PCHI vs. IBHD
PCHI (Polen High Income ETF) and IBHD (iShares iBonds 2024 Term High Yield & Income ETF) are both High Yield Bonds funds. PCHI is actively managed, while IBHD is passively managed. PCHI charges 0.56%/yr vs 0.35%/yr for IBHD.
Performance
PCHI vs. IBHD - Performance Comparison
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Returns By Period
PCHI
- 1D
- -5.60%
- 1M
- -5.53%
- YTD
- -4.47%
- 6M
- -4.18%
- 1Y
- -2.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBHD
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PCHI vs. IBHD - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PCHI Polen High Income ETF | -5.08% |
IBHD iShares iBonds 2024 Term High Yield & Income ETF | 0.00% |
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Return for Risk
PCHI vs. IBHD — Risk / Return Rank
PCHI
IBHD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PCHI vs. IBHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen High Income ETF (PCHI) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD). 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.
| PCHI | IBHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.93 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | — | — |
| Martin ratioReturn relative to average drawdown | -2.21 | — | — |
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Drawdowns
PCHI vs. IBHD - Drawdown Comparison
The maximum PCHI drawdown since its inception was -6.41%, which is greater than IBHD's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for PCHI and IBHD.
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Drawdown Indicators
| PCHI | IBHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.41% | 0.00% | -6.41% |
Max Drawdown (1Y)Largest decline over 1 year | -6.41% | — | — |
Current DrawdownCurrent decline from peak | -6.41% | 0.00% | -6.41% |
Average DrawdownAverage peak-to-trough decline | -0.82% | 0.00% | -0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | — | — |
Volatility
PCHI vs. IBHD - Volatility Comparison
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Volatility by Period
| PCHI | IBHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 7.45% | 0.00% | +7.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.34% | 0.00% | +7.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.34% | 0.00% | +7.34% |
PCHI vs. IBHD - Expense Ratio Comparison
PCHI has a 0.56% expense ratio, which is higher than IBHD's 0.35% expense ratio.
Dividends
PCHI vs. IBHD - Dividend Comparison
PCHI's dividend yield for the trailing twelve months is around 8.47%, while IBHD has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
IBHD iShares iBonds 2024 Term High Yield & Income ETF | 0.00% | 0.00% |
PCHI Polen High Income ETF | 8.47% | 5.62% |
Frequently Asked Questions
On fees, IBHD is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBHD is cheaper with a 0.35% expense ratio, compared with 0.56% for PCHI.
PCHI has the higher dividend yield at 8.47%, compared with 0.00% for IBHD.
They also come from different issuers: Polen Capital and iShares. Their fees differ too: 0.56% for PCHI and 0.35% for IBHD.
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