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IBHF vs THQ

Comparison between ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF) and abrdn Healthcare Opportunities Fund (THQ, ETF).

5-Year PerformanceTHQ has outperformed IBHF, delivering a return of +4.4% compared to +4.0%

IBHF vs THQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBHF
$810M
THQ
$808M
Expense Ratio
IBHF
0.35%
THQ
N/A
Max Drawdown
Winner
IBHF
15.67%
THQ
45.81%
Sharpe Ratio
IBHF
-0.41
Winner
THQ
1.37
5Y Beta
Winner
IBHF
0.09
THQ
0.60
5Y Dividends CAGR
Winner
IBHF
10.74%
THQ
9.86%

IBHF vs THQ - Historical Returns

Returns include dividend reinvestment.

1M
IBHF
+0.22%
Winner
THQ
+6.42%
3M
IBHF
+0.09%
Winner
THQ
+8.76%
6M
IBHF
+0.19%
Winner
THQ
+8.91%
1Y
IBHF
+2.80%
Winner
THQ
+31.10%
5Y(CAGR)
IBHF
+4.02%
Winner
THQ
+4.36%
10Y(CAGR)
IBHF
N/A
THQ
+9.71%
Max(CAGR)
IBHF
+4.53%
Winner
THQ
+8.38%

IBHF vs THQ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearIBHFTHQ
2026+0.81%+9.55%
2025+6.49%+15.34%
2024+8.41%+13.74%
2023+10.58%-2.34%
2022-6.74%-16.53%
2021+4.60%+34.88%
2020+2.97%+15.03%
2019N/A+22.29%
2018N/A+2.99%
2017N/A+17.65%
2016N/A-2.82%
2015N/A-7.08%
2014N/A+2.59%

IBHF vs THQ Drawdown Comparison

The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.

The maximum drawdown for THQ was -39.35%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

The current IBHF drawdown is -0.22%. The current THQ drawdown is -1.64%.

RankIBHFTHQ
#1-11.19%
Dec 27, 2021 - Nov 14, 2023
-39.35%
Feb 14, 2020 - Sep 2, 2020
#2-2.53%
Feb 28, 2025 - Apr 25, 2025
-32.16%
Dec 31, 2021 - Jul 15, 2024
#3-1.87%
Nov 5, 2021 - Dec 22, 2021
-29.62%
Apr 16, 2015 - Jun 14, 2017
#4-1.40%
Jan 7, 2021 - Mar 29, 2021
-25.83%
Oct 14, 2024 - Jan 6, 2026
#5-1.13%
Mar 20, 2024 - May 2, 2024
-18.86%
Dec 3, 2018 - Jul 2, 2019
#6-1.09%
Jul 6, 2021 - Sep 1, 2021
-16.73%
Jan 22, 2026 - Jul 7, 2026
#7-1.08%
Dec 27, 2023 - Feb 1, 2024
-16.72%
Aug 26, 2014 - Dec 9, 2014
#8-0.79%
Sep 15, 2021 - Nov 4, 2021
-13.69%
Jan 29, 2018 - Aug 16, 2018
#9-0.75%
May 19, 2026 - Jun 5, 2026
-11.57%
Aug 17, 2021 - Dec 22, 2021
#10-0.69%
Dec 6, 2024 - Dec 26, 2024
-10.24%
Oct 5, 2017 - Jan 22, 2018
#11-0.66%
May 7, 2021 - May 24, 2021
-9.19%
Oct 1, 2018 - Dec 3, 2018
#12-0.64%
Feb 27, 2026 - Apr 14, 2026
-7.61%
Oct 9, 2020 - Nov 9, 2020
#13-0.60%
Jul 31, 2024 - Aug 12, 2024
-7.07%
Sep 2, 2020 - Oct 7, 2020
#14-0.52%
May 15, 2024 - Jun 3, 2024
-7.00%
Dec 9, 2014 - Dec 19, 2014
#15-0.52%
Oct 27, 2025 - Nov 25, 2025
-6.78%
Jul 20, 2017 - Aug 31, 2017

Correlation

Correlation between IBHF and THQ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2014 - 2026)

IBHF vs THQ dividend yield comparison.

YearIBHFTHQ
20263.26%7.36%
20256.73%11.29%
20247.17%11.09%
20237.33%7.45%
20226.01%6.81%
20214.55%5.27%
20200.61%6.62%
20190.00%7.08%
20180.00%8.05%
20170.00%7.71%
20160.00%8.70%
20150.00%9.50%
20140.00%2.24%

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