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SHYG vs HYGH

iShares 0-5 Year High Yield Corporate Bond ETF vs iShares Interest Rate Hedged High Yield Bond ETF

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF

Annual cost

0.30%

Fund size

$7.6B

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

Annual cost

0.52%

Fund size

$529M

Key differences

Both SHYG and HYGH are fixed income ETFs. SHYG charges 0.30% a year and HYGH 0.52%. The main difference: SHYG costs 0.22% less per year.

  • SHYG costs 0.22% less per year.
  • SHYG is much larger than HYGH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HYGH has delivered higher annualized returns.

Side-by-side comparison

SHYGHYGH
Annual cost (TER)0.30%0.52%
Fund size (AUM)$7.6B$529M
Since20132014
Dividend yield6.99%6.65%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+7.3%
CAGR 3Y+8.0%+9.8%
CAGR 5Y+4.8%+6.9%
Sharpe 3Y0.971.08
Volatility 1Y3.18%3.66%
Max drawdown-19.27%-23.88%

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

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