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SPHY vs USHY

State Street SPDR Portfolio High Yield Bond ETF vs iShares Broad USD High Yield Corporate Bond ETF

SPHY

State Street SPDR Portfolio High Yield Bond ETF

State Street Investment Management

Annual cost

0.05%

Fund size

$10.5B

USHY

iShares Broad USD High Yield Corporate Bond ETF

iShares

Annual cost

0.08%

Fund size

$26.2B

Key differences

  • SPHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPHYUSHY
Annual cost (TER)0.05%0.08%
Fund size (AUM)$10.5B$26.2B
Since20122017
Dividend yield7.29%6.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.2%+8.0%
CAGR 3Y+9.3%+9.3%
CAGR 5Y+4.6%+4.4%
Sharpe 3Y1.081.06
Volatility 1Y3.71%3.68%
Max drawdown-21.97%-22.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPHY and USHY