BHK vs IETC

Comparison between BlackRock Core Bond Trust (BHK, ETF) and ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF (IETC, ETF).

5-Year PerformanceIETC has outperformed BHK, delivering a return of +13.7% compared to -2.4%

BHK vs IETC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHK(ETF)	IETC(ETF)
Net Assets	$671M	$668M
Expense Ratio	N/A	0.18%
Max Drawdown	48.25%	38.92%
Sharpe Ratio	0.07	0.40
5Y Beta	0.25	1.37
P/E Ratio	N/A	31.67
Forward P/E	N/A	19.69
PEG Ratio	N/A	0.15
5Y Dividends CAGR	2.54%	14.16%
5Y EPS CAGR	N/A	38.88%
Debt to Equity	N/A	49.17%
P/S Ratio	N/A	7.19
P/B Ratio	N/A	7.87

Net Assets

Winner

BHK

$671M

IETC

$668M

Expense Ratio

BHK

N/A

IETC

0.18%

Max Drawdown

BHK

48.25%

Winner

IETC

38.92%

Sharpe Ratio

BHK

0.07

Winner

IETC

0.40

5Y Beta

Winner

BHK

0.25

IETC

1.37

P/E Ratio

BHK

N/A

IETC

31.67

Forward P/E

BHK

N/A

IETC

19.69

PEG Ratio

BHK

N/A

IETC

0.15

5Y Dividends CAGR

BHK

2.54%

Winner

IETC

14.16%

5Y EPS CAGR

BHK

N/A

IETC

38.88%

Debt to Equity

BHK

N/A

IETC

49.17%

P/S Ratio

BHK

N/A

IETC

7.19

P/B Ratio

BHK

N/A

IETC

7.87

BHK vs IETC - Historical Returns

Returns include dividend reinvestment.

Period	BHK	IETC
1 month	+3.10%	+6.37%
3 months	+3.99%	-2.03%
6 months	-0.41%	+16.72%
1 year	+3.64%	+11.50%
5 years(CAGR)	-2.44%	+13.66%
10 years(CAGR)	+2.98%	+20.31%
Max(CAGR)	+5.71%	+20.31%

BHK

+3.10%

Winner

IETC

+6.37%

Winner

BHK

+3.99%

IETC

-2.03%

BHK

-0.41%

Winner

IETC

+16.72%

BHK

+3.64%

Winner

IETC

+11.50%

5Y(CAGR)

BHK

-2.44%

Winner

IETC

+13.66%

10Y(CAGR)

BHK

+2.98%

Winner

IETC

+20.31%

Max(CAGR)

BHK

+5.71%

Winner

IETC

+20.31%

BHK vs IETC - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BHK	IETC
2026	+1.46%	+6.90%
2025	+2.74%	+19.55%
2024	+5.09%	+40.36%
2023	+12.20%	+53.97%
2022	-31.36%	-33.14%
2021	+7.34%	+31.93%
2020	+17.96%	+43.99%
2019	+25.49%	+42.10%
2018	-7.86%	-3.49%
2017	+14.36%	N/A
2016	+9.56%	N/A
2015	+2.20%	N/A
2014	+10.30%	N/A
2013	-9.83%	N/A
2012	+16.61%	N/A
2011	+14.84%	N/A
2010	+13.91%	N/A
2009	+14.66%	N/A
2008	-1.63%	N/A
2007	-1.69%	N/A
2006	+3.09%	N/A
2005	+5.27%	N/A
2004	+8.43%	N/A
2003	+9.16%	N/A
2002	+0.16%	N/A
2001	+0.00%	N/A

BHK vs IETC Drawdown Comparison

The maximum drawdown for BHK was -39.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IETC was -38.48%, occurring on Nov 3, 2022. Recovery took 496 trading sessions.

The current BHK drawdown is -17.38%. The current IETC drawdown is -9.10%.

Rank	BHK	IETC
#1	-39.44% Sep 15, 2021 - Oct 20, 2022	-38.48% Dec 27, 2021 - Dec 15, 2023
#2	-30.60% May 27, 2008 - Jul 24, 2009	-30.07% Feb 19, 2020 - Jun 5, 2020
#3	-23.65% Feb 24, 2020 - Jun 10, 2020	-25.17% Feb 18, 2025 - Jun 10, 2025
#4	-19.31% Nov 12, 2012 - Jan 9, 2015	-23.37% Aug 29, 2018 - Apr 2, 2019
#5	-12.30% Mar 18, 2004 - Sep 2, 2004	-21.19% Oct 29, 2025 - May 14, 2026
#6	-12.05% Sep 28, 2010 - Sep 12, 2011	-17.78% Jun 1, 2026 - Jul 29, 2026
#7	-11.84% Dec 27, 2001 - Sep 18, 2002	-12.85% Sep 2, 2020 - Dec 8, 2020
#8	-10.75% Sep 12, 2005 - Oct 5, 2006	-11.50% Jul 10, 2024 - Sep 19, 2024
#9	-10.56% Jun 13, 2003 - Mar 18, 2004	-10.88% Apr 29, 2019 - Jul 2, 2019
#10	-10.13% Aug 31, 2016 - May 18, 2017	-9.89% Feb 12, 2021 - Apr 8, 2021
#11	-9.68% Jan 2, 2018 - Mar 8, 2019	-8.07% Jul 26, 2019 - Nov 8, 2019
#12	-9.47% May 7, 2007 - Jan 15, 2008	-8.04% Mar 7, 2024 - May 28, 2024
#13	-9.06% Apr 24, 2015 - Mar 9, 2016	-7.98% Apr 26, 2021 - Jun 11, 2021
#14	-8.50% Jan 25, 2021 - Jun 15, 2021	-7.65% Sep 7, 2021 - Oct 29, 2021
#15	-8.48% Jan 24, 2008 - Apr 23, 2008	-6.01% Dec 16, 2024 - Jan 22, 2025

Correlation

Correlation between BHK and IETC is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2002 - 2026)

BHK vs IETC dividend yield comparison.

Year	BHK	IETC
2026	6.57%	0.17%
2025	9.33%	0.38%
2024	8.75%	0.52%
2023	8.39%	0.79%
2022	8.08%	0.92%
2021	6.50%	0.73%
2020	5.17%	0.48%
2019	5.44%	0.95%
2018	6.53%	1.27%
2017	5.68%	0.00%
2016	6.36%	0.00%
2015	7.18%	0.00%
2014	8.33%	0.00%
2013	7.09%	0.00%
2012	6.25%	0.00%
2011	6.08%	0.00%
2010	7.13%	0.00%
2009	8.34%	0.00%
2008	7.15%	0.00%
2007	6.89%	0.00%
2006	6.81%	0.00%
2005	11.53%	0.00%
2004	9.58%	0.00%
2003	9.72%	0.00%
2002	8.92%	0.00%