Compare · 2 funds side by side · dividends reinvested

SHYG and SPHY

SHYGiShares×SPHYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,513SHYG · best of the two

02 / 04

SHYG and SPHY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-5 Year High Yield Corporate Bond ETFBonds & Cash · High yield0.30%7.18%+1.3%+2.6%+7.9%+4.6%−2.1%3.1%$7.7B1.4

State Street SPDR Portfolio High Yield Bond ETFBonds & Cash · High yield0.05%7.42%+0.6%+1.9%+8.8%+3.9%−2.8%3.7%$11.9B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SHYG 2013 · SPHY 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,513

SHYG

SPHY

State Street SPDR Portfolio High Yield Bond ETF · $11.9B$12,097

$10,000 five years ago, dividends reinvested

SHYGMeasureSPHY

+1.3%Year to dateJan 1 → Nov 3+0.6%

+2.6%1 yearTotal return+1.9%

+7.9%3 years · per year$10,000 became $12,555 · $12,867+8.8%

+4.6%5 years · per year$10,000 became $12,513 · $12,097+3.9%

0.30%Expense ratio$30 · $5 a year on $10k · lower is better0.05%

7.18%Trailing 12-mo yield$718 · $742 a year on $10k7.42%

−2.1%Worst dropSmaller is better−2.8%

3.1%VolatilityLower is calmer3.7%

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

5–3SHYG wins

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

More Ways to See the Pairs

SHYG vs SPHY: Top 5 Holdings

Today

SHYG

[…]in top 5

SPHY

in top 50.0%

SHYGStockSPHY

not top 5BTE0.0%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SHYG vs SPHY Returns, Every Period

iSharesSHYG

+4.6%

5 years, per year

SPHYSPDR

+3.9%

5 years, per year

SHYGSPHYFaded: behind in that period

3–1SHYG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SHYG vs SPHY

YTD

iSharesSHYG

+1.3%

SPHYSPDR

+0.6%

+1.3%Year to date+0.6%

−2.1%Worst drop · 1Y−2.8%

3.1%Volatility · 1Y3.7%

7.2%Yield7.4%

$7.7BAssets$11.9B

3–1SHYG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHYG, SPHY

Today

0.05%lowest, SPHY

FundExpense ratioFee$10k

SPHY0.05%$5

SHYG0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SHYG, SPHY

7.42%highest, SPHY

FundTrailing yieldYield$10k

SPHY7.42%$742

SHYG7.18%$718

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$737most kept, SPHY

SPHY$742 − $5 = $737

SHYG$718 − $30 = $688

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SHYG, SPHY

Today

[…]holdings […]

SHYGSPHY

SHYG—[…]

SPHY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.6%SHYG, at 3.1% volatility

SHYGWorst drop−2.1%3.1% vol

SPHYWorst drop−2.8%3.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPHYSHYG

+0.6%Year to date+1.3%

7.4%Yield7.2%

+1.9%Past year+2.6%

0.05%Fee0.30%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026