Screener
FTRB vs SHYG
Federated Hermes Total Return Bond ETF vs iShares 0-5 Year High Yield Corporate Bond ETF
Key differences
Both FTRB and SHYG are fixed income ETFs. FTRB charges 0.39% a year and SHYG 0.30%. The main difference: FTRB follows a active selection strategy; SHYG uses index tracking.
- FTRB follows a active selection strategy; SHYG uses index tracking.
- SHYG costs 0.09% less per year.
- SHYG is much larger than FTRB. Larger funds are usually more liquid and less likely to close.
- SHYG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTRB | SHYG | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.30% |
| Fund size (AUM) | $551M | $7.6B |
| Since | 2024 | 2013 |
| Dividend yield | 4.29% | 6.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.2% | +6.6% |
| CAGR 3Y | N/A | +8.3% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | N/A | 1.03 |
| Volatility 1Y | 3.57% | 3.20% |
| Max drawdown | -4.83% | -19.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.