IBHG vs LRGE
Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and CLEARBRIDGE LARGE CAP GROWTH ESG ETF (LRGE, ETF).
5-Year PerformanceLRGE has outperformed IBHG, delivering a return of +10.4% compared to +3.6%
IBHG vs LRGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHG
$434M
LRGE
$432M
Expense Ratio
Winner
IBHG
0.35%
LRGE
0.48%
Max Drawdown
Winner
IBHG
17.84%
LRGE
37.78%
Sharpe Ratio
IBHG
0.41
Winner
LRGE
0.46
5Y Beta
Winner
IBHG
0.14
LRGE
1.07
P/E Ratio
IBHG
N/A
LRGE
30.18
Forward P/E
IBHG
N/A
LRGE
24.49
PEG Ratio
IBHG
N/A
LRGE
0.73
5Y Dividends CAGR
IBHG
N/A
LRGE
11.03%
5Y EPS CAGR
IBHG
N/A
LRGE
32.85%
P/S Ratio
IBHG
N/A
LRGE
5.17
P/B Ratio
IBHG
N/A
LRGE
8.23
IBHG vs LRGE - Holdings Comparison
IBHG and LRGE have 1 common holdings. Overlap is -0.03%
IBHG's top 25 holdings weight is 43.75%. LRGE's top 25 holdings weight is 85.63%.
| Rank | IBHG | LRGE |
|---|---|---|
| #1 | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% | NET CURRENT ASSETS USD (n/a) - 22.38% |
| #2 | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% | NVIDIA CORP (NVDA) - 9.21% |
| #3 | n/a (n/a) - 2.49% | MICROSOFT CORP (MSFT) - 6.40% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% | AMAZON.COM INC (AMZN) - 5.73% |
| #5 | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% | META PLATFORMS INC CLASS A (META) - 4.80% |
| #6 | n/a (n/a) - 2.16% | APPLE INC (AAPL) - 3.82% |
| #7 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% | VISA INC CLASS A (V) - 3.45% |
| #8 | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% | JPMORGAN 100% US TR SEC MM INST (JTSXX) - 3.38% |
| #9 | n/a (n/a) - 1.79% | NETFLIX INC (NFLX) - 3.03% |
| #10 | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% | ALPHABET INC CLASS A (GOOGL) - 1.96% |
| #11 | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% | SYNOPSYS INC (SNPS) - 1.95% |
| #12 | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% | EATON CORP PLC (ETN) - 1.93% |
| #13 | n/a (n/a) - 1.64% | PALO ALTO NETWORKS INC (PANW) - 1.78% |
| #14 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% | INTUIT INC (INTU) - 1.75% |
| #15 | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% | TESLA INC (TSLA) - 1.70% |
| #16 | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% | INTUITIVE SURGICAL INC (ISRG) - 1.52% |
| #17 | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% | W.W. GRAINGER INC (GWW) - 1.42% |
| #18 | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% | UBER TECHNOLOGIES INC (UBER) - 1.25% |
| #19 | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% | S&P GLOBAL INC (SPGI) - 1.24% |
| #20 | IQVIA INC 5% (n/a) - 1.32% | SHERWIN-WILLIAMS CO (SHW) - 1.21% |
| #21 | GEN DIGITAL INC 6.75% (n/a) - 1.32% | WORKDAY INC CLASS A (WDAY) - 1.20% |
| #22 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.16% |
| #23 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.14% |
| #24 | WYNN MACAU LTD. 5.5% (n/a) - 1.18% | BROADCOM INC (AVGO) - 1.12% |
| #25 | n/a (n/a) - 1.17% | ASML HOLDING NV ADR (ASML) - 1.10% |
| Total Holdings | 122 | 43 |
IBHG vs LRGE - Historical Returns
Returns include dividend reinvestment.
1M
IBHG
+0.19%
Winner
LRGE
+2.82%
3M
IBHG
+0.92%
Winner
LRGE
+6.10%
6M
IBHG
+1.43%
Winner
LRGE
+1.96%
1Y
IBHG
+4.80%
Winner
LRGE
+10.93%
5Y(CAGR)
IBHG
+3.57%
Winner
LRGE
+10.39%
10Y(CAGR)
IBHG
N/A
LRGE
+15.12%
Max(CAGR)
IBHG
+3.57%
Winner
LRGE
+15.12%
IBHG vs LRGE - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | IBHG | LRGE |
|---|---|---|
| 2026 | +1.06% | +3.07% |
| 2025 | +7.05% | +9.49% |
| 2024 | +7.61% | +28.06% |
| 2023 | +10.67% | +45.97% |
| 2022 | -8.82% | -31.43% |
| 2021 | +1.07% | +24.40% |
| 2020 | N/A | +30.62% |
| 2019 | N/A | +33.80% |
| 2018 | N/A | -0.66% |
| 2017 | N/A | +16.00% |
IBHG vs LRGE Drawdown Comparison
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.
The current IBHG drawdown is -0.22%. The current LRGE drawdown is -4.46%.
| Rank | IBHG | LRGE |
|---|---|---|
| #1 | -13.85% Dec 27, 2021 - Dec 13, 2023 | -37.04% Nov 19, 2021 - Jan 19, 2024 |
| #2 | -3.39% Mar 5, 2025 - Apr 29, 2025 | -29.31% Feb 19, 2020 - Jul 1, 2020 |
| #3 | -1.75% Mar 27, 2024 - May 3, 2024 | -20.26% Jan 23, 2025 - Jun 27, 2025 |
| #4 | -1.57% Dec 27, 2023 - Jan 25, 2024 | -19.19% Oct 1, 2018 - Mar 21, 2019 |
| #5 | -1.54% Nov 8, 2021 - Dec 22, 2021 | -16.32% Oct 28, 2025 - May 14, 2026 |
| #6 | -1.03% Dec 11, 2024 - Jan 15, 2025 | -10.20% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -1.02% Jul 12, 2021 - Aug 27, 2021 | -9.43% Jul 16, 2024 - Aug 21, 2024 |
| #8 | -0.94% Sep 15, 2021 - Nov 8, 2021 | -9.25% Apr 29, 2019 - Jul 3, 2019 |
| #9 | -0.83% Jan 25, 2024 - Feb 22, 2024 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #10 | -0.81% Jul 31, 2024 - Aug 13, 2024 | -7.72% Feb 12, 2021 - Apr 5, 2021 |
| #11 | -0.77% May 15, 2024 - Jun 3, 2024 | -7.37% Jul 26, 2019 - Nov 8, 2019 |
| #12 | -0.73% Feb 20, 2026 - Apr 8, 2026 | -7.03% Mar 21, 2024 - Jun 5, 2024 |
| #13 | -0.66% Oct 27, 2025 - Nov 26, 2025 | -6.54% Sep 3, 2021 - Oct 21, 2021 |
| #14 | -0.62% May 20, 2025 - May 30, 2025 | -5.57% Apr 29, 2021 - Jun 10, 2021 |
| #15 | -0.50% Sep 30, 2024 - Oct 18, 2024 | -5.41% Dec 4, 2024 - Jan 23, 2025 |
Correlation
Correlation between IBHG and LRGE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
IBHG vs LRGE dividend yield comparison.
| Year | IBHG | LRGE |
|---|---|---|
| 2026 | 2.42% | 0.00% |
| 2025 | 6.34% | 0.13% |
| 2024 | 7.01% | 0.17% |
| 2023 | 6.66% | 0.11% |
| 2022 | 5.62% | 2.02% |
| 2021 | 2.13% | 1.20% |
| 2020 | 0.00% | 0.37% |
| 2019 | 0.00% | 0.37% |
| 2018 | 0.00% | 2.10% |
| 2017 | 0.00% | 0.37% |
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