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IBHD vs. LDRH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBHD vs. LDRH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2024 Term High Yield & Income ETF (IBHD) and iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBHD

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

LDRH

1D
-0.10%
1M
0.15%
6M
1.82%
YTD
2.11%
1Y
5.66%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBHD vs. LDRH - Yearly Performance Comparison


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Return for Risk

IBHD vs. LDRH — Risk / Return Rank

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

IBHD

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


LDRH
LDRH Risk / Return Rank: 9090
Overall Rank
LDRH Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
LDRH Sortino Ratio Rank: 9292
Sortino Ratio Rank
LDRH Omega Ratio Rank: 8787
Omega Ratio Rank
LDRH Calmar Ratio Rank: 9191
Calmar Ratio Rank
LDRH Martin Ratio Rank: 9393
Martin Ratio Rank
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.

IBHD vs. LDRH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2024 Term High Yield & Income ETF (IBHD) and iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH). 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.


IBHDLDRHDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.42

Calmar ratioReturn relative to maximum drawdown

4.65

Martin ratioReturn relative to average drawdown

19.16

IBHD vs. LDRH - Sharpe Ratio Comparison


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Drawdowns

IBHD vs. LDRH - Drawdown Comparison


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Drawdown Indicators


IBHDLDRHDifference

Max Drawdown

Largest peak-to-trough decline

-3.17%

Max Drawdown (1Y)

Largest decline over 1 year

-1.23%

Current Drawdown

Current decline from peak

-0.22%

Average Drawdown

Average peak-to-trough decline

-0.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.30%

Volatility

IBHD vs. LDRH - Volatility Comparison


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Volatility by Period


IBHDLDRHDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.61%

Volatility (6M)

Calculated over the trailing 6-month period

1.96%

Volatility (1Y)

Calculated over the trailing 1-year period

2.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.44%

IBHD vs. LDRH - Expense Ratio Comparison

Both IBHD and LDRH have an expense ratio of 0.35%.


Dividends

IBHD vs. LDRH - Dividend Comparison

IBHD has not paid dividends to shareholders, while LDRH's dividend yield for the trailing twelve months is around 6.96%.


Frequently Asked Questions


Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IBHD and LDRH have the same expense ratio: 0.35% per year.

LDRH has the higher dividend yield at 6.96%, compared with 0.00% for IBHD.

IBHD tracks Bloomberg 2024 Term High Yield and Income Index, while LDRH tracks BlackRock iBonds 1-5 Year High Yield and Income Ladder Index.

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