IBHF vs. IBHG
Compare and contrast key facts about iShares iBonds 2026 Term High Yield and Income ETF (IBHF) and iShares iBonds 2027 Term High Yield and Income ETF (IBHG).
IBHF and IBHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBHF is an actively managed fund by iShares. It was launched on Nov 10, 2020. IBHG is a passively managed fund by iShares that tracks the performance of the Bloomberg 2027 Term High Yield and Income Index - Benchmark TR Gross. It was launched on Jul 7, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBHF or IBHG.
Correlation
The correlation between IBHF and IBHG is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IBHF vs. IBHG - Performance Comparison
Key characteristics
IBHF:
2.19
IBHG:
1.56
IBHF:
2.89
IBHG:
2.11
IBHF:
1.47
IBHG:
1.30
IBHF:
3.15
IBHG:
2.37
IBHF:
24.10
IBHG:
14.97
IBHF:
0.27%
IBHG:
0.40%
IBHF:
2.96%
IBHG:
3.78%
IBHF:
-11.19%
IBHG:
-13.85%
IBHF:
-2.05%
IBHG:
-2.49%
Returns By Period
In the year-to-date period, IBHF achieves a -0.41% return, which is significantly higher than IBHG's -0.55% return.
IBHF
-0.41%
-1.99%
0.85%
6.56%
N/A
N/A
IBHG
-0.55%
-2.49%
0.37%
5.82%
N/A
N/A
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IBHF vs. IBHG - Expense Ratio Comparison
Both IBHF and IBHG have an expense ratio of 0.35%.
Risk-Adjusted Performance
IBHF vs. IBHG — Risk-Adjusted Performance Rank
IBHF
IBHG
IBHF vs. IBHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2026 Term High Yield and Income ETF (IBHF) and iShares iBonds 2027 Term High Yield and Income ETF (IBHG). 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
IBHF vs. IBHG - Dividend Comparison
IBHF's dividend yield for the trailing twelve months is around 7.14%, more than IBHG's 6.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 7.14% | 7.17% | 7.33% | 6.01% | 4.55% | 0.61% |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | 6.95% | 7.01% | 6.67% | 5.62% | 2.13% | 0.00% |
Drawdowns
IBHF vs. IBHG - Drawdown Comparison
The maximum IBHF drawdown since its inception was -11.19%, smaller than the maximum IBHG drawdown of -13.85%. Use the drawdown chart below to compare losses from any high point for IBHF and IBHG. For additional features, visit the drawdowns tool.
Volatility
IBHF vs. IBHG - Volatility Comparison
The current volatility for iShares iBonds 2026 Term High Yield and Income ETF (IBHF) is 1.65%, while iShares iBonds 2027 Term High Yield and Income ETF (IBHG) has a volatility of 1.89%. This indicates that IBHF experiences smaller price fluctuations and is considered to be less risky than IBHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.