IBHI vs FXY
Comparison between ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF) and Invesco CurrencyShares Japanese Yen Trust (FXY, ETF).
IBHI vs FXY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHI
$430M
Winner
FXY
$430M
Expense Ratio
Winner
IBHI
0.35%
FXY
0.40%
Max Drawdown
Winner
IBHI
16.35%
FXY
56.03%
Sharpe Ratio
Winner
IBHI
0.76
FXY
-1.81
5Y Beta
IBHI
0.24
Winner
FXY
-0.12
IBHI vs FXY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHI
+0.19%
FXY
-1.51%
3M
Winner
IBHI
+1.30%
FXY
-1.70%
6M
Winner
IBHI
+1.90%
FXY
-3.27%
1Y
Winner
IBHI
+6.86%
FXY
-10.59%
5Y(CAGR)
Winner
IBHI
+5.14%
FXY
-7.79%
10Y(CAGR)
IBHI
N/A
FXY
-4.41%
Max(CAGR)
Winner
IBHI
+5.14%
FXY
-1.88%
IBHI vs FXY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IBHI | FXY |
|---|---|---|
| 2026 | +1.39% | -2.18% |
| 2025 | +7.65% | +0.20% |
| 2024 | +9.25% | -10.24% |
| 2023 | +13.57% | -7.66% |
| 2022 | -8.53% | -12.55% |
| 2021 | N/A | -10.98% |
| 2020 | N/A | +4.51% |
| 2019 | N/A | -0.25% |
| 2018 | N/A | +1.92% |
| 2017 | N/A | +3.99% |
| 2016 | N/A | +1.78% |
| 2015 | N/A | -0.11% |
| 2014 | N/A | -12.91% |
| 2013 | N/A | -17.46% |
| 2012 | N/A | -12.01% |
| 2011 | N/A | +5.79% |
| 2010 | N/A | +13.59% |
| 2009 | N/A | -1.09% |
| 2008 | N/A | +20.73% |
| 2007 | N/A | +8.36% |
IBHI vs FXY Drawdown Comparison
The maximum drawdown for IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.
The maximum drawdown for FXY was -56.03%, occurring on Jul 10, 2024. This drawdown has not yet recovered.
The current IBHI drawdown is -0.38%. The current FXY drawdown is -55.95%.
| Rank | IBHI | FXY |
|---|---|---|
| #1 | -13.65% Mar 29, 2022 - Dec 1, 2023 | -56.03% Oct 28, 2011 - Jul 10, 2024 |
| #2 | -5.73% Feb 28, 2025 - May 30, 2025 | -13.65% Dec 17, 2008 - Nov 27, 2009 |
| #3 | -2.52% Mar 27, 2024 - May 15, 2024 | -12.05% Mar 17, 2008 - Oct 23, 2008 |
| #4 | -2.13% Mar 10, 2022 - Mar 17, 2022 | -8.76% Nov 30, 2009 - Aug 3, 2010 |
| #5 | -2.11% Feb 2, 2026 - Apr 8, 2026 | -7.63% Mar 17, 2011 - Jul 20, 2011 |
| #6 | -1.92% Dec 9, 2024 - Jan 21, 2025 | -6.54% Mar 5, 2007 - Aug 16, 2007 |
| #7 | -1.72% Dec 27, 2023 - Jan 30, 2024 | -6.40% Nov 26, 2007 - Jan 15, 2008 |
| #8 | -1.38% Feb 1, 2024 - Mar 7, 2024 | -6.30% Oct 27, 2008 - Dec 1, 2008 |
| #9 | -1.31% Sep 22, 2025 - Oct 24, 2025 | -4.53% Oct 29, 2010 - Mar 16, 2011 |
| #10 | -1.30% Jul 31, 2024 - Aug 14, 2024 | -3.62% Sep 7, 2007 - Nov 7, 2007 |
| #11 | -1.14% Sep 20, 2024 - Nov 7, 2024 | -3.21% Sep 14, 2010 - Oct 6, 2010 |
| #12 | -1.12% May 15, 2024 - Jun 5, 2024 | -2.69% Jul 29, 2011 - Aug 9, 2011 |
| #13 | -1.10% Oct 27, 2025 - Nov 26, 2025 | -1.91% Aug 16, 2007 - Sep 7, 2007 |
| #14 | -1.04% Mar 18, 2022 - Mar 29, 2022 | -1.87% Feb 15, 2007 - Feb 27, 2007 |
| #15 | -0.88% Nov 11, 2024 - Nov 29, 2024 | -1.80% Jan 30, 2008 - Feb 27, 2008 |
Correlation
Correlation between IBHI and FXY is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.69
-101
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