VLUE vs HYG
Comparison between ISHARES MSCI USA VALUE FACTOR ETF (VLUE, ETF) and ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF).
5-Year PerformanceVLUE has outperformed HYG, delivering a return of +16.0% compared to +3.7%
VLUE vs HYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VLUE
$16B
Winner
HYG
$16B
Expense Ratio
Winner
VLUE
0.15%
HYG
0.49%
Max Drawdown
Winner
VLUE
39.47%
HYG
41.90%
Sharpe Ratio
Winner
VLUE
3.20
HYG
0.72
5Y Beta
VLUE
0.91
Winner
HYG
0.23
P/E Ratio
VLUE
19.62
HYG
N/A
Forward P/E
VLUE
10.87
HYG
N/A
PEG Ratio
VLUE
0.23
HYG
N/A
5Y Dividends CAGR
Winner
VLUE
10.83%
HYG
3.61%
5Y EPS CAGR
VLUE
17.94%
HYG
N/A
Debt to Equity
VLUE
10.53%
HYG
N/A
P/S Ratio
VLUE
1.37
HYG
N/A
P/B Ratio
VLUE
2.45
HYG
N/A
VLUE vs HYG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VLUE
+8.86%
HYG
+0.60%
3M
Winner
VLUE
+38.56%
HYG
+2.28%
6M
Winner
VLUE
+46.53%
HYG
+2.21%
1Y
Winner
VLUE
+83.14%
HYG
+6.49%
5Y(CAGR)
Winner
VLUE
+16.01%
HYG
+3.75%
10Y(CAGR)
Winner
VLUE
+15.32%
HYG
+5.00%
Max(CAGR)
Winner
VLUE
+13.91%
HYG
+4.97%
VLUE vs HYG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | VLUE | HYG |
|---|---|---|
| 2026 | +42.97% | +1.60% |
| 2025 | +32.85% | +8.34% |
| 2024 | +7.11% | +8.33% |
| 2023 | +14.27% | +11.32% |
| 2022 | -15.42% | -10.95% |
| 2021 | +30.09% | +3.96% |
| 2020 | -0.88% | +4.04% |
| 2019 | +25.91% | +14.24% |
| 2018 | -12.27% | -2.11% |
| 2017 | +20.70% | +5.63% |
| 2016 | +17.35% | +14.09% |
| 2015 | -2.57% | -5.03% |
| 2014 | +13.40% | +1.72% |
| 2013 | +22.41% | +4.77% |
| 2012 | N/A | +11.30% |
| 2011 | N/A | +6.68% |
| 2010 | N/A | +11.02% |
| 2009 | N/A | +28.98% |
| 2008 | N/A | -16.57% |
| 2007 | N/A | +1.62% |
VLUE vs HYG Drawdown Comparison
The maximum drawdown for VLUE was -39.47%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.
The current VLUE drawdown is -2.61%.
| Rank | VLUE | HYG |
|---|---|---|
| #1 | -39.47% Feb 12, 2020 - Jan 6, 2021 | -34.28% Sep 19, 2007 - Dec 2, 2009 |
| #2 | -27.11% Jan 14, 2022 - Mar 27, 2024 | -22.03% Feb 13, 2020 - Nov 4, 2020 |
| #3 | -22.15% Sep 20, 2018 - Nov 4, 2019 | -15.79% Dec 27, 2021 - Mar 7, 2024 |
| #4 | -19.66% May 22, 2015 - Oct 5, 2016 | -13.44% Apr 15, 2015 - Jul 8, 2016 |
| #5 | -17.88% Nov 25, 2024 - Jun 30, 2025 | -10.05% Jul 22, 2011 - Oct 24, 2011 |
| #6 | -10.21% Jan 26, 2018 - Aug 27, 2018 | -8.38% May 25, 2007 - Sep 18, 2007 |
| #7 | -9.17% Jul 16, 2024 - Sep 26, 2024 | -7.90% Oct 27, 2011 - Dec 23, 2011 |
| #8 | -9.04% Feb 11, 2026 - Apr 9, 2026 | -7.07% Apr 23, 2010 - Jul 20, 2010 |
| #9 | -8.18% Sep 18, 2014 - Nov 7, 2014 | -7.05% May 8, 2013 - Nov 29, 2013 |
| #10 | -7.52% Mar 28, 2024 - Jul 16, 2024 | -6.42% Jun 25, 2014 - Apr 15, 2015 |
| #11 | -7.09% Jun 4, 2021 - Nov 12, 2021 | -6.41% Oct 1, 2018 - Jan 31, 2019 |
| #12 | -6.43% Jun 2, 2026 - Jun 10, 2026 | -6.05% Jan 8, 2010 - Mar 16, 2010 |
| #13 | -6.03% Nov 12, 2025 - Nov 28, 2025 | -4.56% May 18, 2011 - Jul 7, 2011 |
| #14 | -5.78% Jan 15, 2014 - Feb 28, 2014 | -4.56% Feb 28, 2025 - May 12, 2025 |
| #15 | -5.63% May 21, 2013 - Jul 12, 2013 | -4.50% May 2, 2012 - Jun 29, 2012 |
Correlation
Correlation between VLUE and HYG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
VLUE vs HYG dividend yield comparison.
| Year | VLUE | HYG |
|---|---|---|
| 2026 | 0.32% | 2.51% |
| 2025 | 2.11% | 5.71% |
| 2024 | 2.73% | 6.01% |
| 2023 | 2.66% | 5.74% |
| 2022 | 3.18% | 5.30% |
| 2021 | 2.22% | 4.02% |
| 2020 | 2.42% | 4.88% |
| 2019 | 2.61% | 4.99% |
| 2018 | 2.70% | 5.54% |
| 2017 | 2.14% | 5.12% |
| 2016 | 2.07% | 5.27% |
| 2015 | 2.39% | 5.90% |
| 2014 | 1.64% | 5.69% |
| 2013 | 1.33% | 6.10% |
| 2012 | 0.00% | 6.60% |
| 2011 | 0.00% | 7.51% |
| 2010 | 0.00% | 8.25% |
| 2009 | 0.00% | 9.48% |
| 2008 | 0.00% | 10.08% |
| 2007 | 0.00% | 5.23% |
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