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GBHI vs. IBHE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GBHI vs. IBHE - Performance Comparison

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

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Returns By Period


GBHI

1D
0.06%
1M
0.14%
YTD
2.28%
6M
2.23%
1Y
3Y*
5Y*
10Y*

IBHE

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
1.91%
3Y*
5.93%
5Y*
3.89%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GBHI vs. IBHE - Yearly Performance Comparison


Correlation

The correlation between GBHI and IBHE is 0.00, 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 (All Time)
Calculated using the full available price history since Nov 17, 2025

0.00

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Return for Risk

GBHI vs. IBHE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gabelli High Income ETF (GBHI) 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.


GBHIIBHEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

2.32

Calmar ratioReturn relative to maximum drawdown

25.02

Martin ratioReturn relative to average drawdown

98.47

GBHI vs. IBHE - Sharpe Ratio Comparison


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Drawdowns

GBHI vs. IBHE - Drawdown Comparison

The maximum GBHI drawdown since its inception was -2.12%, smaller than the maximum IBHE drawdown of -26.91%. Use the drawdown chart below to compare losses from any high point for GBHI and IBHE.


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Drawdown Indicators


GBHIIBHEDifference

Max Drawdown

Largest peak-to-trough decline

-2.12%

-26.91%

+24.79%

Max Drawdown (1Y)

Largest decline over 1 year

-0.11%

Max Drawdown (3Y)

Largest decline over 3 years

-0.94%

Max Drawdown (5Y)

Largest decline over 5 years

-8.51%

Current Drawdown

Current decline from peak

-0.14%

0.00%

-0.14%

Average Drawdown

Average peak-to-trough decline

-0.26%

-1.42%

+1.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.05%

Volatility

GBHI vs. IBHE - Volatility Comparison


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Volatility by Period


GBHIIBHEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

0.38%

Volatility (1Y)

Calculated over the trailing 1-year period

3.31%

0.74%

+2.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.31%

4.87%

-1.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.31%

11.52%

-8.21%

GBHI vs. IBHE - Expense Ratio Comparison

GBHI has a 0.55% expense ratio, which is higher than IBHE's 0.35% expense ratio.


Dividends

GBHI vs. IBHE - Dividend Comparison

GBHI's dividend yield for the trailing twelve months is around 1.84%, while IBHE has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
GBHI
Gabelli High Income ETF
1.84%0.59%0.00%0.00%0.00%0.00%0.00%0.00%
IBHE
iShares iBonds 2025 Term High Yield & Income ETF
2.29%4.53%6.92%7.17%5.77%4.84%5.74%3.73%

Frequently Asked Questions


GBHI and IBHE have a correlation of 0.00, 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 0.55% for GBHI.

IBHE has the higher dividend yield at 2.29%, compared with 1.84% for GBHI.

They also come from different issuers: Gabelli and iShares. Their fees differ too: 0.55% for GBHI and 0.35% for IBHE.

Portfolio Optimizer

Find the right allocation for GBHI 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.

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