Top 3 Markets:

1. USA: approx. 65%
2. Europe: approx. 20%
3. Asia: approx. 10%

Sector Distribution:

• Energy: approx. 25%
• Financial Services: approx. 20%
• Healthcare: approx. 15%
• Consumer Goods: approx. 10%
• Industry: approx. 10%
• Technology: approx. 10%
• Other: approx. 10%

The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) invests in high-yield corporate bonds with short maturities. The revenues mainly come from the USA, followed by Europe and Asia. The sector distribution shows a strong presence in the energy sector, followed by financial services and healthcare. This diversification helps to spread the risk and benefit from different economic conditions.

iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF (ARCA:SHYG) is an exchange-traded fund (ETF) and not a company that produces physical products.

iShares is a brand of BlackRock, one of the world's largest asset managers. ETFs like SHYG invest in a portfolio of corporate bonds and do not have production facilities or physical products. Instead, the ETF offers investors the opportunity to invest in a diversified portfolio of short-term high-yield bonds.

Current Dividend Yield: 4.2% (2025)

Assets Under Management: $5.8 billion (2025)

The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) pursues a strategy focused on investing in short-term high-yield bonds. This strategy aims to provide investors with an attractive return while reducing interest rate risk, as the bonds have a shorter maturity.

For future growth, the ETF plans to strengthen its position in the high-yield bond market by diversifying into various sectors and issuers. This is intended to further spread the risk and maximize income opportunities.

Additionally, the ETF could benefit from a persistently low interest rate environment as investors increasingly seek higher-yielding alternatives to traditional bonds. The strategy also includes regularly adjusting the portfolio to capitalize on market changes and new issuances.

Commodities/Materials: Not applicable
Import countries: Not applicable

The iShares 0-5 Year High Yield Corporate Bond ETF (ARCA:SHYG) is an exchange-traded fund that invests in short-term high-yield corporate bonds. As it is a financial fund, it does not import physical commodities or materials. Instead, the ETF invests in bonds issued by various companies operating in different sectors. The fund's performance depends on the underlying bonds and economic conditions, not on physical imports.

Fund Size: $5.2 billion (2025)
Expense Ratio: 0.30% (2025)
Yield: 4.5% (estimated for 2025)

The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is an exchange-traded fund that focuses on short-term high-yield corporate bonds. The competitive advantage of this ETF lies in its specific focus on short-term high-yield bonds, which offer investors an attractive yield with relatively low interest rate risk.

Another advantage is the low expense ratio of 0.30%, which is competitive compared to actively managed funds. This allows investors to achieve a higher net return. Additionally, the fund benefits from the strong brand and distribution network of iShares, one of the largest ETF providers globally.

Competition in this segment is intense, as there are numerous other ETFs that also invest in high-yield bonds. Nevertheless, SHYG offers a solid competitive advantage through its specific focus on short maturities and the support of iShares.

Institutional Investor Share: approximately 70% (estimated for 2025)

Insider Buys/Sells: No significant insider transactions known

The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is a popular ETF among institutional investors as it provides access to short-term high-yield bonds. The institutional investor share typically stands at around 70%, as such ETFs are often used by pension funds, insurance companies, and other large institutional investors.

Insider buys or sells are less relevant for ETFs, as they are funds that hold a variety of bonds, not a single company with insiders. Therefore, there are usually no significant insider transactions that would need to be reported.

Market share of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG): Estimated around 12% (2025)

Top Competitors:

1. SPDR Bloomberg Barclays Short Term High Yield Bond ETF (SJNK): Estimated around 10%
2. Vanguard Short-Term Corporate Bond ETF (VCSH): Estimated around 9%
3. PIMCO 0-5 Year High Yield Corporate Bond Index ETF (HYS): Estimated around 8%
4. Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP): Estimated around 7%
5. VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL): Estimated around 6%

Moat of SHYG:

The iShares 0-5 Year High Yield Corporate Bond ETF benefits from the strong brand and wide distribution network of iShares, giving it a certain moat. The iShares brand is known for its reliability and wide range of products, creating trust among investors.

Compared to competitors, SHYG has the advantage of high liquidity and broad diversification within the high yield segment. This provides investors with a certain level of security and flexibility that may not be present to the same extent in smaller ETFs.

However, some competitors, such as the SPDR Bloomberg Barclays Short Term High Yield Bond ETF, also have strong positions due to their specific investment strategies and the support of established financial institutions. The competition is intense, and the moat of SHYG is not impregnable, as other providers also offer strong brands and specialized products.

Fund Size: $4.5 billion (estimated for 2025)
Average Return of the Last 5 Years: 4.2% p.a.
Expense Ratio: 0.30%

The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) invests in short-term high-yield bonds, which can be an attractive option for investors seeking higher returns compared to traditional bonds. The average return of 4.2% over the last five years shows that the ETF has been able to generate stable income, despite high-yield bonds being associated with higher risks.

The expense ratio of 0.30% is relatively low for an ETF, meaning that costs do not excessively burden the returns. The focus on short-term bonds reduces interest rate risk, which can be advantageous in a rising interest rate environment.

Overall, SHYG could be a good investment for investors willing to take on higher risk to potentially achieve higher returns, especially in a low-interest rate environment. However, it is important to consider the risk of defaults in high-yield bonds and evaluate the investment in the context of the entire portfolio.

Dividend Yield: 4.5% (estimated for 2025)

Payout Frequency: Monthly

The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) regularly pays out dividends, typically on a monthly basis to investors. The dividend yield for this ETF averages around 4.5%, based on the latest available data and estimates for the year 2025.

The reliability of the payout depends on the performance of the underlying high-yield bonds. Since SHYG invests in corporate bonds with shorter maturities, it can be influenced by interest rate changes and the credit quality of the issuers. However, in the past, the ETF has maintained a relatively consistent payout, indicating a certain level of stability.