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SJB vs SHYG

ProShares Short High Yield vs iShares 0-5 Year High Yield Corporate Bond ETF

SJB

ProShares Short High Yield

Annual cost

0.95%

Fund size

$67M

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF

Annual cost

0.30%

Fund size

$7.6B

Key differences

Both SJB and SHYG are fixed income ETFs. SJB charges 0.95% a year and SHYG 0.30%. The main difference: SJB follows a inverse strategy; SHYG uses index tracking.

  • SJB follows a inverse strategy; SHYG uses index tracking.
  • SHYG costs 0.65% less per year.
  • SHYG is much larger than SJB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SHYG has delivered higher annualized returns.

Side-by-side comparison

SJBSHYG
Annual cost (TER)0.95%0.30%
Fund size (AUM)$67M$7.6B
Since20112013
Dividend yield3.44%6.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyinverseindex tracking
CAGR 1Y-0.5%+6.6%
CAGR 3Y-2.1%+8.3%
CAGR 5Y-0.6%+4.9%
Sharpe 3Y-1.061.03
Volatility 1Y3.87%3.20%
Max drawdown-34.57%-19.27%

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

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