PortfoliosLab logoPortfoliosLab logo
IBHE vs. DADS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBHE vs. DADS - Performance Comparison

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

Loading charts...

Returns By Period


IBHE

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
2.00%
3Y*
5.93%
5Y*
3.89%
10Y*

DADS

1D
-2.18%
1M
-1.28%
YTD
11.75%
6M
9.76%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBHE vs. DADS - Yearly Performance Comparison


Correlation

The correlation between IBHE and DADS is 0.03, 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 Aug 5, 2025

0.03

Compare stocks, funds, or ETFs

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


Return for Risk

IBHE vs. DADS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2025 Term High Yield & Income ETF (IBHE) and Digital Asset Debt Strategy ETF (DADS). 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.


IBHEDADSDifference
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

IBHE vs. DADS - Sharpe Ratio Comparison


Loading charts...

Drawdowns

IBHE vs. DADS - Drawdown Comparison

The maximum IBHE drawdown since its inception was -26.91%, which is greater than DADS's maximum drawdown of -17.07%. Use the drawdown chart below to compare losses from any high point for IBHE and DADS.


Loading charts...

Drawdown Indicators


IBHEDADSDifference

Max Drawdown

Largest peak-to-trough decline

-26.91%

-17.07%

-9.84%

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

0.00%

-5.00%

+5.00%

Average Drawdown

Average peak-to-trough decline

-1.42%

-7.34%

+5.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.05%

Volatility

IBHE vs. DADS - Volatility Comparison


Loading charts...

Volatility by Period


IBHEDADSDifference

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

0.74%

17.81%

-17.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.87%

17.81%

-12.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.52%

17.81%

-6.29%

IBHE vs. DADS - Expense Ratio Comparison

IBHE has a 0.35% expense ratio, which is lower than DADS's 1.04% expense ratio.


Dividends

IBHE vs. DADS - Dividend Comparison

IBHE has not paid dividends to shareholders, while DADS's dividend yield for the trailing twelve months is around 2.83%.


PositionTTM2025202420232022202120202019
DADS
Digital Asset Debt Strategy ETF
2.83%1.83%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


IBHE and DADS have a correlation of 0.03, 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 1.04% for DADS.

DADS has the higher dividend yield at 2.83%, compared with 2.29% for IBHE.

They also come from different issuers: iShares and Alphabit. Their fees differ too: 0.35% for IBHE and 1.04% for DADS.

Portfolio Optimizer

Find the right allocation for IBHE and DADS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer