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Screener

SPHY vs HYGH

State Street SPDR Portfolio High Yield Bond ETF vs iShares Interest Rate Hedged High Yield Bond ETF

SPHY

State Street SPDR Portfolio High Yield Bond ETF

Annual cost

0.05%

Fund size

$11.1B

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

Annual cost

0.52%

Fund size

$529M

Key differences

Both SPHY and HYGH are fixed income ETFs. SPHY charges 0.05% a year and HYGH 0.52%. The main difference: SPHY costs 0.47% less per year.

  • SPHY costs 0.47% less per year.
  • SPHY is much larger than HYGH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SPHYHYGH
Annual cost (TER)0.05%0.52%
Fund size (AUM)$11.1B$529M
Since20122014
Dividend yield7.25%6.65%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+7.8%
CAGR 3Y+9.2%+9.9%
CAGR 5Y+4.4%+7.0%
Sharpe 3Y1.061.11
Volatility 1Y3.72%3.66%
Max drawdown-21.97%-23.88%

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

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