(SHYG) iShares 0-5 Year High Yield - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46434V4077 • High Yield Bond
SHYG: High Yield Bonds, Corporate Debt, Fixed Income Securities
The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is designed for investors seeking exposure to the higher-yielding, shorter-duration segment of the U.S. corporate bond market. This ETF tracks an index that reflects the performance of U.S. dollar-denominated high-yield corporate debt with maturities between 0 to 5 years. By focusing on shorter-dated high-yield bonds, SHYG offers a way to manage interest rate risk while still accessing the higher income potential of non-investment-grade debt.
The fund invests at least 80% of its assets in the component securities of its underlying index. Additionally, it allocates at least 90% of its assets to fixed income securities of the types included in the index, ensuring tight tracking of the indexs performance. This structured approach helps maintain consistency and reduces deviations from the target index.
As a high-yield bond ETF, SHYG is suited for investors who can tolerate higher credit risk in pursuit of elevated yields. The shorter duration of the bonds in the portfolio can make the fund less sensitive to interest rate fluctuations compared to longer-duration bond funds, which is an important consideration in a rising rate environment.
Domiciled in the United States, SHYG is listed on the NYSE ARCA exchange under the ticker symbol SHYG. With an AUM of over $6.5 billion, it provides liquidity and scale, making it a viable option for both individual and institutional investors looking to add high-yield, short-duration exposure to their fixed income portfolios.
Additional Sources for SHYG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SHYG ETF Overview
Market Cap in USD | 6,551m |
Category | High Yield Bond |
TER | 0.30% |
IPO / Inception | 2013-10-15 |
SHYG ETF Ratings
Growth 5y | 70.3% |
Fundamental | - |
Dividend | 77.0% |
Rel. Strength Industry | 6.85 |
Analysts | - |
Fair Price Momentum | 44.09 USD |
Fair Price DCF | - |
SHYG Dividends
Dividend Yield 12m | 6.52% |
Yield on Cost 5y | 9.04% |
Annual Growth 5y | 5.07% |
Payout Consistency | 97.1% |
SHYG Growth Ratios
Growth Correlation 3m | 78.7% |
Growth Correlation 12m | 98.3% |
Growth Correlation 5y | 82.6% |
CAGR 5y | 6.99% |
CAGR/Max DD 5y | 0.74 |
Sharpe Ratio 12m | 0.49 |
Alpha | 2.59 |
Beta | 0.17 |
Volatility | 4.01% |
Current Volume | 1635.1k |
Average Volume 20d | 1601.3k |
As of March 15, 2025, the stock is trading at USD 42.55 with a total of 1,635,065 shares traded.
Over the past week, the price has changed by -0.72%, over one month by -0.68%, over three months by +0.64% and over the past year by +7.93%.
Yes. Based on ValueRay Analyses, iShares 0-5 Year High Yield (NYSE ARCA:SHYG) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 70.34 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SHYG as of March 2025 is 44.09. This means that SHYG is currently overvalued and has a potential downside of 3.62%.
iShares 0-5 Year High Yield has no consensus analysts rating.
According to ValueRays Forecast Model, SHYG iShares 0-5 Year High Yield will be worth about 47.9 in March 2026. The stock is currently trading at 42.55. This means that the stock has a potential upside of +12.46%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 47.9 | 12.5% |