Both HYG and TLT are ETFs. HYG has a higher 5-year return than TLT (6.34% vs 3.67%). HYG has a higher expense ratio than TLT (0.49% vs 0.15%). Below is the comparison between HYG and TLT.
HYG | TLT | |
---|---|---|
Security Type | ETF | ETF |
Finny Score | 80 | 83 |
Category | N/A | Long Government |
Family | BlackRock | BlackRock |
Net Assets | N/A | N/A |
Expense Ratio | 0.49% | 0.15% |
Management Style | passive (index-based) | passive (index-based) |
Dividend Yield | N/A | 1.65% |
Underlying Index | Markit iBoxx $ Liquid High Yield Index | ICE U.S. Treasury 20+ Year Bond Index |
YTD Return | 1.20% | -11.12% |
1-Year Return | 16.18% | -15.39% |
3-Year Return | 5.90% | 7.62% |
5-Year Return | 6.34% | 3.67% |
10-Year Return | 5.18% | 6.63% |
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
TLT
TLT description
iShares Trust - iShares 20+ Year Treasury 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 the United States. The fund invests in U.S. dollar denominated fixed rate U.S. treasury securities with remaining maturity of greater than or equal to twenty years. It seeks to track the performance of the ICE U.S. Treasury 20+ Year Bond Index, by using representative sampling technique. iShares Trust - iShares 20+ Year Treasury Bond ETF was formed on July 22, 2002 and is domiciled in the United States.
TLT performance & returns
YTD Return | -11.12% |
1-Month Return | 1.57% |
3-Month Return | -6.20% |
1-Year Return | -15.39% |
3-Year Return | 7.62% |
5-Year Return | 3.67% |
10-Year Return | 6.63% |
TLT holdings
Top 10 Holdings (51.16% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
United States Treasury Bonds 1.88% | N/A | 8.66% |
United States Treasury Bonds 2.38% | N/A | 7.36% |
United States Treasury Bonds 2.88% | N/A | 5.87% |
United States Treasury Bonds 3.13% | N/A | 5.50% |
United States Treasury Bonds 3% | N/A | 5.42% |
United States Treasury Bonds 2% | N/A | 4.66% |
United States Treasury Bonds 3.38% | N/A | 4.63% |
United States Treasury Bonds | N/A | 4.57% |
United States Treasury Bonds 2.5% | N/A | 4.49% |
TLT pros
The following are TLT strengths from our perspective:
- TLT 3-year return is 7.62%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
- TLT 5-year return is 3.67%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
- TLT 10-year return is 6.63%, which is higher than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
- TLT 15-year return is 4.98%, which is higher than the 15-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 3.22%.
- TLT expense ratio is 0.15%, which is considered low. Nice job picking a low-cost fund.
TLT cons
The following are TLT weaknesses from our perspective:
- TLT net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant TLT comparisons
You may also want to check out the following TLT comparisons that investors often look for on Finny
- TLT vs EDV
- TLT vs BND
- TLT vs SPY
- TLT vs TMF
- TLT vs VGLT
- TLT vs TBT
- TLT vs IEF
- TLT vs TLH
- TLT vs TLO
- TLT vs ZROZ