PortfoliosLab logoPortfoliosLab logo
FLXN vs. IBHE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLXN vs. IBHE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Horizon Flexible Income ETF (FLXN) and iShares iBonds 2025 Term High Yield & Income ETF (IBHE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


FLXN

1D
-0.14%
1M
1.35%
6M
2.73%
YTD
3.25%
1Y
8.51%
3Y*
5Y*
10Y*

IBHE

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLXN vs. IBHE - Yearly Performance Comparison


Correlation

The correlation between FLXN and IBHE is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.02

Correlation (All Time)
Calculated using the full available price history since Jul 3, 2025

-0.01

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

FLXN vs. IBHE — Risk / Return Rank

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

FLXN
FLXN Risk / Return Rank: 6969
Overall Rank
FLXN Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
FLXN Sortino Ratio Rank: 6969
Sortino Ratio Rank
FLXN Omega Ratio Rank: 7272
Omega Ratio Rank
FLXN Calmar Ratio Rank: 6262
Calmar Ratio Rank
FLXN Martin Ratio Rank: 7979
Martin Ratio Rank

IBHE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

FLXN vs. IBHE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Horizon Flexible Income ETF (FLXN) and iShares iBonds 2025 Term High Yield & Income ETF (IBHE). 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.


FLXNIBHEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.52

Martin ratioReturn relative to average drawdown

12.39

FLXN vs. IBHE - Sharpe Ratio Comparison


Loading charts...

Drawdowns

FLXN vs. IBHE - Drawdown Comparison


Loading charts...

Drawdown Indicators


FLXNIBHEDifference

Max Drawdown

Largest peak-to-trough decline

-3.39%

Max Drawdown (1Y)

Largest decline over 1 year

-3.39%

Current Drawdown

Current decline from peak

-0.14%

Average Drawdown

Average peak-to-trough decline

-0.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.69%

Volatility

FLXN vs. IBHE - Volatility Comparison


Loading charts...

Volatility by Period


FLXNIBHEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.35%

Volatility (6M)

Calculated over the trailing 6-month period

3.96%

Volatility (1Y)

Calculated over the trailing 1-year period

5.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.99%

FLXN vs. IBHE - Expense Ratio Comparison

FLXN has a 0.82% expense ratio, which is higher than IBHE's 0.35% expense ratio.


Dividends

FLXN vs. IBHE - Dividend Comparison

FLXN's dividend yield for the trailing twelve months is around 8.40%, while IBHE has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
FLXN
Horizon Flexible Income ETF
8.40%3.49%0.00%0.00%0.00%0.00%0.00%0.00%
IBHE
iShares iBonds 2025 Term High Yield & Income ETF
1.87%4.53%6.92%7.17%5.77%4.84%5.74%3.73%

Frequently Asked Questions


FLXN and IBHE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IBHE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBHE is cheaper with a 0.35% expense ratio, compared with 0.82% for FLXN.

FLXN has the higher dividend yield at 8.40%, compared with 1.87% for IBHE.

They also come from different issuers: Horizon and iShares. Their fees differ too: 0.82% for FLXN and 0.35% for IBHE.

Portfolio Optimizer

Find the right allocation for FLXN and IBHE

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