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DYLD vs HYDB

LeaderShares Dynamic Yield ETF vs iShares High Yield Systematic Bond ETF

DYLD

LeaderShares Dynamic Yield ETF

Redwood Investment Management, LLC

Annual cost

0.75%

Fund size

$40M

HYDB

iShares High Yield Systematic Bond ETF

iShares

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • HYDB costs 0.40% less per year.
  • HYDB is significantly larger than DYLD — larger funds tend to be more liquid and less likely to close.
  • DYLD follows a active selection strategy; HYDB uses index tracking.
  • Over the last 3 years, HYDB has delivered higher annualized returns.

Side-by-side comparison

DYLDHYDB
Annual cost (TER)0.75%0.35%
Fund size (AUM)$40M$1.5B
Since20212017
Dividend yield4.37%7.11%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.0%+8.0%
CAGR 3Y+4.3%+9.5%
CAGR 5YN/A+4.7%
Sharpe 3Y0.211.06
Volatility 1Y2.54%3.82%
Max drawdown-15.03%-21.58%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DYLD and HYDB