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HYGH vs BRLN

iShares Interest Rate Hedged High Yield Bond ETF vs iShares Floating Rate Loan Active ETF

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

Annual cost

0.52%

Fund size

$529M

BRLN

iShares Floating Rate Loan Active ETF

Annual cost

0.55%

Fund size

$54M

Key differences

Both HYGH and BRLN are fixed income ETFs. HYGH charges 0.52% a year and BRLN 0.55%. The main difference: HYGH follows a index tracking strategy; BRLN uses active selection.

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

Side-by-side comparison

HYGHBRLN
Annual cost (TER)0.52%0.55%
Fund size (AUM)$529M$54M
Since20142022
Dividend yield6.65%6.40%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.8%+4.8%
CAGR 3Y+10.1%+7.5%
CAGR 5Y+7.0%N/A
Sharpe 3Y1.141.11
Volatility 1Y3.66%3.14%
Max drawdown-23.88%-3.85%

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

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