AB vs. IBHF
AB (AllianceBernstein Holding L.P.) is a stock, while IBHF (iShares iBonds 2026 Term High Yield and Income ETF) is Corporate Bonds fund actively managed by iShares. Over the past 5 years, AB returned 3.45%/yr vs 3.96%/yr for IBHF. At a 0.39 correlation, their price movements are largely independent.
Performance
AB vs. IBHF - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AB achieves a -2.75% return, which is significantly lower than IBHF's 0.58% return.
AB
- 1D
- -0.50%
- 1M
- -5.67%
- YTD
- -2.75%
- 6M
- -3.65%
- 1Y
- -2.34%
- 3Y*
- 13.55%
- 5Y*
- 3.45%
- 10Y*
- 14.22%
IBHF
- 1D
- 0.04%
- 1M
- -0.10%
- YTD
- 0.58%
- 6M
- 0.69%
- 1Y
- 4.22%
- 3Y*
- 7.37%
- 5Y*
- 3.96%
- 10Y*
- —
AB vs. IBHF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | -2.75% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 6.60% |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 0.58% | 6.60% | 8.55% | 10.40% | -6.66% | 4.43% | 2.60% |
Correlation
The correlation between AB and IBHF is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2020 | 0.39 |
Over the past year, the correlation between AB and IBHF has dropped to 0.16 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AB vs. IBHF — Risk / Return Rank
AB
IBHF
AB vs. IBHF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianceBernstein Holding L.P. (AB) and iShares iBonds 2026 Term High Yield and Income ETF (IBHF). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AB | IBHF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.33 | ||
| Sortino ratioReturn per unit of downside risk | -3.81 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.47 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 5.62 | -5.78 |
| Martin ratioReturn relative to average drawdown | -0.33 | 17.94 | -18.27 |
Loading charts...
Drawdowns
AB vs. IBHF - Drawdown Comparison
The maximum AB drawdown since its inception was -87.65%, which is greater than IBHF's maximum drawdown of -11.19%. Use the drawdown chart below to compare losses from any high point for AB and IBHF.
Loading charts...
Drawdown Indicators
| AB | IBHF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.65% | -11.19% | -76.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -0.75% | -13.93% |
Max Drawdown (3Y)Largest decline over 3 years | -20.59% | -2.53% | -18.06% |
Max Drawdown (5Y)Largest decline over 5 years | -45.76% | -11.19% | -34.57% |
Max Drawdown (10Y)Largest decline over 10 years | -58.08% | — | — |
Current DrawdownCurrent decline from peak | -12.57% | -0.40% | -12.17% |
Average DrawdownAverage peak-to-trough decline | -26.19% | -1.78% | -24.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.03% | 0.24% | +6.79% |
Volatility
AB vs. IBHF - Volatility Comparison
AllianceBernstein Holding L.P. (AB) has a higher volatility of 3.69% compared to iShares iBonds 2026 Term High Yield and Income ETF (IBHF) at 0.47%. This indicates that AB's price experiences larger fluctuations and is considered to be riskier than IBHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AB | IBHF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 0.47% | +3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 17.88% | 1.22% | +16.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.28% | 1.91% | +20.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.19% | 5.79% | +22.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.38% | 5.64% | +26.74% |
Dividends
AB vs. IBHF - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.53%, more than IBHF's 6.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.53% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 6.53% | 6.73% | 7.17% | 7.33% | 6.01% | 4.55% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AB and IBHF have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AB has higher volatility (3.69%) compared to IBHF (0.47%). In terms of maximum drawdown, AB dropped -87.65% vs IBHF's -11.19%.
IBHF currently has the higher Sharpe Ratio (2.22 vs -0.11), 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.
Find the right allocation for AB and IBHF
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer