IBHI vs. IBHF
Compare and contrast key facts about iShares iBonds 2029 Term High Yield and Income ETF (IBHI) and iShares iBonds 2026 Term High Yield and Income ETF (IBHF).
IBHI and IBHF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBHI is a passively managed fund by iShares that tracks the performance of the Bloomberg 2029 Term High Yield and Income Index - Benchmark TR Gross. It was launched on Mar 8, 2022. 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: IBHI or IBHF.
Correlation
The correlation between IBHI and IBHF is 0.78, 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
IBHI vs. IBHF - Performance Comparison
Key characteristics
IBHI:
1.83
IBHF:
3.39
IBHI:
2.60
IBHF:
5.21
IBHI:
1.34
IBHF:
1.71
IBHI:
3.67
IBHF:
8.39
IBHI:
13.13
IBHF:
38.41
IBHI:
0.70%
IBHF:
0.25%
IBHI:
5.06%
IBHF:
2.79%
IBHI:
-13.65%
IBHF:
-11.19%
IBHI:
-0.17%
IBHF:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with IBHI having a 0.79% return and IBHF slightly lower at 0.78%.
IBHI
0.79%
0.42%
4.70%
9.63%
N/A
N/A
IBHF
0.78%
0.86%
5.08%
9.84%
N/A
N/A
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IBHI vs. IBHF - Expense Ratio Comparison
Both IBHI and IBHF have an expense ratio of 0.35%.
Risk-Adjusted Performance
IBHI vs. IBHF — Risk-Adjusted Performance Rank
IBHI
IBHF
IBHI vs. IBHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2029 Term High Yield and Income ETF (IBHI) 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
IBHI vs. IBHF - Dividend Comparison
IBHI's dividend yield for the trailing twelve months is around 6.60%, less than IBHF's 7.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
IBHI iShares iBonds 2029 Term High Yield and Income ETF | 6.60% | 6.65% | 6.49% | 5.26% | 0.00% | 0.00% |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 7.12% | 7.17% | 7.33% | 6.01% | 4.55% | 0.61% |
Drawdowns
IBHI vs. IBHF - Drawdown Comparison
The maximum IBHI drawdown since its inception was -13.65%, which is greater than IBHF's maximum drawdown of -11.19%. Use the drawdown chart below to compare losses from any high point for IBHI and IBHF. For additional features, visit the drawdowns tool.
Volatility
IBHI vs. IBHF - Volatility Comparison
iShares iBonds 2029 Term High Yield and Income ETF (IBHI) has a higher volatility of 2.06% compared to iShares iBonds 2026 Term High Yield and Income ETF (IBHF) at 0.97%. This indicates that IBHI'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.