IBHE vs. IBHD
IBHE (iShares iBonds 2025 Term High Yield & Income ETF) and IBHD (iShares iBonds 2024 Term High Yield & Income ETF) are both High Yield Bonds funds from iShares - IBHE tracks the Bloomberg 2025 Term High Yield and Income Index while IBHD tracks the Bloomberg 2024 Term High Yield and Income Index. Both are passively managed. Both charge a 0.35% expense ratio.
Performance
IBHE vs. IBHD - Performance Comparison
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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*
- —
IBHD
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBHE vs. IBHD - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 0.00% |
IBHD iShares iBonds 2024 Term High Yield & Income ETF | 0.00% |
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Return for Risk
IBHE vs. IBHD - 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 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.
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.
| IBHE | IBHD | Difference | |
|---|---|---|---|
| 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 | — | — |
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Drawdowns
IBHE vs. IBHD - Drawdown Comparison
The maximum IBHE drawdown since its inception was -26.91%, which is greater than IBHD's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBHE and IBHD.
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Drawdown Indicators
| IBHE | IBHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.91% | 0.00% | -26.91% |
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 DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -1.42% | 0.00% | -1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | — | — |
Volatility
IBHE vs. IBHD - Volatility Comparison
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Volatility by Period
| IBHE | IBHD | Difference | |
|---|---|---|---|
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% | 0.00% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.87% | 0.00% | +4.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.52% | 0.00% | +11.52% |
IBHE vs. IBHD - Expense Ratio Comparison
Both IBHE and IBHD have an expense ratio of 0.35%.
Dividends
IBHE vs. IBHD - Dividend Comparison
Neither IBHE nor IBHD has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
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
Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IBHE and IBHD have the same expense ratio: 0.35% per year.
IBHE has the higher dividend yield at 2.29%, compared with 0.00% for IBHD.
IBHE tracks Bloomberg 2025 Term High Yield and Income Index, while IBHD tracks Bloomberg 2024 Term High Yield and Income Index.
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