Screener
IGHG vs SJB
ProShares Investment Grade—Interest Rate Hedged vs ProShares Short High Yield
Key differences
Both IGHG and SJB are fixed income ETFs. IGHG charges 0.30% a year and SJB 0.95%. The main difference: IGHG follows a tactical allocation strategy; SJB uses inverse.
- IGHG follows a tactical allocation strategy; SJB uses inverse.
- IGHG costs 0.65% less per year.
- IGHG is much larger than SJB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IGHG has delivered higher annualized returns.
Side-by-side comparison
| IGHG | SJB | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.95% |
| Fund size (AUM) | $309M | $67M |
| Since | 2013 | 2011 |
| Dividend yield | 5.09% | 3.44% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | inverse |
| CAGR 1Y | +6.4% | -0.2% |
| CAGR 3Y | +8.8% | -2.0% |
| CAGR 5Y | +5.2% | -0.5% |
| Sharpe 3Y | 1.22 | -1.02 |
| Volatility 1Y | 3.42% | 3.84% |
| Max drawdown | -25.16% | -34.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.