Compare · 2 funds side by side · dividends reinvested

IBHL and SHYG

IBHLiShares×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,592SHYG · best of the two

02 / 04

IBHL 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%7.14%+1.8%+3.3%+8.1%+4.7%−2.1%3.2%$7.7B1.0

iShares Trust - iShares iBonds 2032 Term High Yield and Income ETFBonds & Cash · High yield0.35%6.42%+0.8%+2.8%[…][…]−3.4%4.6%$35M2.0

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: IBHL 2025 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust - iShares iBonds 2032 Term High Yield and Income ETF · $35M[…]

IBHL

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,592

$10,000 five years ago, dividends reinvested

IBHLMeasureSHYG

+0.8%Year to dateJan 1 → Nov 4+1.8%

+2.8%1 yearTotal return+3.3%

[…]3 years · per year$10,000 became […] · $12,627+8.1%

[…]5 years · per year$10,000 became […] · $12,592+4.7%

0.35%Expense ratio$35 · $30 a year on $10k · lower is better0.30%

6.42%Trailing 12-mo yield$642 · $714 a year on $10k7.14%

−3.4%Worst dropSmaller is better−2.1%

4.6%VolatilityLower is calmer3.2%

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

0–6SHYG wins

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

More Ways to See the Pairs

IBHL vs SHYG: Top 5 Holdings

Today

IBHL

[…]in top 5

SHYG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IBHL vs SHYG Returns, Every Period

iSharesIBHL

+2.8%

past year

SHYGiShares

+3.3%

past year

IBHLSHYGFaded: behind in that period

0–2SHYG wins

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

IBHL vs SHYG

YTD

iSharesIBHL

+0.8%

SHYGiShares

+1.8%

+0.8%Year to date+1.8%

−3.4%Worst drop · 1Y−2.1%

4.6%Volatility · 1Y3.2%

6.4%Yield7.1%

$35.2MAssets$7.7B

4–0SHYG wins

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

Cost, Income and Risk

Fees: IBHL, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

IBHL0.35%$35

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

Yields: IBHL, SHYG

7.14%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.14%$714

IBHL6.42%$642

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

Income After Fees on $10,000

$684most kept, SHYG

SHYG$714 − $30 = $684

IBHL$642 − $35 = $607

KeptFee

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

Overlap: IBHL, SHYG

Today

[…]holdings […]

IBHLSHYG

IBHL—[…]

SHYG[…]—

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

Return vs Bumpiness: 2 ETFs

+3.3%SHYG, at 3.2% volatility

SHYGWorst drop−2.1%3.2% vol

IBHLWorst drop−3.4%4.6% vol

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

Paid More vs Made More

YTD

SHYGIBHL

+1.8%Year to date+0.8%

7.1%Yield6.4%

+3.3%Past year+2.8%

0.30%Fee0.35%

4–0SHYG wins

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