Screener
IWR vs USHY
iShares Russell Mid-Cap ETF vs iShares Broad USD High Yield Corporate Bond ETF
Key differences
IWR is an equity ETF, while USHY is a fixed income ETF. IWR charges 0.18% a year and USHY 0.08%.
- IWR is an equity fund, while USHY is a fixed income fund. They carry different risk/return profiles.
- USHY costs 0.10% less per year.
- Over the last three years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | USHY | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.08% |
| Fund size (AUM) | $54.8B | $26.8B |
| Since | 2001 | 2017 |
| Dividend yield | 1.16% | 6.88% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.9% | +6.5% |
| CAGR 3Y | +17.8% | +9.2% |
| CAGR 5Y | +7.7% | +4.3% |
| Sharpe 3Y | 0.89 | 1.05 |
| Volatility 1Y | 13.54% | 3.67% |
| Max drawdown | -40.59% | -22.44% |
Similar to IWR and USHY
Explore further