GRNJ vs IBHG
Comparison between FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF (GRNJ, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).
GRNJ vs IBHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GRNJ
$503M
IBHG
$501M
Expense Ratio
GRNJ
0.75%
Winner
IBHG
0.35%
Max Drawdown
Winner
GRNJ
17.32%
IBHG
17.84%
Sharpe Ratio
Winner
GRNJ
0.96
IBHG
0.12
5Y Beta
GRNJ
1.91
Winner
IBHG
0.14
P/E Ratio
GRNJ
42.33
IBHG
N/A
Forward P/E
GRNJ
21.01
IBHG
N/A
5Y EPS CAGR
GRNJ
20.63%
IBHG
N/A
Debt to Equity
GRNJ
63.36%
IBHG
N/A
P/S Ratio
GRNJ
3.72
IBHG
N/A
P/B Ratio
GRNJ
4.21
IBHG
N/A
GRNJ vs IBHG - Holdings Comparison
GRNJ and IBHG have 1 common holdings. Overlap is -0.99%
GRNJ's top 25 holdings weight is 48.73%. IBHG's top 25 holdings weight is 43.75%.
| Rank | GRNJ | IBHG |
|---|---|---|
| #1 | NATERA INC (NTRA) - 2.33% | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% |
| #2 | REDDIT INC CLASS A SHARES (RDDT) - 2.31% | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% |
| #3 | CARPENTER TECHNOLOGY CORP (CRS) - 2.22% | n/a (n/a) - 2.49% |
| #4 | SHARKNINJA INC (SN) - 2.21% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% |
| #5 | E.L.F. BEAUTY INC (ELF) - 2.17% | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% |
| #6 | HF SINCLAIR CORP (DINO) - 2.13% | n/a (n/a) - 2.16% |
| #7 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 2.04% | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% |
| #8 | MONGODB INC CLASS A (MDB) - 2.03% | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% |
| #9 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 1.99% | n/a (n/a) - 1.79% |
| #10 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.95% | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% |
| #11 | EXELIXIS INC (EXEL) - 1.94% | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% |
| #12 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.93% | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.89% | n/a (n/a) - 1.64% |
| #14 | HALOZYME THERAPEUTICS INC (HALO) - 1.89% | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% |
| #15 | UIPATH INC CLASS A (PATH) - 1.89% | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% |
| #16 | EAST WEST BANCORP INC (EWBC) - 1.86% | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% |
| #17 | ALLY FINANCIAL INC (ALLY) - 1.86% | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% |
| #18 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 1.82% | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% |
| #19 | SOMNIGROUP INTERNATIONAL INC (SGI) - 1.80% | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% |
| #20 | VALMONT INDUSTRIES INC (VMI) - 1.80% | IQVIA INC 5% (n/a) - 1.32% |
| #21 | WESTERN ALLIANCE BANCORP (WAL) - 1.79% | GEN DIGITAL INC 6.75% (n/a) - 1.32% |
| #22 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.77% | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% |
| #23 | CURTISS-WRIGHT CORP (CW) - 1.73% | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% |
| #24 | DOMINO'S PIZZA INC (DPZ) - 1.71% | WYNN MACAU LTD. 5.5% (n/a) - 1.18% |
| #25 | DICK'S SPORTING GOODS INC (DKS) - 1.67% | n/a (n/a) - 1.17% |
| Total Holdings | 64 | 122 |
GRNJ vs IBHG - Historical Returns
Returns include dividend reinvestment.
1M
GRNJ
-8.58%
Winner
IBHG
+0.29%
3M
Winner
GRNJ
+2.16%
IBHG
+0.90%
6M
Winner
GRNJ
+3.32%
IBHG
+1.36%
1Y
GRNJ
N/A
IBHG
+4.03%
5Y(CAGR)
GRNJ
N/A
IBHG
+3.68%
Max(CAGR)
Winner
GRNJ
+32.11%
IBHG
+3.58%
GRNJ vs IBHG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | GRNJ | IBHG |
|---|---|---|
| 2026 | +10.90% | +1.55% |
| 2025 | +5.14% | +7.05% |
| 2024 | N/A | +7.61% |
| 2023 | N/A | +10.67% |
| 2022 | N/A | -8.82% |
| 2021 | N/A | +1.07% |
GRNJ vs IBHG Drawdown Comparison
The maximum drawdown for GRNJ was -17.32%, occurring on Mar 30, 2026. Recovery took 63 trading sessions.
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The current GRNJ drawdown is -10.15%. The current IBHG drawdown is -0.14%.
| Rank | GRNJ | IBHG |
|---|---|---|
| #1 | -17.32% Jan 16, 2026 - Apr 20, 2026 | -13.85% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -12.70% Jun 2, 2026 - Jul 17, 2026 | -3.39% Mar 5, 2025 - Apr 29, 2025 |
| #3 | -8.21% Dec 11, 2025 - Jan 6, 2026 | -1.75% Mar 27, 2024 - May 3, 2024 |
| #4 | -6.49% May 14, 2026 - May 26, 2026 | -1.57% Dec 27, 2023 - Jan 25, 2024 |
| #5 | -4.48% Nov 19, 2025 - Nov 24, 2025 | -1.54% Nov 8, 2021 - Dec 22, 2021 |
| #6 | -3.28% May 6, 2026 - May 14, 2026 | -1.03% Dec 11, 2024 - Jan 15, 2025 |
| #7 | -2.86% Apr 22, 2026 - Apr 30, 2026 | -1.02% Jul 12, 2021 - Aug 27, 2021 |
| #8 | -1.72% Nov 28, 2025 - Dec 4, 2025 | -0.94% Sep 15, 2021 - Nov 8, 2021 |
| #9 | -1.34% Jan 6, 2026 - Jan 12, 2026 | -0.83% Jan 25, 2024 - Feb 22, 2024 |
| #10 | -1.00% Apr 20, 2026 - Apr 22, 2026 | -0.81% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -0.56% Jan 13, 2026 - Jan 15, 2026 | -0.77% May 15, 2024 - Jun 3, 2024 |
| #12 | -0.23% Dec 4, 2025 - Dec 8, 2025 | -0.73% Feb 20, 2026 - Apr 8, 2026 |
| #13 | N/A | -0.66% Oct 27, 2025 - Nov 26, 2025 |
| #14 | N/A | -0.62% May 20, 2025 - May 30, 2025 |
| #15 | N/A | -0.50% Sep 30, 2024 - Oct 18, 2024 |
Correlation
Correlation between GRNJ and IBHG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
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