IBHJ vs. MYHA
IBHJ (iShares iBonds 2030 Term High Yield and Income ETF) and MYHA (State Street My2027 High Yield Corporate Bond ETF) are both High Yield Bonds funds. IBHJ is passively managed, while MYHA is actively managed. Their correlation of 0.85 suggests significant overlap in exposure. IBHJ charges 0.35%/yr vs 0.39%/yr for MYHA.
Performance
IBHJ vs. MYHA - Performance Comparison
Loading charts...
Returns By Period
IBHJ
- 1D
- -0.02%
- 1M
- 0.23%
- 6M
- 1.82%
- YTD
- 2.12%
- 1Y
- 6.49%
- 3Y*
- 8.43%
- 5Y*
- —
- 10Y*
- —
MYHA
- 1D
- -0.07%
- 1M
- 0.21%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBHJ vs. MYHA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | 1.64% |
MYHA State Street My2027 High Yield Corporate Bond ETF | 1.50% |
Correlation
The correlation between IBHJ and MYHA is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 26, 2026 | 0.85 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IBHJ vs. MYHA — Risk / Return Rank
IBHJ
MYHA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBHJ vs. MYHA - 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 State Street My2027 High Yield Corporate Bond ETF (MYHA). 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 | MYHA | 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 | — | — |
Loading charts...
Drawdowns
IBHJ vs. MYHA - Drawdown Comparison
The maximum IBHJ drawdown since its inception was -4.93%, which is greater than MYHA's maximum drawdown of -0.69%. Use the drawdown chart below to compare losses from any high point for IBHJ and MYHA.
Loading charts...
Drawdown Indicators
| IBHJ | MYHA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.93% | -0.69% | -4.24% |
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% | -0.07% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -0.61% | -0.11% | -0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | — | — |
Volatility
IBHJ vs. MYHA - Volatility Comparison
Loading charts...
Volatility by Period
| IBHJ | MYHA | 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% | 1.84% | +2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.88% | 1.84% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.88% | 1.84% | +4.04% |
IBHJ vs. MYHA - Expense Ratio Comparison
IBHJ has a 0.35% expense ratio, which is lower than MYHA's 0.39% expense ratio.
Dividends
IBHJ vs. MYHA - Dividend Comparison
IBHJ's dividend yield for the trailing twelve months is around 6.67%, more than MYHA's 2.06% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | 6.67% | 6.64% | 6.87% | 3.66% |
MYHA State Street My2027 High Yield Corporate Bond ETF | 2.06% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBHJ and MYHA have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBHJ is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBHJ is cheaper with a 0.35% expense ratio, compared with 0.39% for MYHA.
IBHJ has the higher dividend yield at 6.67%, compared with 2.06% for MYHA.
They also come from different issuers: iShares and State Street. Their fees differ too: 0.35% for IBHJ and 0.39% for MYHA.
Find the right allocation for IBHJ and MYHA
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer