SHYG vs XLRE

Comparison between ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF) and THE REAL ESTATE SELECT SECTOR SPDR FUND (XLRE, ETF).

5-Year PerformanceSHYG has outperformed XLRE, delivering a return of +4.9% compared to +4.6%

SHYG vs XLRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHYG(ETF)	XLRE(ETF)
Net Assets	$7.60B	$7.70B
Expense Ratio	0.30%	0.08%
Max Drawdown	26.29%	39.28%
Sharpe Ratio	0.93	0.49
5Y Beta	0.22	0.50
P/E Ratio	N/A	35.76
Forward P/E	N/A	35.53
PEG Ratio	N/A	0.54
5Y Dividends CAGR	6.98%	1.63%
5Y EPS CAGR	N/A	7.20%
Debt to Equity	N/A	-53.94%
P/S Ratio	N/A	6.15
P/B Ratio	N/A	3.07

Net Assets

SHYG

$7.60B

Winner

XLRE

$7.70B

Expense Ratio

SHYG

0.30%

Winner

XLRE

0.08%

Max Drawdown

Winner

SHYG

26.29%

XLRE

39.28%

Sharpe Ratio

Winner

SHYG

0.93

XLRE

0.49

5Y Beta

Winner

SHYG

0.22

XLRE

0.50

P/E Ratio

SHYG

N/A

XLRE

35.76

Forward P/E

SHYG

N/A

XLRE

35.53

PEG Ratio

SHYG

N/A

XLRE

0.54

5Y Dividends CAGR

Winner

SHYG

6.98%

XLRE

1.63%

5Y EPS CAGR

SHYG

N/A

XLRE

7.20%

Debt to Equity

SHYG

N/A

XLRE

-53.94%

P/S Ratio

SHYG

N/A

XLRE

6.15

P/B Ratio

SHYG

N/A

XLRE

3.07

SHYG vs XLRE - Historical Returns

Returns include dividend reinvestment.

Period	SHYG	XLRE
1 month	+0.34%	+2.77%
3 months	+0.76%	+2.31%
6 months	+2.81%	+10.18%
1 year	+6.66%	+11.30%
5 years(CAGR)	+4.94%	+4.63%
10 years(CAGR)	+5.30%	+6.86%
Max(CAGR)	+4.40%	+7.26%

SHYG

+0.34%

Winner

XLRE

+2.77%

SHYG

+0.76%

Winner

XLRE

+2.31%

SHYG

+2.81%

Winner

XLRE

+10.18%

SHYG

+6.66%

Winner

XLRE

+11.30%

5Y(CAGR)

Winner

SHYG

+4.94%

XLRE

+4.63%

10Y(CAGR)

SHYG

+5.30%

Winner

XLRE

+6.86%

Max(CAGR)

SHYG

+4.40%

Winner

XLRE

+7.26%

SHYG vs XLRE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SHYG	XLRE
2026	+1.21%	+10.22%
2025	+7.71%	+3.56%
2024	+8.38%	+4.11%
2023	+10.24%	+11.95%
2022	-4.63%	-25.56%
2021	+4.78%	+50.96%
2020	+2.98%	-0.96%
2019	+10.08%	+31.71%
2018	+0.04%	-1.81%
2017	+4.86%	+10.33%
2016	+12.94%	+5.18%
2015	-3.10%	+4.38%
2014	+0.23%	N/A
2013	+1.99%	N/A

SHYG vs XLRE Drawdown Comparison

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

The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.

The current SHYG drawdown is -0.21%. The current XLRE drawdown is -1.46%.

Rank	SHYG	XLRE
#1	-19.27% Feb 14, 2020 - Nov 17, 2020	-38.80% Feb 21, 2020 - Apr 1, 2021
#2	-10.32% May 29, 2015 - Jul 8, 2016	-34.11% Dec 31, 2021 - Oct 25, 2023
#3	-9.39% Dec 27, 2021 - Jul 13, 2023	-14.65% Aug 1, 2016 - Nov 7, 2017
#4	-5.15% Jun 23, 2014 - Apr 9, 2015	-13.42% Dec 29, 2015 - Mar 17, 2016
#5	-5.04% Oct 1, 2018 - Jan 31, 2019	-12.51% Dec 6, 2018 - Jan 31, 2019
#6	-4.53% Feb 28, 2025 - May 12, 2025	-12.35% Nov 13, 2017 - Jul 5, 2018
#7	-2.69% Oct 24, 2016 - Dec 6, 2016	-8.32% Aug 20, 2018 - Nov 30, 2018
#8	-2.39% Sep 1, 2023 - Nov 3, 2023	-8.27% Sep 2, 2021 - Nov 3, 2021
#9	-1.86% Jan 26, 2018 - Apr 12, 2018	-6.74% Oct 21, 2019 - Jan 21, 2020
#10	-1.75% Feb 2, 2026 - Apr 8, 2026	-6.10% Oct 22, 2015 - Dec 29, 2015
#11	-1.74% Mar 27, 2024 - May 3, 2024	-5.79% May 10, 2016 - Jun 29, 2016
#12	-1.61% Nov 5, 2021 - Dec 23, 2021	-4.83% Jun 20, 2019 - Jul 10, 2019
#13	-1.57% Mar 1, 2017 - Apr 20, 2017	-4.80% Nov 24, 2021 - Dec 7, 2021
#14	-1.48% May 3, 2019 - Jun 18, 2019	-4.25% Apr 12, 2019 - May 24, 2019
#15	-1.38% Oct 20, 2017 - Jan 3, 2018	-4.04% Apr 30, 2021 - May 24, 2021

Correlation

Correlation between SHYG and XLRE is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2013 - 2026)

SHYG vs XLRE dividend yield comparison.

Year	SHYG	XLRE
2026	2.33%	0.61%
2025	7.03%	3.45%
2024	6.93%	3.43%
2023	6.54%	3.31%
2022	5.57%	3.70%
2021	4.83%	2.61%
2020	5.07%	3.15%
2019	5.33%	3.06%
2018	5.90%	3.78%
2017	5.49%	3.25%
2016	5.53%	4.22%
2015	5.17%	1.09%
2014	4.33%	0.00%
2013	0.85%	0.00%