DUKH vs SIHY

DUKH vs SIHY

Which is better, DUKH or SIHY?

SIHY has been ahead.

SIHY has a lower expense ratio. SIHY led over 1Y and the full window.

Lower Fees: SIHYHigher Returns: SIHY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDUKHSIHY
Expense Ratio1.07%0.48%Best
AUM$22M$135M
Dividend Yield5.12%7.16%
Holdings12435
YTD Return-1.99%+0.69%Best
1Y Return-0.30%+2.64%Best
3Y Return (annualized)-+8.78%
5Y Return (annualized)-+4.46%
Volatility (annualized)4.3%Best4.4%
Max Drawdown-5.7%-5.4%Best
$10,000 over 2.3 years$10,452$11,377Best
Fund FamilyOcean Park Asset ManagementHarbor Funds
CategoryFixed IncomeFixed Income
StyleHigh Yield BondHigh Yield Bond
InceptionJul 10, 2024Sep 14, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 11, 2024 to Oct 14, 2026 (2.3 years).

DUKH vs SIHY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.

Compare DUKH against instead:DUKH vs SPYDUKH vs QQQDUKH vs VOODUKH vs VTISIHY against:SIHY vs VXUS

DUKH vs SIHY Performance

Ocean Park High Income ETF (DUKH) is an ETF from Ocean Park Asset Management and Harbor Ares Systematic High Yield ETF (SIHY) is an ETF from Harbor Funds. Over the past year DUKH returned -0.30% while SIHY returned +2.64%. Year to date, DUKH is down 1.99% versus a gain of 0.69% for SIHY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SIHY has been the more volatile fund, with annualized monthly volatility of 4.4% compared with 4.3% for DUKH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -5.7% for DUKH and -5.4% for SIHY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DUKH charges 1.07% per year while SIHY charges 0.48%. On a $10,000 position that is $107 vs $48 annually, a gap of $59 per year that compounds over a long holding period. On income, DUKH currently yields 5.12% against 7.16% for SIHY.

Holdings Overlap

We hold position weights for 1 holding in DUKH and 173 in SIHY, totalling 30.2% and 69.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in DUKH and 173 in SIHY, against full books of 12 and 435.

You are not choosing between two funds in isolation.

Whichever of DUKH and SIHY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DUKHSIHY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DUKH or SIHY?

DUKH has an expense ratio of 1.07% while SIHY charges 0.48%. SIHY is the cheaper option, by $59 a year on a $10,000 investment.

Which performed better, DUKH or SIHY?

Over the past year DUKH returned -0.30% vs +2.64% for SIHY, so SIHY leads on 1-year performance. Over the longest common window we track (2 years), DUKH annualized +1.94% vs +5.77% for SIHY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DUKH or SIHY?

SIHY has been the more volatile fund at 4.4% annualized versus 4.3% for DUKH. Worst drawdown: DUKH -5.7% vs SIHY -5.4%.

Should I hold both DUKH and SIHY?

DUKH and SIHY have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DUKH or SIHY?

DUKH yields 5.12% while SIHY yields 7.16%, so SIHY currently pays the higher dividend yield.

Is SIHY better than DUKH?

SIHY has a lower expense ratio. SIHY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.