USIG vs HYG

Comparison between ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF) and ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF).

5-Year PerformanceHYG has outperformed USIG, delivering a return of +3.9% compared to +0.9%

USIG vs HYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USIG(ETF)	HYG(ETF)
Net Assets	$17B	$17B
Expense Ratio	0.04%	0.49%
Max Drawdown	24.90%	41.90%
Sharpe Ratio	0.63	1.00
5Y Beta	0.10	0.24
5Y Dividends CAGR	9.69%	4.66%

Net Assets

USIG

$17B

HYG

$17B

Expense Ratio

Winner

USIG

0.04%

HYG

0.49%

Max Drawdown

Winner

USIG

24.90%

HYG

41.90%

Sharpe Ratio

USIG

0.63

Winner

HYG

1.00

5Y Beta

Winner

USIG

0.10

HYG

0.24

5Y Dividends CAGR

Winner

USIG

9.69%

HYG

4.66%

USIG vs HYG - Historical Returns

Returns include dividend reinvestment.

Period	USIG	HYG
1 month	-0.36%	+0.03%
3 months	-0.89%	+0.35%
6 months	+0.44%	+2.12%
1 year	+6.45%	+6.72%
5 years(CAGR)	+0.94%	+3.93%
10 years(CAGR)	+2.65%	+5.00%
Max(CAGR)	+3.93%	+4.96%

USIG

-0.36%

Winner

HYG

+0.03%

USIG

-0.89%

Winner

HYG

+0.35%

USIG

+0.44%

Winner

HYG

+2.12%

USIG

+6.45%

Winner

HYG

+6.72%

5Y(CAGR)

USIG

+0.94%

Winner

HYG

+3.93%

10Y(CAGR)

USIG

+2.65%

Winner

HYG

+5.00%

Max(CAGR)

USIG

+3.93%

Winner

HYG

+4.96%

USIG vs HYG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USIG	HYG
2026	+0.21%	+0.99%
2025	+7.86%	+8.34%
2024	+3.06%	+8.33%
2023	+7.57%	+11.32%
2022	-14.62%	-10.95%
2021	-1.05%	+3.96%
2020	+9.20%	+4.04%
2019	+13.82%	+14.24%
2018	-1.91%	-2.11%
2017	+5.66%	+5.63%
2016	+5.33%	+14.09%
2015	-1.76%	-5.03%
2014	+7.98%	+1.72%
2013	-2.51%	+4.77%
2012	+7.70%	+11.30%
2011	+9.02%	+6.68%
2010	+7.81%	+11.02%
2009	+11.22%	+28.98%
2008	-0.75%	-16.57%
2007	+4.73%	+1.62%

USIG vs HYG Drawdown Comparison

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.

The current USIG drawdown is -1.33%. The current HYG drawdown is -0.45%.

Rank	USIG	HYG
#1	-22.21% Feb 5, 2008 - Jun 3, 2009	-34.28% Sep 19, 2007 - Dec 2, 2009
#2	-21.45% Sep 22, 2021 - Oct 14, 2025	-22.03% Feb 13, 2020 - Nov 4, 2020
#3	-18.88% Mar 6, 2020 - Jun 30, 2020	-15.79% Dec 27, 2021 - Mar 7, 2024
#4	-7.07% May 2, 2013 - May 1, 2014	-13.44% Apr 15, 2015 - Jul 8, 2016
#5	-5.24% Dec 31, 2020 - Jul 28, 2021	-10.05% Jul 22, 2011 - Oct 24, 2011
#6	-5.04% Aug 29, 2016 - Jun 14, 2017	-8.38% May 25, 2007 - Sep 18, 2007
#7	-4.96% Jan 30, 2015 - Apr 5, 2016	-7.90% Oct 27, 2011 - Dec 23, 2011
#8	-4.68% Oct 7, 2010 - May 5, 2011	-7.07% Apr 23, 2010 - Jul 20, 2010
#9	-4.06% Dec 15, 2017 - Feb 8, 2019	-7.05% May 8, 2013 - Nov 29, 2013
#10	-3.19% Mar 7, 2007 - Sep 5, 2007	-6.42% Jun 25, 2014 - Apr 15, 2015
#11	-2.79% Feb 23, 2026 - Mar 27, 2026	-6.41% Oct 1, 2018 - Jan 31, 2019
#12	-2.78% Nov 26, 2007 - Jan 7, 2008	-6.05% Jan 8, 2010 - Mar 16, 2010
#13	-2.50% Aug 28, 2019 - Oct 4, 2019	-4.56% May 18, 2011 - Jul 7, 2011
#14	-2.44% Aug 4, 2011 - Sep 2, 2011	-4.56% Feb 28, 2025 - May 12, 2025
#15	-2.43% Aug 6, 2020 - Nov 23, 2020	-4.50% May 2, 2012 - Jun 29, 2012

Correlation

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

0.97

-101

Dividend Comparison (2007 - 2026)

USIG vs HYG dividend yield comparison.

Year	USIG	HYG
2026	1.57%	2.00%
2025	4.62%	5.71%
2024	4.51%	6.01%
2023	3.94%	5.74%
2022	3.14%	5.30%
2021	2.33%	4.02%
2020	2.82%	4.88%
2019	3.37%	4.99%
2018	3.44%	5.54%
2017	3.03%	5.12%
2016	2.87%	5.27%
2015	3.24%	5.90%
2014	3.32%	5.69%
2013	3.53%	6.10%
2012	3.23%	6.60%
2011	4.11%	7.51%
2010	4.56%	8.25%
2009	4.95%	9.48%
2008	5.12%	10.08%
2007	5.22%	5.23%