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XCCC vs. IBHD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XCCC vs. IBHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


XCCC

1D
-0.44%
1M
-0.23%
YTD
-0.05%
6M
0.38%
1Y
5.67%
3Y*
10.79%
5Y*
10Y*

IBHD

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

XCCC vs. IBHD - Yearly Performance Comparison


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Return for Risk

XCCC vs. IBHD — Risk / Return Rank

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

XCCC
XCCC Risk / Return Rank: 2727
Overall Rank
XCCC Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
XCCC Sortino Ratio Rank: 2929
Sortino Ratio Rank
XCCC Omega Ratio Rank: 2828
Omega Ratio Rank
XCCC Calmar Ratio Rank: 2424
Calmar Ratio Rank
XCCC Martin Ratio Rank: 2727
Martin Ratio Rank

IBHD
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.

XCCC vs. IBHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) 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.


XCCCIBHDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.20

Calmar ratioReturn relative to maximum drawdown

1.11

Martin ratioReturn relative to average drawdown

3.72

XCCC vs. IBHD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XCCCIBHDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

Drawdowns

XCCC vs. IBHD - Drawdown Comparison

The maximum XCCC drawdown since its inception was -10.99%, which is greater than IBHD's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XCCC and IBHD.


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Drawdown Indicators


XCCCIBHDDifference

Max Drawdown

Largest peak-to-trough decline

-10.99%

0.00%

-10.99%

Max Drawdown (1Y)

Largest decline over 1 year

-5.11%

Max Drawdown (3Y)

Largest decline over 3 years

-10.99%

Current Drawdown

Current decline from peak

-1.05%

0.00%

-1.05%

Average Drawdown

Average peak-to-trough decline

-1.93%

0.00%

-1.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.53%

Volatility

XCCC vs. IBHD - Volatility Comparison


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Volatility by Period


XCCCIBHDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.51%

Volatility (6M)

Calculated over the trailing 6-month period

4.02%

Volatility (1Y)

Calculated over the trailing 1-year period

5.25%

0.00%

+5.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.82%

0.00%

+8.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.82%

0.00%

+8.82%

XCCC vs. IBHD - Expense Ratio Comparison

XCCC has a 0.40% expense ratio, which is higher than IBHD's 0.35% expense ratio.


Dividends

XCCC vs. IBHD - Dividend Comparison

XCCC's dividend yield for the trailing twelve months is around 10.05%, while IBHD has not paid dividends to shareholders.


PositionTTM2025202420232022
IBHD
iShares iBonds 2024 Term High Yield & Income ETF
0.00%0.00%0.00%0.00%0.00%
XCCC
BondBloxx CCC Rated USD High Yield Corporate Bond ETF
10.05%10.06%10.68%12.05%7.63%

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 0.40% for XCCC.

XCCC has the higher dividend yield at 10.05%, compared with 0.00% for IBHD.

XCCC tracks ICE BofA CCC and Lower US High Yield Constrained Index, while IBHD tracks Bloomberg 2024 Term High Yield and Income Index. They also come from different issuers: BondBloxx and iShares. Their fees differ too: 0.40% for XCCC and 0.35% for IBHD.

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