Compare · 2 funds side by side · dividends reinvested

HYUP and HYG

HYUPXtrackers×HYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,975HYUP · best of the two

02 / 04

HYUP and HYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers High Beta High Yield Bond ETFBonds & Cash · High yield0.20%7.99%−0.8%+1.0%+8.9%+3.7%−4.6%4.5%$43M1.5

iShares iBoxx $ High Yield Corporate Bond ETFBonds & Cash · High yield0.49%6.07%+0.7%+2.1%+8.2%+3.4%−2.9%3.9%$18.0B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: HYUP 2018 · HYG 2007

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers High Beta High Yield Bond ETF · $43M$11,975

HYUP

HYG

iShares iBoxx $ High Yield Corporate Bond ETF · $18.0B$11,843

$10,000 five years ago, dividends reinvested

HYUPMeasureHYG

−0.8%Year to dateJan 1 → Nov 6+0.7%

+1.0%1 yearTotal return+2.1%

+8.9%3 years · per year$10,000 became $12,929 · $12,652+8.2%

+3.7%5 years · per year$10,000 became $11,975 · $11,843+3.4%

0.20%Expense ratio$20 · $49 a year on $10k · lower is better0.49%

7.99%Trailing 12-mo yield$799 · $607 a year on $10k6.07%

−4.6%Worst dropSmaller is better−2.9%

4.5%VolatilityLower is calmer3.9%

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

4–4Level

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

More Ways to See the Pairs

HYUP vs HYG: Top 5 Holdings

Today

HYUP

1.5%in top 5

HYG

in top 5[…]

HYUPStockHYG

0.6%PSKYnot top 5

0.3%AMCnot top 5

0.3%SKYDnot top 5

0.3%MPWnot top 5

Held in common[…]

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

HYUP vs HYG Returns, Every Period

XtrackersHYUP

+3.7%

5 years, per year

HYGiShares

+3.4%

5 years, per year

HYUPHYGFaded: behind in that period

2–2Level

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

HYUP vs HYG

YTD

XtrackersHYUP

−0.8%

HYGiShares

+0.7%

−0.8%Year to date+0.7%

−4.6%Worst drop · 1Y−2.9%

4.5%Volatility · 1Y3.9%

8.0%Yield6.1%

$43.1MAssets$18.0B

3–1HYG wins

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

Cost, Income and Risk

Fees: HYUP, HYG

Today

0.20%lowest, HYUP

FundExpense ratioFee$10k

HYUP0.20%$20

HYG0.49%$49

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

Yields: HYUP, HYG

7.99%highest, HYUP

FundTrailing yieldYield$10k

HYUP7.99%$799

HYG6.07%$607

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

Income After Fees on $10,000

$779most kept, HYUP

HYUP$799 − $20 = $779

HYG$607 − $49 = $558

KeptFee

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

Overlap: HYUP, HYG

Today

[…]holdings […]

HYUPHYG

HYUP—[…]

HYG[…]—

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

Return vs Bumpiness: 2 ETFs

+2.1%HYG, at 3.9% volatility

HYGWorst drop−2.9%3.9% vol

HYUPWorst drop−4.6%4.5% vol

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

Paid More vs Made More

YTD

HYUPHYG

−0.8%Year to date+0.7%

8.0%Yield6.1%

+1.0%Past year+2.1%

0.20%Fee0.49%

2–2level

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