Compare · 2 funds side by side · dividends reinvested

PHYL and SHYG

PHYLPGIM×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

PHYL 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%$7.7B1.3

PGIM Active High Yield Bond ETFBonds & Cash · High yield0.39%7.17%+0.8%+2.4%+9.3%+3.6%−3.0%3.6%$1.5B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: PHYL 2018 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Active High Yield Bond ETF · $1.5B$11,938

PHYL

SHYG

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

$10,000 five years ago, dividends reinvested

PHYLMeasureSHYG

+0.8%Year to dateJan 1 → Nov 4+1.8%

+2.4%1 yearTotal return+3.3%

+9.3%3 years · per year$10,000 became $13,053 · $12,627+8.1%

+3.6%5 years · per year$10,000 became $11,938 · $12,592+4.7%

0.39%Expense ratio$39 · $30 a year on $10k · lower is better0.30%

7.17%Trailing 12-mo yield$717 · $714 a year on $10k7.14%

−3.0%Worst dropSmaller is better−2.1%

3.6%VolatilityLower is calmer3.2%

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

2–6SHYG wins

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

More Ways to See the Pairs

PHYL vs SHYG: Top 5 Holdings

Today

PHYL

1.0%in top 5

SHYG

in top 5[…]

PHYLStockSHYG

0.9%PAAAnot top 5

0.0%FGPRnot top 5

0.0%EXEnot top 5

0.0%VNTRFnot top 5

Held in common[…]

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

PHYL vs SHYG Returns, Every Period

PGIMPHYL

+3.6%

5 years, per year

SHYGiShares

+4.7%

5 years, per year

PHYLSHYGFaded: behind in that period

1–3SHYG wins

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

PHYL vs SHYG

YTD

PGIMPHYL

+0.8%

SHYGiShares

+1.8%

+0.8%Year to date+1.8%

−3.0%Worst drop · 1Y−2.1%

3.6%Volatility · 1Y3.2%

7.2%Yield7.1%

$1.5BAssets$7.7B

3–1SHYG wins

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

Cost, Income and Risk

Fees: PHYL, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

PHYL0.39%$39

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

Yields: PHYL, SHYG

7.17%highest, PHYL

FundTrailing yieldYield$10k

PHYL7.17%$717

SHYG7.14%$714

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

Income After Fees on $10,000

$684most kept, SHYG

SHYG$714 − $30 = $684

PHYL$717 − $39 = $678

KeptFee

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

Overlap: PHYL, SHYG

Today

[…]holdings […]

PHYLSHYG

PHYL—[…]

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

PHYLWorst drop−3.0%3.6% vol

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

Paid More vs Made More

YTD

PHYLSHYG

+0.8%Year to date+1.8%

7.2%Yield7.1%

+2.4%Past year+3.3%

0.39%Fee0.30%

3–1SHYG 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