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XHYD vs. IBHH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XHYD vs. IBHH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BondBloxx US High Yield Consumer Non-Cyclicals Sector ETF (XHYD) and iShares iBonds 2028 Term High Yield and Income ETF (IBHH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XHYD achieves a 0.44% return, which is significantly lower than IBHH's 1.66% return.


XHYD

1D
0.00%
1M
-0.54%
YTD
0.44%
6M
0.85%
1Y
5.47%
3Y*
7.51%
5Y*
10Y*

IBHH

1D
-0.06%
1M
0.40%
YTD
1.66%
6M
2.20%
1Y
6.59%
3Y*
8.48%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XHYD vs. IBHH - Yearly Performance Comparison


2026 (YTD)2025202420232022
XHYD
BondBloxx US High Yield Consumer Non-Cyclicals Sector ETF
0.44%8.33%6.29%11.75%-3.63%
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
1.66%8.02%7.53%12.87%-6.70%

Correlation

The correlation between XHYD and IBHH is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.66

Correlation (All Time)
Calculated using the full available price history since Mar 11, 2022

0.78

Over the past year, the correlation between XHYD and IBHH has dropped to 0.36 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.

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Return for Risk

XHYD vs. IBHH — Risk / Return Rank

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

XHYD
XHYD Risk / Return Rank: 5050
Overall Rank
XHYD Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
XHYD Sortino Ratio Rank: 4545
Sortino Ratio Rank
XHYD Omega Ratio Rank: 5151
Omega Ratio Rank
XHYD Calmar Ratio Rank: 4848
Calmar Ratio Rank
XHYD Martin Ratio Rank: 6060
Martin Ratio Rank

IBHH
IBHH Risk / Return Rank: 8282
Overall Rank
IBHH Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
IBHH Sortino Ratio Rank: 8080
Sortino Ratio Rank
IBHH Omega Ratio Rank: 7777
Omega Ratio Rank
IBHH Calmar Ratio Rank: 8989
Calmar Ratio Rank
IBHH Martin Ratio Rank: 9191
Martin Ratio Rank
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.

XHYD vs. IBHH - 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 2028 Term High Yield and Income ETF (IBHH). 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.


XHYDIBHHDifference
Sharpe ratioReturn per unit of total volatility

-0.80

Sortino ratioReturn per unit of downside risk

-1.40

Omega ratioGain probability vs. loss probability

1.32

1.46

-0.14

Calmar ratioReturn relative to maximum drawdown

2.36

5.41

-3.06

Martin ratioReturn relative to average drawdown

10.53

21.70

-11.17

XHYD vs. IBHH - Sharpe Ratio Comparison

The current XHYD Sharpe Ratio is 1.55, which is lower than the IBHH Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of XHYD and IBHH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XHYDIBHHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

2.35

-0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.73

-0.06

Drawdowns

XHYD vs. IBHH - Drawdown Comparison

The maximum XHYD drawdown since its inception was -11.02%, smaller than the maximum IBHH drawdown of -12.05%. Use the drawdown chart below to compare losses from any high point for XHYD and IBHH.


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Drawdown Indicators


XHYDIBHHDifference

Max Drawdown

Largest peak-to-trough decline

-11.02%

-12.05%

+1.03%

Max Drawdown (1Y)

Largest decline over 1 year

-2.49%

-1.22%

-1.27%

Max Drawdown (3Y)

Largest decline over 3 years

-3.70%

-4.66%

+0.96%

Current Drawdown

Current decline from peak

-1.08%

-0.07%

-1.01%

Average Drawdown

Average peak-to-trough decline

-2.04%

-2.30%

+0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.56%

0.30%

+0.26%

Volatility

XHYD vs. IBHH - Volatility Comparison

BondBloxx US High Yield Consumer Non-Cyclicals Sector ETF (XHYD) has a higher volatility of 1.83% compared to iShares iBonds 2028 Term High Yield and Income ETF (IBHH) at 0.77%. This indicates that XHYD's price experiences larger fluctuations and is considered to be riskier than IBHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XHYDIBHHDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.83%

0.77%

+1.06%

Volatility (6M)

Calculated over the trailing 6-month period

3.28%

2.08%

+1.20%

Volatility (1Y)

Calculated over the trailing 1-year period

3.79%

2.82%

+0.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.15%

7.26%

-0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.15%

7.26%

-0.11%

XHYD vs. IBHH - Expense Ratio Comparison

Both XHYD and IBHH have an expense ratio of 0.35%.


Dividends

XHYD vs. IBHH - Dividend Comparison

XHYD's dividend yield for the trailing twelve months is around 5.31%, less than IBHH's 6.27% yield.


PositionTTM2025202420232022
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
6.27%6.39%6.93%6.65%5.36%
XHYD
BondBloxx US High Yield Consumer Non-Cyclicals Sector ETF
5.31%5.83%6.32%5.80%5.01%

Frequently Asked Questions


XHYD and IBHH have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XHYD has higher volatility (1.83%) compared to IBHH (0.77%). In terms of maximum drawdown, XHYD dropped -11.02% vs IBHH's -12.05%.

On 3-year performance, IBHH leads with 8.48% vs 7.51% for XHYD. Both ETFs have the same 0.35% expense ratio. On volatility, IBHH has been the lower-risk option at 0.77%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, IBHH has performed better with a 8.48% return vs 7.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XHYD and IBHH have the same expense ratio: 0.35% per year.

IBHH has the higher dividend yield at 6.27%, compared with 5.31% for XHYD.

XHYD tracks ICE Diversified US Cash Pay High Yield Consumer Non-Cyclical, while IBHH tracks Bloomberg 2028 Term High Yield and Income Index - Benchmark TR Gross. They also come from different issuers: BondBloxx and iShares.

IBHH currently has the higher Sharpe Ratio (2.35 vs 1.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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