HYG vs SPDW

iShares iBoxx High Yield Corporate Bond ETF vs SPDR Portfolio Developed World ex-US ETF

Quick take
  • SPDW has the lower expense ratio at 0.03% vs 0.49% for HYG.
  • HYG pays a higher dividend yield (5.90%).

Side-by-side metrics

MetricHYGSPDW
Expense ratio
Annual fee. Lower is better.
0.49%0.03%
Dividend yield
Trailing 12-month yield.
5.90%3.02%
AUM
Assets under management — bigger funds are typically more liquid.
$17.63B$40.29B
YTD return
1.76%13.61%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.661.03
P/E ratio
10.9818.78
Last price
$79.83$50.21
Inception
Issuer
iSharesState Street

HYG top holdings

Top holdings · HYG
XTSLABlackRock Cash Funds Treasury SL Agency0.84%
Sector breakdown · HYG
Real Estate0.4%
Utilities99.6%

SPDW top holdings

Top holdings · SPDW
SMSNSamsung Electronics Co Ltd DR2.96%
000660.KSSK Hynix Inc2.78%
ASML.ASASML Holding NV2.27%
HSBA.LHSBC Holdings PLC0.97%
AZN.LAstraZeneca PLC0.86%
ROP.SWRoche Holding AG Ordinary Shares new0.86%
RYRoyal Bank of Canada0.86%
NOVN.SWNovartis AG Registered Shares0.86%
NESN.SWNestle SA0.80%
8306.TMitsubishi UFJ Financial Group Inc0.72%
Sector breakdown · SPDW
Real Estate2.3%
Consumer Cyclical7.7%
Basic Materials6.7%
Consumer Defensive5.6%
Technology17.7%
Communication Services3.6%
Financial Services23.1%
Utilities3.0%
Industrials17.9%
Energy4.5%
Healthcare8.0%

About HYG

HYG (iShares iBoxx High Yield Corporate Bond ETF) is US high-yield corporate bonds. Managed by iShares, the fund carries $17.6B in assets under management, an expense ratio of 0.49%, a dividend yield of 5.90%. Its largest holding is BlackRock Cash Funds Treasury SL Agency (XTSLA), which represents 0.8% of the portfolio. Real Estate is the fund's largest sector exposure at 0.4%.

About SPDW

SPDW (SPDR Portfolio Developed World ex-US ETF) is Developed-market stocks outside the US. Managed by State Street, the fund carries $40.3B in assets under management, an expense ratio of 0.03%, a dividend yield of 3.02%. Its largest holding is Samsung Electronics Co Ltd DR (SMSN), which represents 3.0% of the portfolio. Real Estate is the fund's largest sector exposure at 2.3%.