VSHY vs HYG

AVSHY

BHYG

Measures won6–0VSHY wins · of 6 · 5Y

$10,000 · 5Y$12,114VSHY · HYG $11,794

Lowest cost0.39%VSHY · $39 on $10k

Most income6.32%VSHY · $632 on $10k

Smallest drop−2.0%VSHY · worst fall in 1Y

Held in common[…]VSHY and HYG

VSHY

HYG

Virtus Newfleet Short Duration High Yield Bond ETF · $32MiShares iBoxx $ High Yield Corporate Bond ETF · $17.7B

+8.6%3 years · per year$12,812 · $12,768+8.5%

+3.9%5 years · per year$12,114 · $11,794+3.4%

0.39%Expense ratio$39 · $49 on $10k · lower wins0.49%

6.32%12-mo yield$632 · $609 on $10k6.09%

−2.0%Worst dropSmaller wins−2.9%

3.5%VolatilityLower wins3.8%

6–0VSHY wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSHY · HYG

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	AVSHY	Virtus Newfleet Short Duration High Yield Bond ETFRead Desk		0.39%	6.32%	0.0%	+2.7%	+3.4%	+8.6%	+3.9%	−2.0%	$32M
2	BHYG	iShares iBoxx $ High Yield Corporate Bond ETFRead Desk		0.49%	6.09%	+0.1%	+0.3%	+1.6%	+8.5%	+3.4%	−2.9%	$17.7B

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	AVSHY	Virtus Newfleet Short Duration High Yield Bond ETFRead Desk		0.39%	6.32%	0.0%	+2.7%	+3.4%	+8.6%	+3.9%	−2.0%	$32M
2	BHYG	iShares iBoxx $ High Yield Corporate Bond ETFRead Desk		0.49%	6.09%	+0.1%	+0.3%	+1.6%	+8.5%	+3.4%	−2.9%	$17.7B

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

VSHY vs HYG

VSHY

Virtus Newfleet Short Duration High Yield Bond

$12,114

HYG

iShares iBoxx $ High Yield Corporate Bond

$11,794

MeasureVSHYHYG

Fee0.39%0.49%

Cost on $10k a year$39$49

Yield6.32%6.09%

5 years, per year+3.9%+3.4%

3 years, per year+8.6%+8.5%

Worst drop · 1Y−2.0%−2.9%

Volatility · 1Y3.5%3.8%

6–0measures won
VSHY 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: VSHY, HYG

Today

[…]holdings […]

VSHYHYG

VSHY—[…]

HYG[…]—

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

Income After Fees on $10,000

$593most kept, VSHY

VSHY$632 − $39 = $593

HYG$609 − $49 = $560

KeptFee

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