HYG vs VWEHX

HYG is an ETF, whereas VWEHX is a mutual fund. HYG has a lower 5-year return than VWEHX (5.22% vs 5.78%). HYG has a higher expense ratio than VWEHX (0.49% vs 0.23%). Below is the comparison between HYG and VWEHX.

HYG VWEHX
Security Type ETF Mutual fund
Segment Fixed Income: U.S. - Corporate High Yield Taxable Fixed Income: High Yield Bond
Issuer BlackRock Vanguard
Net Assets $20.99B $3.67B
Expense Ratio 0.49% 0.23%
Management Style passive (index-based) active
Dividend Yield 5.54% 4.98%
Minimum Investment N/A $3,000.00
YTD Return 0.04% 1.93%
1-Year Return 2.36% 4.00%
3-Year Return 3.79% 4.57%
5-Year Return 5.22% 5.78%
10-Year Return 5.34% 6.09%

HYG description

The Fund seeks to track the investment results of the Markit iBoxx USD Liquid High Yield Index composed of US dollar-denominated, high yield corporate bonds. The Fund invests at least 90% of its assets in the component securities of the Underlying Index and may invest up to 10% of its assets in certain futures.

HYG performance & returns

YTD Return 0.04%
1-Month Return 0.47%
3-Month Return 2.86%
1-Year Return 2.36%
3-Year Return 3.79%
5-Year Return 5.22%
10-Year Return 5.34%
HYG expense ratio is 0.49%.

HYG holdings

Top 10 Holdings (4.23% of Total Assets)

Name Symbol % Assets
ALTICE FRANCE S.A 7.38% N/A 0.60%
T-Mobile US, Inc. 7.88% N/A 0.54%
TransDigm, Inc. 6.25% N/A 0.48%
Centene Corporation 4.63% N/A 0.40%
Ford Motor Company 8.5% N/A 0.39%
Bausch Health Companies Inc 6.13% N/A 0.38%
CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.13% N/A 0.38%
Ford Motor Company 9% N/A 0.37%
Teva Pharmaceutical Finance Netherlands III B.V. 3.15% N/A 0.35%
CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75% N/A 0.34%

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VWEHX description

The Fund seeks a high level of current income by investing in a diversified portfolio of high-yielding, higher-risk corporate bonds, with medium and lower range credit quality ratings.

VWEHX performance & returns

YTD Return 1.93%
1-Month Return 0.53%
3-Month Return 3.28%
1-Year Return 4.00%
3-Year Return 4.57%
5-Year Return 5.78%
10-Year Return 6.09%
VWEHX expense ratio is 0.23%.

VWEHX holdings

Top 10 Holdings (9.76% of Total Assets)

Name Symbol % Assets
Sprint Corporation 7.88% N/A 1.37%
United States Treasury Notes 1.62% N/A 1.16%
United States Treasury Notes 2% N/A 1.16%
United States Treasury Bills 0.01% N/A 1.15%
United States Treasury Notes 1.5% N/A 1.15%
HCA Inc. 3.5% N/A 0.81%
Caesars Resort Collection LLC/CRC Finco Inc 5.25% N/A 0.77%
Herc Holdings Inc 5.5% N/A 0.76%
ALTICE FRANCE S.A 7.38% N/A 0.73%
Bausch Health Companies Inc 6.12% N/A 0.70%

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