IBCB vs FCEF
Comparison between ISHARES IBONDS MAR 2016 CORPORATE EXFINANCIALS ETF (IBCB, ETF) and FIRST TRUST INCOME OPPORTUNITIES ETF (FCEF, ETF).
IBCB vs FCEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBCB
$79M
Winner
FCEF
$79M
Expense Ratio
Winner
IBCB
0.10%
FCEF
3.69%
Max Drawdown
IBCB
75.26%
Winner
FCEF
45.08%
Sharpe Ratio
IBCB
-1.35
Winner
FCEF
1.27
5Y Beta
Winner
IBCB
0.23
FCEF
0.52
5Y Dividends CAGR
IBCB
N/A
FCEF
5.95%
IBCB vs FCEF - Holdings Comparison
IBCB and FCEF have 0 common holdings. Overlap is 0.00%
IBCB's top 25 holdings weight is 27.65%. FCEF's top 25 holdings weight is 67.18%.
| Rank | IBCB | FCEF |
|---|---|---|
| #1 | META PLATFORMS INC 5.25% (n/a) - 2.25% | EATON VANCE TAX ADVGD GBL DIV INC FD (ETG) - 4.00% |
| #2 | AMAZON.COM, INC. 4.875% (n/a) - 2.19% | INVESCO VARIABLE RATE INVESTMENT GRD ETF (VRIG) - 3.81% |
| #3 | n/a (n/a) - 2.01% | ABRDN GLOBAL INFRASTRUCTURE INCOME FUND (ASGI) - 3.52% |
| #4 | n/a (n/a) - 1.96% | ABRDN HEALTHCARE OPPORTUNITIES FUND (THQ) - 3.39% |
| #5 | ORACLE CORP. 5.7% (n/a) - 1.85% | ABRDN HEALTHCARE INVESTORS (HQH) - 3.37% |
| #6 | SALESFORCE INC. 5.55% (n/a) - 1.72% | SOURCE CAPITAL INC (SOR) - 3.27% |
| #7 | ALPHABET INC. 4.8% (n/a) - 1.63% | JOHN HANCOCK TAX-ADVANTAGED DIV INC FD (HTD) - 3.26% |
| #8 | NVIDIA CORP. 4.95% (n/a) - 1.36% | EATON VANCE TAX-ADVTGD GLOBAL DIVID OPPO (ETO) - 3.24% |
| #9 | ABBOTT LABORATORIES 4.65% (n/a) - 1.33% | EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT) - 3.19% |
| #10 | HONEYWELL AEROSPACE INC. 4.95% (n/a) - 1.20% | GABELLI DIVIDEND & INCOME TRUST (GDV) - 2.88% |
| #11 | VERIZON COMMUNICATIONS INC. 5% (n/a) - 0.90% | BLACKROCK SCIENCE AND TECHNOLOGY TRUST (BST) - 2.70% |
| #12 | INTEL CORPORATION 5.3% (n/a) - 0.88% | COHEN & STEERS INFRASTRUCTURE FUND INC (UTF) - 2.61% |
| #13 | BROADCOM INC 4.8% (n/a) - 0.88% | COHEN & STEERS REIT AND PREFERRED INCOME FUND INC (RNP) - 2.50% |
| #14 | TELEFONICA EMISIONES S.A.U. 7.045% (n/a) - 0.85% | NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND (JPC) - 2.46% |
| #15 | NOVARTIS CAPITAL CORPORATION 4.9% (n/a) - 0.84% | PGIM GLOBAL HIGH YIELD FUND, INC (GHY) - 2.43% |
| #16 | BROADCOM INC 3.187% (n/a) - 0.79% | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.38% |
| #17 | EATON CORP. 4.8% (n/a) - 0.77% | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 2.25% |
| #18 | AMGEN INC. 4.85% (n/a) - 0.74% | NUVEEN VARIABLE RATE PREFERRED&INCOME (NPFD) - 2.24% |
| #19 | n/a (n/a) - 0.70% | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.21% |
| #20 | OCCIDENTAL PETROLEUM CORP. 6.45% (n/a) - 0.69% | GENERAL AMERICAN INVESTORS CO INC (GAM) - 2.06% |
| #21 | CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. 6.2% (n/a) - 0.45% | CENTRAL SECURITIES CORP (CET) - 2.01% |
| #22 | ALEXANDRIA REAL ESTATE EQUITIES, INC. 5.25% (n/a) - 0.43% | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES AND INCOME FUND (WIW) - 1.94% |
| #23 | n/a (n/a) - 0.41% | REAVES UTILITY INCOME FUND (UTG) - 1.89% |
| #24 | PLAINS ALL AMERICAN PIPELINE L.P. 5.6% (n/a) - 0.41% | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 1.84% |
| #25 | APPLE INC. 4.5% (n/a) - 0.41% | BROOKFIELD REAL ASSETS INCOME FUND INC. (RA) - 1.73% |
| Total Holdings | 241 | 49 |
IBCB vs FCEF - Historical Returns
Returns include dividend reinvestment.
1M
IBCB
-0.82%
Winner
FCEF
+1.34%
3M
IBCB
-1.30%
Winner
FCEF
+3.82%
6M
IBCB
N/A
FCEF
+5.95%
1Y
IBCB
N/A
FCEF
+14.21%
5Y(CAGR)
IBCB
N/A
FCEF
+6.18%
10Y(CAGR)
IBCB
-12.56%
Winner
FCEF
+8.23%
Max(CAGR)
IBCB
-12.26%
Winner
FCEF
+8.23%
IBCB vs FCEF - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IBCB | FCEF |
|---|---|---|
| 2026 | +0.66% | +8.01% |
| 2025 | N/A | +14.75% |
| 2024 | N/A | +17.46% |
| 2023 | N/A | +9.76% |
| 2022 | N/A | -19.62% |
| 2021 | N/A | +20.61% |
| 2020 | N/A | +3.39% |
| 2019 | N/A | +27.64% |
| 2018 | N/A | -10.18% |
| 2017 | N/A | +14.94% |
| 2016 | +0.23% | +1.17% |
IBCB vs FCEF Drawdown Comparison
The maximum drawdown for IBCB was -75.23%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for FCEF was -44.80%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
The current IBCB drawdown is -74.98%. The current FCEF drawdown is -0.50%.
| Rank | IBCB | FCEF |
|---|---|---|
| #1 | -75.23% Jan 13, 2016 - Mar 27, 2026 | -44.80% Feb 19, 2020 - Jan 7, 2021 |
| #2 | -0.28% Jan 7, 2016 - Jan 13, 2016 | -25.29% Sep 7, 2021 - Jul 16, 2024 |
| #3 | -0.02% Jan 5, 2016 - Jan 7, 2016 | -17.78% Aug 29, 2018 - Apr 5, 2019 |
| #4 | N/A | -12.39% Feb 18, 2025 - Jun 3, 2025 |
| #5 | N/A | -7.03% Mar 2, 2026 - Apr 30, 2026 |
| #6 | N/A | -6.94% Oct 10, 2016 - Jan 5, 2017 |
| #7 | N/A | -6.90% Jan 26, 2018 - Jul 24, 2018 |
| #8 | N/A | -5.39% Dec 5, 2024 - Feb 5, 2025 |
| #9 | N/A | -4.87% Jul 12, 2021 - Aug 12, 2021 |
| #10 | N/A | -4.52% Jul 31, 2024 - Aug 19, 2024 |
| #11 | N/A | -4.07% May 6, 2019 - Jun 18, 2019 |
| #12 | N/A | -3.94% Jul 16, 2019 - Sep 13, 2019 |
| #13 | N/A | -3.57% Oct 13, 2017 - Dec 28, 2017 |
| #14 | N/A | -3.55% Aug 1, 2017 - Sep 18, 2017 |
| #15 | N/A | -3.23% Feb 12, 2021 - Mar 15, 2021 |
Correlation
Correlation between IBCB and FCEF is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
Dividend Comparison (2016 - 2026)
IBCB vs FCEF dividend yield comparison.
| Year | IBCB | FCEF |
|---|---|---|
| 2026 | 1.03% | 4.02% |
| 2025 | 0.00% | 7.05% |
| 2024 | 0.00% | 7.13% |
| 2023 | 0.00% | 7.17% |
| 2022 | 0.00% | 7.26% |
| 2021 | 0.00% | 4.74% |
| 2020 | 0.00% | 5.03% |
| 2019 | 0.00% | 5.07% |
| 2018 | 0.00% | 5.96% |
| 2017 | 0.00% | 4.90% |
| 2016 | 0.06% | 1.51% |
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