Compare · 2 funds side by side · dividends reinvested

HYDW and SHYG

HYDWXtrackers×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,547SHYG · best of the two

02 / 04

HYDW and SHYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers Low Beta High Yield Bond ETFBonds & Cash · High yield0.20%5.58%+2.3%+3.6%+7.7%+3.6%−2.2%2.9%$62M1.5

iShares 0-5 Year High Yield Corporate Bond ETFBonds & Cash · High yield0.30%7.15%+1.7%+3.2%+7.9%+4.6%−2.1%3.2%$7.7B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: HYDW 2018 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Low Beta High Yield Bond ETF · $62M$11,926

HYDW

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,547

$10,000 five years ago, dividends reinvested

HYDWMeasureSHYG

+2.3%Year to dateJan 1 → Nov 5+1.7%

+3.6%1 yearTotal return+3.2%

+7.7%3 years · per year$10,000 became $12,494 · $12,570+7.9%

+3.6%5 years · per year$10,000 became $11,926 · $12,547+4.6%

0.20%Expense ratio$20 · $30 a year on $10k · lower is better0.30%

5.58%Trailing 12-mo yield$558 · $715 a year on $10k7.15%

−2.2%Worst dropSmaller is better−2.1%

2.9%VolatilityLower is calmer3.2%

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

4–4Level

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

More Ways to See the Pairs

HYDW vs SHYG: Top 5 Holdings

Today

HYDW

0.3%in top 5

SHYG

in top 5[…]

HYDWStockSHYG

0.2%LYVnot top 5

0.1%MRPnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

HYDW vs SHYG Returns, Every Period

XtrackersHYDW

+3.6%

5 years, per year

SHYGiShares

+4.6%

5 years, per year

HYDWSHYGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

HYDW vs SHYG

YTD

XtrackersHYDW

+2.3%

SHYGiShares

+1.7%

+2.3%Year to date+1.7%

−2.2%Worst drop · 1Y−2.1%

2.9%Volatility · 1Y3.2%

5.6%Yield7.2%

$62.0MAssets$7.7B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HYDW, SHYG

Today

0.20%lowest, HYDW

FundExpense ratioFee$10k

HYDW0.20%$20

SHYG0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HYDW, SHYG

7.15%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.15%$715

HYDW5.58%$558

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$685most kept, SHYG

SHYG$715 − $30 = $685

HYDW$558 − $20 = $538

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HYDW, SHYG

Today

[…]holdings […]

HYDWSHYG

HYDW—[…]

SHYG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.6%HYDW, at 2.9% volatility

HYDWWorst drop−2.2%2.9% vol

SHYGWorst drop−2.1%3.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SHYGHYDW

+1.7%Year to date+2.3%

7.2%Yield5.6%

+3.2%Past year+3.6%

0.30%Fee0.20%

3–1HYDW wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026