IBHF vs AQEC
Comparison between ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF) and AQE CORE ETF (AQEC, ETF).
IBHF vs AQEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHF
$810M
Winner
AQEC
$811M
Expense Ratio
Winner
IBHF
0.35%
AQEC
0.49%
Max Drawdown
IBHF
15.67%
Winner
AQEC
13.16%
Sharpe Ratio
IBHF
-0.41
Winner
AQEC
0.30
5Y Beta
Winner
IBHF
0.09
AQEC
0.41
P/E Ratio
IBHF
N/A
AQEC
23.75
Forward P/E
IBHF
N/A
AQEC
20.58
PEG Ratio
IBHF
N/A
AQEC
0.29
5Y Dividends CAGR
IBHF
10.74%
AQEC
N/A
5Y EPS CAGR
IBHF
N/A
AQEC
28.57%
Debt to Equity
IBHF
N/A
AQEC
44.24%
P/S Ratio
IBHF
N/A
AQEC
4.64
P/B Ratio
IBHF
N/A
AQEC
6.15
IBHF vs AQEC - Holdings Comparison
IBHF and AQEC have 1 common holdings. Overlap is 0.00%
IBHF's top 25 holdings weight is 60.72%. AQEC's top 25 holdings weight is 50.21%.
| Rank | IBHF | AQEC |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 14.36% | NVIDIA CORP (NVDA) - 7.78% |
| #2 | IQVIA INC 5% (n/a) - 3.42% | APPLE INC (AAPL) - 7.30% |
| #3 | FMC CORP. 3.2% (n/a) - 3.35% | MICROSOFT CORP (MSFT) - 4.83% |
| #4 | SIRIUS XM RADIO LLC 3.125% (n/a) - 3.24% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #5 | BUCKEYE PARTNERS LP 3.95% (n/a) - 3.19% | AMAZON.COM INC (AMZN) - 3.05% |
| #6 | n/a (n/a) - 3.02% | BROADCOM INC (AVGO) - 2.62% |
| #7 | AIR CANADA 3.875% (n/a) - 2.78% | ALPHABET INC CLASS C (GOOG) - 2.19% |
| #8 | RLJ LODGING TRUST LP 3.75% (n/a) - 2.71% | META PLATFORMS INC CLASS A (META) - 1.87% |
| #9 | n/a (n/a) - 2.10% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.81% |
| #10 | EMPIRE RESORTS INC. 7.75% (n/a) - 1.86% | JOHNSON & JOHNSON (JNJ) - 1.44% |
| #11 | CELANESE US HOLDINGS LLC 1.4% (n/a) - 1.78% | ELI LILLY AND CO (LLY) - 1.42% |
| #12 | NISSAN MOTOR ACCEPTANCE CO LLC 1.85% (n/a) - 1.75% | VISA INC CLASS A (V) - 1.35% |
| #13 | DISH DBS CORPORATION 5.25% (n/a) - 1.73% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #14 | MGM RESORTS INTERNATIONAL 4.625% (n/a) - 1.70% | TESLA INC (TSLA) - 1.24% |
| #15 | STARWOOD PROPERTY TRUST, INC. 3.625% (n/a) - 1.66% | MICRON TECHNOLOGY INC (MU) - 1.22% |
| #16 | MORGAN STANLEY 4.35% (n/a) - 1.58% | THE HOME DEPOT INC (HD) - 1.01% |
| #17 | n/a (n/a) - 1.46% | PROCTER & GAMBLE CO (PG) - 1.00% |
| #18 | n/a (n/a) - 1.20% | COCA-COLA CO (KO) - 0.98% |
| #19 | DISH DBS CORPORATION 7.75% (n/a) - 1.19% | RTX CORP (RTX) - 0.97% |
| #20 | SUMISHO AIR LEASE CORP. 1.875% (n/a) - 1.17% | ADVANCED MICRO DEVICES INC (AMD) - 0.95% |
| #21 | n/a (n/a) - 1.13% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 0.53% |
| #22 | AMGEN INC. 2.6% (n/a) - 1.11% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.52% |
| #23 | BLACKSTONE PRIVATE CREDIT FUND 2.625% (n/a) - 1.08% | CME GROUP INC CLASS A (CME) - 0.52% |
| #24 | AMERICAN TOWER CORPORATION 3.375% (n/a) - 1.08% | APPLIED MATERIALS INC (AMAT) - 0.52% |
| #25 | CDW LLC / CDW FINANCE CORP 2.67% (n/a) - 1.07% | KENVUE INC (KVUE) - 0.52% |
| Total Holdings | 160 | 105 |
IBHF vs AQEC - Historical Returns
Returns include dividend reinvestment.
1M
IBHF
+0.22%
Winner
AQEC
+5.03%
3M
IBHF
+0.09%
Winner
AQEC
+6.73%
6M
IBHF
+0.19%
Winner
AQEC
+3.94%
1Y
IBHF
+2.80%
AQEC
N/A
5Y(CAGR)
IBHF
+4.02%
AQEC
N/A
Max(CAGR)
IBHF
+4.53%
Winner
AQEC
+7.11%
IBHF vs AQEC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBHF | AQEC |
|---|---|---|
| 2026 | +0.81% | +1.90% |
| 2025 | +6.49% | +3.71% |
| 2024 | +8.41% | N/A |
| 2023 | +10.58% | N/A |
| 2022 | -6.74% | N/A |
| 2021 | +4.60% | N/A |
| 2020 | +2.97% | N/A |
IBHF vs AQEC Drawdown Comparison
The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.
The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current IBHF drawdown is -0.22%. The current AQEC drawdown is -0.92%.
| Rank | IBHF | AQEC |
|---|---|---|
| #1 | -11.19% Dec 27, 2021 - Nov 14, 2023 | -12.81% Jan 26, 2026 - Mar 27, 2026 |
| #2 | -2.53% Feb 28, 2025 - Apr 25, 2025 | -1.74% Jan 14, 2026 - Jan 26, 2026 |
| #3 | -1.87% Nov 5, 2021 - Dec 22, 2021 | -1.05% Dec 24, 2025 - Jan 6, 2026 |
| #4 | -1.40% Jan 7, 2021 - Mar 29, 2021 | -0.89% Dec 11, 2025 - Dec 22, 2025 |
| #5 | -1.13% Mar 20, 2024 - May 2, 2024 | -0.79% Nov 19, 2025 - Nov 21, 2025 |
| #6 | -1.09% Jul 6, 2021 - Sep 1, 2021 | -0.75% Dec 5, 2025 - Dec 10, 2025 |
| #7 | -1.08% Dec 27, 2023 - Feb 1, 2024 | -0.54% Jan 6, 2026 - Jan 9, 2026 |
| #8 | -0.79% Sep 15, 2021 - Nov 4, 2021 | -0.50% Nov 28, 2025 - Dec 3, 2025 |
| #9 | -0.75% May 19, 2026 - Jun 5, 2026 | -0.20% Jan 12, 2026 - Jan 14, 2026 |
| #10 | -0.69% Dec 6, 2024 - Dec 26, 2024 | -0.06% Dec 3, 2025 - Dec 5, 2025 |
| #11 | -0.66% May 7, 2021 - May 24, 2021 | N/A |
| #12 | -0.64% Feb 27, 2026 - Apr 14, 2026 | N/A |
| #13 | -0.60% Jul 31, 2024 - Aug 12, 2024 | N/A |
| #14 | -0.52% May 15, 2024 - Jun 3, 2024 | N/A |
| #15 | -0.52% Oct 27, 2025 - Nov 25, 2025 | N/A |
Correlation
Correlation between IBHF and AQEC is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.19
-101
Dividend Comparison (2020 - 2026)
IBHF vs AQEC dividend yield comparison.
| Year | IBHF | AQEC |
|---|---|---|
| 2026 | 3.26% | 0.76% |
| 2025 | 6.73% | 0.13% |
| 2024 | 7.17% | 0.00% |
| 2023 | 7.33% | 0.00% |
| 2022 | 6.01% | 0.00% |
| 2021 | 4.55% | 0.00% |
| 2020 | 0.61% | 0.00% |
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