IBHI vs. IBHJ
Compare and contrast key facts about iShares iBonds 2029 Term High Yield and Income ETF (IBHI) and iShares iBonds 2030 Term High Yield and Income ETF (IBHJ).
IBHI and IBHJ 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. IBHJ is a passively managed fund by iShares that tracks the performance of the Bloomberg 2030 Term High Yield and Income Index - Benchmark TR Gross. It was launched on Jun 21, 2023. Both IBHI and IBHJ 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
IBHI vs. IBHJ - Performance Comparison
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IBHI vs. IBHJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IBHI iShares iBonds 2029 Term High Yield and Income ETF | -0.24% | 7.88% | 8.33% | 9.55% |
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | -0.07% | 9.28% | 7.32% | 8.37% |
Returns By Period
In the year-to-date period, IBHI achieves a -0.24% return, which is significantly lower than IBHJ's -0.07% return.
IBHI
- 1D
- 0.13%
- 1M
- -0.20%
- YTD
- -0.24%
- 6M
- 0.93%
- 1Y
- 7.11%
- 3Y*
- 8.32%
- 5Y*
- —
- 10Y*
- —
IBHJ
- 1D
- 0.29%
- 1M
- -0.65%
- YTD
- -0.07%
- 6M
- 1.23%
- 1Y
- 7.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IBHI vs. IBHJ - Expense Ratio Comparison
Both IBHI and IBHJ have an expense ratio of 0.35%.
Return for Risk
IBHI vs. IBHJ — Risk / Return Rank
IBHI
IBHJ
IBHI vs. IBHJ - Risk-Adjusted Trends 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 2030 Term High Yield and Income ETF (IBHJ). 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.
| IBHI | IBHJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.18 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.60 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.87 | -0.21 |
Martin ratioReturn relative to average drawdown | 9.17 | 10.32 | -1.16 |
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
| IBHI | IBHJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.18 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 1.50 | -0.88 |
Correlation
The correlation between IBHI and IBHJ is 0.83, 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
IBHI vs. IBHJ - Dividend Comparison
IBHI's dividend yield for the trailing twelve months is around 6.88%, more than IBHJ's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IBHI iShares iBonds 2029 Term High Yield and Income ETF | 6.88% | 6.79% | 6.66% | 6.48% | 5.26% |
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | 6.75% | 6.64% | 6.87% | 3.66% | 0.00% |
Drawdowns
IBHI vs. IBHJ - Drawdown Comparison
The maximum IBHI drawdown since its inception was -13.65%, which is greater than IBHJ's maximum drawdown of -4.93%. Use the drawdown chart below to compare losses from any high point for IBHI and IBHJ.
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Drawdown Indicators
| IBHI | IBHJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.65% | -4.93% | -8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -4.48% | -4.16% | -0.32% |
Current DrawdownCurrent decline from peak | -0.89% | -0.96% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -2.96% | -0.65% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 0.75% | +0.06% |
Volatility
IBHI vs. IBHJ - Volatility Comparison
The current volatility for iShares iBonds 2029 Term High Yield and Income ETF (IBHI) is 2.02%, while iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) has a volatility of 2.43%. This indicates that IBHI experiences smaller price fluctuations and is considered to be less risky than IBHJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBHI | IBHJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 2.43% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 3.20% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.87% | 6.46% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.12% | 6.04% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.12% | 6.04% | +2.08% |