Screener
BAB vs SHYM
Invesco Taxable Municipal Bond ETF vs iShares Short Duration High Yield Muni Active ETF
Key differences
Both BAB and SHYM are fixed income ETFs. The main difference: BAB follows a index tracking strategy; SHYM uses active selection.
- BAB follows a index tracking strategy; SHYM uses active selection.
- Over the last three years, SHYM has delivered higher annualized returns.
Side-by-side comparison
| BAB | SHYM | |
|---|---|---|
| Annual cost (TER) | 0.28% | — |
| Fund size (AUM) | $1.1B | — |
| Since | 2009 | — |
| Dividend yield | 4.09% | — |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.2% | +4.8% |
| CAGR 3Y | +4.2% | +5.8% |
| CAGR 5Y | -0.4% | +1.1% |
| Sharpe 3Y | 0.11 | 0.35 |
| Volatility 1Y | 5.73% | 2.97% |
| Max drawdown | -27.80% | -22.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.