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IBHE vs. ESHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBHE vs. ESHY - 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 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBHE

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

ESHY

1D
0.00%
1M
0.00%
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBHE vs. ESHY - Yearly Performance Comparison


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Return for Risk

IBHE vs. ESHY - 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 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY). 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.


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

IBHE vs. ESHY - Sharpe Ratio Comparison


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Drawdowns

IBHE vs. ESHY - Drawdown Comparison


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Drawdown Indicators


IBHEESHYDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

Volatility

IBHE vs. ESHY - Volatility Comparison


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Volatility by Period


IBHEESHYDifference

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

IBHE vs. ESHY - Expense Ratio Comparison

IBHE has a 0.35% expense ratio, which is higher than ESHY's 0.20% expense ratio.


Dividends

IBHE vs. ESHY - Dividend Comparison

Neither IBHE nor ESHY has paid dividends to shareholders.


PositionTTM2025202420232022202120202019
ESHY
Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IBHE
iShares iBonds 2025 Term High Yield & Income ETF
1.87%4.53%6.92%7.17%5.77%4.84%5.74%3.73%

Frequently Asked Questions


On fees, ESHY is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ESHY is cheaper with a 0.20% expense ratio, compared with 0.35% for IBHE.

IBHE has the higher dividend yield at 1.87%, compared with 0.00% for ESHY.

IBHE tracks Bloomberg 2025 Term High Yield and Income Index, while ESHY tracks JPMorgan ESG DM Corporate High Yield USD Index. They also come from different issuers: iShares and Deutsche Bank. Their fees differ too: 0.35% for IBHE and 0.20% for ESHY.

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