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SHYM · iShares Short Duration High Yield Muni Active ETF

Bond fundActively managed0.40% fee$819mSince Mar 18, 2021
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SHYM is actively managed and returned +0.2% over the past year.

+0.2%
Total return, 1 year
0.40%
Expense ratio
523
Holdings
−3.8%
Below its high
WindowTotal returnS&P 500Gap to S&P 500Gap to Nasdaq-100
3M Jul 2 – Oct 2, 2026−3.7%+3.6%−7.3 pts−9.0 pts
6M Apr 2 – Oct 2, 2026−1.3%+17.9%−19.2 pts−29.7 pts
1Y Oct 2, 2025 – Oct 2, 2026+0.2%+16.2%−16.1 pts−24.1 pts
3Y Oct 3, 2023 – Oct 2, 2026+21.1%+89.3%−68.2 pts−93.6 pts
Since listing Mar 18, 2021 – Oct 2, 2026+6.8%+112.3%−105.5 pts−141.5 pts

SHYM over each window to Oct 2, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.

Head to head
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In plain words

SHYM is actively managed and tracks no index. Over the year to Oct 2, 2026 it returned +0.2% with distributions reinvested, against +16.2% for the S&P 500 and +24.3% for the Nasdaq-100. The prospectus expense ratio is 0.40% a year. It sat 3.8% below its high of Jul 6, 2026 on Oct 2, 2026.
What it tracksNo index, actively managed
Fund typeBond fund
Category (ETFIQ)Bonds · Municipal high yield
Expense ratio (485BPOS XBRL, Nov 25, 2025)0.40%
Price$21.33
Listed sinceMar 18, 2021
Net assets (the issuer’s own daily fund list, as of Oct 2, 2026)$819m
Below its high (ETFIQ)−3.8%
Holdings523
Top ten weight16.3%
Holdings published for (the issuer’s daily file)Oct 1, 2026
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

Questions people ask about SHYM

How has SHYM performed?
Over the year to Oct 2, 2026, SHYM returned +0.2% with distributions reinvested, against +16.2% for the S&P 500. Over three years the figure is +21.1%.
What does SHYM cost?
The prospectus expense ratio is 0.40% a year.
How far is SHYM below its high?
3.8% below its high of Jul 6, 2026, measured on the reinvested series to Oct 2, 2026.
Sources and dates
Prices, SHYM and S&P 500Tiingo end-of-day · Oct 2, 2026
Fee, 0.40%Prospectus filing with the expense ratio (SEC) ↗
Net assets, $819mThe issuer’s own daily fund list · Oct 2, 2026
IssuerHoldings, the issuer’s own daily file ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

ETFIQ covers core, leveraged and inverse, buffer, thematic, option-income, alternatives and spot crypto ETFs. This fund is here because the other funds here are measured against it and portfolios hold it. ETFIQ is an independent publisher and makes no recommendations. Standards and sources

How these figures are computed →Standards and sources →Open data →
Cite this page

ETFIQ, SHYM, core fund, data as of Oct 2, 2026. https://etfiq.com/funds/shym

Free to use with attribution; the underlying files are at Open data.

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