YLD vs SHYG

AYLD

BSHYG

Measures won1–5SHYG wins · of 6 · 5Y

$10,000 · 5Y$12,547SHYG · YLD $12,240

Lowest cost0.30%SHYG · $30 on $10k

Most income7.15%SHYG · $715 on $10k

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

Held in common[…]YLD and SHYG

YLD

SHYG

Principal Active High Yield ETF · $603MiShares 0-5 Year High Yield Corporate Bond ETF · $7.7B

+8.2%3 years · per year$12,656 · $12,570+7.9%

+4.1%5 years · per year$12,240 · $12,547+4.6%

0.39%Expense ratio$39 · $30 on $10k · lower wins0.30%

7.03%12-mo yield$703 · $715 on $10k7.15%

−4.1%Worst dropSmaller wins−2.1%

4.8%VolatilityLower wins3.2%

1–5SHYG wins

$10,000 · 5 yearsOne scale

Shared top holdingsYLD · SHYG

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

Held in common[…]

End-of-day Nov 5, 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%	−0.1%	+1.7%	+3.2%	+7.9%	+4.6%	−2.1%	$7.7B
2	AYLD	Principal Active High Yield ETFRead Desk		0.39%	7.03%	−0.6%	+1.3%	+2.6%	+8.2%	+4.1%	−4.1%	$603M

End-of-day Nov 5, 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%	−0.1%	+1.7%	+3.2%	+7.9%	+4.6%	−2.1%	$7.7B
2	AYLD	Principal Active High Yield ETFRead Desk		0.39%	7.03%	−0.6%	+1.3%	+2.6%	+8.2%	+4.1%	−4.1%	$603M

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

Cards for this view

YLD vs SHYG

YLD

Principal Active High Yield

$12,240

SHYG

iShares 0-5 Year High Yield Corporate Bond

$12,547

MeasureYLDSHYG

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield7.03%7.15%

5 years, per year+4.1%+4.6%

3 years, per year+8.2%+7.9%

Worst drop · 1Y−4.1%−2.1%

Volatility · 1Y4.8%3.2%

5–1measures won
SHYG first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: YLD, SHYG

Today

[…]holdings […]

YLDSHYG

YLD—[…]

SHYG[…]—

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

Income After Fees on $10,000

$685most kept, SHYG

SHYG$715 − $30 = $685

YLD$703 − $39 = $664

KeptFee

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