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HYGH vs SHYG

iShares Interest Rate Hedged High Yield Bond ETF vs iShares 0-5 Year High Yield Corporate Bond ETF

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

iShares

Annual cost

0.52%

Fund size

$485M

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF

iShares

Annual cost

0.30%

Fund size

$7.6B

Key differences

  • SHYG costs 0.22% less per year.
  • SHYG is significantly larger than HYGH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HYGH has delivered higher annualized returns.

Side-by-side comparison

HYGHSHYG
Annual cost (TER)0.52%0.30%
Fund size (AUM)$485M$7.6B
Since20142013
Dividend yield6.69%7.01%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.4%+7.5%
CAGR 3Y+10.4%+8.4%
CAGR 5Y+7.0%+4.9%
Sharpe 3Y1.181.05
Volatility 1Y3.70%3.20%
Max drawdown-23.88%-19.27%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HYGH and SHYG