IBHF vs. IBTJ
Compare and contrast key facts about iShares iBonds 2026 Term High Yield and Income ETF (IBHF) and iShares iBonds Dec 2029 Term Treasury ETF (IBTJ).
IBHF and IBTJ 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. IBTJ is a passively managed fund by iShares that tracks the performance of the ICE 2029 Maturity US Treasury Index. It was launched on Feb 25, 2020.
Performance
IBHF vs. IBTJ - Performance Comparison
Loading graphics...
IBHF vs. IBTJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 0.41% | 6.60% | 8.55% | 10.40% | -6.66% | 4.43% | 2.97% |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 0.07% | 6.89% | 1.82% | 4.49% | -12.45% | -3.57% | -0.01% |
Returns By Period
In the year-to-date period, IBHF achieves a 0.41% return, which is significantly higher than IBTJ's 0.07% return.
IBHF
- 1D
- -0.02%
- 1M
- -0.24%
- YTD
- 0.41%
- 6M
- 1.31%
- 1Y
- 5.49%
- 3Y*
- 7.53%
- 5Y*
- 4.29%
- 10Y*
- —
IBTJ
- 1D
- -0.07%
- 1M
- -0.71%
- YTD
- 0.07%
- 6M
- 1.03%
- 1Y
- 3.99%
- 3Y*
- 3.31%
- 5Y*
- 0.24%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IBHF vs. IBTJ - Expense Ratio Comparison
IBHF has a 0.35% expense ratio, which is higher than IBTJ's 0.07% expense ratio.
Return for Risk
IBHF vs. IBTJ — Risk / Return Rank
IBHF
IBTJ
IBHF vs. IBTJ - Risk-Adjusted Trends 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 Dec 2029 Term Treasury ETF (IBTJ). 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.
| IBHF | IBTJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 1.38 | +0.49 |
Sortino ratioReturn per unit of downside risk | 2.75 | 2.13 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.26 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.32 | 2.56 | -0.24 |
Martin ratioReturn relative to average drawdown | 15.50 | 7.74 | +7.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IBHF | IBTJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 1.38 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.04 | +0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | -0.02 | +0.86 |
Correlation
The correlation between IBHF and IBTJ is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IBHF vs. IBTJ - Dividend Comparison
IBHF's dividend yield for the trailing twelve months is around 6.65%, more than IBTJ's 3.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 6.65% | 6.73% | 7.17% | 7.33% | 6.01% | 4.55% | 0.61% |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 3.81% | 3.78% | 3.95% | 3.48% | 1.86% | 0.74% | 0.61% |
Drawdowns
IBHF vs. IBTJ - Drawdown Comparison
The maximum IBHF drawdown since its inception was -11.19%, smaller than the maximum IBTJ drawdown of -20.19%. Use the drawdown chart below to compare losses from any high point for IBHF and IBTJ.
Loading graphics...
Drawdown Indicators
| IBHF | IBTJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.19% | -20.19% | +9.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.40% | -1.62% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -11.19% | -17.21% | +6.02% |
Current DrawdownCurrent decline from peak | -0.27% | -6.14% | +5.87% |
Average DrawdownAverage peak-to-trough decline | -1.85% | -9.83% | +7.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.36% | 0.54% | -0.18% |
Volatility
IBHF vs. IBTJ - Volatility Comparison
The current volatility for iShares iBonds 2026 Term High Yield and Income ETF (IBHF) is 0.56%, while iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) has a volatility of 0.90%. This indicates that IBHF experiences smaller price fluctuations and is considered to be less risky than IBTJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IBHF | IBTJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.56% | 0.90% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 1.12% | 1.58% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.95% | 2.91% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.80% | 5.77% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.74% | 6.07% | -0.33% |