SYSB vs TYG

Comparison between iShares U.S. Fixed Income Balanced Risk Systematic ETF (SYSB, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).

5-Year PerformanceTYG has outperformed SYSB, delivering a return of +22.4% compared to +1.6%

SYSB vs TYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYSB(ETF)	TYG(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.25%	N/A
Max Drawdown	22.37%	97.33%
Sharpe Ratio	0.80	1.32
5Y Beta	0.09	0.64
5Y Dividends CAGR	13.60%	42.65%

Net Assets

SYSB

$1B

TYG

$1B

Expense Ratio

SYSB

0.25%

TYG

N/A

Max Drawdown

Winner

SYSB

22.37%

TYG

97.33%

Sharpe Ratio

SYSB

0.80

Winner

TYG

1.32

5Y Beta

Winner

SYSB

0.09

TYG

0.64

5Y Dividends CAGR

SYSB

13.60%

Winner

TYG

42.65%

SYSB vs TYG - Historical Returns

Returns include dividend reinvestment.

Period	SYSB	TYG
1 month	+0.08%	-1.24%
3 months	-0.13%	+3.85%
6 months	+1.06%	+15.18%
1 year	+6.83%	+30.36%
5 years(CAGR)	+1.63%	+22.40%
10 years(CAGR)	+2.42%	+0.14%
Max(CAGR)	+2.44%	+4.44%

Winner

SYSB

+0.08%

TYG

-1.24%

SYSB

-0.13%

Winner

TYG

+3.85%

SYSB

+1.06%

Winner

TYG

+15.18%

SYSB

+6.83%

Winner

TYG

+30.36%

5Y(CAGR)

SYSB

+1.63%

Winner

TYG

+22.40%

10Y(CAGR)

Winner

SYSB

+2.42%

TYG

+0.14%

Max(CAGR)

SYSB

+2.44%

Winner

TYG

+4.44%

SYSB vs TYG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SYSB	TYG
2026	+0.55%	+16.42%
2025	+8.23%	+8.38%
2024	+6.57%	+58.74%
2023	+7.83%	+1.65%
2022	-13.21%	+19.50%
2021	-0.85%	+45.17%
2020	+3.08%	-70.89%
2019	+10.23%	-1.81%
2018	-0.65%	-26.72%
2017	+3.68%	+0.67%
2016	+5.10%	+19.78%
2015	-0.27%	-30.70%
2014	N/A	-2.18%
2013	N/A	+26.84%
2012	N/A	-0.99%
2011	N/A	+8.51%
2010	N/A	+29.88%
2009	N/A	+94.53%
2008	N/A	-45.23%
2007	N/A	+2.46%
2006	N/A	+34.43%
2005	N/A	+5.74%
2004	N/A	+13.96%

SYSB vs TYG Drawdown Comparison

The maximum drawdown for SYSB was -18.48%, occurring on Oct 20, 2022. Recovery took 907 trading sessions.

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current SYSB drawdown is -1.33%. The current TYG drawdown is -32.61%.

Rank	SYSB	TYG
#1	-18.48% Sep 15, 2021 - Apr 28, 2025	-95.33% Jun 26, 2014 - Mar 18, 2020
#2	-11.71% Mar 4, 2020 - Jul 20, 2020	-75.57% Jul 12, 2007 - Aug 5, 2010
#3	-4.39% Sep 27, 2016 - Aug 29, 2017	-21.58% Mar 21, 2011 - Dec 1, 2011
#4	-2.84% Feb 27, 2026 - Mar 27, 2026	-17.61% Jul 29, 2005 - Aug 25, 2006
#5	-2.81% Oct 13, 2017 - Jan 24, 2019	-16.59% Dec 2, 2013 - May 16, 2014
#6	-2.71% Jan 5, 2021 - Aug 3, 2021	-15.42% Mar 1, 2004 - Sep 15, 2004
#7	-1.75% Apr 24, 2015 - Mar 14, 2016	-15.05% Mar 27, 2013 - Nov 21, 2013
#8	-1.25% Oct 28, 2025 - Nov 26, 2025	-11.59% Apr 25, 2012 - Oct 26, 2012
#9	-1.08% Jun 21, 2016 - Aug 4, 2016	-11.57% Jan 5, 2012 - Apr 24, 2012
#10	-1.02% Aug 7, 2020 - Nov 30, 2020	-9.90% Nov 5, 2012 - Jan 17, 2013
#11	-0.91% Nov 26, 2025 - Jan 5, 2026	-8.53% Feb 16, 2005 - Jun 15, 2005
#12	-0.85% Jan 5, 2026 - Feb 9, 2026	-7.79% Dec 1, 2006 - Feb 12, 2007
#13	-0.76% Sep 16, 2025 - Oct 14, 2025	-7.33% Sep 24, 2004 - Nov 11, 2004
#14	-0.63% Aug 3, 2021 - Sep 2, 2021	-6.84% Aug 6, 2010 - Sep 13, 2010
#15	-0.62% Sep 7, 2016 - Sep 22, 2016	-5.81% Nov 11, 2010 - Dec 13, 2010

Correlation

Correlation between SYSB and TYG is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101

Dividend Comparison (2004 - 2026)

SYSB vs TYG dividend yield comparison.

Year	SYSB	TYG
2026	1.51%	4.10%
2025	4.78%	11.25%
2024	5.04%	7.96%
2023	4.44%	9.87%
2022	3.27%	8.94%
2021	1.92%	5.27%
2020	2.57%	10.85%
2019	3.27%	14.61%
2018	3.61%	13.17%
2017	2.74%	9.01%
2016	2.92%	8.54%
2015	2.26%	13.95%
2014	0.00%	5.44%
2013	0.00%	4.79%
2012	0.00%	5.92%
2011	0.00%	5.50%
2010	0.00%	5.65%
2009	0.00%	6.96%
2008	0.00%	13.16%
2007	0.00%	7.26%
2006	0.00%	6.64%
2005	0.00%	6.62%
2004	0.00%	3.53%