IBHG vs. FALN
Compare and contrast key facts about iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and iShares Fallen Angels USD Bond ETF (FALN).
IBHG and FALN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. FALN is a passively managed fund by iShares that tracks the performance of the Bloomberg US High Yield Fallen Angel 3% Capped Index. It was launched on Jun 14, 2016. Both IBHG and FALN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBHG or FALN.
Correlation
The correlation between IBHG and FALN is 0.64, 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.
Performance
IBHG vs. FALN - Performance Comparison
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Key characteristics
IBHG:
1.98
FALN:
0.96
IBHG:
2.94
FALN:
1.44
IBHG:
1.42
FALN:
1.22
IBHG:
2.55
FALN:
1.16
IBHG:
15.96
FALN:
5.67
IBHG:
0.54%
FALN:
1.21%
IBHG:
4.33%
FALN:
6.82%
IBHG:
-13.85%
FALN:
-29.22%
IBHG:
-0.13%
FALN:
-0.61%
Returns By Period
In the year-to-date period, IBHG achieves a 2.80% return, which is significantly higher than FALN's 1.52% return.
IBHG
2.80%
1.88%
3.24%
8.49%
N/A
N/A
FALN
1.52%
2.64%
1.42%
6.52%
6.68%
N/A
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IBHG vs. FALN - Expense Ratio Comparison
IBHG has a 0.35% expense ratio, which is higher than FALN's 0.25% expense ratio.
Risk-Adjusted Performance
IBHG vs. FALN — Risk-Adjusted Performance Rank
IBHG
FALN
IBHG vs. FALN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and iShares Fallen Angels USD Bond ETF (FALN). 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.
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Dividends
IBHG vs. FALN - Dividend Comparison
IBHG's dividend yield for the trailing twelve months is around 6.74%, more than FALN's 6.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBHG iShares iBonds 2027 Term High Yield and Income ETF | 6.74% | 7.02% | 6.66% | 5.62% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FALN iShares Fallen Angels USD Bond ETF | 6.34% | 6.24% | 5.37% | 5.08% | 3.40% | 5.14% | 5.35% | 5.97% | 6.98% | 3.55% |
Drawdowns
IBHG vs. FALN - Drawdown Comparison
The maximum IBHG drawdown since its inception was -13.85%, smaller than the maximum FALN drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for IBHG and FALN. For additional features, visit the drawdowns tool.
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Volatility
IBHG vs. FALN - Volatility Comparison
The current volatility for iShares iBonds 2027 Term High Yield and Income ETF (IBHG) is 1.55%, while iShares Fallen Angels USD Bond ETF (FALN) has a volatility of 2.27%. This indicates that IBHG experiences smaller price fluctuations and is considered to be less risky than FALN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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