IBHI vs UTWO
Comparison between ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF) and F/M US TREASURY 2 YEAR NOTE ETF (UTWO, ETF).
IBHI vs UTWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHI
$443M
UTWO
$439M
Expense Ratio
IBHI
0.35%
Winner
UTWO
0.15%
Max Drawdown
IBHI
16.35%
Winner
UTWO
4.63%
Sharpe Ratio
Winner
IBHI
0.72
UTWO
-0.62
5Y Beta
IBHI
0.23
Winner
UTWO
-0.01
IBHI vs UTWO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHI
+0.67%
UTWO
+0.03%
3M
Winner
IBHI
+1.82%
UTWO
-0.08%
6M
Winner
IBHI
+2.16%
UTWO
+0.36%
1Y
Winner
IBHI
+6.95%
UTWO
+2.87%
5Y(CAGR)
IBHI
+5.15%
UTWO
N/A
Max(CAGR)
Winner
IBHI
+5.15%
UTWO
+2.92%
IBHI vs UTWO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBHI | UTWO |
|---|---|---|
| 2026 | +1.60% | +0.19% |
| 2025 | +7.65% | +4.82% |
| 2024 | +9.25% | +3.83% |
| 2023 | +13.57% | +3.41% |
| 2022 | -8.53% | -0.81% |
IBHI vs UTWO Drawdown Comparison
The maximum drawdown for IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.
The maximum drawdown for UTWO was -2.04%, occurring on Nov 7, 2022. Recovery took 144 trading sessions.
The current IBHI drawdown is -0.21%. The current UTWO drawdown is -0.49%.
| Rank | IBHI | UTWO |
|---|---|---|
| #1 | -13.65% Mar 29, 2022 - Dec 1, 2023 | -2.04% Aug 15, 2022 - Mar 13, 2023 |
| #2 | -5.73% Feb 28, 2025 - May 30, 2025 | -1.82% May 4, 2023 - Nov 28, 2023 |
| #3 | -2.52% Mar 27, 2024 - May 15, 2024 | -1.08% Sep 24, 2024 - Jan 31, 2025 |
| #4 | -2.13% Mar 10, 2022 - Mar 17, 2022 | -0.90% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -2.11% Feb 2, 2026 - Apr 8, 2026 | -0.77% Apr 30, 2025 - Jun 24, 2025 |
| #6 | -1.92% Dec 9, 2024 - Jan 21, 2025 | -0.75% Apr 5, 2023 - May 3, 2023 |
| #7 | -1.72% Dec 27, 2023 - Jan 30, 2024 | -0.75% Feb 1, 2024 - May 15, 2024 |
| #8 | -1.38% Feb 1, 2024 - Mar 7, 2024 | -0.64% Mar 24, 2023 - Apr 5, 2023 |
| #9 | -1.31% Sep 22, 2025 - Oct 24, 2025 | -0.58% Mar 17, 2023 - Mar 23, 2023 |
| #10 | -1.30% Jul 31, 2024 - Aug 14, 2024 | -0.47% Apr 4, 2025 - Apr 28, 2025 |
| #11 | -1.14% Sep 20, 2024 - Nov 7, 2024 | -0.45% Mar 15, 2023 - Mar 17, 2023 |
| #12 | -1.12% May 15, 2024 - Jun 5, 2024 | -0.39% Jan 12, 2024 - Jan 31, 2024 |
| #13 | -1.10% Oct 27, 2025 - Nov 26, 2025 | -0.39% Mar 13, 2023 - Mar 15, 2023 |
| #14 | -1.04% Mar 18, 2022 - Mar 29, 2022 | -0.32% May 15, 2024 - Jun 3, 2024 |
| #15 | -0.88% Nov 11, 2024 - Nov 29, 2024 | -0.32% Jun 30, 2025 - Aug 1, 2025 |
Correlation
Correlation between IBHI and UTWO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2022 - 2026)
IBHI vs UTWO dividend yield comparison.
| Year | IBHI | UTWO |
|---|---|---|
| 2026 | 2.75% | 1.45% |
| 2025 | 6.79% | 3.63% |
| 2024 | 6.66% | 4.22% |
| 2023 | 6.48% | 4.39% |
| 2022 | 5.26% | 1.22% |
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