IBHI vs PBW
Comparison between ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF) and INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF).
IBHI vs PBW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHI
$484M
Winner
PBW
$485M
Expense Ratio
Winner
IBHI
0.35%
PBW
0.64%
Max Drawdown
Winner
IBHI
16.35%
PBW
90.65%
Sharpe Ratio
IBHI
0.50
Winner
PBW
0.97
5Y Beta
Winner
IBHI
0.23
PBW
1.63
P/E Ratio
IBHI
N/A
PBW
-21.56
Forward P/E
IBHI
N/A
PBW
14.51
5Y Dividends CAGR
IBHI
N/A
PBW
-6.98%
5Y EPS CAGR
IBHI
N/A
PBW
15.31%
Debt to Equity
IBHI
N/A
PBW
140.15%
P/S Ratio
IBHI
N/A
PBW
0.50
P/B Ratio
IBHI
N/A
PBW
2.20
IBHI vs PBW - Holdings Comparison
IBHI and PBW have 1 common holdings. Overlap is -0.09%
IBHI's top 25 holdings weight is 21.73%. PBW's top 25 holdings weight is 39.96%.
| Rank | IBHI | PBW |
|---|---|---|
| #1 | ECHOSTAR CORP. 10.75% (n/a) - 2.13% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.91% |
| #2 | TIBCO SOFTWARE INC 6.5% (n/a) - 1.45% | OPAL FUELS INC ORDINARY SHARES CLASS A (OPAL) - 1.89% |
| #3 | CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.43% | FUELCELL ENERGY INC (FCEL) - 1.83% |
| #4 | CENTENE CORP. 4.625% (n/a) - 1.26% | n/a (BETA) - 1.83% |
| #5 | VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.25% | IONEER LTD ADR (IONR) - 1.81% |
| #6 | n/a (n/a) - 1.11% | DARLING INGREDIENTS INC (DAR) - 1.69% |
| #7 | n/a (n/a) - 1.10% | AXIA ENERGIA ADR (AXIA) - 1.68% |
| #8 | TRANSDIGM, INC. 6.375% (n/a) - 1.03% | REX AMERICAN RESOURCES CORP (REX) - 1.63% |
| #9 | NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.00% | CADELER AS ADR (CDLR) - 1.62% |
| #10 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.00% | ITRON INC (ITRI) - 1.62% |
| #11 | MEDLINE BORROWER LP 5.25% (n/a) - 0.92% | GEVO INC (GEVO) - 1.58% |
| #12 | STAPLES, INC. 10.75% (n/a) - 0.86% | TESLA INC (TSLA) - 1.54% |
| #13 | RAKUTEN GROUP INC. 9.75% (n/a) - 0.80% | GENTHERM INC CLASS A (THRM) - 1.53% |
| #14 | n/a (n/a) - 0.79% | XPENG INC ADR (XPEV) - 1.52% |
| #15 | INGRAM MICRO INC. 4.75% (n/a) - 0.72% | PLUG POWER INC (PLUG) - 1.51% |
| #16 | n/a (n/a) - 0.67% | CANADIAN SOLAR INC (CSIQ) - 1.51% |
| #17 | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.59% | EVGO INC CLASS A (EVGO) - 1.50% |
| #18 | n/a (n/a) - 0.54% | ESCO TECHNOLOGIES INC (ESE) - 1.50% |
| #19 | NCR ATLEOS CORP. 9.5% (n/a) - 0.53% | n/a (SQM) - 1.47% |
| #20 | n/a (n/a) - 0.52% | n/a (QS) - 1.47% |
| #21 | ALTICE FINANCING S.A. 5.75% (n/a) - 0.51% | NIO INC ADR (NIO) - 1.47% |
| #22 | n/a (n/a) - 0.47% | JINKOSOLAR HOLDING CO LTD DR (JKS) - 1.47% |
| #23 | WYNN MACAU LTD. 5.125% (n/a) - 0.35% | ARCHER AVIATION INC CLASS A (ACHR) - 1.46% |
| #24 | MUVICO LLC 9% (n/a) - 0.35% | SIGMA LITHIUM CORP (SGML) - 1.46% |
| #25 | U S ACUTE CARE SOLUTIONS LLC 9.75% (n/a) - 0.35% | NEXTPOWER INC CLASS A (NXT) - 1.46% |
| Total Holdings | 334 | 74 |
IBHI vs PBW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHI
+0.09%
PBW
-16.93%
3M
Winner
IBHI
+0.83%
PBW
-4.79%
6M
Winner
IBHI
+1.40%
PBW
-1.84%
1Y
IBHI
+5.45%
Winner
PBW
+44.69%
5Y(CAGR)
Winner
IBHI
+5.13%
PBW
-14.79%
10Y(CAGR)
IBHI
N/A
PBW
+7.65%
Max(CAGR)
Winner
IBHI
+5.13%
PBW
-2.29%
IBHI vs PBW - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IBHI | PBW |
|---|---|---|
| 2026 | +1.98% | +6.53% |
| 2025 | +7.65% | +47.45% |
| 2024 | +9.25% | -28.81% |
| 2023 | +13.57% | -17.97% |
| 2022 | -8.53% | -45.69% |
| 2021 | N/A | -30.10% |
| 2020 | N/A | +199.41% |
| 2019 | N/A | +60.55% |
| 2018 | N/A | -15.63% |
| 2017 | N/A | +38.77% |
| 2016 | N/A | -18.98% |
| 2015 | N/A | -8.61% |
| 2014 | N/A | -17.37% |
| 2013 | N/A | +54.06% |
| 2012 | N/A | -19.28% |
| 2011 | N/A | -51.25% |
| 2010 | N/A | -8.46% |
| 2009 | N/A | +21.29% |
| 2008 | N/A | -68.62% |
| 2007 | N/A | +60.80% |
| 2006 | N/A | +5.06% |
| 2005 | N/A | +3.72% |
IBHI vs PBW Drawdown Comparison
The maximum drawdown for IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.
The maximum drawdown for PBW was -89.01%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current IBHI drawdown is -0.17%. The current PBW drawdown is -71.52%.
| Rank | IBHI | PBW |
|---|---|---|
| #1 | -13.65% Mar 29, 2022 - Dec 1, 2023 | -89.01% Feb 9, 2021 - Apr 8, 2025 |
| #2 | -5.73% Feb 28, 2025 - May 30, 2025 | -87.01% Dec 26, 2007 - Jan 7, 2021 |
| #3 | -2.52% Mar 27, 2024 - May 15, 2024 | -31.07% May 8, 2006 - Oct 5, 2007 |
| #4 | -2.13% Mar 10, 2022 - Mar 17, 2022 | -18.89% Mar 7, 2005 - Jul 26, 2005 |
| #5 | -2.11% Feb 2, 2026 - Apr 8, 2026 | -17.63% Sep 12, 2005 - Jan 19, 2006 |
| #6 | -1.92% Dec 9, 2024 - Jan 21, 2025 | -14.44% Nov 8, 2007 - Dec 10, 2007 |
| #7 | -1.72% Dec 27, 2023 - Jan 30, 2024 | -8.99% Jan 22, 2021 - Feb 8, 2021 |
| #8 | -1.38% Feb 1, 2024 - Mar 7, 2024 | -8.26% Feb 27, 2006 - Mar 29, 2006 |
| #9 | -1.31% Sep 22, 2025 - Oct 24, 2025 | -6.79% Jan 12, 2021 - Jan 21, 2021 |
| #10 | -1.30% Jul 31, 2024 - Aug 14, 2024 | -5.03% Aug 3, 2005 - Aug 29, 2005 |
| #11 | -1.14% Sep 20, 2024 - Nov 7, 2024 | -4.98% Apr 24, 2006 - May 5, 2006 |
| #12 | -1.12% May 15, 2024 - Jun 5, 2024 | -4.64% Dec 14, 2007 - Dec 19, 2007 |
| #13 | -1.10% Oct 27, 2025 - Nov 26, 2025 | -4.20% Jan 31, 2006 - Feb 24, 2006 |
| #14 | -1.04% Mar 18, 2022 - Mar 29, 2022 | -4.02% Oct 31, 2007 - Nov 6, 2007 |
| #15 | -0.88% Nov 11, 2024 - Nov 29, 2024 | -3.92% Oct 18, 2007 - Oct 26, 2007 |
Correlation
Correlation between IBHI and PBW is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.44
-101
Dividend Comparison (2006 - 2026)
IBHI vs PBW dividend yield comparison.
| Year | IBHI | PBW |
|---|---|---|
| 2026 | 3.30% | 0.79% |
| 2025 | 6.79% | 0.79% |
| 2024 | 6.66% | 2.84% |
| 2023 | 6.48% | 3.68% |
| 2022 | 5.26% | 4.21% |
| 2021 | 0.00% | 1.71% |
| 2020 | 0.00% | 0.44% |
| 2019 | 0.00% | 1.45% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 2.68% |
| 2015 | 0.00% | 1.53% |
| 2014 | 0.00% | 2.96% |
| 2013 | 0.00% | 2.18% |
| 2012 | 0.00% | 3.96% |
| 2011 | 0.00% | 2.33% |
| 2006 | 0.00% | 0.27% |
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