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OEF vs SHYM

iShares S&P 100 ETF vs iShares Short Duration High Yield Muni Active ETF

OEF

iShares S&P 100 ETF

Annual cost

0.20%

Fund size

$20.7B

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

OEF is an equity ETF, while SHYM is a fixed income ETF.

  • OEF is an equity fund, while SHYM is a fixed income fund. They carry different risk/return profiles.
  • OEF follows a index tracking strategy; SHYM uses active selection.
  • Over the last three years, OEF has delivered higher annualized returns.

Side-by-side comparison

OEFSHYM
Annual cost (TER)0.20%
Fund size (AUM)$20.7B
Since2000
Dividend yield0.83%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+26.0%+4.9%
CAGR 3Y+24.4%+6.0%
CAGR 5Y+15.2%+1.2%
Sharpe 3Y1.230.37
Volatility 1Y13.06%2.97%
Max drawdown-31.44%-22.55%

Similar to OEF and SHYM