IBHJ vs. IBHE
IBHJ (iShares iBonds 2030 Term High Yield and Income ETF) and IBHE (iShares iBonds 2025 Term High Yield & Income ETF) are both High Yield Bonds funds from iShares - IBHJ tracks the Bloomberg 2030 Term High Yield and Income Index - Benchmark TR Gross while IBHE tracks the Bloomberg 2025 Term High Yield and Income Index. Both are passively managed. At a 0.47 correlation, their price movements are largely independent. Both charge a 0.35% expense ratio.
Performance
IBHJ vs. IBHE - Performance Comparison
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Returns By Period
IBHJ
- 1D
- -0.02%
- 1M
- 0.23%
- 6M
- 1.82%
- YTD
- 2.12%
- 1Y
- 6.49%
- 3Y*
- 8.43%
- 5Y*
- —
- 10Y*
- —
IBHE
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBHJ vs. IBHE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | 2.12% | 9.28% | 7.32% | 8.37% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 0.00% | 4.45% | 7.62% | 5.80% |
Correlation
The correlation between IBHJ and IBHE is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2023 | 0.47 |
The correlation between IBHJ and IBHE shifts across timeframes, from -0.00 (1 year) to 0.47 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IBHJ vs. IBHE — Risk / Return Rank
IBHJ
IBHE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBHJ vs. IBHE - 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 iBonds 2025 Term High Yield & Income ETF (IBHE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBHJ | IBHE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.30 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | — | — |
| Martin ratioReturn relative to average drawdown | 11.90 | — | — |
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Drawdowns
IBHJ vs. IBHE - Drawdown Comparison
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Drawdown Indicators
| IBHJ | IBHE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.93% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -2.46% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -4.93% | — | — |
Current DrawdownCurrent decline from peak | -0.62% | — | — |
Average DrawdownAverage peak-to-trough decline | -0.61% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | — | — |
Volatility
IBHJ vs. IBHE - Volatility Comparison
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Volatility by Period
| IBHJ | IBHE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.02% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.32% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.14% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.88% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.88% | — | — |
IBHJ vs. IBHE - Expense Ratio Comparison
Both IBHJ and IBHE have an expense ratio of 0.35%.
Dividends
IBHJ vs. IBHE - Dividend Comparison
IBHJ's dividend yield for the trailing twelve months is around 6.67%, while IBHE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 1.87% | 4.53% | 6.92% | 7.17% | 5.77% | 4.84% | 5.74% | 3.73% |
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | 6.67% | 6.64% | 6.87% | 3.66% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBHJ and IBHE have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 IBHE have the same expense ratio: 0.35% per year.
IBHJ has the higher dividend yield at 6.67%, compared with 1.87% for IBHE.
IBHJ tracks Bloomberg 2030 Term High Yield and Income Index - Benchmark TR Gross, while IBHE tracks Bloomberg 2025 Term High Yield and Income Index.
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