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FLOT vs SHYM

iShares Floating Rate Bond ETF vs iShares Short Duration High Yield Muni Active ETF

FLOT

iShares Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$9.5B

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

Both FLOT and SHYM are fixed income ETFs. The main difference: FLOT follows a index tracking strategy; SHYM uses active selection.

  • FLOT follows a index tracking strategy; SHYM uses active selection.

Side-by-side comparison

FLOTSHYM
Annual cost (TER)0.15%
Fund size (AUM)$9.5B
Since2011
Dividend yield4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.9%+4.8%
CAGR 3Y+5.7%+5.8%
CAGR 5Y+4.2%+1.1%
Sharpe 3Y1.450.35
Volatility 1Y0.75%2.97%
Max drawdown-13.54%-22.55%

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

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