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IBHD vs. XHYE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IBHD vs. XHYE - 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 BondBloxx US High Yield Energy Sector ETF (XHYE). The values are adjusted to include any dividend payments, if applicable.

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IBHD vs. XHYE - Yearly Performance Comparison


Returns By Period


IBHD

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

XHYE

1D
0.42%
1M
-0.19%
YTD
2.70%
6M
3.36%
1Y
8.26%
3Y*
7.85%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IBHD vs. XHYE - Expense Ratio Comparison

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


Return for Risk

IBHD vs. XHYE — Risk / Return Rank

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

IBHD

XHYE
XHYE Risk / Return Rank: 6464
Overall Rank
XHYE Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
XHYE Sortino Ratio Rank: 6666
Sortino Ratio Rank
XHYE Omega Ratio Rank: 7979
Omega Ratio Rank
XHYE Calmar Ratio Rank: 4949
Calmar Ratio Rank
XHYE Martin Ratio Rank: 5858
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. XHYE - 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 BondBloxx US High Yield Energy Sector ETF (XHYE). 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. XHYE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBHDXHYEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.83

Dividends

IBHD vs. XHYE - Dividend Comparison

IBHD has not paid dividends to shareholders, while XHYE's dividend yield for the trailing twelve months is around 6.44%.


TTM2025202420232022
IBHD
iShares iBonds 2024 Term High Yield & Income ETF
0.00%0.00%0.00%0.00%0.00%
XHYE
BondBloxx US High Yield Energy Sector ETF
6.44%6.55%7.04%6.46%5.46%

Drawdowns

IBHD vs. XHYE - Drawdown Comparison

The maximum IBHD drawdown since its inception was 0.00%, smaller than the maximum XHYE drawdown of -8.87%. Use the drawdown chart below to compare losses from any high point for IBHD and XHYE.


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Drawdown Indicators


IBHDXHYEDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-8.87%

+8.87%

Max Drawdown (1Y)

Largest decline over 1 year

-5.69%

Current Drawdown

Current decline from peak

0.00%

-0.27%

+0.27%

Average Drawdown

Average peak-to-trough decline

0.00%

-1.47%

+1.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.28%

Volatility

IBHD vs. XHYE - Volatility Comparison


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Volatility by Period


IBHDXHYEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.01%

Volatility (6M)

Calculated over the trailing 6-month period

2.52%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

6.41%

-6.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

7.73%

-7.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

7.73%

-7.73%