XFIV vs SHYD
Comparison between BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF) and VANECK SHORT HIGH YIELD MUNI ETF (SHYD, ETF).
XFIV vs SHYD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XFIV
$424M
Winner
SHYD
$425M
Expense Ratio
Winner
XFIV
0.05%
SHYD
0.32%
Max Drawdown
Winner
XFIV
7.83%
SHYD
31.57%
Sharpe Ratio
XFIV
-0.23
Winner
SHYD
0.41
5Y Beta
Winner
XFIV
-0.01
SHYD
0.02
5Y Dividends CAGR
XFIV
N/A
SHYD
1.51%
XFIV vs SHYD - Historical Returns
Returns include dividend reinvestment.
1M
XFIV
+0.19%
Winner
SHYD
+1.59%
3M
XFIV
-0.36%
Winner
SHYD
+1.72%
6M
XFIV
-0.55%
Winner
SHYD
+1.40%
1Y
XFIV
+2.51%
Winner
SHYD
+4.98%
5Y(CAGR)
XFIV
N/A
SHYD
+0.92%
10Y(CAGR)
XFIV
N/A
SHYD
+2.06%
Max(CAGR)
Winner
XFIV
+3.18%
SHYD
+2.31%
XFIV vs SHYD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | XFIV | SHYD |
|---|---|---|
| 2026 | -0.58% | +1.45% |
| 2025 | +7.47% | +5.44% |
| 2024 | +1.82% | +4.61% |
| 2023 | +4.07% | +2.21% |
| 2022 | -0.57% | -9.01% |
| 2021 | N/A | +4.25% |
| 2020 | N/A | +1.41% |
| 2019 | N/A | +7.35% |
| 2018 | N/A | +3.34% |
| 2017 | N/A | +5.07% |
| 2016 | N/A | -0.59% |
| 2015 | N/A | -0.32% |
| 2014 | N/A | +4.55% |
XFIV vs SHYD Drawdown Comparison
The maximum drawdown for XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.
The maximum drawdown for SHYD was -31.22%, occurring on Mar 19, 2020. Recovery took 225 trading sessions.
The current XFIV drawdown is -2.27%.
| Rank | XFIV | SHYD |
|---|---|---|
| #1 | -6.38% May 4, 2023 - Dec 27, 2023 | -31.22% Feb 27, 2020 - Jan 19, 2021 |
| #2 | -4.47% Sep 16, 2024 - Apr 3, 2025 | -13.32% Aug 4, 2021 - Aug 15, 2025 |
| #3 | -3.89% Jan 18, 2023 - Mar 17, 2023 | -7.97% Aug 24, 2016 - Sep 5, 2017 |
| #4 | -3.71% Sep 16, 2022 - Dec 1, 2022 | -4.24% Feb 4, 2015 - Mar 7, 2016 |
| #5 | -3.50% Feb 1, 2024 - Jul 11, 2024 | -2.17% Feb 26, 2026 - Jun 16, 2026 |
| #6 | -2.90% Feb 27, 2026 - May 19, 2026 | -2.00% Jun 25, 2014 - Sep 23, 2014 |
| #7 | -2.11% Apr 4, 2025 - Apr 30, 2025 | -1.96% Aug 22, 2018 - Jan 2, 2019 |
| #8 | -1.99% Apr 30, 2025 - Jun 25, 2025 | -1.74% Feb 8, 2021 - May 6, 2021 |
| #9 | -1.73% Dec 15, 2022 - Jan 9, 2023 | -1.18% Sep 5, 2017 - Apr 6, 2018 |
| #10 | -1.57% Apr 6, 2023 - May 3, 2023 | -1.03% Mar 12, 2014 - May 14, 2014 |
| #11 | -1.22% Mar 23, 2023 - Apr 4, 2023 | -0.99% Sep 4, 2019 - Nov 26, 2019 |
| #12 | -1.19% Mar 17, 2023 - Mar 23, 2023 | -0.90% Sep 17, 2025 - Nov 24, 2025 |
| #13 | -1.19% Dec 27, 2023 - Feb 1, 2024 | -0.74% Oct 15, 2014 - Oct 30, 2014 |
| #14 | -1.07% Jun 30, 2025 - Aug 1, 2025 | -0.69% Aug 15, 2025 - Sep 5, 2025 |
| #15 | -1.00% Aug 5, 2024 - Aug 21, 2024 | -0.59% Dec 10, 2014 - Dec 30, 2014 |
Correlation
Correlation between XFIV and SHYD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2014 - 2026)
XFIV vs SHYD dividend yield comparison.
| Year | XFIV | SHYD |
|---|---|---|
| 2026 | 1.62% | 1.44% |
| 2025 | 4.05% | 3.50% |
| 2024 | 3.92% | 3.16% |
| 2023 | 3.63% | 2.99% |
| 2022 | 1.06% | 2.66% |
| 2021 | 0.00% | 2.56% |
| 2020 | 0.00% | 3.05% |
| 2019 | 0.00% | 3.19% |
| 2018 | 0.00% | 3.17% |
| 2017 | 0.00% | 3.11% |
| 2016 | 0.00% | 2.97% |
| 2015 | 0.00% | 3.26% |
| 2014 | 0.00% | 2.90% |
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