Compare · 2 funds side by side · dividends reinvested

HYZD and SHYG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,373HYZD · best of the two

02 / 04

HYZD and SHYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Interest Rate Hedged High Yield Bond FundBonds & Cash · High yield0.43%5.90%+3.6%+5.0%+8.4%+6.0%−1.9%3.1%$306M1.3

iShares 0-5 Year High Yield Corporate Bond ETFBonds & Cash · High yield0.30%7.18%+1.3%+2.6%+7.9%+4.6%−2.1%3.1%$7.7B1.8

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: HYZD 2013 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Interest Rate Hedged High Yield Bond Fund · $306M$13,373

HYZD

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,513

$10,000 five years ago, dividends reinvested

HYZDMeasureSHYG

+3.6%Year to dateJan 1 → Nov 3+1.3%

+5.0%1 yearTotal return+2.6%

+8.4%3 years · per year$10,000 became $12,738 · $12,555+7.9%

+6.0%5 years · per year$10,000 became $13,373 · $12,513+4.6%

0.43%Expense ratio$43 · $30 a year on $10k · lower is better0.30%

5.90%Trailing 12-mo yield$590 · $718 a year on $10k7.18%

−1.9%Worst dropSmaller is better−2.1%

3.1%VolatilityLower is calmer3.1%

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

5–2HYZD wins

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

More Ways to See the Pairs

HYZD vs SHYG: Top 5 Holdings

Today

HYZD

[…]in top 5

SHYG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

HYZD vs SHYG Returns, Every Period

WisdomTreeHYZD

+6.0%

5 years, per year

SHYGiShares

+4.6%

5 years, per year

HYZDSHYGFaded: behind in that period

4–0HYZD wins

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

HYZD vs SHYG

YTD

WisdomTreeHYZD

+3.6%

SHYGiShares

+1.3%

+3.6%Year to date+1.3%

−1.9%Worst drop · 1Y−2.1%

3.1%Volatility · 1Y3.1%

5.9%Yield7.2%

$306MAssets$7.7B

2–1HYZD wins

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

Cost, Income and Risk

Fees: HYZD, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

HYZD0.43%$43

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

Yields: HYZD, SHYG

7.18%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.18%$718

HYZD5.90%$590

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

Income After Fees on $10,000

$688most kept, SHYG

SHYG$718 − $30 = $688

HYZD$590 − $43 = $547

KeptFee

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

Overlap: HYZD, SHYG

Today

[…]holdings […]

HYZDSHYG

HYZD—[…]

SHYG[…]—

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

Return vs Bumpiness: 2 ETFs

+5.0%HYZD, at 3.1% volatility

HYZDWorst drop−1.9%3.1% vol

SHYGWorst drop−2.1%3.1% vol

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

Paid More vs Made More

YTD

SHYGHYZD

+1.3%Year to date+3.6%

7.2%Yield5.9%

+2.6%Past year+5.0%

0.30%Fee0.43%

2–2level

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