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SHYMiShares Short Duration High Yield Muni Active ETF

Get incomeRanked #1,497 of 1,650 in this goal

Seeks to maximize tax-free current income and capital appreciation with a portfolio of high yield U.S. municipal bonds.

Annual Cost

#5,861 of 5,861 · expensive

Fund Size

#5,861 of 5,861 · small

Dividend YieldGoal

Track Record

#5,861 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,443+4.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 18.2% of fundwell diversified

BlackRock Liquidity Funds
5.5%
Commonwealth of Puerto Rico
1.9%
City & County of Denver CO
1.8%
New York Transportation Development Corp
1.8%
California Municipal Finance Authority
1.3%
New York Transportation Development Corp
1.3%
City of Philadelphia PA Water & Wastewater Revenue
1.2%
Black Belt Energy Gas District
1.2%
Southeast Energy Authority A Cooperative District
1.1%
Port of Beaumont Navigation District
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.8%Low

Year-on-year price swings

Max drawdown
-22.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.23Below average
Sortino (3Y)
0.30Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to maximize tax-free current income and capital appreciation with a portfolio of high yield U.S. municipal bonds.
Strategy
Invests primarily in high yield and other income-generating U.S. municipal bonds, targeting at least 80% of assets in these securities. Focuses on medium- to low-quality bonds to maximize tax-free current income.

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Data updated on 2026-08-04