IBHF vs. USIG
Compare and contrast key facts about iShares iBonds 2026 Term High Yield and Income ETF (IBHF) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG).
IBHF and USIG 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. USIG is a passively managed fund by iShares that tracks the performance of the ICE BofA US Corporate. It was launched on Jan 5, 2007.
Performance
IBHF vs. USIG - Performance Comparison
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IBHF vs. USIG - 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% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | -0.23% | 7.86% | 2.56% | 8.71% | -15.30% | -1.34% | 2.11% |
Returns By Period
In the year-to-date period, IBHF achieves a 0.41% return, which is significantly higher than USIG's -0.23% return.
IBHF
- 1D
- -0.02%
- 1M
- -0.24%
- YTD
- 0.41%
- 6M
- 1.31%
- 1Y
- 5.49%
- 3Y*
- 7.53%
- 5Y*
- 4.29%
- 10Y*
- —
USIG
- 1D
- 0.06%
- 1M
- -1.45%
- YTD
- -0.23%
- 6M
- 0.19%
- 1Y
- 4.85%
- 3Y*
- 4.95%
- 5Y*
- 0.84%
- 10Y*
- 2.73%
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IBHF vs. USIG - Expense Ratio Comparison
IBHF has a 0.35% expense ratio, which is higher than USIG's 0.04% expense ratio.
Return for Risk
IBHF vs. USIG — Risk / Return Rank
IBHF
USIG
IBHF vs. USIG - 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 Broad USD Investment Grade Corporate Bond ETF (USIG). 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 | USIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 0.96 | +0.90 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.33 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.18 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 2.32 | 1.83 | +0.49 |
Martin ratioReturn relative to average drawdown | 15.50 | 5.66 | +9.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBHF | USIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 0.96 | +0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.12 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.53 | +0.31 |
Correlation
The correlation between IBHF and USIG is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IBHF vs. USIG - Dividend Comparison
IBHF's dividend yield for the trailing twelve months is around 6.65%, more than USIG's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 6.65% | 6.73% | 7.17% | 7.33% | 6.01% | 4.55% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 4.70% | 4.62% | 4.51% | 3.94% | 3.14% | 2.33% | 2.82% | 3.37% | 3.44% | 3.03% | 2.87% | 3.24% |
Drawdowns
IBHF vs. USIG - Drawdown Comparison
The maximum IBHF drawdown since its inception was -11.19%, smaller than the maximum USIG drawdown of -22.21%. Use the drawdown chart below to compare losses from any high point for IBHF and USIG.
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Drawdown Indicators
| IBHF | USIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.19% | -22.21% | +11.02% |
Max Drawdown (1Y)Largest decline over 1 year | -2.40% | -2.79% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -11.19% | -21.45% | +10.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.45% | — |
Current DrawdownCurrent decline from peak | -0.27% | -1.74% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -1.85% | -3.44% | +1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.36% | 0.90% | -0.54% |
Volatility
IBHF vs. USIG - Volatility Comparison
The current volatility for iShares iBonds 2026 Term High Yield and Income ETF (IBHF) is 0.56%, while iShares Broad USD Investment Grade Corporate Bond ETF (USIG) has a volatility of 2.10%. This indicates that IBHF experiences smaller price fluctuations and is considered to be less risky than USIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBHF | USIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.56% | 2.10% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 1.12% | 2.89% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.95% | 5.05% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.80% | 6.83% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.74% | 6.82% | -1.08% |