IBHI vs. IWM
Compare and contrast key facts about iShares iBonds 2029 Term High Yield and Income ETF (IBHI) and iShares Russell 2000 ETF (IWM).
IBHI and IWM 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. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000. Both IBHI and IWM 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. IWM - Performance Comparison
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IBHI vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IBHI iShares iBonds 2029 Term High Yield and Income ETF | -0.37% | 7.88% | 8.33% | 14.21% | -8.52% |
IWM iShares Russell 2000 ETF | 0.93% | 12.66% | 11.38% | 16.83% | -11.52% |
Returns By Period
In the year-to-date period, IBHI achieves a -0.37% return, which is significantly lower than IWM's 0.93% return.
IBHI
- 1D
- 0.92%
- 1M
- -0.68%
- YTD
- -0.37%
- 6M
- 0.89%
- 1Y
- 7.30%
- 3Y*
- 8.27%
- 5Y*
- —
- 10Y*
- —
IWM
- 1D
- 3.50%
- 1M
- -4.96%
- YTD
- 0.93%
- 6M
- 3.02%
- 1Y
- 25.66%
- 3Y*
- 12.94%
- 5Y*
- 3.34%
- 10Y*
- 9.76%
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IBHI vs. IWM - Expense Ratio Comparison
IBHI has a 0.35% expense ratio, which is higher than IWM's 0.19% expense ratio.
Return for Risk
IBHI vs. IWM — Risk / Return Rank
IBHI
IWM
IBHI vs. IWM - 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 Russell 2000 ETF (IWM). 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 | IWM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.11 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.66 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.82 | -0.23 |
Martin ratioReturn relative to average drawdown | 8.85 | 6.76 | +2.08 |
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 | IWM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.11 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.15 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.34 | +0.27 |
Correlation
The correlation between IBHI and IWM is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IBHI vs. IWM - Dividend Comparison
IBHI's dividend yield for the trailing twelve months is around 6.84%, more than IWM's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBHI iShares iBonds 2029 Term High Yield and Income ETF | 6.84% | 6.79% | 6.66% | 6.48% | 5.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.02% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
Drawdowns
IBHI vs. IWM - Drawdown Comparison
The maximum IBHI drawdown since its inception was -13.65%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for IBHI and IWM.
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Drawdown Indicators
| IBHI | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.65% | -59.05% | +45.40% |
Max Drawdown (1Y)Largest decline over 1 year | -4.48% | -13.74% | +9.26% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.13% | — |
Current DrawdownCurrent decline from peak | -1.01% | -7.91% | +6.90% |
Average DrawdownAverage peak-to-trough decline | -2.96% | -10.83% | +7.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 3.70% | -2.89% |
Volatility
IBHI vs. IWM - Volatility Comparison
The current volatility for iShares iBonds 2029 Term High Yield and Income ETF (IBHI) is 2.02%, while iShares Russell 2000 ETF (IWM) has a volatility of 7.47%. This indicates that IBHI experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBHI | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 7.47% | -5.45% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 14.47% | -11.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.87% | 23.18% | -17.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.12% | 22.55% | -14.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.12% | 22.99% | -14.87% |