XHYD vs. IBHE
Compare and contrast key facts about BondBloxx US High Yield Consumer Non-Cyclicals Sector ETF (XHYD) and iShares iBonds 2025 Term High Yield & Income ETF (IBHE).
XHYD and IBHE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHYD is a passively managed fund by BondBloxx that tracks the performance of the ICE Diversified US Cash Pay High Yield Consumer Non-Cyclical. It was launched on Feb 15, 2022. IBHE is a passively managed fund by iShares that tracks the performance of the Bloomberg 2025 Term High Yield and Income Index. It was launched on May 7, 2019. Both XHYD and IBHE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XHYD vs. IBHE - Performance Comparison
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XHYD vs. IBHE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XHYD BondBloxx US High Yield Consumer Non-Cyclicals Sector ETF | 0.14% | 8.33% | 6.29% | 11.75% | -5.80% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 0.00% | 4.45% | 7.62% | 10.32% | -2.15% |
Returns By Period
XHYD
- 1D
- 0.59%
- 1M
- -0.93%
- YTD
- 0.14%
- 6M
- 1.63%
- 1Y
- 6.71%
- 3Y*
- 7.08%
- 5Y*
- —
- 10Y*
- —
IBHE
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.83%
- 1Y
- 3.24%
- 3Y*
- 6.40%
- 5Y*
- 4.09%
- 10Y*
- —
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XHYD vs. IBHE - Expense Ratio Comparison
Both XHYD and IBHE have an expense ratio of 0.35%.
Return for Risk
XHYD vs. IBHE — Risk / Return Rank
XHYD
IBHE
XHYD vs. IBHE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx US High Yield Consumer Non-Cyclicals Sector ETF (XHYD) 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.
| XHYD | IBHE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 2.90 | -1.38 |
Sortino ratioReturn per unit of downside risk | 2.17 | 4.09 | -1.93 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.96 | -0.63 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 5.38 | -3.29 |
Martin ratioReturn relative to average drawdown | 10.79 | 49.80 | -39.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XHYD | IBHE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 2.90 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.41 | +0.26 |
Correlation
The correlation between XHYD and IBHE is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
XHYD vs. IBHE - Dividend Comparison
XHYD's dividend yield for the trailing twelve months is around 5.85%, more than IBHE's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XHYD BondBloxx US High Yield Consumer Non-Cyclicals Sector ETF | 5.85% | 5.83% | 6.32% | 5.80% | 5.01% | 0.00% | 0.00% | 0.00% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 3.14% | 4.53% | 6.92% | 7.17% | 5.77% | 4.84% | 5.74% | 3.73% |
Drawdowns
XHYD vs. IBHE - Drawdown Comparison
The maximum XHYD drawdown since its inception was -11.02%, smaller than the maximum IBHE drawdown of -26.91%. Use the drawdown chart below to compare losses from any high point for XHYD and IBHE.
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Drawdown Indicators
| XHYD | IBHE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.02% | -26.91% | +15.89% |
Max Drawdown (1Y)Largest decline over 1 year | -3.38% | -0.69% | -2.69% |
Max Drawdown (5Y)Largest decline over 5 years | — | -8.51% | — |
Current DrawdownCurrent decline from peak | -1.31% | 0.00% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -2.08% | -1.45% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.08% | +0.57% |
Volatility
XHYD vs. IBHE - Volatility Comparison
BondBloxx US High Yield Consumer Non-Cyclicals Sector ETF (XHYD) has a higher volatility of 2.05% compared to iShares iBonds 2025 Term High Yield & Income ETF (IBHE) at 0.00%. This indicates that XHYD's price experiences larger fluctuations and is considered to be riskier than IBHE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XHYD | IBHE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 0.00% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 0.49% | +2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 1.33% | +3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.19% | 4.90% | +2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.19% | 11.67% | -4.48% |