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SHYG vs DIAL

Comparison between ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF) and COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF (DIAL, ETF).

5-Year PerformanceSHYG has outperformed DIAL, delivering a return of +4.8% compared to +0.7%

SHYG vs DIAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SHYG
$7.60B
DIAL
$417M
Expense Ratio
SHYG
0.30%
Winner
DIAL
0.29%
Max Drawdown
SHYG
26.29%
Winner
DIAL
25.94%
Sharpe Ratio
Winner
SHYG
0.77
DIAL
0.50
5Y Beta
SHYG
0.22
Winner
DIAL
0.13
5Y Dividends CAGR
SHYG
5.45%
Winner
DIAL
10.96%

SHYG vs DIAL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SHYG
+0.01%
DIAL
-0.08%
3M
Winner
SHYG
+1.15%
DIAL
-0.32%
6M
Winner
SHYG
+1.76%
DIAL
+0.87%
1Y
Winner
SHYG
+6.35%
DIAL
+5.95%
5Y(CAGR)
Winner
SHYG
+4.79%
DIAL
+0.66%
10Y(CAGR)
Winner
SHYG
+5.13%
DIAL
+2.45%
Max(CAGR)
Winner
SHYG
+4.38%
DIAL
+2.45%

SHYG vs DIAL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearSHYGDIAL
2026+1.20%+0.59%
2025+7.71%+9.81%
2024+8.38%+2.47%
2023+10.24%+7.97%
2022-4.63%-15.42%
2021+4.78%-0.92%
2020+2.98%+8.81%
2019+10.08%+14.17%
2018+0.04%-2.03%
2017+4.86%+0.00%
2016+12.94%N/A
2015-3.10%N/A
2014+0.23%N/A
2013+1.99%N/A

SHYG vs DIAL Drawdown Comparison

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

The maximum drawdown for DIAL was -22.20%, occurring on Oct 20, 2022. Recovery took 1204 trading sessions.

The current SHYG drawdown is -0.41%. The current DIAL drawdown is -1.21%.

RankSHYGDIAL
#1-19.27%
Feb 14, 2020 - Nov 17, 2020
-22.20%
Dec 31, 2020 - Oct 17, 2025
#2-10.32%
May 29, 2015 - Jul 8, 2016
-19.11%
Mar 6, 2020 - Jun 10, 2020
#3-9.39%
Dec 27, 2021 - Jul 13, 2023
-3.82%
Jan 4, 2018 - Jan 30, 2019
#4-5.15%
Jun 23, 2014 - Apr 9, 2015
-3.34%
Feb 27, 2026 - Mar 27, 2026
#5-5.04%
Oct 1, 2018 - Jan 31, 2019
-1.76%
Aug 10, 2020 - Nov 5, 2020
#6-4.53%
Feb 28, 2025 - May 12, 2025
-1.29%
Oct 13, 2017 - Dec 6, 2017
#7-2.69%
Oct 24, 2016 - Dec 6, 2016
-1.20%
Sep 6, 2019 - Nov 26, 2019
#8-2.39%
Sep 1, 2023 - Nov 3, 2023
-0.94%
Oct 27, 2025 - Dec 3, 2025
#9-1.86%
Jan 26, 2018 - Apr 12, 2018
-0.92%
Jun 10, 2020 - Jul 7, 2020
#10-1.75%
Feb 2, 2026 - Apr 8, 2026
-0.71%
Feb 12, 2019 - Feb 22, 2019
#11-1.74%
Mar 27, 2024 - May 3, 2024
-0.70%
Dec 15, 2017 - Jan 4, 2018
#12-1.61%
Nov 5, 2021 - Dec 23, 2021
-0.65%
May 1, 2019 - May 23, 2019
#13-1.57%
Mar 1, 2017 - Apr 20, 2017
-0.60%
Jul 3, 2019 - Jul 30, 2019
#14-1.48%
May 3, 2019 - Jun 18, 2019
-0.59%
Feb 28, 2020 - Mar 4, 2020
#15-1.38%
Oct 20, 2017 - Jan 3, 2018
-0.57%
Jul 14, 2020 - Jul 16, 2020

Correlation

Correlation between SHYG and DIAL is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (2013 - 2026)

SHYG vs DIAL dividend yield comparison.

YearSHYGDIAL
20262.93%2.20%
20257.03%4.81%
20246.93%4.67%
20236.54%3.77%
20225.57%3.47%
20214.83%2.46%
20205.07%2.61%
20195.33%3.27%
20185.90%3.56%
20175.49%0.65%
20165.53%0.00%
20155.17%0.00%
20144.33%0.00%
20130.85%0.00%

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