IBHG vs. IBHF
Compare and contrast key facts about iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and iShares iBonds 2026 Term High Yield and Income ETF (IBHF).
IBHG and IBHF 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. IBHF is an actively managed fund by iShares. It was launched on Nov 10, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBHG or IBHF.
Correlation
The correlation between IBHG and IBHF is 0.79, 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.
Performance
IBHG vs. IBHF - Performance Comparison
Key characteristics
IBHG:
2.05
IBHF:
2.91
IBHG:
3.10
IBHF:
4.36
IBHG:
1.38
IBHF:
1.59
IBHG:
4.34
IBHF:
7.73
IBHG:
17.60
IBHF:
29.18
IBHG:
0.43%
IBHF:
0.30%
IBHG:
3.69%
IBHF:
2.99%
IBHG:
-13.85%
IBHF:
-11.19%
IBHG:
-0.45%
IBHF:
-0.09%
Returns By Period
In the year-to-date period, IBHG achieves a 7.42% return, which is significantly lower than IBHF's 8.43% return.
IBHG
7.42%
0.29%
4.79%
7.14%
N/A
N/A
IBHF
8.43%
0.62%
5.22%
8.19%
N/A
N/A
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IBHG vs. IBHF - Expense Ratio Comparison
Both IBHG and IBHF have an expense ratio of 0.35%.
Risk-Adjusted Performance
IBHG vs. IBHF - 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 iBonds 2026 Term High Yield and Income ETF (IBHF). 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.
Dividends
IBHG vs. IBHF - Dividend Comparison
IBHG's dividend yield for the trailing twelve months is around 7.01%, less than IBHF's 7.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
IBHG iShares iBonds 2027 Term High Yield and Income ETF | 7.01% | 6.67% | 5.62% | 2.13% | 0.00% |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 7.18% | 7.33% | 6.01% | 4.55% | 0.61% |
Drawdowns
IBHG vs. IBHF - Drawdown Comparison
The maximum IBHG drawdown since its inception was -13.85%, which is greater than IBHF's maximum drawdown of -11.19%. Use the drawdown chart below to compare losses from any high point for IBHG and IBHF. For additional features, visit the drawdowns tool.
Volatility
IBHG vs. IBHF - Volatility Comparison
iShares iBonds 2027 Term High Yield and Income ETF (IBHG) has a higher volatility of 1.26% compared to iShares iBonds 2026 Term High Yield and Income ETF (IBHF) at 0.86%. This indicates that IBHG's price experiences larger fluctuations and is considered to be riskier than IBHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.