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SHY vs IGBH

iShares 1-3 Year Treasury Bond ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF

SHY

iShares 1-3 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$25.4B

IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

Annual cost

0.14%

Fund size

$189M

Key differences

Both SHY and IGBH are fixed income ETFs. SHY charges 0.15% a year and IGBH 0.14%. The main difference: SHY is much larger than IGBH. Larger funds are usually more liquid and less likely to close.

  • SHY is much larger than IGBH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IGBH has delivered higher annualized returns.
  • SHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHYIGBH
Annual cost (TER)0.15%0.14%
Fund size (AUM)$25.4B$189M
Since20022015
Dividend yield3.71%5.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.3%+9.0%
CAGR 3Y+4.1%+9.1%
CAGR 5Y+1.7%+5.5%
Sharpe 3Y0.291.07
Volatility 1Y1.33%4.04%
Max drawdown-5.71%-33.67%

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

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