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IBHJ vs. HYXU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBHJ vs. HYXU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) and iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBHJ

1D
0.27%
1M
0.49%
YTD
1.78%
6M
2.33%
1Y
7.44%
3Y*
5Y*
10Y*

HYXU

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBHJ vs. HYXU - Yearly Performance Comparison


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Return for Risk

IBHJ vs. HYXU — Risk / Return Rank

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

IBHJ
IBHJ Risk / Return Rank: 6161
Overall Rank
IBHJ Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
IBHJ Sortino Ratio Rank: 5858
Sortino Ratio Rank
IBHJ Omega Ratio Rank: 5858
Omega Ratio Rank
IBHJ Calmar Ratio Rank: 6262
Calmar Ratio Rank
IBHJ Martin Ratio Rank: 7474
Martin Ratio Rank

HYXU
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.

IBHJ vs. HYXU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) and iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU). 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.


IBHJHYXUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

3.04

Martin ratioReturn relative to average drawdown

13.69

IBHJ vs. HYXU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBHJHYXUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

Sharpe Ratio (All Time)

Calculated using the full available price history

1.54

Drawdowns

IBHJ vs. HYXU - Drawdown Comparison

The maximum IBHJ drawdown since its inception was -4.93%, which is greater than HYXU's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBHJ and HYXU.


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Drawdown Indicators


IBHJHYXUDifference

Max Drawdown

Largest peak-to-trough decline

-4.93%

0.00%

-4.93%

Max Drawdown (1Y)

Largest decline over 1 year

-2.46%

Current Drawdown

Current decline from peak

-0.12%

0.00%

-0.12%

Average Drawdown

Average peak-to-trough decline

-0.62%

0.00%

-0.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.55%

Volatility

IBHJ vs. HYXU - Volatility Comparison


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Volatility by Period


IBHJHYXUDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.08%

Volatility (6M)

Calculated over the trailing 6-month period

3.21%

Volatility (1Y)

Calculated over the trailing 1-year period

4.08%

0.00%

+4.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.94%

0.00%

+5.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.94%

0.00%

+5.94%

IBHJ vs. HYXU - Expense Ratio Comparison

Both IBHJ and HYXU have an expense ratio of 0.35%.


Dividends

IBHJ vs. HYXU - Dividend Comparison

IBHJ's dividend yield for the trailing twelve months is around 6.66%, while HYXU has not paid dividends to shareholders.


PositionTTM202520242023
HYXU
iShares Euro High Yield Corporate Bond USD Hedged ETF
0.00%0.00%0.00%0.00%
IBHJ
iShares iBonds 2030 Term High Yield and Income ETF
6.66%6.64%6.87%3.66%

Frequently Asked Questions


Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IBHJ and HYXU have the same expense ratio: 0.35% per year.

IBHJ has the higher dividend yield at 6.66%, compared with 0.00% for HYXU.

IBHJ tracks Bloomberg 2030 Term High Yield and Income Index - Benchmark TR Gross, while HYXU tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index.

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