Screener
JMHI vs SHY
High Yield Municipal Etf Fund vs iShares 1-3 Year Treasury Bond ETF
Key differences
Both JMHI and SHY are fixed income ETFs. JMHI charges 0.35% a year and SHY 0.15%. The main difference: SHY costs 0.20% less per year.
- SHY costs 0.20% less per year.
- SHY is much larger than JMHI. Larger funds are usually more liquid and less likely to close.
- SHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JMHI | SHY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.15% |
| Fund size (AUM) | $279M | $25.4B |
| Since | 2007 | 2002 |
| Dividend yield | 4.58% | 3.71% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.5% | +3.3% |
| CAGR 3Y | N/A | +4.0% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | N/A | 0.22 |
| Volatility 1Y | 3.21% | 1.33% |
| Max drawdown | -7.11% | -5.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.