Compare · 2 funds side by side · dividends reinvested

HINC and SHYG

HINCHartford×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,592SHYG · best of the two

02 / 03

HINC and SHYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-5 Year High Yield Corporate Bond ETFBonds & Cash · High yield0.30%7.14%+1.8%+3.3%+8.1%+4.7%−2.1%3.2%$7.7B1.0

Hartford High Yield ETFBonds & Cash · High yield0.51%0.66%[…][…][…][…][…][…]$397M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HINC 1998 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

Hartford High Yield ETF · $397M[…]

HINC

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,592

$10,000 five years ago, dividends reinvested

HINCMeasureSHYG

[…]Year to dateJan 1 → Nov 4+1.8%

[…]1 yearTotal return+3.3%

[…]3 years · per year$10,000 became […] · $12,627+8.1%

[…]5 years · per year$10,000 became […] · $12,592+4.7%

0.51%Expense ratio$51 · $30 a year on $10k · lower is better0.30%

0.66%Trailing 12-mo yield$66 · $714 a year on $10k7.14%

[…]Worst dropSmaller is better−2.1%

[…]VolatilityLower is calmer3.2%

HINCSHYG Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2SHYG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HINC vs SHYG: Top 5 Holdings

Today

HINC

0.7%in top 5

SHYG

in top 5[…]

HINCStockSHYG

0.2%AAONnot top 5

0.2%SNOWnot top 5

0.2%HYGnot top 5

0.1%NVDAnot top 5

0.1%MUnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

HINC vs SHYG Returns, Every Period

HartfordHINC

[…]

past year

SHYGiShares

+3.3%

past year

Returns […]

HINCSHYGFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HINC vs SHYG

YTD

HartfordHINC

[…]

SHYGiShares

+1.8%

[…]Year to date+1.8%

[…]Worst drop · 1Y−2.1%

[…]Volatility · 1Y3.2%

0.7%Yield7.1%

$397MAssets$7.7B

1–0SHYG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HINC, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

HINC0.51%$51

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HINC, SHYG

7.14%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.14%$714

HINC0.66%$66

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$684most kept, SHYG

SHYG$714 − $30 = $684

HINC$66 − $51 = $15

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HINC, SHYG

Today

[…]holdings […]

HINCSHYG

HINC—[…]

SHYG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.3%SHYG, at 3.2% volatility

SHYGWorst drop−2.1%3.2% vol

HINCWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026