Compare · 2 funds side by side · dividends reinvested

HYTR and SHYG

HYTRCounterpoint×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,540SHYG · best of the two

02 / 04

HYTR 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%7.16%+1.5%+3.0%+7.6%+4.6%−2.1%3.2%$7.7B1.1

Counterpoint High Yield Trend ETFBonds & Cash · High yield1.00%5.62%−0.3%+1.0%+6.3%+1.8%−2.3%3.2%$298M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: HYTR 2020 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

Counterpoint High Yield Trend ETF · $298M$10,942

HYTR

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,540

$10,000 five years ago, dividends reinvested

HYTRMeasureSHYG

−0.3%Year to dateJan 1 → Nov 6+1.5%

+1.0%1 yearTotal return+3.0%

+6.3%3 years · per year$10,000 became $12,016 · $12,472+7.6%

+1.8%5 years · per year$10,000 became $10,942 · $12,540+4.6%

1.00%Expense ratio$100 · $30 a year on $10k · lower is better0.30%

5.62%Trailing 12-mo yield$562 · $716 a year on $10k7.16%

−2.3%Worst dropSmaller is better−2.1%

3.2%VolatilityLower is calmer3.2%

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

0–7SHYG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HYTR vs SHYG: Top 5 Holdings

Today

HYTR

99.5%in top 5

SHYG

in top 5[…]

HYTRStockSHYG

79.6%BILnot top 5

8.0%USHYnot top 5

6.0%JNKnot top 5

6.0%HYGnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

HYTR vs SHYG Returns, Every Period

CounterpointHYTR

+1.8%

5 years, per year

SHYGiShares

+4.6%

5 years, per year

HYTRSHYGFaded: behind in that period

0–4SHYG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HYTR vs SHYG

YTD

CounterpointHYTR

−0.3%

SHYGiShares

+1.5%

−0.3%Year to date+1.5%

−2.3%Worst drop · 1Y−2.1%

3.2%Volatility · 1Y3.2%

5.6%Yield7.2%

$298MAssets$7.7B

3–0SHYG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HYTR, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

HYTR1.00%$100

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HYTR, SHYG

7.16%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.16%$716

HYTR5.62%$562

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$686most kept, SHYG

SHYG$716 − $30 = $686

HYTR$562 − $100 = $462

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HYTR, SHYG

Today

[…]holdings […]

HYTRSHYG

HYTR—[…]

SHYG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.0%SHYG, at 3.2% volatility

HYTRWorst drop−2.3%3.2% vol

SHYGWorst drop−2.1%3.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SHYGHYTR

+1.5%Year to date−0.3%

7.2%Yield5.6%

+3.0%Past year+1.0%

0.30%Fee1.00%

4–0SHYG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026