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MYHD vs. IBHE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MYHD vs. IBHE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street My2030 High Yield Corporate Bond ETF (MYHD) 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


MYHD

1D
0.08%
1M
0.76%
YTD
6M
1Y
3Y*
5Y*
10Y*

IBHE

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
2.00%
3Y*
5.93%
5Y*
3.89%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MYHD vs. IBHE - Yearly Performance Comparison


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Return for Risk

MYHD vs. IBHE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street My2030 High Yield Corporate Bond ETF (MYHD) 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.


MYHDIBHEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

2.32

Calmar ratioReturn relative to maximum drawdown

25.02

Martin ratioReturn relative to average drawdown

98.47

MYHD vs. IBHE - Sharpe Ratio Comparison


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Drawdowns

MYHD vs. IBHE - Drawdown Comparison

The maximum MYHD drawdown since its inception was -2.14%, smaller than the maximum IBHE drawdown of -26.91%. Use the drawdown chart below to compare losses from any high point for MYHD and IBHE.


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Drawdown Indicators


MYHDIBHEDifference

Max Drawdown

Largest peak-to-trough decline

-2.14%

-26.91%

+24.77%

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

-0.14%

0.00%

-0.14%

Average Drawdown

Average peak-to-trough decline

-0.41%

-1.42%

+1.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.05%

Volatility

MYHD vs. IBHE - Volatility Comparison


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Volatility by Period


MYHDIBHEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

0.38%

Volatility (1Y)

Calculated over the trailing 1-year period

4.80%

0.74%

+4.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.80%

4.87%

-0.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.80%

11.52%

-6.72%

MYHD vs. IBHE - Expense Ratio Comparison

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


Dividends

MYHD vs. IBHE - Dividend Comparison

MYHD's dividend yield for the trailing twelve months is around 1.84%, while IBHE has not paid dividends to shareholders.


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%
MYHD
State Street My2030 High Yield Corporate Bond ETF
1.84%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 MYHD.

IBHE has the higher dividend yield at 2.29%, compared with 1.84% for MYHD.

MYHD tracks ICE 2030 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 MYHD and 0.35% for IBHE.

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