EGGY vs. CSHP

Last updated Jun 4, 2026

EGGY (NestYield Dynamic Income ETF) and CSHP (iShares Enhanced Short-Term Bond Active ETF) are both exchange-traded funds - EGGY is a Derivative Income fund actively managed by NestYield, while CSHP is a Ultrashort Bond fund actively managed by iShares. Both are actively managed. Over the past year, EGGY returned 50.17% vs 3.96% for CSHP. At a correlation of -0.09, they often move in opposite directions. EGGY charges 0.95%/yr vs 0.20%/yr for CSHP.

Performance

EGGY vs. CSHP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NestYield Dynamic Income ETF (EGGY) and iShares Enhanced Short-Term Bond Active ETF (CSHP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EGGY achieves a 38.58% return, which is significantly higher than CSHP's 1.63% return.

EGGY

• 1D: -1.34%
• 1M: 12.89%
• YTD: 38.58%
• 6M: 36.91%
• 1Y: 50.17%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CSHP

• 1D: 0.02%
• 1M: 0.27%
• YTD: 1.63%
• 6M: 1.93%
• 1Y: 3.96%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EGGY vs. CSHP - Yearly Performance Comparison

	2026 (YTD)	2025	2024
EGGY NestYield Dynamic Income ETF	38.58%	16.46%	-1.22%
CSHP iShares Enhanced Short-Term Bond Active ETF	1.63%	4.10%	0.00%

Correlation

The correlation between EGGY and CSHP is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.17
Correlation (All Time) Calculated using the full available price history since Dec 30, 2024	-0.09

Return for Risk

EGGY vs. CSHP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EGGY

EGGY Risk / Return Rank: 48
EGGY Sharpe Ratio Rank: 49
EGGY Sortino Ratio Rank: 42
EGGY Omega Ratio Rank: 49
EGGY Calmar Ratio Rank: 55
EGGY Martin Ratio Rank: 42

CSHP

CSHP Risk / Return Rank: 100
CSHP Sharpe Ratio Rank: 100
CSHP Sortino Ratio Rank: 100
CSHP Omega Ratio Rank: 100
CSHP Calmar Ratio Rank: 100
CSHP Martin Ratio Rank: 100

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EGGY vs. CSHP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NestYield Dynamic Income ETF (EGGY) and iShares Enhanced Short-Term Bond Active ETF (CSHP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	EGGY	CSHP	Difference
Sharpe ratio: Return per unit of total volatility	1.74	11.91	-10.17
Sortino ratio: Return per unit of downside risk	2.16	31.26	-29.10
Omega ratio: Gain probability vs. loss probability	1.31	7.44	-6.12
Calmar ratio: Return relative to maximum drawdown	2.75	65.71	-62.96
Martin ratio: Return relative to average drawdown	6.93	432.16	-425.23
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EGGY vs. CSHP - Sharpe Ratio Comparison

The current EGGY Sharpe Ratio is 1.74, which is lower than the CSHP Sharpe Ratio of 11.91. The chart below compares the historical Sharpe Ratios of EGGY and CSHP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EGGY	CSHP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.74	11.91	-10.17
Sharpe Ratio (All Time) Calculated using the full available price history	1.36	10.75	-9.39

Drawdowns

EGGY vs. CSHP - Drawdown Comparison

The maximum EGGY drawdown since its inception was -18.34%, which is greater than CSHP's maximum drawdown of -0.08%. Use the drawdown chart below to compare losses from any high point for EGGY and CSHP.

Drawdown Indicators

	EGGY	CSHP	Difference
Max Drawdown Largest peak-to-trough decline	-18.34%	-0.08%	-18.26%
Max Drawdown (1Y) Largest decline over 1 year	-18.34%	-0.06%	-18.28%
Current Drawdown Current decline from peak	-1.34%	0.00%	-1.34%
Average Drawdown Average peak-to-trough decline	-5.25%	-0.00%	-5.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.26%	0.01%	+7.25%

Volatility

EGGY vs. CSHP - Volatility Comparison

NestYield Dynamic Income ETF (EGGY) has a higher volatility of 12.26% compared to iShares Enhanced Short-Term Bond Active ETF (CSHP) at 0.07%. This indicates that EGGY's price experiences larger fluctuations and is considered to be riskier than CSHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EGGY	CSHP	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.26%	0.07%	+12.19%
Volatility (6M) Calculated over the trailing 6-month period	23.94%	0.24%	+23.70%
Volatility (1Y) Calculated over the trailing 1-year period	29.07%	0.33%	+28.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.64%	0.40%	+28.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.64%	0.40%	+28.24%

EGGY vs. CSHP - Expense Ratio Comparison

EGGY has a 0.95% expense ratio, which is higher than CSHP's 0.20% expense ratio.

Dividends

EGGY vs. CSHP - Dividend Comparison

EGGY's dividend yield for the trailing twelve months is around 25.74%, more than CSHP's 3.92% yield.

Position	TTM	2025	2024
CSHP iShares Enhanced Short-Term Bond Active ETF	3.92%	5.39%	1.96%
EGGY NestYield Dynamic Income ETF	25.74%	28.26%	0.00%

Frequently Asked Questions

Can I hold both EGGY and CSHP in my portfolio?

EGGY and CSHP have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EGGY or CSHP?

EGGY has higher volatility (12.26%) compared to CSHP (0.07%). In terms of maximum drawdown, EGGY dropped -18.34% vs CSHP's -0.08%.

Which ETF is better, EGGY or CSHP?

On 1-year performance, EGGY leads with 50.17% vs 3.96% for CSHP. On fees, CSHP is cheaper at 0.20% per year. On volatility, CSHP has been the lower-risk option at 0.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EGGY or CSHP?

Over the 1-year period, EGGY has performed better with a 50.17% return vs 3.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EGGY or CSHP?

CSHP is cheaper with a 0.20% expense ratio, compared with 0.95% for EGGY.

Which ETF pays a higher dividend yield, EGGY or CSHP?

EGGY has the higher dividend yield at 25.74%, compared with 3.92% for CSHP.

What is the main difference between EGGY and CSHP?

EGGY is categorized as Derivative Income, while CSHP is Ultrashort Bond. They also come from different issuers: NestYield and iShares. Their fees differ too: 0.95% for EGGY and 0.20% for CSHP.

Which has better risk-adjusted returns?

CSHP currently has the higher Sharpe Ratio (11.91 vs 1.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.