SHYG vs IJS

Comparison between ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF) and ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF).

5-Year PerformanceIJS has outperformed SHYG, delivering a return of +5.8% compared to +4.9%

SHYG vs IJS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHYG(ETF)	IJS(ETF)
Net Assets	$7.50B	$7.60B
Expense Ratio	0.30%	0.18%
Max Drawdown	26.29%	61.28%
Sharpe Ratio	1.25	1.77
5Y Beta	0.22	1.00
P/E Ratio	N/A	61.35
Forward P/E	N/A	13.04
5Y Dividends CAGR	6.98%	20.24%
5Y EPS CAGR	N/A	6.02%
Debt to Equity	N/A	58.43%
P/S Ratio	N/A	0.87
P/B Ratio	N/A	1.52

Net Assets

SHYG

$7.50B

Winner

IJS

$7.60B

Expense Ratio

SHYG

0.30%

Winner

IJS

0.18%

Max Drawdown

Winner

SHYG

26.29%

IJS

61.28%

Sharpe Ratio

SHYG

1.25

Winner

IJS

1.77

5Y Beta

Winner

SHYG

0.22

IJS

1.00

P/E Ratio

SHYG

N/A

IJS

61.35

Forward P/E

SHYG

N/A

IJS

13.04

5Y Dividends CAGR

SHYG

6.98%

Winner

IJS

20.24%

5Y EPS CAGR

SHYG

N/A

IJS

6.02%

Debt to Equity

SHYG

N/A

IJS

58.43%

P/S Ratio

SHYG

N/A

IJS

0.87

P/B Ratio

SHYG

N/A

IJS

1.52

SHYG vs IJS - Historical Returns

Returns include dividend reinvestment.

Period	SHYG	IJS
1 month	+0.58%	+6.07%
3 months	+0.88%	+3.11%
6 months	+2.93%	+18.34%
1 year	+8.05%	+39.40%
5 years(CAGR)	+4.91%	+5.77%
10 years(CAGR)	+5.35%	+10.32%
Max(CAGR)	+4.42%	+9.82%

SHYG

+0.58%

Winner

IJS

+6.07%

SHYG

+0.88%

Winner

IJS

+3.11%

SHYG

+2.93%

Winner

IJS

+18.34%

SHYG

+8.05%

Winner

IJS

+39.40%

5Y(CAGR)

SHYG

+4.91%

Winner

IJS

+5.77%

10Y(CAGR)

SHYG

+5.35%

Winner

IJS

+10.32%

Max(CAGR)

SHYG

+4.42%

Winner

IJS

+9.82%

SHYG vs IJS - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SHYG	IJS
2026	+1.40%	+13.36%
2025	+7.71%	+7.00%
2024	+8.38%	+7.65%
2023	+10.24%	+14.64%
2022	-4.63%	-12.62%
2021	+4.78%	+32.05%
2020	+2.98%	+2.66%
2019	+10.08%	+22.85%
2018	+0.04%	-13.74%
2017	+4.86%	+10.51%
2016	+12.94%	+33.81%
2015	-3.10%	-6.20%
2014	+0.23%	+8.47%
2013	+1.99%	+35.62%
2012	N/A	+15.61%
2011	N/A	-3.66%
2010	N/A	+21.79%
2009	N/A	+21.44%
2008	N/A	-28.27%
2007	N/A	-5.75%
2006	N/A	+17.22%
2005	N/A	+7.67%
2004	N/A	+21.99%
2003	N/A	+35.84%
2002	N/A	-14.49%
2001	N/A	+14.90%
2000	N/A	+15.79%

SHYG vs IJS Drawdown Comparison

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

The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.

The current SHYG drawdown is -0.02%. The current IJS drawdown is -0.30%.

Rank	SHYG	IJS
#1	-19.27% Feb 14, 2020 - Nov 17, 2020	-60.11% Jun 4, 2007 - Feb 1, 2012
#2	-10.32% May 29, 2015 - Jul 8, 2016	-47.67% Aug 22, 2018 - Jan 6, 2021
#3	-9.39% Dec 27, 2021 - Jul 13, 2023	-36.41% May 3, 2002 - Nov 26, 2003
#4	-5.15% Jun 23, 2014 - Apr 9, 2015	-28.64% Nov 25, 2024 - Dec 10, 2025
#5	-5.04% Oct 1, 2018 - Jan 31, 2019	-24.30% Nov 5, 2021 - Jul 16, 2024
#6	-4.53% Feb 28, 2025 - May 12, 2025	-21.92% May 22, 2001 - Dec 26, 2001
#7	-2.69% Oct 24, 2016 - Dec 6, 2016	-20.54% Jun 23, 2015 - Jul 11, 2016
#8	-2.39% Sep 1, 2023 - Nov 3, 2023	-15.44% Feb 15, 2001 - May 21, 2001
#9	-1.86% Jan 26, 2018 - Apr 12, 2018	-13.55% Mar 26, 2012 - Sep 7, 2012
#10	-1.75% Feb 2, 2026 - Apr 8, 2026	-13.54% May 8, 2006 - Nov 14, 2006
#11	-1.74% Mar 27, 2024 - May 3, 2024	-12.72% Jun 8, 2021 - Nov 5, 2021
#12	-1.61% Nov 5, 2021 - Dec 23, 2021	-11.13% Jul 3, 2014 - Nov 26, 2014
#13	-1.57% Mar 1, 2017 - Apr 20, 2017	-10.36% Sep 14, 2012 - Dec 20, 2012
#14	-1.48% May 3, 2019 - Jun 18, 2019	-10.25% Mar 12, 2021 - Jun 1, 2021
#15	-1.38% Oct 20, 2017 - Jan 3, 2018	-10.22% Mar 4, 2005 - Jun 15, 2005

Correlation

Correlation between SHYG and IJS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

SHYG vs IJS dividend yield comparison.

Year	SHYG	IJS
2026	2.33%	0.16%
2025	7.03%	1.62%
2024	6.93%	1.78%
2023	6.54%	1.42%
2022	5.57%	1.46%
2021	4.83%	1.52%
2020	5.07%	1.00%
2019	5.33%	1.66%
2018	5.90%	1.75%
2017	5.49%	1.41%
2016	5.53%	1.22%
2015	5.17%	1.59%
2014	4.33%	1.41%
2013	0.85%	1.18%
2012	0.00%	1.87%
2011	0.00%	1.32%
2010	0.00%	1.14%
2009	0.00%	1.59%
2008	0.00%	1.92%
2007	0.00%	1.77%
2006	0.00%	1.14%
2005	0.00%	1.02%
2004	0.00%	1.11%
2003	0.00%	0.76%
2002	0.00%	0.95%
2001	0.00%	0.69%
2000	0.00%	0.78%