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IBHF vs. XHYH
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IBHF vs. XHYH - 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 BondBloxx US High Yield Healthcare Sector ETF (XHYH). The values are adjusted to include any dividend payments, if applicable.

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IBHF vs. XHYH - Yearly Performance Comparison


2026 (YTD)2025202420232022
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
0.41%6.60%8.55%10.40%-3.65%
XHYH
BondBloxx US High Yield Healthcare Sector ETF
0.14%10.30%9.65%12.93%-12.71%

Returns By Period

In the year-to-date period, IBHF achieves a 0.41% return, which is significantly higher than XHYH's 0.14% return.


IBHF

1D
-0.02%
1M
-0.24%
YTD
0.41%
6M
1.31%
1Y
5.49%
3Y*
7.53%
5Y*
4.29%
10Y*

XHYH

1D
0.47%
1M
-0.80%
YTD
0.14%
6M
1.93%
1Y
9.21%
3Y*
9.08%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IBHF vs. XHYH - Expense Ratio Comparison

Both IBHF and XHYH have an expense ratio of 0.35%.


Return for Risk

IBHF vs. XHYH — Risk / Return Rank

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

IBHF
IBHF Risk / Return Rank: 8989
Overall Rank
IBHF Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
IBHF Sortino Ratio Rank: 9191
Sortino Ratio Rank
IBHF Omega Ratio Rank: 9595
Omega Ratio Rank
IBHF Calmar Ratio Rank: 8080
Calmar Ratio Rank
IBHF Martin Ratio Rank: 9595
Martin Ratio Rank

XHYH
XHYH Risk / Return Rank: 7676
Overall Rank
XHYH Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
XHYH Sortino Ratio Rank: 7171
Sortino Ratio Rank
XHYH Omega Ratio Rank: 8484
Omega Ratio Rank
XHYH Calmar Ratio Rank: 7878
Calmar Ratio Rank
XHYH Martin Ratio Rank: 8383
Martin Ratio Rank
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. XHYH - 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 BondBloxx US High Yield Healthcare Sector ETF (XHYH). 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.


IBHFXHYHDifference

Sharpe ratio

Return per unit of total volatility

1.87

1.20

+0.67

Sortino ratio

Return per unit of downside risk

2.75

1.88

+0.87

Omega ratio

Gain probability vs. loss probability

1.46

1.35

+0.11

Calmar ratio

Return relative to maximum drawdown

2.32

2.35

-0.03

Martin ratio

Return relative to average drawdown

15.50

10.16

+5.34

IBHF vs. XHYH - Sharpe Ratio Comparison

The current IBHF Sharpe Ratio is 1.87, which is higher than the XHYH Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of IBHF and XHYH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IBHFXHYHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.87

1.20

+0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.84

0.51

+0.33

Correlation

The correlation between IBHF and XHYH is 0.73, 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.


Dividends

IBHF vs. XHYH - Dividend Comparison

IBHF's dividend yield for the trailing twelve months is around 6.65%, less than XHYH's 7.28% yield.


TTM202520242023202220212020
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
6.65%6.73%7.17%7.33%6.01%4.55%0.61%
XHYH
BondBloxx US High Yield Healthcare Sector ETF
7.28%6.95%6.95%7.73%6.99%0.00%0.00%

Drawdowns

IBHF vs. XHYH - Drawdown Comparison

The maximum IBHF drawdown since its inception was -11.19%, smaller than the maximum XHYH drawdown of -17.84%. Use the drawdown chart below to compare losses from any high point for IBHF and XHYH.


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Drawdown Indicators


IBHFXHYHDifference

Max Drawdown

Largest peak-to-trough decline

-11.19%

-17.84%

+6.65%

Max Drawdown (1Y)

Largest decline over 1 year

-2.40%

-4.11%

+1.71%

Max Drawdown (5Y)

Largest decline over 5 years

-11.19%

Current Drawdown

Current decline from peak

-0.27%

-1.18%

+0.91%

Average Drawdown

Average peak-to-trough decline

-1.85%

-4.75%

+2.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.36%

0.95%

-0.59%

Volatility

IBHF vs. XHYH - Volatility Comparison

The current volatility for iShares iBonds 2026 Term High Yield and Income ETF (IBHF) is 0.56%, while BondBloxx US High Yield Healthcare Sector ETF (XHYH) has a volatility of 2.12%. This indicates that IBHF experiences smaller price fluctuations and is considered to be less risky than XHYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBHFXHYHDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.56%

2.12%

-1.56%

Volatility (6M)

Calculated over the trailing 6-month period

1.12%

3.23%

-2.11%

Volatility (1Y)

Calculated over the trailing 1-year period

2.95%

7.75%

-4.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.80%

8.66%

-2.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.74%

8.66%

-2.92%