IBHG vs. XHYE
Compare and contrast key facts about iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and BondBloxx US High Yield Energy Sector ETF (XHYE).
IBHG and XHYE 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. XHYE is a passively managed fund by BondBloxx that tracks the performance of the ICE Diversified US Cash Pay High Yield Energy Index. It was launched on Feb 15, 2022. Both IBHG and XHYE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IBHG vs. XHYE - Performance Comparison
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IBHG vs. XHYE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IBHG iShares iBonds 2027 Term High Yield and Income ETF | -0.05% | 6.90% | 7.42% | 11.27% | -6.06% |
XHYE BondBloxx US High Yield Energy Sector ETF | 2.70% | 6.73% | 7.46% | 11.49% | -1.77% |
Returns By Period
In the year-to-date period, IBHG achieves a -0.05% return, which is significantly lower than XHYE's 2.70% return.
IBHG
- 1D
- -0.14%
- 1M
- -0.23%
- YTD
- -0.05%
- 6M
- 1.00%
- 1Y
- 4.89%
- 3Y*
- 7.11%
- 5Y*
- —
- 10Y*
- —
XHYE
- 1D
- 0.42%
- 1M
- -0.19%
- YTD
- 2.70%
- 6M
- 3.36%
- 1Y
- 8.26%
- 3Y*
- 7.85%
- 5Y*
- —
- 10Y*
- —
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IBHG vs. XHYE - Expense Ratio Comparison
Both IBHG and XHYE have an expense ratio of 0.35%.
Return for Risk
IBHG vs. XHYE — Risk / Return Rank
IBHG
XHYE
IBHG vs. XHYE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and BondBloxx US High Yield Energy Sector ETF (XHYE). 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.
| IBHG | XHYE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.29 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.77 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.48 | +0.14 |
Martin ratioReturn relative to average drawdown | 10.93 | 6.58 | +4.35 |
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
| IBHG | XHYE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.29 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.83 | -0.29 |
Correlation
The correlation between IBHG and XHYE 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.
Dividends
IBHG vs. XHYE - Dividend Comparison
IBHG's dividend yield for the trailing twelve months is around 6.22%, less than XHYE's 6.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IBHG iShares iBonds 2027 Term High Yield and Income ETF | 6.22% | 6.33% | 7.02% | 6.66% | 5.62% | 2.13% |
XHYE BondBloxx US High Yield Energy Sector ETF | 6.44% | 6.55% | 7.04% | 6.46% | 5.46% | 0.00% |
Drawdowns
IBHG vs. XHYE - Drawdown Comparison
The maximum IBHG drawdown since its inception was -13.85%, which is greater than XHYE's maximum drawdown of -8.87%. Use the drawdown chart below to compare losses from any high point for IBHG and XHYE.
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Drawdown Indicators
| IBHG | XHYE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.85% | -8.87% | -4.98% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -5.69% | +2.59% |
Current DrawdownCurrent decline from peak | -0.28% | -0.27% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -2.76% | -1.47% | -1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.49% | 1.28% | -0.79% |
Volatility
IBHG vs. XHYE - Volatility Comparison
iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and BondBloxx US High Yield Energy Sector ETF (XHYE) have volatilities of 1.03% and 1.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBHG | XHYE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.03% | 1.01% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.53% | 2.52% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.81% | 6.41% | -2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.47% | 7.73% | -1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.47% | 7.73% | -1.26% |