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IBHF vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBHF vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBHF

1D
-0.04%
1M
-0.05%
YTD
0.41%
6M
0.86%
1Y
4.76%
3Y*
7.23%
5Y*
4.05%
10Y*

QCON

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBHF vs. QCON - Yearly Performance Comparison


IBHF vs. QCON - Sectors Allocation Comparison


Sectors
IBHF
QCON

Energy

100.0%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

7.9%

Healthcare

-

-

Industrials

-

1.0%

Real Estate

-

-

Technology

-

-

Utilities

-

1.5%

Energy

IBHF
100.0%
QCON

-

Basic Materials

IBHF

-

QCON

-

Communication Services

IBHF

-

QCON

-

Consumer Cyclical

IBHF

-

QCON

-

Consumer Defensive

IBHF

-

QCON

-

Financial Services

IBHF

-

QCON
7.9%

Healthcare

IBHF

-

QCON

-

Industrials

IBHF

-

QCON
1.0%

Real Estate

IBHF

-

QCON

-

Technology

IBHF

-

QCON

-

Utilities

IBHF

-

QCON
1.5%

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Return for Risk

IBHF vs. QCON — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBHF
IBHF Risk / Return Rank: 8686
Overall Rank
IBHF Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
IBHF Sortino Ratio Rank: 8989
Sortino Ratio Rank
IBHF Omega Ratio Rank: 8383
Omega Ratio Rank
IBHF Calmar Ratio Rank: 9494
Calmar Ratio Rank
IBHF Martin Ratio Rank: 9292
Martin Ratio Rank

QCON
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBHF vs. QCON - 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 American Century Quality Convertible Securities ETF (QCON). 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.


IBHFQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.51

Calmar ratioReturn relative to maximum drawdown

7.48

Martin ratioReturn relative to average drawdown

23.36

IBHF vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBHFQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

0.83

Drawdowns

IBHF vs. QCON - Drawdown Comparison

The maximum IBHF drawdown since its inception was -11.19%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBHF and QCON.


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Drawdown Indicators


IBHFQCONDifference

Max Drawdown

Largest peak-to-trough decline

-11.19%

0.00%

-11.19%

Max Drawdown (1Y)

Largest decline over 1 year

-0.64%

Max Drawdown (3Y)

Largest decline over 3 years

-2.53%

Max Drawdown (5Y)

Largest decline over 5 years

-11.19%

Current Drawdown

Current decline from peak

-0.58%

0.00%

-0.58%

Average Drawdown

Average peak-to-trough decline

-1.80%

0.00%

-1.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.20%

Volatility

IBHF vs. QCON - Volatility Comparison


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Volatility by Period


IBHFQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.76%

Volatility (6M)

Calculated over the trailing 6-month period

1.22%

Volatility (1Y)

Calculated over the trailing 1-year period

2.03%

0.00%

+2.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.80%

0.00%

+5.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.66%

0.00%

+5.66%

IBHF vs. QCON - Expense Ratio Comparison

IBHF has a 0.35% expense ratio, which is higher than QCON's 0.32% expense ratio.


Dividends

IBHF vs. QCON - Dividend Comparison

IBHF's dividend yield for the trailing twelve months is around 6.54%, while QCON has not paid dividends to shareholders.


PositionTTM202520242023202220212020
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
6.54%6.73%7.17%7.33%6.01%4.55%0.61%
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, QCON is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QCON is cheaper with a 0.32% expense ratio, compared with 0.35% for IBHF.

IBHF has the higher dividend yield at 6.54%, compared with 0.00% for QCON.

They also come from different issuers: iShares and American Century. Their fees differ too: 0.35% for IBHF and 0.32% for QCON.

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