Compare · 2 funds side by side · dividends reinvested

LONZ and SHYG

LONZPIMCO×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

LONZ and SHYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO Senior Loan Active Exchange-Traded FundBonds & Cash · High yield0.71%8.39%+3.7%+4.8%+7.5%[…]−2.0%2.2%$691M1.3

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%$7.7B1.6

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: LONZ 2022 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO Senior Loan Active Exchange-Traded Fund · $691M[…]

LONZ

SHYG

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

$10,000 five years ago, dividends reinvested

LONZMeasureSHYG

+3.7%Year to dateJan 1 → Nov 4+1.8%

+4.8%1 yearTotal return+3.3%

+7.5%3 years · per year$10,000 became $12,411 · $12,627+8.1%

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

0.71%Expense ratio$71 · $30 a year on $10k · lower is better0.30%

8.39%Trailing 12-mo yield$839 · $714 a year on $10k7.14%

−2.0%Worst dropSmaller is better−2.1%

2.2%VolatilityLower is calmer3.2%

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

5–2LONZ wins

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

More Ways to See the Pairs

LONZ vs SHYG: Top 5 Holdings

Today

LONZ

[…]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

LONZ vs SHYG Returns, Every Period

PIMCOLONZ

+4.8%

past year

SHYGiShares

+3.3%

past year

LONZSHYGFaded: behind in that period

2–1LONZ wins

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

LONZ vs SHYG

YTD

PIMCOLONZ

+3.7%

SHYGiShares

+1.8%

+3.7%Year to date+1.8%

−2.0%Worst drop · 1Y−2.1%

2.2%Volatility · 1Y3.2%

8.4%Yield7.1%

$691MAssets$7.7B

4–0LONZ wins

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

Cost, Income and Risk

Fees: LONZ, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

LONZ0.71%$71

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

Yields: LONZ, SHYG

8.39%highest, LONZ

FundTrailing yieldYield$10k

LONZ8.39%$839

SHYG7.14%$714

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

Income After Fees on $10,000

$768most kept, LONZ

LONZ$839 − $71 = $768

SHYG$714 − $30 = $684

KeptFee

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

Overlap: LONZ, SHYG

Today

[…]holdings […]

LONZSHYG

LONZ—[…]

SHYG[…]—

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

Return vs Bumpiness: 2 ETFs

+4.8%LONZ, at 2.2% volatility

LONZWorst drop−2.0%2.2% vol

SHYGWorst drop−2.1%3.2% vol

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

Paid More vs Made More

YTD

LONZSHYG

+3.7%Year to date+1.8%

8.4%Yield7.1%

+4.8%Past year+3.3%

0.71%Fee0.30%

3–1LONZ 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026