SHYG vs SPHY
Comparison between ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).
5-Year PerformanceSHYG has outperformed SPHY, delivering a return of +4.8% compared to +4.3%
SHYG vs SPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SHYG vs SPHY - Historical Returns
Returns include dividend reinvestment.
SHYG vs SPHY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SHYG | SPHY |
|---|---|---|
| 2026 | +1.20% | +1.15% |
| 2025 | +7.71% | +8.31% |
| 2024 | +8.38% | +8.81% |
| 2023 | +10.24% | +12.80% |
| 2022 | -4.63% | -10.48% |
| 2021 | +4.78% | +5.74% |
| 2020 | +2.98% | +6.44% |
| 2019 | +10.08% | +13.55% |
| 2018 | +0.04% | -2.69% |
| 2017 | +4.86% | +6.73% |
| 2016 | +12.94% | +11.15% |
| 2015 | -3.10% | -3.64% |
| 2014 | +0.23% | +6.53% |
| 2013 | +1.99% | -1.34% |
| 2012 | N/A | +7.21% |
SHYG vs SPHY Drawdown Comparison
The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The current SHYG drawdown is -0.41%. The current SPHY drawdown is -0.52%.
| Rank | SHYG | SPHY |
|---|---|---|
| #1 | -19.27% Feb 14, 2020 - Nov 17, 2020 | -21.97% Feb 14, 2020 - Oct 8, 2020 |
| #2 | -10.32% May 29, 2015 - Jul 8, 2016 | -15.29% Dec 28, 2021 - Dec 14, 2023 |
| #3 | -9.39% Dec 27, 2021 - Jul 13, 2023 | -8.30% Apr 16, 2015 - Apr 25, 2016 |
| #4 | -5.15% Jun 23, 2014 - Apr 9, 2015 | -7.23% May 2, 2013 - Feb 24, 2014 |
| #5 | -5.04% Oct 1, 2018 - Jan 31, 2019 | -4.86% Feb 26, 2025 - May 12, 2025 |
| #6 | -4.53% Feb 28, 2025 - May 12, 2025 | -4.21% Dec 29, 2017 - Feb 15, 2019 |
| #7 | -2.69% Oct 24, 2016 - Dec 6, 2016 | -4.17% Oct 24, 2016 - Jan 18, 2017 |
| #8 | -2.39% Sep 1, 2023 - Nov 3, 2023 | -2.48% Aug 21, 2014 - Jan 14, 2015 |
| #9 | -1.86% Jan 26, 2018 - Apr 12, 2018 | -2.41% Feb 20, 2026 - Apr 8, 2026 |
| #10 | -1.75% Feb 2, 2026 - Apr 8, 2026 | -2.36% Nov 9, 2021 - Dec 23, 2021 |
| #11 | -1.74% Mar 27, 2024 - May 3, 2024 | -2.29% Mar 27, 2024 - May 3, 2024 |
| #12 | -1.61% Nov 5, 2021 - Dec 23, 2021 | -2.28% Jan 29, 2013 - Apr 16, 2013 |
| #13 | -1.57% Mar 1, 2017 - Apr 20, 2017 | -2.07% Sep 17, 2012 - Oct 11, 2012 |
| #14 | -1.48% May 3, 2019 - Jun 18, 2019 | -1.99% Mar 1, 2017 - Apr 10, 2017 |
| #15 | -1.38% Oct 20, 2017 - Jan 3, 2018 | -1.84% Feb 27, 2015 - Apr 15, 2015 |
Correlation
Correlation between SHYG and SPHY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
SHYG vs SPHY dividend yield comparison.
| Year | SHYG | SPHY |
|---|---|---|
| 2026 | 2.93% | 2.97% |
| 2025 | 7.03% | 7.38% |
| 2024 | 6.93% | 7.80% |
| 2023 | 6.54% | 7.30% |
| 2022 | 5.57% | 6.47% |
| 2021 | 4.83% | 5.13% |
| 2020 | 5.07% | 5.63% |
| 2019 | 5.33% | 5.73% |
| 2018 | 5.90% | 4.09% |
| 2017 | 5.49% | 4.41% |
| 2016 | 5.53% | 4.27% |
| 2015 | 5.17% | 4.29% |
| 2014 | 4.33% | 3.98% |
| 2013 | 0.85% | 4.41% |
| 2012 | 0.00% | 2.17% |
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