Screener
SJB vs IGHG
ProShares Short High Yield vs ProShares Investment Grade—Interest Rate Hedged
Key differences
Both SJB and IGHG are fixed income ETFs. SJB charges 0.95% a year and IGHG 0.30%. The main difference: SJB follows a inverse strategy; IGHG uses tactical allocation.
- SJB follows a inverse strategy; IGHG uses tactical allocation.
- IGHG costs 0.65% less per year.
- IGHG is much larger than SJB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IGHG has delivered higher annualized returns.
Side-by-side comparison
| SJB | IGHG | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.30% |
| Fund size (AUM) | $67M | $309M |
| Since | 2011 | 2013 |
| Dividend yield | 3.44% | 5.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | inverse | tactical allocation |
| CAGR 1Y | -0.2% | +6.4% |
| CAGR 3Y | -2.0% | +8.8% |
| CAGR 5Y | -0.5% | +5.2% |
| Sharpe 3Y | -1.02 | 1.22 |
| Volatility 1Y | 3.84% | 3.42% |
| Max drawdown | -34.57% | -25.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.