USHY vs USMV

Comparison between ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).

5-Year PerformanceUSMV has outperformed USHY, delivering a return of +6.9% compared to +4.3%

USHY vs USMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USHY(ETF)	USMV(ETF)
Net Assets	$24B	$23B
Expense Ratio	0.08%	0.15%
Max Drawdown	23.61%	33.10%
Sharpe Ratio	1.25	-0.04
5Y Beta	0.23	0.48
P/E Ratio	N/A	22.29
Forward P/E	N/A	18.90
PEG Ratio	N/A	0.15
5Y Dividends CAGR	4.95%	7.83%
5Y EPS CAGR	N/A	20.04%
Debt to Equity	N/A	41.88%
P/S Ratio	N/A	2.05
P/B Ratio	N/A	4.07

Net Assets

Winner

USHY

$24B

USMV

$23B

Expense Ratio

Winner

USHY

0.08%

USMV

0.15%

Max Drawdown

Winner

USHY

23.61%

USMV

33.10%

Sharpe Ratio

Winner

USHY

1.25

USMV

-0.04

5Y Beta

Winner

USHY

0.23

USMV

0.48

P/E Ratio

USHY

N/A

USMV

22.29

Forward P/E

USHY

N/A

USMV

18.90

PEG Ratio

USHY

N/A

USMV

0.15

5Y Dividends CAGR

USHY

4.95%

Winner

USMV

7.83%

5Y EPS CAGR

USHY

N/A

USMV

20.04%

Debt to Equity

USHY

N/A

USMV

41.88%

P/S Ratio

USHY

N/A

USMV

2.05

P/B Ratio

USHY

N/A

USMV

4.07

USHY vs USMV - Historical Returns

Returns include dividend reinvestment.

Period	USHY	USMV
1 month	+0.44%	-0.10%
3 months	+0.53%	-1.55%
6 months	+2.77%	+1.96%
1 year	+8.72%	+3.37%
5 years(CAGR)	+4.31%	+6.95%
10 years(CAGR)	+4.80%	+9.78%
Max(CAGR)	+4.80%	+11.50%

Winner

USHY

+0.44%

USMV

-0.10%

Winner

USHY

+0.53%

USMV

-1.55%

Winner

USHY

+2.77%

USMV

+1.96%

Winner

USHY

+8.72%

USMV

+3.37%

5Y(CAGR)

USHY

+4.31%

Winner

USMV

+6.95%

10Y(CAGR)

USHY

+4.80%

Winner

USMV

+9.78%

Max(CAGR)

USHY

+4.80%

Winner

USMV

+11.50%

USHY vs USMV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	USHY	USMV
2026	+1.36%	+0.82%
2025	+8.61%	+7.81%
2024	+8.79%	+15.30%
2023	+12.52%	+10.24%
2022	-11.13%	-8.86%
2021	+5.27%	+22.56%
2020	+5.77%	+5.60%
2019	+14.58%	+28.82%
2018	-2.55%	+1.39%
2017	+0.16%	+18.60%
2016	N/A	+11.96%
2015	N/A	+5.37%
2014	N/A	+17.49%
2013	N/A	+22.60%
2012	N/A	+10.87%
2011	N/A	+5.67%

USHY vs USMV Drawdown Comparison

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

The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The current USHY drawdown is -0.08%. The current USMV drawdown is -3.47%.

Rank	USHY	USMV
#1	-22.44% Feb 14, 2020 - Oct 12, 2020	-33.10% Feb 14, 2020 - Jan 8, 2021
#2	-15.57% Dec 27, 2021 - Dec 21, 2023	-17.92% Dec 29, 2021 - Jan 2, 2024
#3	-6.11% Oct 1, 2018 - Jan 31, 2019	-12.69% Sep 21, 2018 - Feb 15, 2019
#4	-4.66% Feb 28, 2025 - May 12, 2025	-9.50% Aug 17, 2015 - Dec 29, 2015
#5	-2.66% Jan 8, 2018 - Aug 1, 2018	-9.36% Feb 28, 2025 - May 19, 2025
#6	-2.43% Feb 20, 2026 - Apr 9, 2026	-9.17% Jan 26, 2018 - Jul 25, 2018
#7	-2.31% Nov 5, 2021 - Dec 22, 2021	-7.31% Jul 22, 2016 - Feb 13, 2017
#8	-2.31% Mar 27, 2024 - May 6, 2024	-7.14% Dec 29, 2015 - Mar 3, 2016
#9	-2.06% Feb 12, 2021 - Apr 6, 2021	-6.86% Nov 26, 2024 - Feb 28, 2025
#10	-1.92% Oct 12, 2020 - Nov 4, 2020	-6.64% May 15, 2013 - Sep 18, 2013
#11	-1.82% May 3, 2019 - Jun 11, 2019	-6.46% Feb 27, 2026 - Mar 27, 2026
#12	-1.70% Dec 6, 2024 - Jan 17, 2025	-6.03% Sep 2, 2021 - Nov 3, 2021
#13	-1.61% Dec 27, 2023 - Feb 1, 2024	-5.94% Oct 5, 2012 - Jan 10, 2013
#14	-1.48% Sep 16, 2021 - Nov 5, 2021	-5.38% Nov 11, 2011 - Dec 6, 2011
#15	-1.36% Nov 3, 2017 - Dec 1, 2017	-5.13% Dec 31, 2013 - Feb 18, 2014

Correlation

Correlation between USHY and USMV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2011 - 2026)

USHY vs USMV dividend yield comparison.

Year	USHY	USMV
2026	2.29%	0.42%
2025	6.79%	1.49%
2024	6.89%	1.67%
2023	6.63%	1.82%
2022	6.08%	1.62%
2021	5.07%	1.26%
2020	5.30%	1.81%
2019	5.92%	1.88%
2018	6.30%	2.12%
2017	0.72%	1.77%
2016	0.00%	2.22%
2015	0.00%	2.02%
2014	0.00%	1.88%
2013	0.00%	2.18%
2012	0.00%	1.96%
2011	0.00%	0.29%