SHYG vs BBUS

Comparison between ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF) and JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF).

5-Year PerformanceBBUS has outperformed SHYG, delivering a return of +13.7% compared to +4.9%

SHYG vs BBUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHYG(ETF)	BBUS(ETF)
Net Assets	$7.60B	$7.80B
Expense Ratio	0.30%	0.02%
Max Drawdown	26.29%	35.35%
Sharpe Ratio	0.93	1.82
5Y Beta	0.22	0.98
P/E Ratio	N/A	29.25
Forward P/E	N/A	22.00
PEG Ratio	N/A	0.46
5Y Dividends CAGR	6.98%	6.78%
5Y EPS CAGR	N/A	28.37%
Debt to Equity	N/A	35.02%
P/S Ratio	N/A	3.66
P/B Ratio	N/A	5.57

Net Assets

SHYG

$7.60B

Winner

BBUS

$7.80B

Expense Ratio

SHYG

0.30%

Winner

BBUS

0.02%

Max Drawdown

Winner

SHYG

26.29%

BBUS

35.35%

Sharpe Ratio

SHYG

0.93

Winner

BBUS

1.82

5Y Beta

Winner

SHYG

0.22

BBUS

0.98

P/E Ratio

SHYG

N/A

BBUS

29.25

Forward P/E

SHYG

N/A

BBUS

22.00

PEG Ratio

SHYG

N/A

BBUS

0.46

5Y Dividends CAGR

Winner

SHYG

6.98%

BBUS

6.78%

5Y EPS CAGR

SHYG

N/A

BBUS

28.37%

Debt to Equity

SHYG

N/A

BBUS

35.02%

P/S Ratio

SHYG

N/A

BBUS

3.66

P/B Ratio

SHYG

N/A

BBUS

5.57

SHYG vs BBUS - Historical Returns

Returns include dividend reinvestment.

Period	SHYG	BBUS
1 month	+0.34%	+8.13%
3 months	+0.76%	+9.03%
6 months	+2.81%	+10.48%
1 year	+6.66%	+27.21%
5 years(CAGR)	+4.94%	+13.73%
10 years(CAGR)	+5.30%	N/A
Max(CAGR)	+4.40%	+16.15%

SHYG

+0.34%

Winner

BBUS

+8.13%

SHYG

+0.76%

Winner

BBUS

+9.03%

SHYG

+2.81%

Winner

BBUS

+10.48%

SHYG

+6.66%

Winner

BBUS

+27.21%

5Y(CAGR)

SHYG

+4.94%

Winner

BBUS

+13.73%

10Y(CAGR)

SHYG

+5.30%

BBUS

N/A

Max(CAGR)

SHYG

+4.40%

Winner

BBUS

+16.15%

SHYG vs BBUS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SHYG	BBUS
2026	+1.21%	+8.45%
2025	+7.71%	+17.98%
2024	+8.38%	+25.63%
2023	+10.24%	+27.68%
2022	-4.63%	-19.87%
2021	+4.78%	+28.82%
2020	+2.98%	+19.58%
2019	+10.08%	+16.54%
2018	+0.04%	N/A
2017	+4.86%	N/A
2016	+12.94%	N/A
2015	-3.10%	N/A
2014	+0.23%	N/A
2013	+1.99%	N/A

SHYG vs BBUS Drawdown Comparison

The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.

The current SHYG drawdown is -0.21%.

Rank	SHYG	BBUS
#1	-19.27% Feb 14, 2020 - Nov 17, 2020	-35.35% Jan 16, 2020 - Aug 24, 2020
#2	-10.32% May 29, 2015 - Jul 8, 2016	-25.46% Dec 29, 2021 - Dec 13, 2023
#3	-9.39% Dec 27, 2021 - Jul 13, 2023	-19.01% Feb 19, 2025 - Jun 26, 2025
#4	-5.15% Jun 23, 2014 - Apr 9, 2015	-9.57% Sep 2, 2020 - Nov 13, 2020
#5	-5.04% Oct 1, 2018 - Jan 31, 2019	-9.21% Jan 12, 2026 - Apr 15, 2026
#6	-4.53% Feb 28, 2025 - May 12, 2025	-8.54% Jul 16, 2024 - Sep 19, 2024
#7	-2.69% Oct 24, 2016 - Dec 6, 2016	-6.68% May 3, 2019 - Jun 20, 2019
#8	-2.39% Sep 1, 2023 - Nov 3, 2023	-5.94% Jul 26, 2019 - Oct 25, 2019
#9	-1.86% Jan 26, 2018 - Apr 12, 2018	-5.31% Mar 28, 2024 - May 14, 2024
#10	-1.75% Feb 2, 2026 - Apr 8, 2026	-5.28% Sep 3, 2021 - Oct 20, 2021
#11	-1.74% Mar 27, 2024 - May 3, 2024	-5.18% Oct 29, 2025 - Dec 11, 2025
#12	-1.61% Nov 5, 2021 - Dec 23, 2021	-4.72% Feb 12, 2021 - Mar 15, 2021
#13	-1.57% Mar 1, 2017 - Apr 20, 2017	-4.45% Nov 18, 2021 - Dec 23, 2021
#14	-1.48% May 3, 2019 - Jun 18, 2019	-4.31% Dec 6, 2024 - Jan 23, 2025
#15	-1.38% Oct 20, 2017 - Jan 3, 2018	-4.05% May 7, 2021 - Jun 4, 2021

Correlation

Correlation between SHYG and BBUS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2013 - 2026)

SHYG vs BBUS dividend yield comparison.

Year	SHYG	BBUS
2026	2.33%	0.22%
2025	7.03%	1.07%
2024	6.93%	1.21%
2023	6.54%	1.38%
2022	5.57%	1.57%
2021	4.83%	1.11%
2020	5.07%	1.43%
2019	5.33%	1.37%
2018	5.90%	0.00%
2017	5.49%	0.00%
2016	5.53%	0.00%
2015	5.17%	0.00%
2014	4.33%	0.00%
2013	0.85%	0.00%