SHYG vs DFMC

Comparison between ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF) and U.S. Micro Cap Portfolio ETF Class Shares (DFMC, ETF).

SHYG vs DFMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHYG(ETF)	DFMC(ETF)
Net Assets	$7.60B	$7.50B
Expense Ratio	0.30%	0.41%
Max Drawdown	26.29%	3.01%
Sharpe Ratio	0.93	3.90
5Y Beta	0.22	0.89
P/E Ratio	N/A	44.77
Forward P/E	N/A	13.18
5Y Dividends CAGR	6.98%	N/A
5Y EPS CAGR	N/A	12.22%
P/S Ratio	N/A	1.06
P/B Ratio	N/A	1.90

Net Assets

Winner

SHYG

$7.60B

DFMC

$7.50B

Expense Ratio

Winner

SHYG

0.30%

DFMC

0.41%

Max Drawdown

SHYG

26.29%

Winner

DFMC

3.01%

Sharpe Ratio

SHYG

0.93

Winner

DFMC

3.90

5Y Beta

Winner

SHYG

0.22

DFMC

0.89

P/E Ratio

SHYG

N/A

DFMC

44.77

Forward P/E

SHYG

N/A

DFMC

13.18

5Y Dividends CAGR

SHYG

6.98%

DFMC

N/A

5Y EPS CAGR

SHYG

N/A

DFMC

12.22%

P/S Ratio

SHYG

N/A

DFMC

1.06

P/B Ratio

SHYG

N/A

DFMC

1.90

SHYG vs DFMC - Historical Returns

Returns include dividend reinvestment.

Period	SHYG	DFMC
1 month	+0.34%	+2.60%
3 months	+0.76%	N/A
6 months	+2.81%	N/A
1 year	+6.66%	N/A
5 years(CAGR)	+4.94%	N/A
10 years(CAGR)	+5.30%	N/A
Max(CAGR)	+4.40%	+94.97%

SHYG

+0.34%

Winner

DFMC

+2.60%

SHYG

+0.76%

DFMC

N/A

SHYG

+2.81%

DFMC

N/A

SHYG

+6.66%

DFMC

N/A

5Y(CAGR)

SHYG

+4.94%

DFMC

N/A

10Y(CAGR)

SHYG

+5.30%

DFMC

N/A

Max(CAGR)

SHYG

+4.40%

Winner

DFMC

+94.97%

SHYG vs DFMC - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SHYG	DFMC
2026	+1.21%	+9.77%
2025	+7.71%	N/A
2024	+8.38%	N/A
2023	+10.24%	N/A
2022	-4.63%	N/A
2021	+4.78%	N/A
2020	+2.98%	N/A
2019	+10.08%	N/A
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 DFMC Drawdown Comparison

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

The maximum drawdown for DFMC was -3.01%, occurring on Mar 30, 2026. Recovery took 5 trading sessions.

The current SHYG drawdown is -0.21%. The current DFMC drawdown is -2.60%.

Rank	SHYG	DFMC
#1	-19.27% Feb 14, 2020 - Nov 17, 2020	-3.01% Mar 25, 2026 - Apr 1, 2026
#2	-10.32% May 29, 2015 - Jul 8, 2016	-2.60% May 6, 2026 - May 13, 2026
#3	-9.39% Dec 27, 2021 - Jul 13, 2023	-1.54% Apr 27, 2026 - Apr 30, 2026
#4	-5.15% Jun 23, 2014 - Apr 9, 2015	-1.00% May 1, 2026 - May 5, 2026
#5	-5.04% Oct 1, 2018 - Jan 31, 2019	-0.81% Apr 20, 2026 - Apr 27, 2026
#6	-4.53% Feb 28, 2025 - May 12, 2025	-0.79% Apr 9, 2026 - Apr 13, 2026
#7	-2.69% Oct 24, 2016 - Dec 6, 2016	-0.15% Apr 14, 2026 - Apr 16, 2026
#8	-2.39% Sep 1, 2023 - Nov 3, 2023	N/A
#9	-1.86% Jan 26, 2018 - Apr 12, 2018	N/A
#10	-1.75% Feb 2, 2026 - Apr 8, 2026	N/A
#11	-1.74% Mar 27, 2024 - May 3, 2024	N/A
#12	-1.61% Nov 5, 2021 - Dec 23, 2021	N/A
#13	-1.57% Mar 1, 2017 - Apr 20, 2017	N/A
#14	-1.48% May 3, 2019 - Jun 18, 2019	N/A
#15	-1.38% Oct 20, 2017 - Jan 3, 2018	N/A