IBHE vs. IBTE
Compare and contrast key facts about iShares iBonds 2025 Term High Yield & Income ETF (IBHE) and iShares iBonds Dec 2024 Term Treasury ETF (IBTE).
IBHE and IBTE 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. IBTE is a passively managed fund by iShares that tracks the performance of the ICE 2024 Maturity US Treasury Index. It was launched on Feb 25, 2020. Both IBHE and IBTE 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 IBTE.
Correlation
The correlation between IBHE and IBTE is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IBHE vs. IBTE - Performance Comparison
Key characteristics
Returns By Period
IBHE
1.66%
1.22%
2.87%
5.84%
6.84%
N/A
IBTE
N/A
N/A
N/A
N/A
N/A
N/A
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IBHE vs. IBTE - Expense Ratio Comparison
IBHE has a 0.35% expense ratio, which is higher than IBTE's 0.07% expense ratio.
Risk-Adjusted Performance
IBHE vs. IBTE — Risk-Adjusted Performance Rank
IBHE
IBTE
IBHE vs. IBTE - 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 Dec 2024 Term Treasury ETF (IBTE). 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.
Dividends
IBHE vs. IBTE - Dividend Comparison
IBHE's dividend yield for the trailing twelve months is around 6.34%, while IBTE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 6.34% | 6.92% | 7.17% | 5.77% | 4.84% | 5.74% | 3.73% |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 3.08% | 4.60% | 4.23% | 2.00% | 0.47% | 0.54% | 0.00% |
Drawdowns
IBHE vs. IBTE - Drawdown Comparison
Volatility
IBHE vs. IBTE - Volatility Comparison
iShares iBonds 2025 Term High Yield & Income ETF (IBHE) has a higher volatility of 0.97% compared to iShares iBonds Dec 2024 Term Treasury ETF (IBTE) at 0.00%. This indicates that IBHE's price experiences larger fluctuations and is considered to be riskier than IBTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.