Weekly 🇺🇸 High Yield Equity Update - October 9
Part 1 of 2. Given the number of new launches, I’ll be splitting this update into two parts.
Since common inception,, HYLD leads the U.S. equity income peer group at +26.18%, followed by USCL (+22.32%), HHIS (+19.63%), SDAY (+18.32%), while BIGY (-5.09%) remains negative. The dispersion highlights how leverage, overwrite levels and portfolio construction can materially affect total-return outcomes across strategies targeting similar U.S. equity income exposure.
More recent performance shows some rotation. As of October 9, over 6 months, HHIS (+33.20%) leads, followed by SDAY (+22.29%), USCL (+20.99%), BIGY (+13.24%), and HYLD (+10.11%). Over 3 months, BIGY (+12.04%) and HHIS (+11.61%) lead, while over 1 month, HHIS (+10.83%) is ahead of USCL (+7.85%), BIGY (+7.44%), HYLD (+4.00%), and SDAY (+3.21%).
