IBHK vs DIG
Comparison between ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF (IBHK, ETF) and PROSHARES ULTRA ENERGY (DIG, ETF).
IBHK vs DIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHK
$64M
Winner
DIG
$64M
Expense Ratio
IBHK
0.35%
DIG
N/A
Max Drawdown
Winner
IBHK
7.29%
DIG
97.36%
Sharpe Ratio
IBHK
0.23
Winner
DIG
1.55
5Y Beta
Winner
IBHK
0.24
DIG
1.02
P/E Ratio
IBHK
N/A
DIG
23.13
Forward P/E
IBHK
N/A
DIG
13.10
PEG Ratio
IBHK
N/A
DIG
0.14
5Y Dividends CAGR
IBHK
N/A
DIG
21.65%
Debt to Equity
IBHK
N/A
DIG
48.89%
P/S Ratio
IBHK
N/A
DIG
1.74
P/B Ratio
IBHK
N/A
DIG
2.59
IBHK vs DIG - Historical Returns
Returns include dividend reinvestment.
1M
IBHK
-0.65%
Winner
DIG
+23.16%
3M
IBHK
-0.10%
Winner
DIG
+8.47%
6M
IBHK
+0.55%
Winner
DIG
+43.27%
1Y
IBHK
+4.83%
Winner
DIG
+79.14%
5Y(CAGR)
IBHK
N/A
DIG
+35.80%
10Y(CAGR)
IBHK
N/A
DIG
+5.52%
Max(CAGR)
Winner
IBHK
+7.19%
DIG
+0.12%
IBHK vs DIG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IBHK | DIG |
|---|---|---|
| 2026 | +1.41% | +65.63% |
| 2025 | +8.73% | +0.55% |
| 2024 | +5.06% | -1.38% |
| 2023 | N/A | -5.81% |
| 2022 | N/A | +112.77% |
| 2021 | N/A | +114.34% |
| 2020 | N/A | -70.87% |
| 2019 | N/A | +8.10% |
| 2018 | N/A | -42.08% |
| 2017 | N/A | -9.44% |
| 2016 | N/A | +48.01% |
| 2015 | N/A | -44.45% |
| 2014 | N/A | -19.74% |
| 2013 | N/A | +46.44% |
| 2012 | N/A | -0.95% |
| 2011 | N/A | -5.49% |
| 2010 | N/A | +26.10% |
| 2009 | N/A | +10.39% |
| 2008 | N/A | -72.79% |
| 2007 | N/A | +66.35% |
IBHK vs DIG Drawdown Comparison
The maximum drawdown for IBHK was -4.83%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The maximum drawdown for DIG was -97.04%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current IBHK drawdown is -1.09%. The current DIG drawdown is -49.58%.
| Rank | IBHK | DIG |
|---|---|---|
| #1 | -4.83% Feb 26, 2025 - May 12, 2025 | -97.04% May 20, 2008 - Mar 23, 2020 |
| #2 | -2.82% Feb 20, 2026 - Apr 14, 2026 | -30.73% Jan 3, 2008 - Apr 17, 2008 |
| #3 | -1.98% Dec 11, 2024 - Jan 24, 2025 | -24.48% Jul 19, 2007 - Sep 20, 2007 |
| #4 | -1.69% Sep 23, 2024 - Dec 6, 2024 | -19.20% Oct 18, 2007 - Dec 26, 2007 |
| #5 | -1.42% Oct 1, 2025 - Oct 27, 2025 | -12.38% Feb 26, 2007 - Mar 22, 2007 |
| #6 | -1.16% May 6, 2026 - May 26, 2026 | -10.12% Apr 22, 2008 - May 13, 2008 |
| #7 | -1.15% Oct 27, 2025 - Nov 25, 2025 | -8.95% Jun 18, 2007 - Jul 6, 2007 |
| #8 | -1.09% Jul 7, 2026 - Jul 24, 2026 | -6.83% Jun 4, 2007 - Jun 14, 2007 |
| #9 | -1.06% May 13, 2025 - May 29, 2025 | -4.71% May 21, 2007 - May 30, 2007 |
| #10 | -0.96% Jul 31, 2024 - Aug 13, 2024 | -4.31% Oct 1, 2007 - Oct 10, 2007 |
| #11 | -0.87% Jul 3, 2025 - Aug 4, 2025 | -4.22% Apr 16, 2007 - Apr 25, 2007 |
| #12 | -0.79% May 29, 2026 - Jun 15, 2026 | -4.16% Jul 13, 2007 - Jul 19, 2007 |
| #13 | -0.70% May 24, 2024 - Jun 4, 2024 | -4.10% Feb 7, 2007 - Feb 23, 2007 |
| #14 | -0.70% Apr 17, 2026 - May 6, 2026 | -3.65% May 8, 2007 - May 11, 2007 |
| #15 | -0.68% Feb 5, 2025 - Feb 25, 2025 | -3.40% Sep 21, 2007 - Oct 1, 2007 |
Correlation
Correlation between IBHK and DIG is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.50
-101
Dividend Comparison (2007 - 2026)
IBHK vs DIG dividend yield comparison.
| Year | IBHK | DIG |
|---|---|---|
| 2026 | 3.23% | 0.65% |
| 2025 | 6.52% | 2.62% |
| 2024 | 4.03% | 3.13% |
| 2023 | 0.00% | 0.61% |
| 2022 | 0.00% | 1.33% |
| 2021 | 0.00% | 2.24% |
| 2020 | 0.00% | 3.18% |
| 2019 | 0.00% | 2.72% |
| 2018 | 0.00% | 2.30% |
| 2017 | 0.00% | 1.76% |
| 2016 | 0.00% | 1.09% |
| 2015 | 0.00% | 1.56% |
| 2014 | 0.00% | 0.87% |
| 2013 | 0.00% | 0.43% |
| 2012 | 0.00% | 0.22% |
| 2011 | 0.00% | 0.15% |
| 2010 | 0.00% | 0.51% |
| 2009 | 0.00% | 0.66% |
| 2008 | 0.00% | 14.87% |
| 2007 | 0.00% | 7.46% |
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