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IGHG vs HYGH

ProShares Investment Grade—Interest Rate Hedged vs iShares Interest Rate Hedged High Yield Bond ETF

IGHG

ProShares Investment Grade—Interest Rate Hedged

ProShares

Annual cost

0.30%

Fund size

$276M

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

iShares

Annual cost

0.52%

Fund size

$485M

Key differences

  • IGHG costs 0.22% less per year.
  • IGHG is classified as alternative, while HYGH is fixed income — different risk/return profiles.
  • IGHG follows a tactical allocation strategy; HYGH uses index tracking.
  • Over the last 3 years, HYGH has delivered higher annualized returns.

Side-by-side comparison

IGHGHYGH
Annual cost (TER)0.30%0.52%
Fund size (AUM)$276M$485M
Since20132014
Dividend yield5.14%6.69%
Asset classalternativefixed income
Regionnorth americanorth america
Strategytactical allocationindex tracking
CAGR 1Y+6.7%+8.4%
CAGR 3Y+9.1%+10.4%
CAGR 5Y+5.2%+7.0%
Sharpe 3Y1.311.18
Volatility 1Y3.50%3.70%
Max drawdown-25.16%-23.88%

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

Similar to IGHG and HYGH