LDRH vs SHYG

ALDRH

BSHYG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,590SHYG

Lowest cost0.30%SHYG · $30 on $10k

Most income7.15%SHYG · $715 on $10k

Smallest drop−1.8%LDRH · worst fall in 1Y

Held in common[…]LDRH and SHYG

LDRH

SHYG

iShares iBonds 1-5 Year High Yield and Income Ladder ETF · $25MiShares 0-5 Year High Yield Corporate Bond ETF · $7.8B

[…]3 years · per year[…] · $12,401+7.4%

[…]5 years · per year[…] · $12,590+4.7%

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

6.46%12-mo yield$646 · $715 on $10k7.15%

−1.8%Worst dropSmaller wins−2.1%

2.5%VolatilityLower wins3.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsLDRH · SHYG

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

Held in common[…]

End-of-day Nov 9, 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%	7.15%	+0.2%	+1.8%	+3.2%	+7.4%	+4.7%	−2.1%	$7.8B
2	ALDRH	iShares iBonds 1-5 Year High Yield and Income Ladder ETFRead Desk		0.35%	6.46%	+0.1%	+1.3%	+2.6%	new	new	−1.8%	$25M

End-of-day Nov 9, 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%	7.15%	+0.2%	+1.8%	+3.2%	+7.4%	+4.7%	−2.1%	$7.8B
2	ALDRH	iShares iBonds 1-5 Year High Yield and Income Ladder ETFRead Desk		0.35%	6.46%	+0.1%	+1.3%	+2.6%	new	new	−1.8%	$25M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LDRH vs SHYG

LDRH

iShares iBonds 1-5 Year High Yield and Income Ladder

[…]

SHYG

iShares 0-5 Year High Yield Corporate Bond

$12,590

MeasureLDRHSHYG

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield6.46%7.15%

5 years, per year[…]+4.7%

3 years, per year[…]+7.4%

Worst drop · 1Y−1.8%−2.1%

Volatility · 1Y2.5%3.2%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: LDRH, SHYG

Today

[…]holdings […]

LDRHSHYG

LDRH—[…]

SHYG[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$685most kept, SHYG

SHYG$715 − $30 = $685

LDRH$646 − $35 = $611

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee