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HYS vs SHYG

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund vs iShares 0-5 Year High Yield Corporate Bond ETF

HYS

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund

Annual cost

0.56%

Fund size

$1.7B

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF

Annual cost

0.30%

Fund size

$7.6B

Key differences

  • SHYG costs 0.26% less per year.
  • SHYG is significantly larger than HYS — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

HYSSHYG
Annual cost (TER)0.56%0.30%
Fund size (AUM)$1.7B$7.6B
Since20112013
Dividend yield7.32%7.01%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.6%+7.1%
CAGR 3Y+9.0%+8.5%
CAGR 5Y+5.3%+5.0%
Sharpe 3Y1.081.06
Volatility 1Y3.47%3.15%
Max drawdown-20.91%-19.27%

Similar to HYS and SHYG