PortfoliosLab logoPortfoliosLab logo
IBHD vs. NUHY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IBHD vs. NUHY - 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 Nuveen ESG High Yield Corporate Bond ETF (NUHY). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

IBHD vs. NUHY - Yearly Performance Comparison


Returns By Period


IBHD

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

NUHY

1D
0.43%
1M
-0.90%
YTD
-0.50%
6M
0.82%
1Y
6.99%
3Y*
7.78%
5Y*
3.21%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IBHD vs. NUHY - Expense Ratio Comparison

IBHD has a 0.35% expense ratio, which is higher than NUHY's 0.30% expense ratio.


Return for Risk

IBHD vs. NUHY — Risk / Return Rank

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

IBHD

NUHY
NUHY Risk / Return Rank: 7070
Overall Rank
NUHY Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
NUHY Sortino Ratio Rank: 6767
Sortino Ratio Rank
NUHY Omega Ratio Rank: 7676
Omega Ratio Rank
NUHY Calmar Ratio Rank: 6666
Calmar Ratio Rank
NUHY Martin Ratio Rank: 7575
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. NUHY - 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 Nuveen ESG High Yield Corporate Bond ETF (NUHY). 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.


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

IBHD vs. NUHY - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


IBHDNUHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

Dividends

IBHD vs. NUHY - Dividend Comparison

IBHD has not paid dividends to shareholders, while NUHY's dividend yield for the trailing twelve months is around 6.63%.


TTM2025202420232022202120202019
IBHD
iShares iBonds 2024 Term High Yield & Income ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NUHY
Nuveen ESG High Yield Corporate Bond ETF
6.63%6.51%6.59%6.64%6.36%4.88%5.10%1.37%

Drawdowns

IBHD vs. NUHY - Drawdown Comparison

The maximum IBHD drawdown since its inception was 0.00%, smaller than the maximum NUHY drawdown of -20.14%. Use the drawdown chart below to compare losses from any high point for IBHD and NUHY.


Loading graphics...

Drawdown Indicators


IBHDNUHYDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-20.14%

+20.14%

Max Drawdown (1Y)

Largest decline over 1 year

-3.96%

Max Drawdown (5Y)

Largest decline over 5 years

-16.92%

Current Drawdown

Current decline from peak

0.00%

-1.34%

+1.34%

Average Drawdown

Average peak-to-trough decline

0.00%

-3.61%

+3.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

Volatility

IBHD vs. NUHY - Volatility Comparison


Loading graphics...

Volatility by Period


IBHDNUHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.20%

Volatility (6M)

Calculated over the trailing 6-month period

2.85%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

5.61%

-5.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

7.29%

-7.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

8.59%

-8.59%