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IBHH vs. XHYH
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IBHH vs. XHYH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) and BondBloxx US High Yield Healthcare Sector ETF (XHYH). The values are adjusted to include any dividend payments, if applicable.

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IBHH vs. XHYH - Yearly Performance Comparison


2026 (YTD)2025202420232022
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
0.29%8.02%7.53%12.87%-6.70%
XHYH
BondBloxx US High Yield Healthcare Sector ETF
0.14%10.30%9.65%12.93%-12.25%

Returns By Period

In the year-to-date period, IBHH achieves a 0.29% return, which is significantly higher than XHYH's 0.14% return.


IBHH

1D
0.12%
1M
-0.18%
YTD
0.29%
6M
1.33%
1Y
6.82%
3Y*
8.08%
5Y*
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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IBHH vs. XHYH - Expense Ratio Comparison

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


Return for Risk

IBHH vs. XHYH — Risk / Return Rank

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

IBHH
IBHH Risk / Return Rank: 7474
Overall Rank
IBHH Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
IBHH Sortino Ratio Rank: 6767
Sortino Ratio Rank
IBHH Omega Ratio Rank: 8484
Omega Ratio Rank
IBHH Calmar Ratio Rank: 6363
Calmar Ratio Rank
IBHH Martin Ratio Rank: 8686
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.

IBHH vs. XHYH - 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 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.


IBHHXHYHDifference

Sharpe ratio

Return per unit of total volatility

1.34

1.20

+0.14

Sortino ratio

Return per unit of downside risk

1.78

1.88

-0.10

Omega ratio

Gain probability vs. loss probability

1.34

1.35

0.00

Calmar ratio

Return relative to maximum drawdown

1.76

2.35

-0.59

Martin ratio

Return relative to average drawdown

11.20

10.16

+1.04

IBHH vs. XHYH - Sharpe Ratio Comparison

The current IBHH Sharpe Ratio is 1.34, which is comparable to the XHYH Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of IBHH 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


IBHHXHYHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.34

1.20

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

0.51

+0.19

Correlation

The correlation between IBHH and XHYH is 0.80, 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

IBHH vs. XHYH - Dividend Comparison

IBHH's dividend yield for the trailing twelve months is around 6.39%, less than XHYH's 7.28% yield.


TTM2025202420232022
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
6.39%6.39%6.93%6.65%5.36%
XHYH
BondBloxx US High Yield Healthcare Sector ETF
7.28%6.95%6.95%7.73%6.99%

Drawdowns

IBHH vs. XHYH - Drawdown Comparison

The maximum IBHH drawdown since its inception was -12.05%, smaller than the maximum XHYH drawdown of -17.84%. Use the drawdown chart below to compare losses from any high point for IBHH and XHYH.


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Drawdown Indicators


IBHHXHYHDifference

Max Drawdown

Largest peak-to-trough decline

-12.05%

-17.84%

+5.79%

Max Drawdown (1Y)

Largest decline over 1 year

-4.06%

-4.11%

+0.05%

Current Drawdown

Current decline from peak

-0.51%

-1.18%

+0.67%

Average Drawdown

Average peak-to-trough decline

-2.39%

-4.75%

+2.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.64%

0.95%

-0.31%

Volatility

IBHH vs. XHYH - Volatility Comparison

The current volatility for iShares iBonds 2028 Term High Yield and Income ETF (IBHH) is 1.43%, while BondBloxx US High Yield Healthcare Sector ETF (XHYH) has a volatility of 2.12%. This indicates that IBHH 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


IBHHXHYHDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.43%

2.12%

-0.69%

Volatility (6M)

Calculated over the trailing 6-month period

2.10%

3.23%

-1.13%

Volatility (1Y)

Calculated over the trailing 1-year period

5.13%

7.75%

-2.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.39%

8.66%

-1.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.39%

8.66%

-1.27%