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IBHG vs VXX

Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX, ETF).

5-Year PerformanceIBHG has outperformed VXX, delivering a return of +3.7% compared to -46.3%

IBHG vs VXX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBHG
$507M
Winner
VXX
$508M
Expense Ratio
Winner
IBHG
0.35%
VXX
0.89%
Max Drawdown
Winner
IBHG
17.84%
VXX
100.00%
Sharpe Ratio
Winner
IBHG
-0.08
VXX
-0.97
5Y Beta
IBHG
0.13
Winner
VXX
0.00

IBHG vs VXX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBHG
+0.58%
VXX
-16.50%
3M
Winner
IBHG
+0.81%
VXX
-27.18%
6M
Winner
IBHG
+1.72%
VXX
-31.81%
1Y
Winner
IBHG
+3.83%
VXX
-48.34%
5Y(CAGR)
Winner
IBHG
+3.72%
VXX
-46.30%
10Y(CAGR)
IBHG
N/A
VXX
-46.37%
Max(CAGR)
Winner
IBHG
+3.61%
VXX
-51.78%

IBHG vs VXX - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIBHGVXX
2026+2.05%-28.47%
2025+7.05%-43.49%
2024+7.61%-26.22%
2023+10.67%-72.27%
2022-8.82%-21.12%
2021+1.07%-74.62%
2020N/A+15.71%
2019N/A-66.77%
2018N/A+73.95%
2017N/A-70.55%
2016N/A-70.11%
2015N/A-35.14%
2014N/A-27.46%
2013N/A-62.08%
2012N/A-76.38%
2011N/A-2.63%
2010N/A-71.25%
2009N/A-67.41%

IBHG vs VXX Drawdown Comparison

The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.

The maximum drawdown for VXX was -100.00%, occurring on Aug 25, 2026. This drawdown has not yet recovered.

The current IBHG drawdown is -0.05%. The current VXX drawdown is -100.00%.

RankIBHGVXX
#1-13.85%
Dec 27, 2021 - Dec 13, 2023
-100.00%
Feb 23, 2009 - Aug 25, 2026
#2-3.39%
Mar 5, 2025 - Apr 29, 2025
-6.55%
Jan 30, 2009 - Feb 10, 2009
#3-1.75%
Mar 27, 2024 - May 3, 2024
-2.50%
Feb 10, 2009 - Feb 17, 2009
#4-1.57%
Dec 27, 2023 - Jan 25, 2024
N/A
#5-1.54%
Nov 8, 2021 - Dec 22, 2021
N/A
#6-1.03%
Dec 11, 2024 - Jan 15, 2025
N/A
#7-1.02%
Jul 12, 2021 - Aug 27, 2021
N/A
#8-0.94%
Sep 15, 2021 - Nov 8, 2021
N/A
#9-0.83%
Jan 25, 2024 - Feb 22, 2024
N/A
#10-0.81%
Jul 31, 2024 - Aug 13, 2024
N/A
#11-0.77%
May 15, 2024 - Jun 3, 2024
N/A
#12-0.73%
Feb 20, 2026 - Apr 8, 2026
N/A
#13-0.66%
Oct 27, 2025 - Nov 26, 2025
N/A
#14-0.62%
May 20, 2025 - May 30, 2025
N/A
#15-0.50%
Sep 30, 2024 - Oct 18, 2024
N/A

Correlation

Correlation between IBHG and VXX is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70
-101

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