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HYDW vs ICSH

Xtrackers Low Beta High Yield Bond ETF vs iShares Ultra Short Duration Bond Active ETF

HYDW

Xtrackers Low Beta High Yield Bond ETF

Annual cost

0.20%

Fund size

$66M

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

Key differences

Both HYDW and ICSH are fixed income ETFs. HYDW charges 0.20% a year and ICSH 0.08%. The main difference: HYDW follows a index tracking strategy; ICSH uses active selection.

  • HYDW follows a index tracking strategy; ICSH uses active selection.
  • ICSH costs 0.12% less per year.
  • ICSH is much larger than HYDW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HYDW has delivered higher annualized returns.
  • ICSH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYDWICSH
Annual cost (TER)0.20%0.08%
Fund size (AUM)$66M$7.6B
Since20182013
Dividend yield5.59%4.38%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.3%+4.3%
CAGR 3Y+6.9%+5.2%
CAGR 5Y+3.6%+3.7%
Sharpe 3Y0.743.37
Volatility 1Y2.95%0.41%
Max drawdown-17.75%-3.94%

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

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