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MYHE vs SPBO

State Street My2031 High Yield Corporate Bond ETF vs State Street SPDR Portfolio Corporate Bond ETF

MYHE

State Street My2031 High Yield Corporate Bond ETF

Annual cost

0.39%

Fund size

$5M

SPBO

State Street SPDR Portfolio Corporate Bond ETF

Annual cost

0.03%

Fund size

$2.0B

Key differences

Both MYHE and SPBO are fixed income ETFs. MYHE charges 0.39% a year and SPBO 0.03%. The main difference: MYHE follows a active selection strategy; SPBO uses index tracking.

  • MYHE follows a active selection strategy; SPBO uses index tracking.
  • MYHE covers North America; SPBO covers global markets.
  • SPBO costs 0.36% less per year.
  • SPBO is much larger than MYHE. Larger funds are usually more liquid and less likely to close.
  • SPBO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MYHESPBO
Annual cost (TER)0.39%0.03%
Fund size (AUM)$5M$2.0B
Since20262011
Dividend yield5.09%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+6.0%
CAGR 3YN/A+5.9%
CAGR 5YN/A+0.8%
Sharpe 3YN/A0.39
Volatility 1Y4.38%
Max drawdown-2.28%-22.04%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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