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MYHC vs. IBHE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MYHC vs. IBHE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street My2029 High Yield Corporate Bond ETF (MYHC) and iShares iBonds 2025 Term High Yield & Income ETF (IBHE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


MYHC

1D
0.14%
1M
0.75%
YTD
6M
1Y
3Y*
5Y*
10Y*

IBHE

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.13%
1Y
2.05%
3Y*
5.99%
5Y*
3.89%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MYHC vs. IBHE - Yearly Performance Comparison


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Return for Risk

MYHC vs. IBHE — Risk / Return Rank

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

MYHC

IBHE
IBHE Risk / Return Rank: 9797
Overall Rank
IBHE Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
IBHE Sortino Ratio Rank: 9696
Sortino Ratio Rank
IBHE Omega Ratio Rank: 9898
Omega Ratio Rank
IBHE Calmar Ratio Rank: 9999
Calmar Ratio Rank
IBHE Martin Ratio Rank: 9999
Martin Ratio Rank
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.

MYHC vs. IBHE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street My2029 High Yield Corporate Bond ETF (MYHC) 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.


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

MYHC vs. IBHE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MYHCIBHEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

1.58

0.41

+1.17

Drawdowns

MYHC vs. IBHE - Drawdown Comparison

The maximum MYHC drawdown since its inception was -1.57%, smaller than the maximum IBHE drawdown of -26.91%. Use the drawdown chart below to compare losses from any high point for MYHC and IBHE.


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Drawdown Indicators


MYHCIBHEDifference

Max Drawdown

Largest peak-to-trough decline

-1.57%

-26.91%

+25.34%

Max Drawdown (1Y)

Largest decline over 1 year

-0.11%

Max Drawdown (3Y)

Largest decline over 3 years

-0.94%

Max Drawdown (5Y)

Largest decline over 5 years

-8.51%

Current Drawdown

Current decline from peak

-0.06%

0.00%

-0.06%

Average Drawdown

Average peak-to-trough decline

-0.35%

-1.42%

+1.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.05%

Volatility

MYHC vs. IBHE - Volatility Comparison


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Volatility by Period


MYHCIBHEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

0.39%

Volatility (1Y)

Calculated over the trailing 1-year period

4.68%

0.78%

+3.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.68%

4.87%

-0.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.68%

11.52%

-6.84%

MYHC vs. IBHE - Expense Ratio Comparison

MYHC has a 0.39% expense ratio, which is higher than IBHE's 0.35% expense ratio.


Dividends

MYHC vs. IBHE - Dividend Comparison

MYHC's dividend yield for the trailing twelve months is around 1.86%, less than IBHE's 2.29% yield.


PositionTTM2025202420232022202120202019
IBHE
iShares iBonds 2025 Term High Yield & Income ETF
2.29%4.53%6.92%7.17%5.77%4.84%5.74%3.73%
MYHC
State Street My2029 High Yield Corporate Bond ETF
1.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, IBHE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBHE is cheaper with a 0.35% expense ratio, compared with 0.39% for MYHC.

IBHE has the higher dividend yield at 2.29%, compared with 1.86% for MYHC.

MYHC tracks ICE 2029 Maturity US High Yield Index, while IBHE tracks Bloomberg 2025 Term High Yield and Income Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.39% for MYHC and 0.35% for IBHE.

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