IBHD vs. IBHE
Compare and contrast key facts about iShares iBonds 2024 Term High Yield & Income ETF (IBHD) and iShares iBonds 2025 Term High Yield & Income ETF (IBHE).
IBHD and IBHE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBHD is a passively managed fund by iShares that tracks the performance of the Bloomberg 2024 Term High Yield and Income Index. It was launched on May 7, 2019. IBHE is a passively managed fund by iShares that tracks the performance of the Bloomberg 2025 Term High Yield and Income Index. It was launched on May 7, 2019. Both IBHD and IBHE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBHD or IBHE.
Correlation
The correlation between IBHD and IBHE is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IBHD vs. IBHE - Performance Comparison
Key characteristics
Returns By Period
IBHD
N/A
N/A
N/A
N/A
N/A
N/A
IBHE
1.57%
0.37%
2.91%
6.33%
6.92%
N/A
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IBHD vs. IBHE - Expense Ratio Comparison
Both IBHD and IBHE have an expense ratio of 0.35%.
Risk-Adjusted Performance
IBHD vs. IBHE — Risk-Adjusted Performance Rank
IBHD
IBHE
IBHD vs. IBHE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2024 Term High Yield & Income ETF (IBHD) 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.
Dividends
IBHD vs. IBHE - Dividend Comparison
IBHD has not paid dividends to shareholders, while IBHE's dividend yield for the trailing twelve months is around 6.47%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IBHD iShares iBonds 2024 Term High Yield & Income ETF | 3.87% | 5.53% | 6.90% | 4.90% | 4.43% | 5.49% | 3.59% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 6.47% | 6.92% | 7.17% | 5.77% | 4.84% | 5.74% | 3.73% |
Drawdowns
IBHD vs. IBHE - Drawdown Comparison
Volatility
IBHD vs. IBHE - Volatility Comparison
The current volatility for iShares iBonds 2024 Term High Yield & Income ETF (IBHD) is 0.00%, while iShares iBonds 2025 Term High Yield & Income ETF (IBHE) has a volatility of 0.97%. This indicates that IBHD experiences smaller price fluctuations and is considered to be less risky than IBHE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.