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IJH vs SHYM

iShares Core S&P Mid-Cap ETF vs iShares Short Duration High Yield Muni Active ETF

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$119.2B

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

IJH is an equity ETF, while SHYM is a fixed income ETF.

  • IJH is an equity fund, while SHYM is a fixed income fund. They carry different risk/return profiles.
  • IJH follows a index tracking strategy; SHYM uses active selection.
  • Over the last three years, IJH has delivered higher annualized returns.

Side-by-side comparison

IJHSHYM
Annual cost (TER)0.05%
Fund size (AUM)$119.2B
Since2000
Dividend yield1.19%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+23.7%+4.9%
CAGR 3Y+17.1%+6.0%
CAGR 5Y+7.8%+1.2%
Sharpe 3Y0.770.37
Volatility 1Y15.64%2.97%
Max drawdown-42.18%-22.55%

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