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SHYM vs FBND

iShares Short Duration High Yield Muni Active ETF vs Fidelity Total Bond ETF

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

FBND

Fidelity Total Bond ETF

Annual cost

0.36%

Fund size

$26.1B

Key differences

Both SHYM and FBND are fixed income ETFs. The main difference: SHYM follows a active selection strategy; FBND uses index tracking.

  • SHYM follows a active selection strategy; FBND uses index tracking.
  • SHYM covers North America; FBND covers global markets.
  • Over the last three years, SHYM has delivered higher annualized returns.

Side-by-side comparison

SHYMFBND
Annual cost (TER)0.36%
Fund size (AUM)$26.1B
Since2014
Dividend yield4.70%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+4.8%+4.8%
CAGR 3Y+5.8%+4.4%
CAGR 5Y+1.1%+0.8%
Sharpe 3Y0.350.17
Volatility 1Y2.97%3.83%
Max drawdown-22.55%-17.25%

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

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