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IWB vs SHYM

iShares Russell 1000 ETF vs iShares Short Duration High Yield Muni Active ETF

IWB

iShares Russell 1000 ETF

Annual cost

0.15%

Fund size

$48.9B

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

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

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

Side-by-side comparison

IWBSHYM
Annual cost (TER)0.15%
Fund size (AUM)$48.9B
Since2000
Dividend yield0.91%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+24.3%+4.9%
CAGR 3Y+22.2%+6.0%
CAGR 5Y+12.6%+1.2%
Sharpe 3Y1.170.37
Volatility 1Y12.22%2.97%
Max drawdown-34.60%-22.55%

Similar to IWB and SHYM