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HYGH vs SHY

iShares Interest Rate Hedged High Yield Bond ETF vs iShares 1-3 Year Treasury Bond ETF

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

Annual cost

0.52%

Fund size

$529M

SHY

iShares 1-3 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$25.4B

Key differences

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

  • SHY costs 0.37% less per year.
  • SHY 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.
  • SHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYGHSHY
Annual cost (TER)0.52%0.15%
Fund size (AUM)$529M$25.4B
Since20142002
Dividend yield6.65%3.71%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.8%+3.3%
CAGR 3Y+9.9%+4.1%
CAGR 5Y+7.0%+1.7%
Sharpe 3Y1.110.29
Volatility 1Y3.66%1.33%
Max drawdown-23.88%-5.71%

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

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