IBHG vs CXSE
Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE, ETF).
5-Year PerformanceIBHG has outperformed CXSE, delivering a return of +3.7% compared to -8.0%
IBHG vs CXSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHG
$501M
CXSE
$499M
Expense Ratio
IBHG
0.35%
Winner
CXSE
0.32%
Max Drawdown
Winner
IBHG
17.84%
CXSE
71.11%
Sharpe Ratio
IBHG
0.12
Winner
CXSE
0.22
5Y Beta
Winner
IBHG
0.14
CXSE
0.69
5Y Dividends CAGR
IBHG
N/A
CXSE
17.34%
IBHG vs CXSE - Holdings Comparison
IBHG and CXSE have 1 common holdings. Overlap is -0.03%
IBHG's top 25 holdings weight is 43.75%. CXSE's top 25 holdings weight is 56.05%.
| Rank | IBHG | CXSE |
|---|---|---|
| #1 | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% | TENCENT HOLDINGS LTD (n/a) - 7.66% |
| #2 | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% | n/a (n/a) - 7.05% |
| #3 | n/a (n/a) - 2.49% | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 4.91% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% | n/a (n/a) - 4.33% |
| #5 | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% | n/a (n/a) - 3.70% |
| #6 | n/a (n/a) - 2.16% | EOPTOLINK TECHNOLOGY INC LTD CLASS A (n/a) - 3.11% |
| #7 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% | PDD HOLDINGS INC ADR (PDD) - 2.04% |
| #8 | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 1.83% |
| #9 | n/a (n/a) - 1.79% | XIAOMI CORP CLASS B (n/a) - 1.83% |
| #10 | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% | MEITUAN CLASS B (n/a) - 1.77% |
| #11 | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% | MIDEA GROUP CO LTD CLASS A (n/a) - 1.62% |
| #12 | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% | NETEASE INC ORDINARY SHARES (n/a) - 1.48% |
| #13 | n/a (n/a) - 1.64% | GIGADEVICE SEMICONDUCTOR INC CLASS A (n/a) - 1.33% |
| #14 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% | BYD CO LTD CLASS H (n/a) - 1.32% |
| #15 | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% | n/a (n/a) - 1.31% |
| #16 | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.27% |
| #17 | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% | n/a (n/a) - 1.26% |
| #18 | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% | n/a (n/a) - 1.21% |
| #19 | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% | WUXI APPTEC CO LTD CLASS A (n/a) - 1.18% |
| #20 | IQVIA INC 5% (n/a) - 1.32% | MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 1.11% |
| #21 | GEN DIGITAL INC 6.75% (n/a) - 1.32% | EAST MONEY INFORMATION CO LTD CLASS A (n/a) - 1.10% |
| #22 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% | BAIDU INC (n/a) - 0.97% |
| #23 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% | TRIP.COM GROUP LTD (n/a) - 0.90% |
| #24 | WYNN MACAU LTD. 5.5% (n/a) - 1.18% | n/a (n/a) - 0.89% |
| #25 | n/a (n/a) - 1.17% | BYD CO LTD CLASS A (n/a) - 0.87% |
| Total Holdings | 122 | 259 |
IBHG vs CXSE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHG
+0.29%
CXSE
-2.65%
3M
Winner
IBHG
+0.90%
CXSE
-4.20%
6M
Winner
IBHG
+1.36%
CXSE
-7.47%
1Y
IBHG
+4.03%
Winner
CXSE
+5.86%
5Y(CAGR)
Winner
IBHG
+3.68%
CXSE
-8.00%
10Y(CAGR)
IBHG
N/A
CXSE
+6.46%
Max(CAGR)
IBHG
+3.58%
Winner
CXSE
+4.85%
IBHG vs CXSE - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | IBHG | CXSE |
|---|---|---|
| 2026 | +1.55% | -6.82% |
| 2025 | +7.05% | +39.36% |
| 2024 | +7.61% | +11.98% |
| 2023 | +10.67% | -20.35% |
| 2022 | -8.82% | -29.27% |
| 2021 | +1.07% | -24.40% |
| 2020 | N/A | +53.66% |
| 2019 | N/A | +38.47% |
| 2018 | N/A | -31.23% |
| 2017 | N/A | +82.07% |
| 2016 | N/A | -0.16% |
| 2015 | N/A | -3.27% |
| 2014 | N/A | +2.30% |
| 2013 | N/A | -5.39% |
| 2012 | N/A | +11.69% |
IBHG vs CXSE Drawdown Comparison
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The maximum drawdown for CXSE was -70.01%, occurring on Feb 2, 2024. This drawdown has not yet recovered.
The current IBHG drawdown is -0.14%. The current CXSE drawdown is -48.45%.
| Rank | IBHG | CXSE |
|---|---|---|
| #1 | -13.85% Dec 27, 2021 - Dec 13, 2023 | -70.01% Feb 17, 2021 - Feb 2, 2024 |
| #2 | -3.39% Mar 5, 2025 - Apr 29, 2025 | -41.23% Apr 27, 2015 - May 22, 2017 |
| #3 | -1.75% Mar 27, 2024 - May 3, 2024 | -38.58% Jan 26, 2018 - Jun 19, 2020 |
| #4 | -1.57% Dec 27, 2023 - Jan 25, 2024 | -22.21% Jan 10, 2013 - Jul 28, 2014 |
| #5 | -1.54% Nov 8, 2021 - Dec 22, 2021 | -12.01% Sep 4, 2014 - Apr 6, 2015 |
| #6 | -1.03% Dec 11, 2024 - Jan 15, 2025 | -9.77% Nov 21, 2017 - Jan 3, 2018 |
| #7 | -1.02% Jul 12, 2021 - Aug 27, 2021 | -8.48% Sep 2, 2020 - Oct 9, 2020 |
| #8 | -0.94% Sep 15, 2021 - Nov 8, 2021 | -6.93% Jan 25, 2021 - Feb 9, 2021 |
| #9 | -0.83% Jan 25, 2024 - Feb 22, 2024 | -6.85% Nov 6, 2012 - Dec 10, 2012 |
| #10 | -0.81% Jul 31, 2024 - Aug 13, 2024 | -5.56% Jul 9, 2020 - Aug 4, 2020 |
| #11 | -0.77% May 15, 2024 - Jun 3, 2024 | -4.82% Nov 5, 2020 - Dec 18, 2020 |
| #12 | -0.73% Feb 20, 2026 - Apr 8, 2026 | -4.42% Aug 5, 2020 - Aug 24, 2020 |
| #13 | -0.66% Oct 27, 2025 - Nov 26, 2025 | -3.94% Apr 16, 2015 - Apr 23, 2015 |
| #14 | -0.62% May 20, 2025 - May 30, 2025 | -3.91% Sep 20, 2017 - Oct 3, 2017 |
| #15 | -0.50% Sep 30, 2024 - Oct 18, 2024 | -3.65% Aug 8, 2017 - Aug 22, 2017 |
Correlation
Correlation between IBHG and CXSE is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
0.15
-101
Dividend Comparison (2013 - 2026)
IBHG vs CXSE dividend yield comparison.
| Year | IBHG | CXSE |
|---|---|---|
| 2026 | 2.91% | 0.29% |
| 2025 | 6.34% | 1.95% |
| 2024 | 7.01% | 1.70% |
| 2023 | 6.66% | 1.71% |
| 2022 | 5.62% | 1.55% |
| 2021 | 2.13% | 0.86% |
| 2020 | 0.00% | 0.54% |
| 2019 | 0.00% | 0.96% |
| 2018 | 0.00% | 1.49% |
| 2017 | 0.00% | 1.24% |
| 2016 | 0.00% | 1.39% |
| 2015 | 0.00% | 2.50% |
| 2014 | 0.00% | 2.29% |
| 2013 | 0.00% | 2.75% |
Select Stocks to Compare
Popular: IBHG vs SPYCXSE vs SPY
More Comparisons
Compare with similar stocks