Screener
IWR vs SHYM
iShares Russell Mid-Cap ETF vs iShares Short Duration High Yield Muni Active ETF
Key differences
IWR is an equity ETF, while SHYM is a fixed income ETF.
- IWR is an equity fund, while SHYM is a fixed income fund. They carry different risk/return profiles.
- IWR follows a index tracking strategy; SHYM uses active selection.
- Over the last three years, IWR has delivered higher annualized returns.
Side-by-side comparison
| IWR | SHYM | |
|---|---|---|
| Annual cost (TER) | 0.18% | — |
| Fund size (AUM) | $54.8B | — |
| Since | 2001 | — |
| Dividend yield | 1.16% | — |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.9% | +4.9% |
| CAGR 3Y | +17.8% | +6.0% |
| CAGR 5Y | +7.7% | +1.2% |
| Sharpe 3Y | 0.89 | 0.37 |
| Volatility 1Y | 13.54% | 2.97% |
| Max drawdown | -40.59% | -22.55% |
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