Both HYG and SPY are ETFs. HYG has a lower 5-year return than SPY (6.34% vs 17.37%). HYG has a higher expense ratio than SPY (0.49% vs 0.09%). Below is the comparison between HYG and SPY.
| HYG | SPY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 80 | 83 |
| Category | N/A | Large Blend |
| Family | BlackRock | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.49% | 0.09% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | N/A | 1.41% |
| Underlying Index | Markit iBoxx $ Liquid High Yield Index | S&P 500 |
| YTD Return | 1.20% | 11.53% |
| 1-Year Return | 16.18% | 48.93% |
| 3-Year Return | 5.90% | 18.16% |
| 5-Year Return | 6.34% | 17.37% |
| 10-Year Return | 5.18% | 14.15% |
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 | 1.20% |
| 1-Month Return | 0.41% |
| 3-Month Return | 0.73% |
| 1-Year Return | 16.18% |
| 3-Year Return | 5.90% |
| 5-Year Return | 6.34% |
| 10-Year Return | 5.18% |
HYG pros
The following are HYG strengths from our perspective:
- HYG 3-year return is 5.9%, 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 6.34%, 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 5.18%, 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 HYGH
- HYG vs LQD
- HYG vs SPY
- HYG vs USHY
- HYG vs TLT
- HYG vs ANGL
- HYG vs THHY
- HYG vs FALN
- HYG vs HYHG
- HYG vs HYIH
- HYG vs HYLB
- HYG vs HYLD
- HYG vs HYXE
SPY
SPY description
SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.
SPY performance & returns
| YTD Return | 11.53% |
| 1-Month Return | 3.75% |
| 3-Month Return | 7.97% |
| 1-Year Return | 48.93% |
| 3-Year Return | 18.16% |
| 5-Year Return | 17.37% |
| 10-Year Return | 14.15% |
SPY holdings
Top 10 Holdings (26.26% of Total Assets)
SPY pros
The following are SPY strengths from our perspective:
- SPY 3-year return is 18.16%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SPY 5-year return is 17.37%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SPY 10-year return is 14.15%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
- SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.
SPY cons
The following are SPY weaknesses from our perspective:
- SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant SPY comparisons
You may also want to check out the following SPY comparisons that investors often look for on Finny
- SPY vs VOO
- SPY vs QQQ
- SPY vs IVV
- SPY vs DIA
- SPY vs DLN
- SPY vs FMK
- SPY vs CDC
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