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IGBH vs. VBCE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGBH vs. VBCE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) and Vanguard Target Maturity 2031 Corporate Bond ETF (VBCE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IGBH

1D
-0.06%
1M
-0.07%
YTD
2.13%
6M
2.01%
1Y
9.10%
3Y*
8.54%
5Y*
5.24%
10Y*
5.03%

VBCE

1D
0.11%
1M
0.52%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGBH vs. VBCE - Yearly Performance Comparison


Correlation

The correlation between IGBH and VBCE is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Mar 26, 2026

0.52

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Return for Risk

IGBH vs. VBCE — Risk / Return Rank

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

IGBH
IGBH Risk / Return Rank: 7171
Overall Rank
IGBH Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
IGBH Sortino Ratio Rank: 8787
Sortino Ratio Rank
IGBH Omega Ratio Rank: 8585
Omega Ratio Rank
IGBH Calmar Ratio Rank: 5050
Calmar Ratio Rank
IGBH Martin Ratio Rank: 5353
Martin Ratio Rank

VBCE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

IGBH vs. VBCE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) and Vanguard Target Maturity 2031 Corporate Bond ETF (VBCE). 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.


IGBHVBCEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.45

Calmar ratioReturn relative to maximum drawdown

2.15

Martin ratioReturn relative to average drawdown

7.91

IGBH vs. VBCE - Sharpe Ratio Comparison


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Drawdowns

IGBH vs. VBCE - Drawdown Comparison

The maximum IGBH drawdown since its inception was -33.67%, which is greater than VBCE's maximum drawdown of -1.53%. Use the drawdown chart below to compare losses from any high point for IGBH and VBCE.


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Drawdown Indicators


IGBHVBCEDifference

Max Drawdown

Largest peak-to-trough decline

-33.67%

-1.53%

-32.14%

Max Drawdown (1Y)

Largest decline over 1 year

-4.24%

Max Drawdown (3Y)

Largest decline over 3 years

-6.93%

Max Drawdown (5Y)

Largest decline over 5 years

-10.48%

Max Drawdown (10Y)

Largest decline over 10 years

-33.67%

Current Drawdown

Current decline from peak

-0.55%

-0.21%

-0.34%

Average Drawdown

Average peak-to-trough decline

-2.65%

-0.49%

-2.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.15%

Volatility

IGBH vs. VBCE - Volatility Comparison


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Volatility by Period


IGBHVBCEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.71%

Volatility (6M)

Calculated over the trailing 6-month period

3.15%

Volatility (1Y)

Calculated over the trailing 1-year period

4.03%

3.82%

+0.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.05%

3.82%

+2.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.20%

3.82%

+5.38%

IGBH vs. VBCE - Expense Ratio Comparison

IGBH has a 0.16% expense ratio, which is higher than VBCE's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IGBH vs. VBCE - Dividend Comparison

IGBH's dividend yield for the trailing twelve months is around 5.67%, more than VBCE's 0.47% yield.


PositionTTM20252024202320222021202020192018201720162015
IGBH
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
5.67%6.23%6.88%7.32%3.84%2.71%2.39%3.40%5.56%2.87%2.62%1.12%
VBCE
Vanguard Target Maturity 2031 Corporate Bond ETF
0.47%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IGBH and VBCE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VBCE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VBCE is cheaper with a 0.08% expense ratio, compared with 0.16% for IGBH.

IGBH has the higher dividend yield at 5.67%, compared with 0.47% for VBCE.

IGBH tracks BlackRock Interest Rate Hedged Long-Term Corporate Bond Index, while VBCE tracks ICE 2031 Maturity US Corporate Constrained Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.16% for IGBH and 0.08% for VBCE.

Portfolio Optimizer

Find the right allocation for IGBH and VBCE

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