IBHG vs ZAP
Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and GLOBAL X U.S. ELECTRIFICATION ETF (ZAP, ETF).
IBHG vs ZAP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHG
$438M
Winner
ZAP
$438M
Expense Ratio
Winner
IBHG
0.35%
ZAP
0.50%
Max Drawdown
IBHG
17.84%
Winner
ZAP
12.86%
Sharpe Ratio
IBHG
0.41
Winner
ZAP
1.58
5Y Beta
Winner
IBHG
0.14
ZAP
0.56
P/E Ratio
IBHG
N/A
ZAP
24.13
Forward P/E
IBHG
N/A
ZAP
21.33
PEG Ratio
IBHG
N/A
ZAP
0.87
5Y EPS CAGR
IBHG
N/A
ZAP
10.19%
Debt to Equity
IBHG
N/A
ZAP
128.01%
P/S Ratio
IBHG
N/A
ZAP
3.10
P/B Ratio
IBHG
N/A
ZAP
2.65
IBHG vs ZAP - Holdings Comparison
IBHG and ZAP have 1 common holdings. Overlap is -0.03%
IBHG's top 25 holdings weight is 43.75%. ZAP's top 25 holdings weight is 88.06%.
| Rank | IBHG | ZAP |
|---|---|---|
| #1 | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% | BLOOM ENERGY CORP CLASS A (BE) - 5.85% |
| #2 | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% | QUANTA SERVICES INC (PWR) - 4.71% |
| #3 | n/a (n/a) - 2.49% | DOMINION ENERGY INC (D) - 4.26% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% | EATON CORP PLC (ETN) - 4.13% |
| #5 | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% | VISTRA CORP (VST) - 3.88% |
| #6 | n/a (n/a) - 2.16% | XCEL ENERGY INC (XEL) - 3.86% |
| #7 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% | AMETEK INC (AME) - 3.85% |
| #8 | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 3.85% |
| #9 | n/a (n/a) - 1.79% | SOUTHERN CO (SO) - 3.83% |
| #10 | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% | EXELON CORP (EXC) - 3.82% |
| #11 | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.80% |
| #12 | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% | DUKE ENERGY CORP (DUK) - 3.78% |
| #13 | n/a (n/a) - 1.64% | CONSOLIDATED EDISON INC (ED) - 3.77% |
| #14 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% | ENTERGY CORP (ETR) - 3.74% |
| #15 | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% | NEXTERA ENERGY INC (NEE) - 3.74% |
| #16 | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% | NATIONAL GRID PLC ADR (NGG) - 3.73% |
| #17 | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% | CONSTELLATION ENERGY CORP (CEG) - 3.70% |
| #18 | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% | AMEREN CORP (AEE) - 2.99% |
| #19 | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% | EDISON INTERNATIONAL (EIX) - 2.94% |
| #20 | IQVIA INC 5% (n/a) - 1.32% | FIRSTENERGY CORP (FE) - 2.71% |
| #21 | GEN DIGITAL INC 6.75% (n/a) - 1.32% | EVERSOURCE ENERGY (ES) - 2.62% |
| #22 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% | HUBBELL INC (HUBB) - 2.56% |
| #23 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% | MASTEC INC (MTZ) - 2.20% |
| #24 | WYNN MACAU LTD. 5.5% (n/a) - 1.18% | EVERGY INC (EVRG) - 1.89% |
| #25 | n/a (n/a) - 1.17% | ALLIANT ENERGY CORP (LNT) - 1.85% |
| Total Holdings | 122 | 46 |
IBHG vs ZAP - Historical Returns
Returns include dividend reinvestment.
1M
IBHG
+0.07%
Winner
ZAP
+2.49%
3M
IBHG
+0.96%
Winner
ZAP
+3.17%
6M
IBHG
+1.34%
Winner
ZAP
+17.40%
1Y
IBHG
+4.66%
Winner
ZAP
+31.88%
5Y(CAGR)
IBHG
+3.56%
ZAP
N/A
Max(CAGR)
IBHG
+3.56%
Winner
ZAP
+27.49%
IBHG vs ZAP - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBHG | ZAP |
|---|---|---|
| 2026 | +1.10% | +14.32% |
| 2025 | +7.05% | +20.77% |
| 2024 | +7.61% | +1.26% |
| 2023 | +10.67% | N/A |
| 2022 | -8.82% | N/A |
| 2021 | +1.07% | N/A |
IBHG vs ZAP Drawdown Comparison
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The maximum drawdown for ZAP was -12.37%, occurring on Apr 8, 2025. Recovery took 81 trading sessions.
The current IBHG drawdown is -0.18%. The current ZAP drawdown is -2.96%.
| Rank | IBHG | ZAP |
|---|---|---|
| #1 | -13.85% Dec 27, 2021 - Dec 13, 2023 | -12.37% Jan 21, 2025 - May 16, 2025 |
| #2 | -3.39% Mar 5, 2025 - Apr 29, 2025 | -7.23% Oct 15, 2025 - Feb 9, 2026 |
| #3 | -1.75% Mar 27, 2024 - May 3, 2024 | -6.59% Feb 25, 2026 - Apr 9, 2026 |
| #4 | -1.57% Dec 27, 2023 - Jan 25, 2024 | -6.30% Apr 30, 2026 - Jun 10, 2026 |
| #5 | -1.54% Nov 8, 2021 - Dec 22, 2021 | -4.23% Aug 4, 2025 - Sep 19, 2025 |
| #6 | -1.03% Dec 11, 2024 - Jan 15, 2025 | -2.66% May 20, 2025 - Jun 3, 2025 |
| #7 | -1.02% Jul 12, 2021 - Aug 27, 2021 | -2.54% Jan 3, 2025 - Jan 16, 2025 |
| #8 | -0.94% Sep 15, 2021 - Nov 8, 2021 | -2.38% Apr 14, 2026 - Apr 23, 2026 |
| #9 | -0.83% Jan 25, 2024 - Feb 22, 2024 | -1.55% Oct 8, 2025 - Oct 13, 2025 |
| #10 | -0.81% Jul 31, 2024 - Aug 13, 2024 | -1.51% Jun 12, 2025 - Jun 23, 2025 |
| #11 | -0.77% May 15, 2024 - Jun 3, 2024 | -1.42% Dec 24, 2024 - Jan 3, 2025 |
| #12 | -0.73% Feb 20, 2026 - Apr 8, 2026 | -1.37% Jun 3, 2025 - Jun 12, 2025 |
| #13 | -0.66% Oct 27, 2025 - Nov 26, 2025 | -1.35% Sep 22, 2025 - Sep 26, 2025 |
| #14 | -0.62% May 20, 2025 - May 30, 2025 | -1.21% Jul 25, 2025 - Jul 30, 2025 |
| #15 | -0.50% Sep 30, 2024 - Oct 18, 2024 | -1.16% Jun 24, 2025 - Jun 27, 2025 |
Correlation
Correlation between IBHG and ZAP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
IBHG vs ZAP dividend yield comparison.
| Year | IBHG | ZAP |
|---|---|---|
| 2026 | 2.42% | 0.38% |
| 2025 | 6.34% | 1.81% |
| 2024 | 7.01% | 0.00% |
| 2023 | 6.66% | 0.00% |
| 2022 | 5.62% | 0.00% |
| 2021 | 2.13% | 0.00% |
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