IBHG vs SFTX
Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and Horizon International Managed Risk ETF (SFTX, ETF).
IBHG vs SFTX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHG
$501M
SFTX
$500M
Expense Ratio
Winner
IBHG
0.35%
SFTX
0.82%
Max Drawdown
IBHG
17.84%
Winner
SFTX
12.75%
Sharpe Ratio
IBHG
0.12
Winner
SFTX
1.27
5Y Beta
Winner
IBHG
0.14
SFTX
1.35
IBHG vs SFTX - Holdings Comparison
IBHG and SFTX have 1 common holdings. Overlap is -0.03%
IBHG's top 25 holdings weight is 43.75%. SFTX's top 25 holdings weight is 32.72%.
| Rank | IBHG | SFTX |
|---|---|---|
| #1 | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% | n/a (n/a) - 4.59% |
| #2 | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% | ASML HOLDING NV (n/a) - 4.02% |
| #3 | n/a (n/a) - 2.49% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.23% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% | SK HYNIX INC (n/a) - 1.89% |
| #5 | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% | THE TORONTO-DOMINION BANK (n/a) - 1.81% |
| #6 | n/a (n/a) - 2.16% | SHELL PLC (n/a) - 1.62% |
| #7 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.44% |
| #8 | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% | TOTALENERGIES SE (TTE:XPAR) - 1.29% |
| #9 | n/a (n/a) - 1.79% | TOKYO ELECTRON LTD (n/a) - 1.27% |
| #10 | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.12% |
| #11 | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.12% |
| #12 | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% | ROYAL BANK OF CANADA (RY) - 1.10% |
| #13 | n/a (n/a) - 1.64% | ADVANTEST CORP (n/a) - 1.01% |
| #14 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% | ISHARES MSCI INDIA ETF (INDA) - 0.99% |
| #15 | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.96% |
| #16 | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% | SOFTBANK GROUP CORP (n/a) - 0.91% |
| #17 | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% | ASTRAZENECA PLC (AZN) - 0.88% |
| #18 | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.87% |
| #19 | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% | ALLIANZ SE (n/a) - 0.86% |
| #20 | IQVIA INC 5% (n/a) - 1.32% | ABB LTD (n/a) - 0.83% |
| #21 | GEN DIGITAL INC 6.75% (n/a) - 1.32% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.40% |
| #22 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% | CENOVUS ENERGY INC (CVE) - 0.40% |
| #23 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% | NETEASE INC ORDINARY SHARES (n/a) - 0.38% |
| #24 | WYNN MACAU LTD. 5.5% (n/a) - 1.18% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.37% |
| #25 | n/a (n/a) - 1.17% | SUMITOMO ELECTRIC INDUSTRIES LTD (n/a) - 0.36% |
| Total Holdings | 122 | 254 |
IBHG vs SFTX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHG
+0.29%
SFTX
-4.21%
3M
IBHG
+0.90%
Winner
SFTX
+6.52%
6M
IBHG
+1.36%
Winner
SFTX
+12.23%
1Y
IBHG
+4.03%
SFTX
N/A
5Y(CAGR)
IBHG
+3.68%
SFTX
N/A
Max(CAGR)
IBHG
+3.58%
Winner
SFTX
+34.05%
IBHG vs SFTX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBHG | SFTX |
|---|---|---|
| 2026 | +1.55% | +15.96% |
| 2025 | +7.05% | +1.61% |
| 2024 | +7.61% | N/A |
| 2023 | +10.67% | N/A |
| 2022 | -8.82% | N/A |
| 2021 | +1.07% | N/A |
IBHG vs SFTX Drawdown Comparison
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The maximum drawdown for SFTX was -12.75%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The current IBHG drawdown is -0.14%. The current SFTX drawdown is -4.21%.
| Rank | IBHG | SFTX |
|---|---|---|
| #1 | -13.85% Dec 27, 2021 - Dec 13, 2023 | -12.75% Feb 25, 2026 - May 5, 2026 |
| #2 | -3.39% Mar 5, 2025 - Apr 29, 2025 | -6.67% Jun 22, 2026 - Jul 20, 2026 |
| #3 | -1.75% Mar 27, 2024 - May 3, 2024 | -5.21% Jun 4, 2026 - Jun 15, 2026 |
| #4 | -1.57% Dec 27, 2023 - Jan 25, 2024 | -4.27% May 14, 2026 - Jun 1, 2026 |
| #5 | -1.54% Nov 8, 2021 - Dec 22, 2021 | -3.14% Jan 29, 2026 - Feb 9, 2026 |
| #6 | -1.03% Dec 11, 2024 - Jan 15, 2025 | -2.33% Dec 11, 2025 - Dec 23, 2025 |
| #7 | -1.02% Jul 12, 2021 - Aug 27, 2021 | -2.19% May 11, 2026 - May 14, 2026 |
| #8 | -0.94% Sep 15, 2021 - Nov 8, 2021 | -1.80% Jan 15, 2026 - Jan 22, 2026 |
| #9 | -0.83% Jan 25, 2024 - Feb 22, 2024 | -1.49% May 6, 2026 - May 8, 2026 |
| #10 | -0.81% Jul 31, 2024 - Aug 13, 2024 | -1.29% Feb 11, 2026 - Feb 20, 2026 |
| #11 | -0.77% May 15, 2024 - Jun 3, 2024 | -1.12% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -0.73% Feb 20, 2026 - Apr 8, 2026 | -1.09% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -0.66% Oct 27, 2025 - Nov 26, 2025 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
| #14 | -0.62% May 20, 2025 - May 30, 2025 | -0.29% Jun 2, 2026 - Jun 4, 2026 |
| #15 | -0.50% Sep 30, 2024 - Oct 18, 2024 | -0.23% Jan 12, 2026 - Jan 14, 2026 |
Correlation
Correlation between IBHG and SFTX is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2021 - 2026)
IBHG vs SFTX dividend yield comparison.
| Year | IBHG | SFTX |
|---|---|---|
| 2026 | 2.91% | 0.00% |
| 2025 | 6.34% | 0.25% |
| 2024 | 7.01% | 0.00% |
| 2023 | 6.66% | 0.00% |
| 2022 | 5.62% | 0.00% |
| 2021 | 2.13% | 0.00% |
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