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BYLD vs SHY

iShares Yield Optimized Bond ETF vs iShares 1-3 Year Treasury Bond ETF

BYLD

iShares Yield Optimized Bond ETF

Annual cost

0.13%

Fund size

$450M

SHY

iShares 1-3 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$25.4B

Key differences

Both BYLD and SHY are fixed income ETFs. BYLD charges 0.13% a year and SHY 0.15%. The main difference: SHY is much larger than BYLD. Larger funds are usually more liquid and less likely to close.

  • SHY is much larger than BYLD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BYLD has delivered higher annualized returns.
  • SHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BYLDSHY
Annual cost (TER)0.13%0.15%
Fund size (AUM)$450M$25.4B
Since20142002
Dividend yield5.34%3.71%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.8%+3.3%
CAGR 3Y+6.7%+4.1%
CAGR 5Y+2.4%+1.7%
Sharpe 3Y0.650.29
Volatility 1Y3.86%1.33%
Max drawdown-14.75%-5.71%

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

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