IBHF vs IVES
Comparison between ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF) and Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF).
IBHF vs IVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHF
$998M
IVES
$997M
Expense Ratio
Winner
IBHF
0.35%
IVES
0.75%
Max Drawdown
Winner
IBHF
15.67%
IVES
22.95%
Sharpe Ratio
IBHF
0.34
Winner
IVES
1.48
5Y Beta
Winner
IBHF
0.09
IVES
1.79
P/E Ratio
IBHF
N/A
IVES
117.91
Forward P/E
IBHF
N/A
IVES
9.05
5Y Dividends CAGR
IBHF
20.00%
IVES
N/A
Debt to Equity
IBHF
N/A
IVES
79.46%
P/S Ratio
IBHF
N/A
IVES
1.56
P/B Ratio
IBHF
N/A
IVES
4.18
IBHF vs IVES - Holdings Comparison
IBHF and IVES have 0 common holdings. Overlap is 0.00%
IBHF's top 25 holdings weight is 57.26%. IVES's top 25 holdings weight is 53.09%.
| Rank | IBHF | IVES |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 9.82% | ELASTIC NV (ESTC) - 4.43% |
| #2 | IQVIA INC 5% (n/a) - 3.36% | GDS HOLDINGS LTD ADR (GDS) - 4.08% |
| #3 | FMC CORP. 3.2% (n/a) - 3.29% | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% |
| #4 | BUCKEYE PARTNERS LP 3.95% (n/a) - 2.92% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% |
| #5 | n/a (n/a) - 2.92% | SUPER MICRO COMPUTER INC (SMCI) - 3.01% |
| #6 | AIR CANADA 3.875% (n/a) - 2.74% | DATADOG INC CLASS A (DDOG) - 2.91% |
| #7 | RLJ LODGING TRUST LP 3.75% (n/a) - 2.68% | PURE STORAGE INC CLASS A (PSTG) - 2.86% |
| #8 | SIRIUS XM RADIO LLC 3.125% (n/a) - 2.49% | NETAPP INC (NTAP) - 2.77% |
| #9 | BLOCK INC 2.75% (n/a) - 2.33% | CLOUDFLARE INC (NET) - 2.68% |
| #10 | n/a (n/a) - 2.07% | NUTANIX INC CLASS A (NTNX) - 2.51% |
| #11 | SM ENERGY CO. 6.75% (n/a) - 1.83% | MONGODB INC CLASS A (MDB) - 2.34% |
| #12 | EMPIRE RESORTS INC. 7.75% (n/a) - 1.83% | OKTA INC CLASS A (OKTA) - 2.21% |
| #13 | NISSAN MOTOR ACCEPTANCE CO LLC 1.85% (n/a) - 1.73% | DROPBOX INC CLASS A (DBX) - 1.49% |
| #14 | CELANESE US HOLDINGS LLC 1.4% (n/a) - 1.73% | APPFOLIO INC CLASS A (APPF) - 1.47% |
| #15 | MGM RESORTS INTERNATIONAL 4.625% (n/a) - 1.67% | GITLAB INC CLASS A (GTLB) - 1.44% |
| #16 | DISH DBS CORPORATION 5.25% (n/a) - 1.66% | SMARTSHEET INC CLASS A (SMAR) - 1.39% |
| #17 | VORNADO REALTY LP 2.15% (n/a) - 1.65% | INFORMATICA INC (INFA) - 1.38% |
| #18 | STARWOOD PROPERTY TRUST, INC. 3.625% (n/a) - 1.64% | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% |
| #19 | UNDER ARMOUR, INC. 3.25% (n/a) - 1.61% | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% |
| #20 | NAVIENT CORPORATION 6.75% (n/a) - 1.48% | COMMVAULT SYSTEMS INC (CVLT) - 1.21% |
| #21 | n/a (n/a) - 1.37% | CONFLUENT INC CLASS A (CFLT) - 1.17% |
| #22 | DISH DBS CORPORATION 7.75% (n/a) - 1.16% | VNET GROUP INC ADR (VNET) - 1.11% |
| #23 | n/a (n/a) - 1.13% | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% |
| #24 | n/a (n/a) - 1.12% | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% |
| #25 | MORGAN STANLEY 4.35% (n/a) - 1.03% | BOX INC CLASS A (BOX) - 0.82% |
| Total Holdings | 191 | 46 |
IBHF vs IVES - Historical Returns
Returns include dividend reinvestment.
1M
IBHF
-0.45%
Winner
IVES
+9.30%
3M
IBHF
-0.27%
Winner
IVES
+23.09%
6M
IBHF
+0.66%
Winner
IVES
+14.15%
1Y
IBHF
+4.66%
Winner
IVES
+48.66%
5Y(CAGR)
IBHF
+4.01%
IVES
N/A
Max(CAGR)
IBHF
+4.61%
Winner
IVES
+47.73%
IBHF vs IVES - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBHF | IVES |
|---|---|---|
| 2026 | +0.27% | +16.78% |
| 2025 | +6.49% | +25.06% |
| 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 IVES Drawdown Comparison
The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The current IBHF drawdown is -0.75%. The current IVES drawdown is -10.45%.
| Rank | IBHF | IVES |
|---|---|---|
| #1 | -11.19% Dec 27, 2021 - Nov 14, 2023 | -22.64% Oct 29, 2025 - May 6, 2026 |
| #2 | -2.53% Feb 28, 2025 - Apr 25, 2025 | -10.45% Jun 1, 2026 - Jun 5, 2026 |
| #3 | -1.87% Nov 5, 2021 - Dec 22, 2021 | -4.63% Aug 13, 2025 - Aug 28, 2025 |
| #4 | -1.40% Jan 7, 2021 - Mar 29, 2021 | -4.26% Jul 28, 2025 - Aug 13, 2025 |
| #5 | -1.13% Mar 20, 2024 - May 2, 2024 | -4.20% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -1.09% Jul 6, 2021 - Sep 1, 2021 | -3.33% May 14, 2026 - May 21, 2026 |
| #7 | -1.08% Dec 27, 2023 - Feb 1, 2024 | -2.61% Jul 3, 2025 - Jul 17, 2025 |
| #8 | -0.79% Sep 15, 2021 - Nov 4, 2021 | -2.49% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -0.75% May 19, 2026 - Jun 5, 2026 | -1.81% Jun 30, 2025 - Jul 3, 2025 |
| #10 | -0.69% Dec 6, 2024 - Dec 26, 2024 | -1.64% Jun 12, 2025 - Jun 16, 2025 |
| #11 | -0.66% May 7, 2021 - May 24, 2021 | -1.61% May 11, 2026 - May 14, 2026 |
| #12 | -0.64% Feb 27, 2026 - Apr 14, 2026 | -1.57% Aug 28, 2025 - Sep 5, 2025 |
| #13 | -0.60% Jul 31, 2024 - Aug 12, 2024 | -1.41% Jun 16, 2025 - Jun 24, 2025 |
| #14 | -0.52% May 15, 2024 - Jun 3, 2024 | -1.32% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -0.52% Oct 27, 2025 - Nov 25, 2025 | -1.04% Jul 18, 2025 - Jul 23, 2025 |
Correlation
Correlation between IBHF and IVES is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2020 - 2026)
IBHF vs IVES dividend yield comparison.
| Year | IBHF | IVES |
|---|---|---|
| 2026 | 2.50% | 0.00% |
| 2025 | 6.73% | 0.41% |
| 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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