IBHE vs. IBHD
Compare and contrast key facts about iShares iBonds 2025 Term High Yield & Income ETF (IBHE) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD).
IBHE and IBHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBHE is a passively managed fund by iShares that tracks the performance of the Bloomberg 2025 Term High Yield and Income Index. It was launched on May 7, 2019. IBHD is a passively managed fund by iShares that tracks the performance of the Bloomberg 2024 Term High Yield and Income Index. It was launched on May 7, 2019. Both IBHE and IBHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBHE or IBHD.
Correlation
The correlation between IBHE and IBHD is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IBHE vs. IBHD - Performance Comparison
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Key characteristics
Returns By Period
IBHE
1.88%
0.48%
2.69%
6.03%
7.05%
6.34%
N/A
IBHD
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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IBHE vs. IBHD - Expense Ratio Comparison
Both IBHE and IBHD have an expense ratio of 0.35%.
Risk-Adjusted Performance
IBHE vs. IBHD — Risk-Adjusted Performance Rank
IBHE
IBHD
IBHE vs. IBHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2025 Term High Yield & Income ETF (IBHE) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD). 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.
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Dividends
IBHE vs. IBHD - Dividend Comparison
IBHE's dividend yield for the trailing twelve months is around 6.32%, while IBHD has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 6.32% | 6.92% | 7.17% | 5.77% | 4.84% | 5.74% | 3.73% |
IBHD iShares iBonds 2024 Term High Yield & Income ETF | 3.35% | 5.53% | 6.90% | 4.90% | 4.43% | 5.49% | 3.59% |
Drawdowns
IBHE vs. IBHD - Drawdown Comparison
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Volatility
IBHE vs. IBHD - Volatility Comparison
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