Screener
IVV vs SHYM
iShares Core S&P 500 ETF vs iShares Short Duration High Yield Muni Active ETF
Key differences
IVV is an equity ETF, while SHYM is a fixed income ETF.
- IVV is an equity fund, while SHYM is a fixed income fund. They carry different risk/return profiles.
- IVV follows a index tracking strategy; SHYM uses active selection.
- Over the last three years, IVV has delivered higher annualized returns.
Side-by-side comparison
| IVV | SHYM | |
|---|---|---|
| Annual cost (TER) | 0.03% | — |
| Fund size (AUM) | $854.9B | — |
| Since | 2000 | — |
| Dividend yield | 1.06% | — |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.3% | +4.9% |
| CAGR 3Y | +22.5% | +6.0% |
| CAGR 5Y | +13.5% | +1.2% |
| Sharpe 3Y | 1.20 | 0.37 |
| Volatility 1Y | 12.10% | 2.97% |
| Max drawdown | -33.90% | -22.55% |
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