HYG vs SHYG.
iShares iBoxx $ High Yield Corporate Bond ETF (Markit iBoxx USD Liquid High Yield) against iShares 0-5 Year High Yield Corporate Bond ETF (Markit iBoxx USD Liquid HY 0-5 Year) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| HYG | SHYG | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +1.48% | — | — |
| 1Y CAGR | +5.20% | — | — |
| 3Y CAGR | +8.07% | — | — |
| 5Y CAGR | +3.64% | — | — |
| 10Y CAGR | +4.64% | — | — |
| Since inception CAGR | +4.91% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is HYG minus SHYG. HYG since-inception measured from first available bar April 11, 2007. Since-inception spans differ — compare that row with care.
| HYG | SHYG | |
|---|---|---|
| Name | iShares iBoxx $ High Yield Corporate Bond ETF | iShares 0-5 Year High Yield Corporate Bond ETF |
| Category | High Yield Bond | High Yield Bond |
| Style | Passive | Passive |
| Expense ratio | 0.49% | — |
| Assets (AUM) | $17.6B | $7.6B |
| Dividend yield | 5.90% | 7.00% |
| Avg volume (3-mo) | 34.4M | 1.3M |
| Inception | April 4, 2007 | October 15, 2013 |
| Benchmark proxy | iBoxx $ High Yield Corp | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| Shared holding | HYG | SHYG | MIN |
|---|---|---|---|
| XTSLABlackRock Cash Funds Treasury SL Agency | 0.84% | 0.74% | 0.74% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.