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HYGH vs IEI

iShares Interest Rate Hedged High Yield Bond ETF vs iShares 3-7 Year Treasury Bond ETF

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

Annual cost

0.52%

Fund size

$529M

IEI

iShares 3-7 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$18.5B

Key differences

Both HYGH and IEI are fixed income ETFs. HYGH charges 0.52% a year and IEI 0.15%. The main difference: IEI costs 0.37% less per year.

  • IEI costs 0.37% less per year.
  • IEI is much larger than HYGH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HYGH has delivered higher annualized returns.
  • IEI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYGHIEI
Annual cost (TER)0.52%0.15%
Fund size (AUM)$529M$18.5B
Since20142007
Dividend yield6.65%3.62%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.8%+3.2%
CAGR 3Y+9.9%+3.7%
CAGR 5Y+7.0%+0.3%
Sharpe 3Y1.110.04
Volatility 1Y3.66%3.00%
Max drawdown-23.88%-14.60%

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

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