2025 - May 12, 2025	-16.30% Feb 19, 2025 - Jul 1, 2025
#5	-2.66% Jan 8, 2018 - Aug 1, 2018	-14.24% May 21, 2015 - Apr 27, 2016
#6	-2.43% Feb 20, 2026 - Apr 9, 2026	-10.80% Jan 26, 2018 - Aug 27, 2018
#7	-2.31% Nov 5, 2021 - Dec 22, 2021	-10.14% Jul 31, 2023 - Dec 1, 2023
#8	-2.31% Mar 27, 2024 - May 6, 2024	-7.77% Sep 19, 2014 - Nov 6, 2014
#9	-2.06% Feb 12, 2021 - Apr 6, 2021	-6.77% Jul 26, 2019 - Sep 11, 2019
#10	-1.92% Oct 12, 2020 - Nov 4, 2020	-6.45% Jul 16, 2024 - Aug 23, 2024
#11	-1.82% May 3, 2019 - Jun 11, 2019	-6.20% Dec 31, 2013 - Feb 28, 2014
#12	-1.70% Dec 6, 2024 - Jan 17, 2025	-6.07% Feb 11, 2026 - Apr 16, 2026
#13	-1.61% Dec 27, 2023 - Feb 1, 2024	-6.05% Nov 29, 2024 - Feb 19, 2025
#14	-1.48% Sep 16, 2021 - Nov 5, 2021	-5.42% Jun 8, 2021 - Aug 11, 2021
#15	-1.36% Nov 3, 2017 - Dec 1, 2017	-5.38% Nov 8, 2021 - Dec 27, 2021

Correlation

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

0.96

-101

Dividend Comparison (2013 - 2026)

USHY vs FNDX dividend yield comparison.

Year	USHY	FNDX
2026	2.29%	0.37%
2025	6.79%	1.63%
2024	6.89%	1.76%
2023	6.63%	1.82%
2022	6.08%	2.07%
2021	5.07%	1.65%
2020	5.30%	2.29%
2019	5.92%	2.23%
2018	6.30%	2.40%
2017	0.72%	1.87%
2016	0.00%	2.01%
2015	0.00%	2.01%
2014	0.00%	1.62%
2013	0.00%	0.53%