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IJH vs SHYG

iShares Core S&P Mid-Cap ETF vs iShares 0-5 Year High Yield Corporate Bond ETF

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$119.2B

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF

Annual cost

0.30%

Fund size

$7.6B

Key differences

IJH is an equity ETF, while SHYG is a fixed income ETF. IJH charges 0.05% a year and SHYG 0.30%.

  • IJH is an equity fund, while SHYG is a fixed income fund. They carry different risk/return profiles.
  • IJH costs 0.25% less per year.
  • IJH is much larger than SHYG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IJH has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJHSHYG
Annual cost (TER)0.05%0.30%
Fund size (AUM)$119.2B$7.6B
Since20002013
Dividend yield1.19%6.99%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.7%+6.2%
CAGR 3Y+17.1%+8.4%
CAGR 5Y+7.8%+4.9%
Sharpe 3Y0.771.04
Volatility 1Y15.64%3.18%
Max drawdown-42.18%-19.27%

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