IBHJ vs DGRE
Comparison between ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF) and WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF).
IBHJ vs DGRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHJ
$148M
Winner
DGRE
$148M
Expense Ratio
IBHJ
0.35%
Winner
DGRE
0.32%
Max Drawdown
Winner
IBHJ
7.18%
DGRE
40.04%
Sharpe Ratio
IBHJ
0.60
Winner
DGRE
1.45
5Y Beta
Winner
IBHJ
0.21
DGRE
0.85
5Y Dividends CAGR
IBHJ
N/A
DGRE
1.17%
IBHJ vs DGRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHJ
+0.21%
DGRE
-6.97%
3M
IBHJ
+0.97%
Winner
DGRE
+7.18%
6M
IBHJ
+1.91%
Winner
DGRE
+19.09%
1Y
IBHJ
+6.17%
Winner
DGRE
+41.45%
5Y(CAGR)
IBHJ
N/A
DGRE
+8.38%
10Y(CAGR)
IBHJ
N/A
DGRE
+8.52%
Max(CAGR)
Winner
IBHJ
+8.89%
DGRE
+5.90%
IBHJ vs DGRE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | IBHJ | DGRE |
|---|---|---|
| 2026 | +2.22% | +22.51% |
| 2025 | +9.01% | +26.37% |
| 2024 | +7.44% | +4.87% |
| 2023 | +8.36% | +17.95% |
| 2022 | N/A | -22.02% |
| 2021 | N/A | +2.08% |
| 2020 | N/A | +9.38% |
| 2019 | N/A | +20.74% |
| 2018 | N/A | -17.60% |
| 2017 | N/A | +32.71% |
| 2016 | N/A | +14.22% |
| 2015 | N/A | -16.52% |
| 2014 | N/A | +3.49% |
| 2013 | N/A | -2.41% |
IBHJ vs DGRE Drawdown Comparison
The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.
The current IBHJ drawdown is -0.49%. The current DGRE drawdown is -7.61%.
| Rank | IBHJ | DGRE |
|---|---|---|
| #1 | -4.93% Feb 26, 2025 - May 12, 2025 | -36.95% Jan 26, 2018 - Nov 24, 2020 |
| #2 | -4.71% Jul 13, 2023 - Nov 3, 2023 | -36.53% Sep 5, 2014 - Aug 24, 2017 |
| #3 | -2.76% Mar 27, 2024 - May 3, 2024 | -35.40% Feb 12, 2021 - Sep 24, 2024 |
| #4 | -2.46% Feb 11, 2026 - Apr 8, 2026 | -20.65% Sep 26, 2024 - Jul 3, 2025 |
| #5 | -1.98% Dec 6, 2024 - Jan 21, 2025 | -17.52% Oct 22, 2013 - Jun 9, 2014 |
| #6 | -1.64% Dec 27, 2023 - Feb 1, 2024 | -13.67% Feb 25, 2026 - Apr 17, 2026 |
| #7 | -1.51% Sep 22, 2025 - Oct 27, 2025 | -10.78% Aug 14, 2013 - Sep 18, 2013 |
| #8 | -1.45% Sep 20, 2024 - Nov 8, 2024 | -10.56% Jun 18, 2026 - Jul 20, 2026 |
| #9 | -1.45% Jun 30, 2023 - Jul 12, 2023 | -7.82% Jun 2, 2026 - Jun 15, 2026 |
| #10 | -1.42% Feb 1, 2024 - Mar 6, 2024 | -7.13% Sep 18, 2013 - Oct 22, 2013 |
| #11 | -1.19% Oct 27, 2025 - Nov 28, 2025 | -6.19% May 8, 2026 - May 26, 2026 |
| #12 | -1.05% Jul 31, 2024 - Aug 13, 2024 | -5.64% Jan 21, 2021 - Feb 9, 2021 |
| #13 | -1.00% May 15, 2024 - Jun 5, 2024 | -4.96% Jul 24, 2014 - Aug 26, 2014 |
| #14 | -0.96% Apr 17, 2026 - May 28, 2026 | -3.87% Oct 13, 2017 - Dec 20, 2017 |
| #15 | -0.91% Nov 3, 2023 - Nov 14, 2023 | -3.86% Nov 3, 2025 - Dec 10, 2025 |
Correlation
Correlation between IBHJ and DGRE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2013 - 2026)
IBHJ vs DGRE dividend yield comparison.
| Year | IBHJ | DGRE |
|---|---|---|
| 2026 | 3.34% | 0.69% |
| 2025 | 6.64% | 1.65% |
| 2024 | 6.87% | 1.90% |
| 2023 | 3.66% | 2.22% |
| 2022 | 0.00% | 4.38% |
| 2021 | 0.00% | 2.56% |
| 2020 | 0.00% | 2.11% |
| 2019 | 0.00% | 2.32% |
| 2018 | 0.00% | 2.71% |
| 2017 | 0.00% | 3.12% |
| 2016 | 0.00% | 3.18% |
| 2015 | 0.00% | 3.01% |
| 2014 | 0.00% | 2.45% |
| 2013 | 0.00% | 0.57% |
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