IBHF vs BBAG
Comparison between ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF).
5-Year PerformanceIBHF has outperformed BBAG, delivering a return of +4.2% compared to +0.1%
IBHF vs BBAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBHF vs BBAG - Historical Returns
Returns include dividend reinvestment.
IBHF vs BBAG - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBHF | BBAG |
|---|---|---|
| 2026 | +0.59% | +0.60% |
| 2025 | +6.49% | +7.20% |
| 2024 | +8.41% | +1.62% |
| 2023 | +10.58% | +4.81% |
| 2022 | -6.74% | -12.62% |
| 2021 | +4.60% | -1.75% |
| 2020 | +2.97% | +6.90% |
| 2019 | N/A | +8.08% |
| 2018 | N/A | +1.00% |
IBHF vs BBAG Drawdown Comparison
The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.
The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The current IBHF drawdown is -0.30%. The current BBAG drawdown is -2.52%.
| Rank | IBHF | BBAG |
|---|---|---|
| #1 | -11.19% Dec 27, 2021 - Nov 14, 2023 | -18.74% Aug 6, 2020 - Oct 21, 2022 |
| #2 | -2.53% Feb 28, 2025 - Apr 25, 2025 | -9.69% Mar 9, 2020 - Jun 10, 2020 |
| #3 | -1.87% Nov 5, 2021 - Dec 22, 2021 | -2.18% Sep 4, 2019 - Jan 22, 2020 |
| #4 | -1.40% Jan 7, 2021 - Mar 29, 2021 | -0.90% Jan 3, 2019 - Jan 31, 2019 |
| #5 | -1.13% Mar 20, 2024 - May 2, 2024 | -0.88% Jul 3, 2019 - Aug 1, 2019 |
| #6 | -1.09% Jul 6, 2021 - Sep 1, 2021 | -0.78% Mar 27, 2019 - May 13, 2019 |
| #7 | -1.08% Dec 27, 2023 - Feb 1, 2024 | -0.74% Jan 31, 2020 - Feb 20, 2020 |
| #8 | -0.79% Sep 15, 2021 - Nov 4, 2021 | -0.63% Aug 15, 2019 - Aug 27, 2019 |
| #9 | -0.69% Dec 6, 2024 - Dec 26, 2024 | -0.60% Feb 26, 2019 - Mar 7, 2019 |
| #10 | -0.66% May 7, 2021 - May 24, 2021 | -0.43% Jan 31, 2019 - Feb 7, 2019 |
| #11 | -0.64% Feb 27, 2026 - Apr 14, 2026 | -0.43% Dec 19, 2018 - Dec 28, 2018 |
| #12 | -0.60% Jul 31, 2024 - Aug 12, 2024 | -0.39% Feb 8, 2019 - Feb 19, 2019 |
| #13 | -0.52% May 15, 2024 - Jun 3, 2024 | -0.31% May 15, 2019 - May 23, 2019 |
| #14 | -0.52% Oct 27, 2025 - Nov 25, 2025 | -0.29% Jun 11, 2020 - Jun 19, 2020 |
| #15 | -0.51% Feb 1, 2024 - Feb 9, 2024 | -0.27% Jun 3, 2019 - Jun 13, 2019 |
Correlation
Correlation between IBHF and BBAG is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2018 - 2026)
IBHF vs BBAG dividend yield comparison.
| Year | IBHF | BBAG |
|---|---|---|
| 2026 | 2.00% | 1.41% |
| 2025 | 6.73% | 4.29% |
| 2024 | 7.17% | 4.25% |
| 2023 | 7.33% | 3.60% |
| 2022 | 6.01% | 2.23% |
| 2021 | 4.55% | 1.44% |
| 2020 | 0.61% | 2.26% |
| 2019 | 0.00% | 2.92% |
| 2018 | 0.00% | 0.16% |
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