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SUB vs SHYM

iShares Short-Term National Muni Bond ETF vs iShares Short Duration High Yield Muni Active ETF

SUB

iShares Short-Term National Muni Bond ETF

Annual cost

0.07%

Fund size

$11.3B

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

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

  • SUB follows a index tracking strategy; SHYM uses active selection.
  • Over the last three years, SHYM has delivered higher annualized returns.

Side-by-side comparison

SUBSHYM
Annual cost (TER)0.07%
Fund size (AUM)$11.3B
Since2008
Dividend yield2.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+3.0%+4.9%
CAGR 3Y+3.2%+5.8%
CAGR 5Y+1.5%+1.1%
Sharpe 3Y-0.310.34
Volatility 1Y1.00%2.96%
Max drawdown-9.46%-22.55%

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

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