미국 ETF/주식HYGETF

iShares iBoxx $ High Yield Corporate Bond ETF 계산기

HYG is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.iShares iBoxx $ High Yield Corporate Bond ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 iShares iBoxx $ High Yield Corporate Bond ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, iShares iBoxx $ High Yield Corporate Bond ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Bonds & Commodities

HYG

iShares iBoxx $ High Yield Corporate Bond ETF

Loading...live

Price Chart

iShares iBoxx $ High Yield Corporate Bond ETF (HYG) is an exchange-traded fund that provides investors with exposure to bonds, gold, and other commodities. It carries an expense ratio of 0.49%. The fund offers a dividend yield of approximately 5.15%. The portfolio holds 1256 securities.

Category

Bonds & Commodities

Dividend Yield

5.15%

Expense Ratio

0.49%

Holdings

1256

Dividend History

Loading...

Top Holdings

1Sprint Capital
2Ford Motor Credit
3Occidental Petroleum

Key Features

  • •High-yield
  • •High returns
  • •Credit risk
  • •Economically sensitive

Advantages

  • •High interest income
  • •More stable than equities
  • •Diversified investment
  • •Regular income

Risks

  • •Credit risk
  • •Default risk
  • •Vulnerable to recession
  • •Liquidity risk

Rebalancing Strategy

Yield-seeking; favorable during economic expansion; monitor credit spreads

Also Viewed ETFs

AGG

iShares Core U.S. Aggregate Bond ETF

ER 0.03%·Yield 3.12%

GLD

SPDR Gold Shares

ER 0.4%·Yield 0%

IEF

iShares 7-10 Year Treasury Bond ETF

ER 0.15%·Yield 3.03%

TIP

iShares TIPS Bond ETF

ER 0.19%·Yield 2.38%

TLT

iShares 20+ Year Treasury Bond ETF

ER 0.15%·Yield 3.31%

GDX

VanEck Gold Miners ETF

ER 0.51%·Yield 1.62%

HYG Investment Analysis

HYG (iShares iBoxx $ High Yield Corporate Bond ETF) is a Bonds & Commodities ETF comprising 1256 holdings. It has an expense ratio of 0.49% and a dividend yield of 5.15%. The expense ratio is relatively high, so consider costs relative to returns.

With a 5.15% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.

HYG can play an important role in your portfolio. Its broad range of holdings provides strong diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator →