IBHH vs. VUG
IBHH (iShares iBonds 2028 Term High Yield and Income ETF) and VUG (Vanguard Growth ETF) are both exchange-traded funds - IBHH is a High Yield Bonds fund tracking the Bloomberg 2028 Term High Yield and Income Index - Benchmark TR Gross, while VUG is a Large Cap Growth Equities fund tracking the CRSP US Large Cap Growth Index. Both are passively managed. Over the past 3 years, IBHH returned 8.45%/yr vs 23.38%/yr for VUG. A 0.59 correlation means they provide meaningful diversification when combined. IBHH charges 0.35%/yr vs 0.03%/yr for VUG.
Performance
IBHH vs. VUG - Performance Comparison
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Returns By Period
In the year-to-date period, IBHH achieves a 1.66% return, which is significantly lower than VUG's 4.99% return.
IBHH
- 1D
- 0.04%
- 1M
- 0.46%
- YTD
- 1.66%
- 6M
- 2.29%
- 1Y
- 6.37%
- 3Y*
- 8.45%
- 5Y*
- —
- 10Y*
- —
VUG
- 1D
- 0.18%
- 1M
- -2.47%
- YTD
- 4.99%
- 6M
- 5.66%
- 1Y
- 22.83%
- 3Y*
- 23.38%
- 5Y*
- 13.78%
- 10Y*
- 17.90%
IBHH vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IBHH iShares iBonds 2028 Term High Yield and Income ETF | 1.66% | 8.02% | 7.53% | 12.87% | -6.70% |
VUG Vanguard Growth ETF | 4.99% | 19.40% | 32.69% | 46.83% | -19.56% |
Correlation
The correlation between IBHH and VUG is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Mar 10, 2022 | 0.59 |
The correlation between IBHH and VUG has been stable across timeframes, ranging from 0.49 to 0.59 - a consistent structural relationship.
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Return for Risk
IBHH vs. VUG — Risk / Return Rank
IBHH
VUG
IBHH vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2028 Term High Yield and Income ETF (IBHH) and Vanguard Growth ETF (VUG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBHH | VUG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.23 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 4.96 | 1.29 | +3.68 |
| Martin ratioReturn relative to average drawdown | 19.84 | 4.43 | +15.41 |
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Drawdowns
IBHH vs. VUG - Drawdown Comparison
The maximum IBHH drawdown since its inception was -12.05%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for IBHH and VUG.
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Drawdown Indicators
| IBHH | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.05% | -50.68% | +38.63% |
Max Drawdown (1Y)Largest decline over 1 year | -1.22% | -16.53% | +15.31% |
Max Drawdown (3Y)Largest decline over 3 years | -4.66% | -22.85% | +18.19% |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.61% | — |
Current DrawdownCurrent decline from peak | -0.15% | -5.56% | +5.41% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -7.09% | +4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 4.79% | -4.48% |
Volatility
IBHH vs. VUG - Volatility Comparison
The current volatility for iShares iBonds 2028 Term High Yield and Income ETF (IBHH) is 0.70%, while Vanguard Growth ETF (VUG) has a volatility of 5.73%. This indicates that IBHH experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBHH | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 5.73% | -5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.10% | 13.00% | -10.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.84% | 16.46% | -13.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.23% | 22.30% | -15.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.23% | 21.48% | -14.25% |
IBHH vs. VUG - Expense Ratio Comparison
IBHH has a 0.35% expense ratio, which is higher than VUG's 0.03% expense ratio.
Dividends
IBHH vs. VUG - Dividend Comparison
IBHH's dividend yield for the trailing twelve months is around 6.27%, more than VUG's 0.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBHH iShares iBonds 2028 Term High Yield and Income ETF | 6.27% | 6.39% | 6.93% | 6.65% | 5.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.39% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Frequently Asked Questions
IBHH and VUG have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VUG has higher volatility (5.73%) compared to IBHH (0.70%). In terms of maximum drawdown, IBHH dropped -12.05% vs VUG's -50.68%.
On 3-year performance, VUG leads with 23.38% vs 8.45% for IBHH. On fees, VUG is cheaper at 0.03% per year. On volatility, IBHH has been the lower-risk option at 0.70%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, VUG has performed better with a 23.38% return vs 8.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VUG is cheaper with a 0.03% expense ratio, compared with 0.35% for IBHH.
IBHH has the higher dividend yield at 6.27%, compared with 0.39% for VUG.
IBHH is categorized as High Yield Bonds, while VUG is Large Cap Growth Equities. IBHH tracks Bloomberg 2028 Term High Yield and Income Index - Benchmark TR Gross, while VUG tracks CRSP US Large Cap Growth Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.35% for IBHH and 0.03% for VUG.
IBHH currently has the higher Sharpe Ratio (2.14 vs 1.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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