IBHH vs MFDX

Comparison between ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF (IBHH, ETF) and PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF (MFDX, ETF).

IBHH vs MFDX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBHH(ETF)	MFDX(ETF)
Net Assets	$457M	$458M
Expense Ratio	0.35%	0.39%
Max Drawdown	14.74%	39.06%
Sharpe Ratio	0.31	1.08
5Y Beta	0.19	0.61
5Y Dividends CAGR	N/A	19.23%

Net Assets

IBHH

$457M

Winner

MFDX

$458M

Expense Ratio

Winner

IBHH

0.35%

MFDX

0.39%

Max Drawdown

Winner

IBHH

14.74%

MFDX

39.06%

Sharpe Ratio

IBHH

0.31

Winner

MFDX

1.08

5Y Beta

Winner

IBHH

0.19

MFDX

0.61

5Y Dividends CAGR

IBHH

N/A

MFDX

19.23%

IBHH vs MFDX - Historical Returns

Returns include dividend reinvestment.

Period	IBHH	MFDX
1 month	+0.82%	+4.12%
3 months	+1.13%	+2.05%
6 months	+2.19%	+0.97%
1 year	+4.72%	+19.75%
5 years(CAGR)	+5.26%	+10.66%
10 years(CAGR)	N/A	+8.97%
Max(CAGR)	+5.26%	+8.97%

IBHH

+0.82%

Winner

MFDX

+4.12%

IBHH

+1.13%

Winner

MFDX

+2.05%

Winner

IBHH

+2.19%

MFDX

+0.97%

IBHH

+4.72%

Winner

MFDX

+19.75%

5Y(CAGR)

IBHH

+5.26%

Winner

MFDX

+10.66%

10Y(CAGR)

IBHH

N/A

MFDX

+8.97%

Max(CAGR)

IBHH

+5.26%

Winner

MFDX

+8.97%

IBHH vs MFDX - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IBHH	MFDX
2026	+2.90%	+11.65%
2025	+7.69%	+34.68%
2024	+8.26%	+5.45%
2023	+12.70%	+16.95%
2022	-6.71%	-10.83%
2021	N/A	+10.81%
2020	N/A	+6.30%
2019	N/A	+20.23%
2018	N/A	-15.31%
2017	N/A	+7.02%

IBHH vs MFDX Drawdown Comparison

The maximum drawdown for IBHH was -12.04%, occurring on Sep 27, 2022. Recovery took 414 trading sessions.

The maximum drawdown for MFDX was -36.04%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current IBHH drawdown is -0.13%. The current MFDX drawdown is -0.84%.

Rank	IBHH	MFDX
#1	-12.04% Mar 31, 2022 - Nov 22, 2023	-36.04% Jan 26, 2018 - Dec 4, 2020
#2	-4.66% Feb 28, 2025 - May 12, 2025	-25.60% Jan 12, 2022 - Dec 14, 2023
#3	-2.08% Mar 10, 2022 - Mar 17, 2022	-11.63% Mar 19, 2025 - Apr 24, 2025
#4	-1.88% Mar 27, 2024 - May 6, 2024	-10.66% Feb 25, 2026 - Aug 4, 2026
#5	-1.49% Dec 27, 2023 - Feb 1, 2024	-10.10% Sep 26, 2024 - Mar 5, 2025
#6	-1.49% Dec 6, 2024 - Jan 16, 2025	-7.09% Sep 3, 2021 - Jan 12, 2022
#7	-1.46% Sep 19, 2024 - Nov 29, 2024	-6.10% Jul 16, 2024 - Aug 19, 2024
#8	-1.22% Feb 23, 2026 - Apr 8, 2026	-6.02% Jun 7, 2021 - Aug 13, 2021
#9	-1.11% Feb 1, 2024 - Mar 6, 2024	-4.55% Nov 12, 2025 - Dec 10, 2025
#10	-1.00% Oct 1, 2025 - Oct 23, 2025	-4.47% Mar 27, 2024 - May 10, 2024
#11	-0.95% May 15, 2024 - Jun 5, 2024	-4.21% Jan 8, 2021 - Feb 11, 2021
#12	-0.92% Mar 18, 2022 - Mar 29, 2022	-3.52% May 7, 2021 - Jun 1, 2021
#13	-0.88% Jul 31, 2024 - Aug 13, 2024	-3.51% Jul 23, 2025 - Aug 12, 2025
#14	-0.81% May 19, 2025 - May 29, 2025	-3.49% Aug 13, 2021 - Sep 2, 2021
#15	-0.74% Dec 4, 2023 - Dec 13, 2023	-3.44% May 21, 2024 - Jul 11, 2024