IBHJ vs MTRA
Comparison between ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF) and INVESCO INTERNATIONAL GROWTH FOCUS ETF (MTRA, ETF).
IBHJ vs MTRA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHJ
$148M
MTRA
$148M
Expense Ratio
Winner
IBHJ
0.35%
MTRA
0.54%
Max Drawdown
Winner
IBHJ
7.18%
MTRA
15.77%
Sharpe Ratio
Winner
IBHJ
0.60
MTRA
0.23
5Y Beta
Winner
IBHJ
0.21
MTRA
1.23
IBHJ vs MTRA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHJ
+0.21%
MTRA
-3.72%
3M
IBHJ
+0.97%
Winner
MTRA
+3.03%
6M
Winner
IBHJ
+1.91%
MTRA
-2.00%
1Y
IBHJ
+6.17%
Winner
MTRA
+6.32%
Max(CAGR)
Winner
IBHJ
+8.89%
MTRA
+5.67%
IBHJ vs MTRA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBHJ | MTRA |
|---|---|---|
| 2026 | +2.22% | -0.16% |
| 2025 | +9.01% | +4.89% |
| 2024 | +7.44% | N/A |
| 2023 | +8.36% | N/A |
IBHJ vs MTRA Drawdown Comparison
The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The maximum drawdown for MTRA was -15.77%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current IBHJ drawdown is -0.49%. The current MTRA drawdown is -4.13%.
| Rank | IBHJ | MTRA |
|---|---|---|
| #1 | -4.93% Feb 26, 2025 - May 12, 2025 | -15.77% Jan 12, 2026 - Mar 27, 2026 |
| #2 | -4.71% Jul 13, 2023 - Nov 3, 2023 | -6.97% Oct 27, 2025 - Jan 5, 2026 |
| #3 | -2.76% Mar 27, 2024 - May 3, 2024 | -5.43% Jul 23, 2025 - Sep 16, 2025 |
| #4 | -2.46% Feb 11, 2026 - Apr 8, 2026 | -4.39% Oct 6, 2025 - Oct 24, 2025 |
| #5 | -1.98% Dec 6, 2024 - Jan 21, 2025 | -3.29% Jun 12, 2025 - Jun 27, 2025 |
| #6 | -1.64% Dec 27, 2023 - Feb 1, 2024 | -1.94% Jul 10, 2025 - Jul 23, 2025 |
| #7 | -1.51% Sep 22, 2025 - Oct 27, 2025 | -1.88% Sep 18, 2025 - Oct 1, 2025 |
| #8 | -1.45% Sep 20, 2024 - Nov 8, 2024 | -0.86% Jul 3, 2025 - Jul 9, 2025 |
| #9 | -1.45% Jun 30, 2023 - Jul 12, 2023 | -0.35% Jan 6, 2026 - Jan 9, 2026 |
| #10 | -1.42% Feb 1, 2024 - Mar 6, 2024 | -0.17% Sep 16, 2025 - Sep 18, 2025 |
| #11 | -1.19% Oct 27, 2025 - Nov 28, 2025 | -0.11% Jun 30, 2025 - Jul 2, 2025 |
| #12 | -1.05% Jul 31, 2024 - Aug 13, 2024 | N/A |
| #13 | -1.00% May 15, 2024 - Jun 5, 2024 | N/A |
| #14 | -0.96% Apr 17, 2026 - May 28, 2026 | N/A |
| #15 | -0.91% Nov 3, 2023 - Nov 14, 2023 | N/A |
Correlation
Correlation between IBHJ and MTRA is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2023 - 2026)
IBHJ vs MTRA dividend yield comparison.
| Year | IBHJ | MTRA |
|---|---|---|
| 2026 | 3.34% | 0.00% |
| 2025 | 6.64% | 0.69% |
| 2024 | 6.87% | 0.00% |
| 2023 | 3.66% | 0.00% |
Select Stocks to Compare
Popular: IBHJ vs SPYMTRA vs SPY
More Comparisons
Compare with similar stocks