Compare · 2 funds side by side · dividends reinvested

SPHY and SHYG

SPHYSPDR×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,547SHYG · best of the two

02 / 04

SPHY 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%7.15%+1.7%+3.2%+7.9%+4.6%−2.1%3.2%$7.7B1.4

State Street SPDR Portfolio High Yield Bond ETFBonds & Cash · High yield0.05%7.39%+1.0%+2.7%+8.8%+3.9%−2.8%3.8%$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 5, 2026 · returns include dividends · since: SPHY 2012 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio High Yield Bond ETF · $11.9B$12,119

SPHY

SHYG

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

$10,000 five years ago, dividends reinvested

SPHYMeasureSHYG

+1.0%Year to dateJan 1 → Nov 5+1.7%

+2.7%1 yearTotal return+3.2%

+8.8%3 years · per year$10,000 became $12,874 · $12,570+7.9%

+3.9%5 years · per year$10,000 became $12,119 · $12,547+4.6%

0.05%Expense ratio$5 · $30 a year on $10k · lower is better0.30%

7.39%Trailing 12-mo yield$739 · $715 a year on $10k7.15%

−2.8%Worst dropSmaller is better−2.1%

3.8%VolatilityLower is calmer3.2%

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

3–5SHYG wins

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

More Ways to See the Pairs

SPHY vs SHYG: Top 5 Holdings

Today

SPHY

0.0%in top 5

SHYG

in top 5[…]

SPHYStockSHYG

0.0%BTEnot top 5

Held in common[…]

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

SPHY vs SHYG Returns, Every Period

SPDRSPHY

+3.9%

5 years, per year

SHYGiShares

+4.6%

5 years, per year

SPHYSHYGFaded: behind in that period

1–3SHYG wins

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

SPHY vs SHYG

YTD

SPDRSPHY

+1.0%

SHYGiShares

+1.7%

+1.0%Year to date+1.7%

−2.8%Worst drop · 1Y−2.1%

3.8%Volatility · 1Y3.2%

7.4%Yield7.2%

$11.9BAssets$7.7B

3–1SHYG wins

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

Cost, Income and Risk

Fees: SPHY, SHYG

Today

0.05%lowest, SPHY

FundExpense ratioFee$10k

SPHY0.05%$5

SHYG0.30%$30

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

Yields: SPHY, SHYG

7.39%highest, SPHY

FundTrailing yieldYield$10k

SPHY7.39%$739

SHYG7.15%$715

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

Income After Fees on $10,000

$734most kept, SPHY

SPHY$739 − $5 = $734

SHYG$715 − $30 = $685

KeptFee

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

Overlap: SPHY, SHYG

Today

[…]holdings […]

SPHYSHYG

SPHY—[…]

SHYG[…]—

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

Return vs Bumpiness: 2 ETFs

+3.2%SHYG, at 3.2% volatility

SHYGWorst drop−2.1%3.2% vol

SPHYWorst drop−2.8%3.8% vol

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

Paid More vs Made More

YTD

SPHYSHYG

+1.0%Year to date+1.7%

7.4%Yield7.2%

+2.7%Past year+3.2%

0.05%Fee0.30%

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