HYXF vs SHYG

AHYXF

BSHYG

Measures won1–5SHYG wins · of 6 · 5Y

$10,000 · 5Y$12,513SHYG · HYXF $11,716

Lowest cost0.30%SHYG · $30 on $10k

Most income7.18%SHYG · $718 on $10k

Smallest drop−2.1%SHYG · worst fall in 1Y

Held in common[…]HYXF and SHYG

HYXF

SHYG

iShares ESG Advanced High Yield Corporate Bond ETF · $186MiShares 0-5 Year High Yield Corporate Bond ETF · $7.7B

+8.8%3 years · per year$12,880 · $12,555+7.9%

+3.2%5 years · per year$11,716 · $12,513+4.6%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

6.28%12-mo yield$628 · $718 on $10k7.18%

−3.1%Worst dropSmaller wins−2.1%

3.7%VolatilityLower wins3.1%

1–5SHYG wins

$10,000 · 5 yearsOne scale

Shared top holdingsHYXF · SHYG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSHYG	iShares 0-5 Year High Yield Corporate Bond ETFRead Desk		0.30%	7.18%	+0.1%	+1.3%	+2.6%	+7.9%	+4.6%	−2.1%	$7.7B
2	AHYXF	iShares ESG Advanced High Yield Corporate Bond ETFRead Desk		0.35%	6.28%	0.0%	−0.2%	+1.3%	+8.8%	+3.2%	−3.1%	$186M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSHYG	iShares 0-5 Year High Yield Corporate Bond ETFRead Desk		0.30%	7.18%	+0.1%	+1.3%	+2.6%	+7.9%	+4.6%	−2.1%	$7.7B
2	AHYXF	iShares ESG Advanced High Yield Corporate Bond ETFRead Desk		0.35%	6.28%	0.0%	−0.2%	+1.3%	+8.8%	+3.2%	−3.1%	$186M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HYXF vs SHYG

HYXF

iShares ESG Advanced High Yield Corporate Bond

$11,716

SHYG

iShares 0-5 Year High Yield Corporate Bond

$12,513

MeasureHYXFSHYG

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield6.28%7.18%

5 years, per year+3.2%+4.6%

3 years, per year+8.8%+7.9%

Worst drop · 1Y−3.1%−2.1%

Volatility · 1Y3.7%3.1%

5–1measures won
SHYG first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: HYXF, SHYG

Today

[…]holdings […]

HYXFSHYG

HYXF—[…]

SHYG[…]—

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

Income After Fees on $10,000

$688most kept, SHYG

SHYG$718 − $30 = $688

HYXF$628 − $35 = $593

KeptFee

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