USHY vs IUSV

Comparison between ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF) and ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF).

5-Year PerformanceIUSV has outperformed USHY, delivering a return of +10.3% compared to +4.3%

USHY vs IUSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USHY(ETF)	IUSV(ETF)
Net Assets	$24B	$24B
Expense Ratio	0.08%	0.04%
Max Drawdown	23.61%	61.95%
Sharpe Ratio	1.25	1.73
5Y Beta	0.23	0.71
P/E Ratio	N/A	24.53
Forward P/E	N/A	19.09
5Y Dividends CAGR	4.95%	8.20%
5Y EPS CAGR	N/A	12.92%
Debt to Equity	N/A	70.67%
P/S Ratio	N/A	1.82
P/B Ratio	N/A	3.32

Net Assets

USHY

$24B

Winner

IUSV

$24B

Expense Ratio

USHY

0.08%

Winner

IUSV

0.04%

Max Drawdown

Winner

USHY

23.61%

IUSV

61.95%

Sharpe Ratio

USHY

1.25

Winner

IUSV

1.73

5Y Beta

Winner

USHY

0.23

IUSV

0.71

P/E Ratio

USHY

N/A

IUSV

24.53

Forward P/E

USHY

N/A

IUSV

19.09

5Y Dividends CAGR

USHY

4.95%

Winner

IUSV

8.20%

5Y EPS CAGR

USHY

N/A

IUSV

12.92%

Debt to Equity

USHY

N/A

IUSV

70.67%

P/S Ratio

USHY

N/A

IUSV

1.82

P/B Ratio

USHY

N/A

IUSV

3.32

USHY vs IUSV - Historical Returns

Returns include dividend reinvestment.

Period	USHY	IUSV
1 month	+0.44%	+3.72%
3 months	+0.53%	+1.54%
6 months	+2.77%	+9.03%
1 year	+8.72%	+23.09%
5 years(CAGR)	+4.31%	+10.30%
10 years(CAGR)	+4.80%	+12.21%
Max(CAGR)	+4.80%	+11.40%

USHY

+0.44%

Winner

IUSV

+3.72%

USHY

+0.53%

Winner

IUSV

+1.54%

USHY

+2.77%

Winner

IUSV

+9.03%

USHY

+8.72%

Winner

IUSV

+23.09%

5Y(CAGR)

USHY

+4.31%

Winner

IUSV

+10.30%

10Y(CAGR)

USHY

+4.80%

Winner

IUSV

+12.21%

Max(CAGR)

USHY

+4.80%

Winner

IUSV

+11.40%

USHY vs IUSV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	USHY	IUSV
2026	+1.36%	+5.94%
2025	+8.61%	+13.34%
2024	+8.79%	+11.50%
2023	+12.52%	+21.28%
2022	-11.13%	-5.82%
2021	+5.27%	+27.06%
2020	+5.77%	+1.23%
2019	+14.58%	+30.87%
2018	-2.55%	-9.66%
2017	+0.16%	+14.27%
2016	N/A	+23.15%
2015	N/A	+0.85%
2014	N/A	+18.09%
2013	N/A	+34.59%
2012	N/A	+20.94%
2011	N/A	+2.85%
2010	N/A	+18.76%
2009	N/A	+23.56%
2008	N/A	-31.56%
2007	N/A	+3.44%
2006	N/A	+25.10%
2005	N/A	+12.83%
2004	N/A	+21.73%
2003	N/A	+32.31%
2002	N/A	-12.09%
2001	N/A	+0.72%
2000	N/A	+9.53%

USHY vs IUSV Drawdown Comparison

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

The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.

The current USHY drawdown is -0.08%. The current IUSV drawdown is -0.29%.

Rank	USHY	IUSV
#1	-22.44% Feb 14, 2020 - Oct 12, 2020	-56.91% Oct 9, 2007 - Feb 8, 2011
#2	-15.57% Dec 27, 2021 - Dec 21, 2023	-37.54% Jan 17, 2020 - Dec 31, 2020
#3	-6.11% Oct 1, 2018 - Jan 31, 2019	-30.83% Mar 19, 2002 - Sep 18, 2003
#4	-4.66% Feb 28, 2025 - May 12, 2025	-20.41% Jul 7, 2011 - Feb 3, 2012
#5	-2.66% Jan 8, 2018 - Aug 1, 2018	-19.50% May 22, 2001 - Mar 11, 2002
#6	-2.43% Feb 20, 2026 - Apr 9, 2026	-18.96% Jan 26, 2018 - Apr 23, 2019
#7	-2.31% Nov 5, 2021 - Dec 22, 2021	-17.94% Apr 20, 2022 - Feb 1, 2023
#8	-2.31% Mar 27, 2024 - May 6, 2024	-17.76% Nov 29, 2024 - Aug 22, 2025
#9	-2.06% Feb 12, 2021 - Apr 6, 2021	-13.64% Jul 16, 2015 - Apr 1, 2016
#10	-1.92% Oct 12, 2020 - Nov 4, 2020	-12.99% Feb 12, 2001 - May 16, 2001
#11	-1.82% May 3, 2019 - Jun 11, 2019	-11.27% Jul 31, 2023 - Dec 1, 2023
#12	-1.70% Dec 6, 2024 - Jan 17, 2025	-10.44% Jul 13, 2007 - Oct 5, 2007
#13	-1.61% Dec 27, 2023 - Feb 1, 2024	-10.11% Mar 26, 2012 - Aug 6, 2012
#14	-1.48% Sep 16, 2021 - Nov 5, 2021	-9.83% Feb 2, 2023 - Jun 15, 2023
#15	-1.36% Nov 3, 2017 - Dec 1, 2017	-7.87% May 3, 2019 - Jul 1, 2019

Correlation

Correlation between USHY and IUSV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

USHY vs IUSV dividend yield comparison.

Year	USHY	IUSV
2026	2.29%	0.36%
2025	6.79%	1.78%
2024	6.89%	2.15%
2023	6.63%	1.75%
2022	6.08%	2.22%
2021	5.07%	1.87%
2020	5.30%	2.40%
2019	5.92%	2.19%
2018	6.30%	2.66%
2017	0.72%	1.93%
2016	0.00%	4.44%
2015	0.00%	7.63%
2014	0.00%	5.58%
2013	0.00%	5.85%
2012	0.00%	6.73%
2011	0.00%	6.69%
2010	0.00%	5.94%
2009	0.00%	6.89%
2008	0.00%	10.74%
2007	0.00%	7.17%
2006	0.00%	5.76%
2005	0.00%	6.74%
2004	0.00%	5.61%
2003	0.00%	5.64%
2002	0.00%	6.14%
2001	0.00%	5.05%
2000	0.00%	2.49%