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HYGVNorthern Trust High Yield Value-Scored Bond ETF

Get income8y track recordRanked #358 of 1,706 in this goal

Seeks investment results that correspond generally to the price and yield performance of the Northern Trust High Yield Value-Scored US Corporate Bond Index.

By Northern Trust · Launched 2018

Annual Cost

0.37%

#1,868 of 6,040 · low cost

Fund Size

$1.1B

#1,133 of 6,040 · large

Return (1Y)

+3.7%

Track Record

8 years

#1,753 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,351+3.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Northern Trust High Yield Value-Scored US Corporate Bond Index

Holdings

By weight

Concentration

Top 10 holdings = 20.8% of funddiversified

CF SECURED LLC
13.8%
FNMA
1.4%
TD SECURITIES (USA) LLC
0.9%
Carvana Co.
0.8%
Tenneco, Inc.
0.8%
Caesars Entertainment, Inc.
0.7%
Moss Creek Resources Holdings, Inc.
0.7%
Ithaca Energy North Sea plc
0.6%
Tidewater, Inc.
0.6%
Carvana Co.
0.6%

Asset allocation

Bonds
96.3%
Cash
3.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.8%Low

Year-on-year price swings

Max drawdown
-23.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.71Decent risk-adjusted returns
Sortino (3Y)
1.03Good downside protection

Bond profile

Duration

7.1 years

Avg maturity

9.8 years

Credit ratings

BBB
0.2%
BB
41.1%
B
45.8%
Below B
12.9%
Other
0.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield performance of the Northern Trust High Yield Value-Scored US Corporate Bond Index.
Strategy
Employs a passive indexing approach to invest in high yield, U.S.-dollar denominated bonds, reflecting a diversified universe of securities with favorable fundamental qualities. Concentrates in the Industrials sector, aiming to match the Underlying Index's performance.
Inception date
July 17, 2018
Fund family
Northern Trust

Next steps

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Data updated on 2026-09-18