Compare · 2 funds side by side · dividends reinvested

SHYG and BKLN

SHYGiShares×BKLNInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,073BKLN · best of the two

02 / 04

SHYG and BKLN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-5 Year High Yield Corporate Bond ETFBonds & Cash · High yield0.30%7.15%+1.7%+3.2%+7.9%+4.6%−2.1%3.2%$7.7B1.5

Invesco Senior Loan ETFBonds & Cash · High yield0.67%6.40%+2.5%+4.0%+7.0%+5.5%−3.1%3.0%$5.8B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SHYG 2013 · BKLN 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,547

SHYG

BKLN

Invesco Senior Loan ETF · $5.8B$13,073

$10,000 five years ago, dividends reinvested

SHYGMeasureBKLN

+1.7%Year to dateJan 1 → Nov 5+2.5%

+3.2%1 yearTotal return+4.0%

+7.9%3 years · per year$10,000 became $12,570 · $12,250+7.0%

+4.6%5 years · per year$10,000 became $12,547 · $13,073+5.5%

0.30%Expense ratio$30 · $67 a year on $10k · lower is better0.67%

7.15%Trailing 12-mo yield$715 · $640 a year on $10k6.40%

−2.1%Worst dropSmaller is better−3.1%

3.2%VolatilityLower is calmer3.0%

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

4–4Level

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

More Ways to See the Pairs

SHYG vs BKLN: Top 5 Holdings

Today

SHYG

[…]in top 5

BKLN

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SHYG vs BKLN Returns, Every Period

iSharesSHYG

+4.6%

5 years, per year

BKLNInvesco

+5.5%

5 years, per year

SHYGBKLNFaded: behind in that period

1–3BKLN wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SHYG vs BKLN

YTD

iSharesSHYG

+1.7%

BKLNInvesco

+2.5%

+1.7%Year to date+2.5%

−2.1%Worst drop · 1Y−3.1%

3.2%Volatility · 1Y3.0%

7.2%Yield6.4%

$7.7BAssets$5.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHYG, BKLN

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

BKLN0.67%$67

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SHYG, BKLN

7.15%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.15%$715

BKLN6.40%$640

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$685most kept, SHYG

SHYG$715 − $30 = $685

BKLN$640 − $67 = $573

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SHYG, BKLN

Today

[…]holdings […]

SHYGBKLN

SHYG—[…]

BKLN[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.0%BKLN, at 3.0% volatility

BKLNWorst drop−3.1%3.0% vol

SHYGWorst drop−2.1%3.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SHYGBKLN

+1.7%Year to date+2.5%

7.2%Yield6.4%

+3.2%Past year+4.0%

0.30%Fee0.67%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026