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BRHY vs BRTR

iShares High Yield Active ETF vs iShares Total Return Active ETF

BRHY

iShares High Yield Active ETF

Annual cost

0.45%

Fund size

$107M

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

Key differences

Both BRHY and BRTR are fixed income ETFs. BRHY charges 0.45% a year and BRTR 0.38%. The main difference: BRHY covers global markets; BRTR covers North America.

  • BRHY covers global markets; BRTR covers North America.
  • BRTR costs 0.07% less per year.
  • BRTR is much larger than BRHY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BRHYBRTR
Annual cost (TER)0.45%0.38%
Fund size (AUM)$107M$663M
Since20242023
Dividend yield6.63%4.65%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+6.9%+5.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.27%3.63%
Max drawdown-4.42%-5.07%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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