JPHY vs SHYG: Differences, Returns & Fees
JPHY's duration was 2.6 years on May 31, 2026 and SHYG's 2.1 on Jul 31, 2026; SHYG charges 0.30% to JPHY's 0.45%. Net assets on Oct 20, 2026: $2.2bn for JPMorgan Active High Yield ETF and $7.6bn for iShares 0-5 Year High Yield Corporate Bond ETF.
SHYG costs 0.15 points a year less; both returned +2.1% over a year; SHYG is 3.4 times larger.
| JPHY | SHYG | |
|---|---|---|
| Expense ratio | 0.45% | 0.30% |
| Net assets | $2.2bn | $7.6bn |
| Total return, 1 year | +2.1% | +2.1% |
| What it tracks | No index, actively managed | Markit iBoxx USD Liquid High Yield 0-5 Index |
| Holdings in common | 25% | |
Holdings in common uses holdings dated May 31, 2026 and Jul 31, 2026.
JPHY and SHYG are built for the same job. How do they differ in cost, holdings and results?
- What each follows. JPHY follows No index, actively managed and SHYG follows Markit iBoxx USD Liquid High Yield 0-5 Index.
- Holdings in common. 25% of the weight is in the same securities (holdings dated May 31, 2026 and Jul 31, 2026).
- Cost. JPHY charges 0.45% of assets a year and SHYG 0.30%, a gap of 0.15 points.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
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What they hold in common
By the books each fund has filed, JPHY and SHYG hold 25% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Jul 31, 2026.
half
25% in common
On the same fields
JPHY and SHYG on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About JPHY
JPHY is actively managed and tracks no index. Over the year to Oct 20, 2026 it returned +2.1% with distributions reinvested, against +1.2% for its benchmark, the ICE BofA US High Yield Constrained Index. The prospectus expense ratio is 0.45% a year.
About SHYG
SHYG tracks an index. Over the year to Oct 20, 2026 it returned +2.1% with distributions reinvested, against −1.6% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.30% a year.
Questions people ask
- Which returned more over the last year, JPHY or SHYG?
- In the year to Oct 20, 2026, with distributions reinvested, JPHY returned +2.1% and SHYG +2.1%.
- Which is cheaper, JPHY or SHYG?
- SHYG is cheaper, by 0.15 percentage points a year. That is about $15 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, JPHY against SHYG, data as of Oct 20, 2026. https://etfiq.com/compare/any/jphy-vs-shyg
ETFIQ. (Oct 20, 2026). JPHY against SHYG. Retrieved from https://etfiq.com/compare/any/jphy-vs-shyg
[JPHY against SHYG (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/jphy-vs-shyg)
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