Compare · 2 funds side by side · dividends reinvested

NUHY and SHYG

NUHYNuveen×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,540SHYG · best of the two

02 / 04

NUHY 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%7.16%+1.5%+3.0%+7.6%+4.6%−2.1%3.2%$7.8B1.1

Nuveen ESG High Yield Corporate BondBonds & Cash · High yield0.30%7.12%+0.1%+1.7%+8.2%+3.0%−4.0%4.3%$108M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: NUHY 2019 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG High Yield Corporate Bond · $108M$11,575

NUHY

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.8B$12,540

$10,000 five years ago, dividends reinvested

NUHYMeasureSHYG

+0.1%Year to dateJan 1 → Nov 6+1.5%

+1.7%1 yearTotal return+3.0%

+8.2%3 years · per year$10,000 became $12,650 · $12,472+7.6%

+3.0%5 years · per year$10,000 became $11,575 · $12,540+4.6%

0.30%Expense ratio$30 · $30 a year on $10k · lower is better0.30%

7.12%Trailing 12-mo yield$712 · $716 a year on $10k7.16%

−4.0%Worst dropSmaller is better−2.1%

4.3%VolatilityLower is calmer3.2%

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

1–6SHYG wins

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

More Ways to See the Pairs

NUHY vs SHYG: Top 5 Holdings

Today

NUHY

[…]in top 5

SHYG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

NUHY vs SHYG Returns, Every Period

NuveenNUHY

+3.0%

5 years, per year

SHYGiShares

+4.6%

5 years, per year

NUHYSHYGFaded: behind in that period

1–3SHYG wins

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

NUHY vs SHYG

YTD

NuveenNUHY

+0.1%

SHYGiShares

+1.5%

+0.1%Year to date+1.5%

−4.0%Worst drop · 1Y−2.1%

4.3%Volatility · 1Y3.2%

7.1%Yield7.2%

$108MAssets$7.8B

4–0SHYG wins

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

Cost, Income and Risk

Fees: NUHY, SHYG

Today

0.30%lowest, NUHY

FundExpense ratioFee$10k

NUHY0.30%$30

SHYG0.30%$30

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

Yields: NUHY, SHYG

7.16%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.16%$716

NUHY7.12%$712

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

Income After Fees on $10,000

$686most kept, SHYG

SHYG$716 − $30 = $686

NUHY$712 − $30 = $682

KeptFee

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

Overlap: NUHY, SHYG

Today

[…]holdings […]

NUHYSHYG

NUHY—[…]

SHYG[…]—

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

Return vs Bumpiness: 2 ETFs

+3.0%SHYG, at 3.2% volatility

SHYGWorst drop−2.1%3.2% vol

NUHYWorst drop−4.0%4.3% vol

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

Paid More vs Made More

YTD

SHYGNUHY

+1.5%Year to date+0.1%

7.2%Yield7.1%

+3.0%Past year+1.7%

0.30%Fee0.30%

3–0SHYG wins

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