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IGHG vs HYHG

ProShares Investment Grade—Interest Rate Hedged vs ProShares High Yield—Interest Rate Hedged

IGHG

ProShares Investment Grade—Interest Rate Hedged

ProShares

Annual cost

0.30%

Fund size

$276M

HYHG

ProShares High Yield—Interest Rate Hedged

ProShares

Annual cost

0.50%

Fund size

$168M

Key differences

  • IGHG costs 0.20% less per year.
  • IGHG is classified as alternative, while HYHG is fixed income — different risk/return profiles.
  • IGHG follows a tactical allocation strategy; HYHG uses index tracking.
  • Over the last 3 years, HYHG has delivered higher annualized returns.

Side-by-side comparison

IGHGHYHG
Annual cost (TER)0.30%0.50%
Fund size (AUM)$276M$168M
Since20132013
Dividend yield5.14%6.83%
Asset classalternativefixed income
Regionnorth america
Strategytactical allocationindex tracking
CAGR 1Y+6.7%+8.5%
CAGR 3Y+9.1%+10.5%
CAGR 5Y+5.2%+7.1%
Sharpe 3Y1.310.97
Volatility 1Y3.50%5.57%
Max drawdown-25.16%-25.72%

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

Similar to IGHG and HYHG