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IYY vs HYGH

iShares Dow Jones U.S. ETF vs iShares Interest Rate Hedged High Yield Bond ETF

IYY

iShares Dow Jones U.S. ETF

Annual cost

0.20%

Fund size

$3.0B

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

Annual cost

0.52%

Fund size

$529M

Key differences

IYY is an equity ETF, while HYGH is a fixed income ETF. IYY charges 0.20% a year and HYGH 0.52%.

  • IYY is an equity fund, while HYGH is a fixed income fund. They carry different risk/return profiles.
  • IYY costs 0.32% less per year.
  • IYY is much larger than HYGH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IYY has delivered higher annualized returns.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYYHYGH
Annual cost (TER)0.20%0.52%
Fund size (AUM)$3.0B$529M
Since20002014
Dividend yield0.87%6.65%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+7.6%
CAGR 3Y+22.2%+10.2%
CAGR 5Y+12.5%+7.0%
Sharpe 3Y1.171.15
Volatility 1Y12.31%3.66%
Max drawdown-34.90%-23.88%

Similar to IYY and HYGH