Compare · 2 funds side by side · dividends reinvested

IBHG and USHY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,104USHY · best of the two

02 / 04

IBHG and USHY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds 2027 Term High Yield and Income ETFBonds & Cash · High yield0.35%5.84%+2.0%+3.2%+7.8%+3.7%−0.7%1.9%$530M1.5

iShares Broad USD High Yield Corporate Bond ETFBonds & Cash · High yield0.08%7.10%+1.3%+2.9%+9.1%+3.9%−2.8%3.8%$26.9B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IBHG 2021 · USHY 2017

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds 2027 Term High Yield and Income ETF · $530M$11,981

IBHG

USHY

iShares Broad USD High Yield Corporate Bond ETF · $26.9B$12,104

$10,000 five years ago, dividends reinvested

IBHGMeasureUSHY

+2.0%Year to dateJan 1 → Nov 4+1.3%

+3.2%1 yearTotal return+2.9%

+7.8%3 years · per year$10,000 became $12,513 · $12,968+9.1%

+3.7%5 years · per year$10,000 became $11,981 · $12,104+3.9%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

5.84%Trailing 12-mo yield$584 · $710 a year on $10k7.10%

−0.7%Worst dropSmaller is better−2.8%

1.9%VolatilityLower is calmer3.8%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBHG vs USHY: Top 5 Holdings

Today

IBHG

[…]in top 5

USHY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

IBHG vs USHY Returns, Every Period

iSharesIBHG

+3.7%

5 years, per year

USHYiShares

+3.9%

5 years, per year

IBHGUSHYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IBHG vs USHY

YTD

iSharesIBHG

+2.0%

USHYiShares

+1.3%

+2.0%Year to date+1.3%

−0.7%Worst drop · 1Y−2.8%

1.9%Volatility · 1Y3.8%

5.8%Yield7.1%

$530MAssets$26.9B

3–1IBHG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBHG, USHY

Today

0.08%lowest, USHY

FundExpense ratioFee$10k

USHY0.08%$8

IBHG0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IBHG, USHY

7.10%highest, USHY

FundTrailing yieldYield$10k

USHY7.10%$710

IBHG5.84%$584

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, USHY

USHY$710 − $8 = $702

IBHG$584 − $35 = $549

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IBHG, USHY

Today

[…]holdings […]

IBHGUSHY

IBHG—[…]

USHY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.2%IBHG, at 1.9% volatility

IBHGWorst drop−0.7%1.9% vol

USHYWorst drop−2.8%3.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USHYIBHG

+1.3%Year to date+2.0%

7.1%Yield5.8%

+2.9%Past year+3.2%

0.08%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026