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DYLD vs SHYM

LeaderShares Dynamic Yield ETF vs BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

DYLD

LeaderShares Dynamic Yield ETF

Redwood Investment Management, LLC

Annual cost

0.75%

Fund size

$40M

SHYM

BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

  • DYLD follows a active selection strategy; SHYM uses index tracking.
  • Over the last 3 years, SHYM has delivered higher annualized returns.

Side-by-side comparison

DYLDSHYM
Annual cost (TER)0.75%
Fund size (AUM)$40M
Since2021
Dividend yield4.37%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.0%+4.4%
CAGR 3Y+4.3%+5.7%
CAGR 5YN/A+1.2%
Sharpe 3Y0.210.34
Volatility 1Y2.54%3.14%
Max drawdown-15.03%-22.55%

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

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