USHY vs MTUM
Comparison between ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF) and ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF).
5-Year PerformanceMTUM has outperformed USHY, delivering a return of +12.7% compared to +4.2%
USHY vs MTUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USHY vs MTUM - Historical Returns
Returns include dividend reinvestment.
USHY vs MTUM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | USHY | MTUM |
|---|---|---|
| 2026 | +2.40% | +22.63% |
| 2025 | +8.61% | +21.53% |
| 2024 | +8.79% | +35.37% |
| 2023 | +12.52% | +10.93% |
| 2022 | -11.13% | -18.43% |
| 2021 | +5.27% | +14.23% |
| 2020 | +5.77% | +29.42% |
| 2019 | +14.58% | +28.11% |
| 2018 | -2.55% | -2.42% |
| 2017 | +0.16% | +37.10% |
| 2016 | N/A | +7.16% |
| 2015 | N/A | +9.10% |
| 2014 | N/A | +15.81% |
| 2013 | N/A | +19.20% |
USHY vs MTUM Drawdown Comparison
The maximum drawdown for USHY was -22.44%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current MTUM drawdown is -10.40%.
| Rank | USHY | MTUM |
|---|---|---|
| #1 | -22.44% Feb 14, 2020 - Oct 12, 2020 | -34.08% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -15.57% Dec 27, 2021 - Dec 21, 2023 | -32.28% Nov 3, 2021 - Mar 4, 2024 |
| #3 | -6.11% Oct 1, 2018 - Jan 31, 2019 | -22.12% Oct 1, 2018 - Jun 18, 2019 |
| #4 | -4.66% Feb 28, 2025 - May 12, 2025 | -20.99% Feb 18, 2025 - May 15, 2025 |
| #5 | -2.66% Jan 8, 2018 - Aug 1, 2018 | -17.99% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -2.43% Feb 20, 2026 - Apr 9, 2026 | -15.75% Feb 12, 2021 - Aug 5, 2021 |
| #7 | -2.31% Nov 5, 2021 - Dec 22, 2021 | -12.96% Jul 10, 2024 - Sep 23, 2024 |
| #8 | -2.31% Mar 27, 2024 - May 6, 2024 | -12.95% Dec 29, 2015 - May 10, 2016 |
| #9 | -2.06% Feb 12, 2021 - Apr 6, 2021 | -11.54% Jan 29, 2026 - Apr 9, 2026 |
| #10 | -1.92% Oct 12, 2020 - Nov 4, 2020 | -10.79% Jul 20, 2015 - Nov 27, 2015 |
| #11 | -1.82% May 3, 2019 - Jun 11, 2019 | -10.31% Sep 2, 2020 - Nov 30, 2020 |
| #12 | -1.70% Dec 6, 2024 - Jan 17, 2025 | -10.23% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -1.61% Dec 27, 2023 - Feb 1, 2024 | -8.90% Mar 5, 2014 - Jun 20, 2014 |
| #14 | -1.48% Sep 16, 2021 - Nov 5, 2021 | -8.58% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -1.36% Nov 3, 2017 - Dec 1, 2017 | -8.18% Mar 7, 2024 - May 15, 2024 |
Correlation
Correlation between USHY and MTUM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
USHY vs MTUM dividend yield comparison.
| Year | USHY | MTUM |
|---|---|---|
| 2026 | 4.02% | 0.19% |
| 2025 | 6.79% | 0.91% |
| 2024 | 6.89% | 0.75% |
| 2023 | 6.63% | 1.35% |
| 2022 | 6.08% | 1.80% |
| 2021 | 5.07% | 0.55% |
| 2020 | 5.30% | 0.83% |
| 2019 | 5.92% | 1.48% |
| 2018 | 6.30% | 1.27% |
| 2017 | 0.72% | 1.02% |
| 2016 | 0.00% | 1.43% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 1.04% |
| 2013 | 0.00% | 1.02% |
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