BUCK vs IBHG
Comparison between SIMPLIFY TREASURY OPTION INCOME ETF (BUCK, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).
BUCK vs IBHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BUCK
$438M
IBHG
$438M
Expense Ratio
BUCK
0.35%
IBHG
0.35%
Max Drawdown
Winner
BUCK
7.67%
IBHG
17.84%
Sharpe Ratio
Winner
BUCK
1.25
IBHG
0.41
5Y Beta
Winner
BUCK
0.04
IBHG
0.14
BUCK vs IBHG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BUCK
+0.30%
IBHG
+0.07%
3M
Winner
BUCK
+1.20%
IBHG
+0.96%
6M
Winner
BUCK
+2.14%
IBHG
+1.34%
1Y
Winner
BUCK
+7.24%
IBHG
+4.66%
5Y(CAGR)
BUCK
N/A
IBHG
+3.56%
Max(CAGR)
Winner
BUCK
+5.08%
IBHG
+3.56%
BUCK vs IBHG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BUCK | IBHG |
|---|---|---|
| 2026 | +1.90% | +1.10% |
| 2025 | +4.17% | +7.05% |
| 2024 | +7.31% | +7.61% |
| 2023 | +4.71% | +10.67% |
| 2022 | +0.39% | -8.82% |
| 2021 | N/A | +1.07% |
BUCK vs IBHG Drawdown Comparison
The maximum drawdown for BUCK was -5.43%, occurring on Apr 11, 2025. Recovery took 112 trading sessions.
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The current IBHG drawdown is -0.18%.
| Rank | BUCK | IBHG |
|---|---|---|
| #1 | -5.43% Apr 2, 2025 - Sep 12, 2025 | -13.85% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -2.03% Mar 28, 2024 - Jun 20, 2024 | -3.39% Mar 5, 2025 - Apr 29, 2025 |
| #3 | -0.85% Dec 12, 2024 - Jan 15, 2025 | -1.75% Mar 27, 2024 - May 3, 2024 |
| #4 | -0.81% Sep 27, 2024 - Nov 5, 2024 | -1.57% Dec 27, 2023 - Jan 25, 2024 |
| #5 | -0.76% Jun 21, 2024 - Jul 19, 2024 | -1.54% Nov 8, 2021 - Dec 22, 2021 |
| #6 | -0.64% Nov 6, 2023 - Dec 28, 2023 | -1.03% Dec 11, 2024 - Jan 15, 2025 |
| #7 | -0.60% Jul 19, 2024 - Aug 1, 2024 | -1.02% Jul 12, 2021 - Aug 27, 2021 |
| #8 | -0.60% Jul 13, 2023 - Jul 28, 2023 | -0.94% Sep 15, 2021 - Nov 8, 2021 |
| #9 | -0.56% Aug 20, 2024 - Aug 22, 2024 | -0.83% Jan 25, 2024 - Feb 22, 2024 |
| #10 | -0.52% Sep 24, 2024 - Sep 27, 2024 | -0.81% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -0.52% Sep 17, 2024 - Sep 24, 2024 | -0.77% May 15, 2024 - Jun 3, 2024 |
| #12 | -0.52% Jan 30, 2024 - Feb 2, 2024 | -0.73% Feb 20, 2026 - Apr 8, 2026 |
| #13 | -0.48% Aug 23, 2024 - Sep 3, 2024 | -0.66% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -0.46% Dec 4, 2025 - Dec 23, 2025 | -0.62% May 20, 2025 - May 30, 2025 |
| #15 | -0.44% Feb 3, 2026 - Feb 25, 2026 | -0.50% Sep 30, 2024 - Oct 18, 2024 |
Correlation
Correlation between BUCK and IBHG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2021 - 2026)
BUCK vs IBHG dividend yield comparison.
| Year | BUCK | IBHG |
|---|---|---|
| 2026 | 2.94% | 2.42% |
| 2025 | 7.59% | 6.34% |
| 2024 | 8.84% | 7.01% |
| 2023 | 4.84% | 6.66% |
| 2022 | 0.59% | 5.62% |
| 2021 | 0.00% | 2.13% |
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