RIGS vs. IBHE
RIGS (RiverFront Strategic Income Fund) and IBHE (iShares iBonds 2025 Term High Yield & Income ETF) are both High Yield Bonds funds. RIGS is actively managed, while IBHE is passively managed. At a 0.35 correlation, their price movements are largely independent. RIGS charges 0.48%/yr vs 0.35%/yr for IBHE.
Performance
RIGS vs. IBHE - Performance Comparison
Loading charts...
Returns By Period
RIGS
- 1D
- 0.95%
- 1M
- -0.14%
- 6M
- 0.40%
- YTD
- 1.05%
- 1Y
- 3.95%
- 3Y*
- 4.63%
- 5Y*
- 2.06%
- 10Y*
- 2.88%
IBHE
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RIGS vs. IBHE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RIGS RiverFront Strategic Income Fund | 1.05% | 4.63% | 4.45% | 6.07% | -5.72% | 1.93% | 3.58% | 2.99% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 0.00% | 4.45% | 7.62% | 10.32% | -4.08% | 4.40% | 4.16% | 5.49% |
Correlation
The correlation between RIGS and IBHE is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since May 9, 2019 | 0.35 |
The correlation between RIGS and IBHE shifts across timeframes, from -0.06 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RIGS vs. IBHE — Risk / Return Rank
RIGS
IBHE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RIGS vs. IBHE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Strategic Income Fund (RIGS) 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.
| RIGS | IBHE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.09 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | — | — |
| Martin ratioReturn relative to average drawdown | 1.98 | — | — |
Loading charts...
Drawdowns
RIGS vs. IBHE - Drawdown Comparison
Loading charts...
Drawdown Indicators
| RIGS | IBHE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.31% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -4.55% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.18% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -9.03% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -15.31% | — | — |
Current DrawdownCurrent decline from peak | -1.41% | — | — |
Average DrawdownAverage peak-to-trough decline | -1.60% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | — | — |
Volatility
RIGS vs. IBHE - Volatility Comparison
Loading charts...
Volatility by Period
| RIGS | IBHE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.93% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.46% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.85% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.89% | — | — |
RIGS vs. IBHE - Expense Ratio Comparison
RIGS has a 0.48% expense ratio, which is higher than IBHE's 0.35% expense ratio.
Dividends
RIGS vs. IBHE - Dividend Comparison
RIGS's dividend yield for the trailing twelve months is around 5.27%, while IBHE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 1.87% | 4.53% | 6.92% | 7.17% | 5.77% | 4.84% | 5.74% | 3.73% | 0.00% | 0.00% | 0.00% | 0.00% |
RIGS RiverFront Strategic Income Fund | 5.27% | 4.84% | 4.49% | 3.48% | 2.71% | 2.47% | 3.77% | 3.87% | 4.54% | 4.45% | 4.46% | 3.61% |
Frequently Asked Questions
RIGS and IBHE have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.48% for RIGS.
RIGS has the higher dividend yield at 5.27%, compared with 1.87% for IBHE.
They also come from different issuers: SS&C and iShares. Their fees differ too: 0.48% for RIGS and 0.35% for IBHE.
Find the right allocation for RIGS and IBHE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer