Compare · 2 funds side by side · dividends reinvested

HYTR and HYG

HYTRCounterpoint×HYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,794HYG · best of the two

02 / 04

HYTR and HYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBoxx $ High Yield Corporate Bond ETFBonds & Cash · High yield0.49%6.09%+0.3%+1.6%+8.5%+3.4%−2.9%3.8%$17.7B1.3

Counterpoint High Yield Trend ETFBonds & Cash · High yield1.00%5.62%−0.4%+0.8%+6.5%+1.8%−2.3%3.2%$298M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: HYTR 2020 · HYG 2007

Head to Head

Swap sides Versus in desk

Head to Head

Counterpoint High Yield Trend ETF · $298M$10,931

HYTR

HYG

iShares iBoxx $ High Yield Corporate Bond ETF · $17.7B$11,794

$10,000 five years ago, dividends reinvested

HYTRMeasureHYG

−0.4%Year to dateJan 1 → Nov 3+0.3%

+0.8%1 yearTotal return+1.6%

+6.5%3 years · per year$10,000 became $12,080 · $12,768+8.5%

+1.8%5 years · per year$10,000 became $10,931 · $11,794+3.4%

1.00%Expense ratio$100 · $49 a year on $10k · lower is better0.49%

5.62%Trailing 12-mo yield$562 · $609 a year on $10k6.09%

−2.3%Worst dropSmaller is better−2.9%

3.2%VolatilityLower is calmer3.8%

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

2–6HYG wins

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

More Ways to See the Pairs

HYTR vs HYG: Top 5 Holdings

Today

HYTR

99.4%in top 5

HYG

in top 5[…]

HYTRStockHYG

99.4%BILnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

HYTR vs HYG Returns, Every Period

CounterpointHYTR

+1.8%

5 years, per year

HYGiShares

+3.4%

5 years, per year

HYTRHYGFaded: behind in that period

0–4HYG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HYTR vs HYG

YTD

CounterpointHYTR

−0.4%

HYGiShares

+0.3%

−0.4%Year to date+0.3%

−2.3%Worst drop · 1Y−2.9%

3.2%Volatility · 1Y3.8%

5.6%Yield6.1%

$298MAssets$17.7B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HYTR, HYG

Today

0.49%lowest, HYG

FundExpense ratioFee$10k

HYG0.49%$49

HYTR1.00%$100

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HYTR, HYG

6.09%highest, HYG

FundTrailing yieldYield$10k

HYG6.09%$609

HYTR5.62%$562

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$560most kept, HYG

HYG$609 − $49 = $560

HYTR$562 − $100 = $462

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HYTR, HYG

Today

[…]holdings […]

HYTRHYG

HYTR—[…]

HYG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.6%HYG, at 3.8% volatility

HYTRWorst drop−2.3%3.2% vol

HYGWorst drop−2.9%3.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

HYGHYTR

+0.3%Year to date−0.4%

6.1%Yield5.6%

+1.6%Past year+0.8%

0.49%Fee1.00%

4–0HYG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026