DHLX vs IBIK
Comparison between Diamond Hill Large Cap Concentrated ETF (DHLX, ETF) and ISHARES IBONDS OCT 2034 TERM TIPS ETF (IBIK, ETF).
DHLX vs IBIK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DHLX
$83M
IBIK
$83M
Expense Ratio
DHLX
0.55%
Winner
IBIK
0.10%
Max Drawdown
DHLX
8.41%
Winner
IBIK
7.42%
Sharpe Ratio
DHLX
-0.20
Winner
IBIK
0.31
5Y Beta
DHLX
0.43
Winner
IBIK
0.04
P/E Ratio
DHLX
21.72
IBIK
N/A
Forward P/E
DHLX
16.58
IBIK
N/A
PEG Ratio
DHLX
0.73
IBIK
N/A
5Y EPS CAGR
DHLX
10.29%
IBIK
N/A
Debt to Equity
DHLX
367.19%
IBIK
N/A
P/S Ratio
DHLX
2.41
IBIK
N/A
P/B Ratio
DHLX
3.08
IBIK
N/A
DHLX vs IBIK - Historical Returns
Returns include dividend reinvestment.
1M
DHLX
-1.94%
Winner
IBIK
-0.85%
3M
DHLX
-2.49%
Winner
IBIK
-0.51%
6M
Winner
DHLX
+0.84%
IBIK
+0.72%
1Y
DHLX
N/A
IBIK
+5.35%
Max(CAGR)
DHLX
+0.75%
Winner
IBIK
+5.41%
DHLX vs IBIK - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | DHLX | IBIK |
|---|---|---|
| 2026 | -0.42% | +0.95% |
| 2025 | +1.24% | +8.60% |
| 2024 | N/A | +1.44% |
DHLX vs IBIK Drawdown Comparison
The maximum drawdown for DHLX was -8.40%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBIK was -5.58%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.
The current DHLX drawdown is -4.60%. The current IBIK drawdown is -1.23%.
| Rank | DHLX | IBIK |
|---|---|---|
| #1 | -8.40% Feb 27, 2026 - Mar 27, 2026 | -5.58% Sep 16, 2024 - Apr 3, 2025 |
| #2 | -4.48% Oct 3, 2025 - Dec 11, 2025 | -3.65% Apr 3, 2025 - Jun 30, 2025 |
| #3 | -2.50% Dec 24, 2025 - Jan 30, 2026 | -2.50% Feb 27, 2026 - May 8, 2026 |
| #4 | -1.02% Feb 18, 2026 - Feb 26, 2026 | -1.49% May 8, 2026 - May 19, 2026 |
| #5 | -0.99% Feb 6, 2026 - Feb 11, 2026 | -1.37% Oct 22, 2025 - Feb 10, 2026 |
| #6 | -0.92% Feb 4, 2026 - Feb 6, 2026 | -1.27% Aug 5, 2024 - Aug 21, 2024 |
| #7 | -0.70% Feb 11, 2026 - Feb 13, 2026 | -1.18% Jul 17, 2024 - Jul 31, 2024 |
| #8 | -0.64% Dec 15, 2025 - Dec 22, 2025 | -1.17% Jun 5, 2024 - Jun 18, 2024 |
| #9 | -0.48% Sep 29, 2025 - Oct 3, 2025 | -1.12% Jun 18, 2024 - Jul 5, 2024 |
| #10 | -0.14% Feb 13, 2026 - Feb 18, 2026 | -1.11% Sep 16, 2025 - Oct 21, 2025 |
| #11 | N/A | -0.88% May 24, 2024 - May 31, 2024 |
| #12 | N/A | -0.74% Aug 26, 2024 - Sep 6, 2024 |
| #13 | N/A | -0.73% Jun 30, 2025 - Jul 21, 2025 |
| #14 | N/A | -0.69% Aug 13, 2025 - Aug 22, 2025 |
| #15 | N/A | -0.53% Jul 22, 2025 - Jul 29, 2025 |
Correlation
Correlation between DHLX and IBIK is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2024 - 2026)
DHLX vs IBIK dividend yield comparison.
| Year | DHLX | IBIK |
|---|---|---|
| 2026 | 0.25% | 0.36% |
| 2025 | 0.15% | 4.43% |
| 2024 | 0.00% | 2.67% |
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