IDV vs. IBHI
IDV (iShares International Select Dividend ETF) and IBHI (iShares iBonds 2029 Term High Yield and Income ETF) are both exchange-traded funds - IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend, while IBHI is a High Yield Bonds fund tracking the Bloomberg 2029 Term High Yield and Income Index - Benchmark TR Gross. Both are passively managed. Over the past 3 years, IDV returned 24.42%/yr vs 8.77%/yr for IBHI. A 0.56 correlation means they provide meaningful diversification when combined. IDV charges 0.49%/yr vs 0.35%/yr for IBHI.
Performance
IDV vs. IBHI - Performance Comparison
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Returns By Period
In the year-to-date period, IDV achieves a 12.82% return, which is significantly higher than IBHI's 1.69% return.
IDV
- 1D
- -0.69%
- 1M
- -0.26%
- YTD
- 12.82%
- 6M
- 14.44%
- 1Y
- 35.47%
- 3Y*
- 24.42%
- 5Y*
- 12.20%
- 10Y*
- 10.65%
IBHI
- 1D
- 0.21%
- 1M
- 0.88%
- YTD
- 1.69%
- 6M
- 2.26%
- 1Y
- 7.17%
- 3Y*
- 8.77%
- 5Y*
- —
- 10Y*
- —
IDV vs. IBHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 12.82% | 52.16% | 4.00% | 10.32% | -5.80% |
IBHI iShares iBonds 2029 Term High Yield and Income ETF | 1.69% | 7.88% | 8.33% | 14.21% | -8.52% |
Correlation
The correlation between IDV and IBHI is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Mar 10, 2022 | 0.56 |
The correlation between IDV and IBHI has been stable across timeframes, ranging from 0.52 to 0.56 - a consistent structural relationship.
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Return for Risk
IDV vs. IBHI — Risk / Return Rank
IDV
IBHI
IDV vs. IBHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Select Dividend ETF (IDV) and iShares iBonds 2029 Term High Yield and Income ETF (IBHI). 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.
| IDV | IBHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.36 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 4.18 | 3.41 | +0.77 |
| Martin ratioReturn relative to average drawdown | 15.48 | 14.91 | +0.56 |
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Drawdowns
IDV vs. IBHI - Drawdown Comparison
The maximum IDV drawdown since its inception was -70.14%, which is greater than IBHI's maximum drawdown of -13.65%. Use the drawdown chart below to compare losses from any high point for IDV and IBHI.
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Drawdown Indicators
| IDV | IBHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.14% | -13.65% | -56.49% |
Max Drawdown (1Y)Largest decline over 1 year | -8.52% | -2.11% | -6.41% |
Max Drawdown (3Y)Largest decline over 3 years | -11.86% | -5.73% | -6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -29.19% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.50% | — | — |
Current DrawdownCurrent decline from peak | -2.37% | 0.00% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -15.38% | -2.82% | -12.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 0.48% | +1.82% |
Volatility
IDV vs. IBHI - Volatility Comparison
iShares International Select Dividend ETF (IDV) has a higher volatility of 4.28% compared to iShares iBonds 2029 Term High Yield and Income ETF (IBHI) at 0.97%. This indicates that IDV's price experiences larger fluctuations and is considered to be riskier than IBHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDV | IBHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 0.97% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 2.80% | +8.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.07% | 3.82% | +9.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.59% | 7.95% | +7.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 7.95% | +9.98% |
IDV vs. IBHI - Expense Ratio Comparison
IDV has a 0.49% expense ratio, which is higher than IBHI's 0.35% expense ratio.
Dividends
IDV vs. IBHI - Dividend Comparison
IDV's dividend yield for the trailing twelve months is around 7.09%, more than IBHI's 6.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBHI iShares iBonds 2029 Term High Yield and Income ETF | 6.68% | 6.79% | 6.66% | 6.48% | 5.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDV iShares International Select Dividend ETF | 7.09% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
Frequently Asked Questions
IDV and IBHI have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDV has higher volatility (4.28%) compared to IBHI (0.97%). In terms of maximum drawdown, IDV dropped -70.14% vs IBHI's -13.65%.
On 3-year performance, IDV leads with 24.42% vs 8.77% for IBHI. On fees, IBHI is cheaper at 0.35% per year. On volatility, IBHI has been the lower-risk option at 0.97%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, IDV has performed better with a 24.42% return vs 8.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBHI is cheaper with a 0.35% expense ratio, compared with 0.49% for IDV.
IDV has the higher dividend yield at 7.09%, compared with 6.68% for IBHI.
IDV is categorized as Global Equities, while IBHI is High Yield Bonds. IDV tracks Dow Jones EPAC Select Dividend, while IBHI tracks Bloomberg 2029 Term High Yield and Income Index - Benchmark TR Gross. Their fees differ too: 0.49% for IDV and 0.35% for IBHI.
IDV currently has the higher Sharpe Ratio (2.73 vs 1.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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