IBHJ vs XJR

Comparison between ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF) and ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF).

IBHJ vs XJR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBHJ(ETF)	XJR(ETF)
Net Assets	$140M	$140M
Expense Ratio	0.35%	0.12%
Max Drawdown	7.18%	27.89%
Sharpe Ratio	0.81	1.39
5Y Beta	0.22	1.02
P/E Ratio	N/A	36.70
Forward P/E	N/A	15.68
5Y Dividends CAGR	N/A	20.23%
5Y EPS CAGR	N/A	9.91%
Debt to Equity	N/A	71.50%
P/S Ratio	N/A	1.15
P/B Ratio	N/A	2.07

Net Assets

Winner

IBHJ

$140M

XJR

$140M

Expense Ratio

IBHJ

0.35%

Winner

XJR

0.12%

Max Drawdown

Winner

IBHJ

7.18%

XJR

27.89%

Sharpe Ratio

IBHJ

0.81

Winner

XJR

1.39

5Y Beta

Winner

IBHJ

0.22

XJR

1.02

P/E Ratio

IBHJ

N/A

XJR

36.70

Forward P/E

IBHJ

N/A

XJR

15.68

5Y Dividends CAGR

IBHJ

N/A

XJR

20.23%

5Y EPS CAGR

IBHJ

N/A

XJR

9.91%

Debt to Equity

IBHJ

N/A

XJR

71.50%

P/S Ratio

IBHJ

N/A

XJR

1.15

P/B Ratio

IBHJ

N/A

XJR

2.07

IBHJ vs XJR - Historical Returns

Returns include dividend reinvestment.

Period	IBHJ	XJR
1 month	+0.64%	+6.60%
3 months	+2.66%	+19.00%
6 months	+2.79%	+16.64%
1 year	+7.21%	+31.88%
5 years(CAGR)	N/A	+6.10%
Max(CAGR)	+9.09%	+15.17%

IBHJ

+0.64%

Winner

XJR

+6.60%

IBHJ

+2.66%

Winner

XJR

+19.00%

IBHJ

+2.79%

Winner

XJR

+16.64%

IBHJ

+7.21%

Winner

XJR

+31.88%

5Y(CAGR)

IBHJ

N/A

XJR

+6.10%

Max(CAGR)

IBHJ

+9.09%

Winner

XJR

+15.17%

IBHJ vs XJR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBHJ	XJR
2026	+1.85%	+18.66%
2025	+9.01%	+5.10%
2024	+7.44%	+10.38%
2023	+8.36%	+16.42%
2022	N/A	-18.05%
2021	N/A	+26.45%
2020	N/A	+35.61%

IBHJ vs XJR Drawdown Comparison

The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.

The current IBHJ drawdown is -0.01%.

Rank	IBHJ	XJR
#1	-4.93% Feb 26, 2025 - May 12, 2025	-27.12% Nov 25, 2024 - Jan 9, 2026
#2	-4.71% Jul 13, 2023 - Nov 3, 2023	-26.88% Nov 5, 2021 - Jul 16, 2024
#3	-2.76% Mar 27, 2024 - May 3, 2024	-9.76% Jun 8, 2021 - Nov 3, 2021
#4	-2.46% Feb 11, 2026 - Apr 8, 2026	-9.43% Feb 10, 2026 - Apr 14, 2026
#5	-1.98% Dec 6, 2024 - Jan 21, 2025	-9.34% Mar 12, 2021 - Jun 8, 2021
#6	-1.64% Dec 27, 2023 - Feb 1, 2024	-9.04% Jul 31, 2024 - Sep 19, 2024
#7	-1.51% Sep 22, 2025 - Oct 27, 2025	-6.34% Oct 23, 2020 - Nov 5, 2020
#8	-1.45% Sep 20, 2024 - Nov 8, 2024	-4.41% Nov 11, 2024 - Nov 25, 2024
#9	-1.45% Jun 30, 2023 - Jul 12, 2023	-4.33% May 6, 2026 - May 26, 2026
#10	-1.42% Feb 1, 2024 - Mar 6, 2024	-4.23% Feb 24, 2021 - Mar 8, 2021
#11	-1.19% Oct 27, 2025 - Nov 28, 2025	-3.65% Oct 16, 2024 - Nov 6, 2024
#12	-1.05% Jul 31, 2024 - Aug 13, 2024	-3.40% Jan 26, 2021 - Feb 4, 2021
#13	-1.00% May 15, 2024 - Jun 5, 2024	-3.28% Nov 24, 2020 - Dec 4, 2020
#14	-0.96% Apr 17, 2026 - May 28, 2026	-3.23% Sep 19, 2024 - Oct 16, 2024
#15	-0.91% Nov 3, 2023 - Nov 14, 2023	-2.74% Jan 22, 2026 - Feb 6, 2026