OGSP vs. IBHF

In the year-to-date period, OGSP achieves a 2.07% return, which is significantly lower than IBHF's 2.36% return.

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OGSP has a 0.90% expense ratio, which is higher than IBHF's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Obra High Grade Structured Products ETF (OGSP) and iShares iBonds 2026 Term High Yield and Income ETF (IBHF). 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.

The current OGSP Sharpe Ratio is 3.20, which is comparable to the IBHF Sharpe Ratio of 2.60. The chart below compares the historical Sharpe Ratios of OGSP and IBHF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OGSP's dividend yield for the trailing twelve months is around 6.49%, less than IBHF's 6.90% yield.

The maximum OGSP drawdown since its inception was -0.82%, smaller than the maximum IBHF drawdown of -11.19%. Use the drawdown chart below to compare losses from any high point for OGSP and IBHF. For additional features, visit the drawdowns tool.

The current volatility for Obra High Grade Structured Products ETF (OGSP) is 0.54%, while iShares iBonds 2026 Term High Yield and Income ETF (IBHF) has a volatility of 0.95%. This indicates that OGSP experiences smaller price fluctuations and is considered to be less risky than IBHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.