Both FALN and HYG are ETFs. FALN has a higher 5-year return than HYG (3.65% vs 1.97%). FALN has a lower expense ratio than HYG (0.25% vs 0.48%). Below is the comparison between FALN and HYG.
FALN | HYG | |
---|---|---|
Security Type | ETF | ETF |
Finny Score | N/A | 80 |
Category | High Yield Bond | High Yield Bond |
Family | BlackRock | BlackRock |
Net Assets | N/A | N/A |
Expense Ratio | 0.25% | 0.48% |
Management Style | passive (index-based) | passive (index-based) |
Dividend Yield | 5.15% | 5.48% |
Underlying Index | Bloomberg Barclays US High Yield Fallen Angel 3% Capped Index | Markit iBoxx $ Liquid High Yield Index |
YTD Return | 2.11% | 1.91% |
1-Year Return | -0.05% | -0.84% |
3-Year Return | 3.82% | 1.48% |
5-Year Return | 3.65% | 1.97% |
10-Year Return | 0.00% | 2.71% |
FALN
FALN description
iShares Trust - iShares Fallen Angels USD Bond ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in the fixed income markets of developed countries across the globe. The fund invests in U.S. dollar-denominated high yield corporate bonds which were previously rated investment grade and are now rated lower than BBB- by S&P and Fitch or lower than Baa3 by Moody’s and have at least one year to maturity. It seeks to replicate the performance of the Bloomberg Barclays US High Yield Fallen Angel 3% Capped Index, by using representative sampling technique. iShares Trust - iShares Fallen Angels USD Bond ETF was formed on June 14, 2016 and is domiciled in the United States.
FALN performance & returns
YTD Return | 2.11% |
1-Month Return | -1.50% |
3-Month Return | 0.36% |
1-Year Return | -0.05% |
3-Year Return | 3.82% |
5-Year Return | 3.65% |
10-Year Return | 0.00% |
FALN cons
The following are FALN weaknesses from our perspective:
- FALN net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant FALN comparisons
You may also want to check out the following FALN comparisons that investors often look for on Finny
- FALN vs ANGL
- FALN vs USHY
- FALN vs THHY
- FALN vs HYG
- FALN vs HYGH
- FALN vs HYHG
- FALN vs HYIH
- FALN vs HYLB
- FALN vs HYLD
- FALN vs HYXE
- FALN vs JNK
HYG
HYG description
iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in fixed income markets of global developed region. It invests in U.S. dollar-denominated high yield corporate bonds with a maturity of at least one year and less than 15 years and a sub-investment grade rating from Fitch, Moody's or S&P. The fund seeks to track the performance of the Markit iBoxx USD Liquid High Yield Index, by using representative sampling technique. iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF was formed on April 4, 2007 and is domiciled in the United States.
HYG performance & returns
YTD Return | 1.91% |
1-Month Return | -1.58% |
3-Month Return | 0.69% |
1-Year Return | -0.84% |
3-Year Return | 1.48% |
5-Year Return | 1.97% |
10-Year Return | 2.71% |
HYG holdings
Top 10 Holdings (1.00% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
BlackRock Cash Funds Treasury SL Agency | XTSLA | 1.00% |
HYG pros
The following are HYG strengths from our perspective:
- HYG 3-year return is 2.21%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
- HYG 5-year return is 2.16%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
- HYG 10-year return is 2.7%, which is higher than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
- HYG 15-year return is 4.21%, which is higher than the 15-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 3.22%.
HYG cons
The following are HYG weaknesses from our perspective:
- HYG net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant HYG comparisons
You may also want to check out the following HYG comparisons that investors often look for on Finny
- HYG vs JNK
- HYG vs LQD
- HYG vs SPY
- HYG vs HYGH
- HYG vs TLT
- HYG vs USHY
- HYG vs ANGL
- HYG vs THHY
- HYG vs FALN
- HYG vs HYHG
- HYG vs HYIH
- HYG vs HYLB
- HYG vs HYLD
- HYG vs HYXE