IBHK vs RUSC
Comparison between ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF (IBHK, ETF) and RUSSELL INVESTMENTS U.S. SMALL CAP EQUITY ETF (RUSC, ETF).
IBHK vs RUSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHK
$57M
Winner
RUSC
$57M
Expense Ratio
Winner
IBHK
0.35%
RUSC
0.64%
Max Drawdown
Winner
IBHK
7.29%
RUSC
9.18%
Sharpe Ratio
IBHK
0.73
Winner
RUSC
1.59
5Y Beta
Winner
IBHK
0.24
RUSC
1.24
P/E Ratio
IBHK
N/A
RUSC
150.12
Forward P/E
IBHK
N/A
RUSC
16.65
5Y EPS CAGR
IBHK
N/A
RUSC
5.18%
Debt to Equity
IBHK
N/A
RUSC
18.87%
P/S Ratio
IBHK
N/A
RUSC
1.21
P/B Ratio
IBHK
N/A
RUSC
2.27
IBHK vs RUSC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHK
-0.09%
RUSC
-1.02%
3M
IBHK
+0.81%
Winner
RUSC
+9.49%
6M
IBHK
+1.67%
Winner
RUSC
+15.52%
1Y
IBHK
+6.76%
Winner
RUSC
+36.27%
Max(CAGR)
IBHK
+7.60%
Winner
RUSC
+33.96%
IBHK vs RUSC - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBHK | RUSC |
|---|---|---|
| 2026 | +1.25% | +15.23% |
| 2025 | +8.73% | +17.50% |
| 2024 | +5.06% | N/A |
IBHK vs RUSC Drawdown Comparison
The maximum drawdown for IBHK was -4.83%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The maximum drawdown for RUSC was -9.18%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The current IBHK drawdown is -0.77%. The current RUSC drawdown is -2.97%.
| Rank | IBHK | RUSC |
|---|---|---|
| #1 | -4.83% Feb 26, 2025 - May 12, 2025 | -9.18% Feb 10, 2026 - Apr 13, 2026 |
| #2 | -2.82% Feb 20, 2026 - Apr 14, 2026 | -7.13% Oct 27, 2025 - Nov 28, 2025 |
| #3 | -1.98% Dec 11, 2024 - Jan 24, 2025 | -6.02% Sep 18, 2025 - Oct 27, 2025 |
| #4 | -1.69% Sep 23, 2024 - Dec 6, 2024 | -4.83% May 6, 2026 - May 26, 2026 |
| #5 | -1.42% Oct 1, 2025 - Oct 27, 2025 | -4.11% Jul 23, 2025 - Aug 12, 2025 |
| #6 | -1.16% May 6, 2026 - May 26, 2026 | -3.30% May 16, 2025 - Jun 6, 2025 |
| #7 | -1.15% Oct 27, 2025 - Nov 25, 2025 | -3.11% Dec 11, 2025 - Jan 6, 2026 |
| #8 | -1.06% May 13, 2025 - May 29, 2025 | -2.97% May 28, 2026 - Jun 5, 2026 |
| #9 | -0.96% Jul 31, 2024 - Aug 13, 2024 | -2.89% Jan 22, 2026 - Feb 6, 2026 |
| #10 | -0.87% Jul 3, 2025 - Aug 4, 2025 | -2.63% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -0.77% May 29, 2026 - Jun 5, 2026 | -2.36% Jun 10, 2025 - Jun 24, 2025 |
| #12 | -0.70% May 24, 2024 - Jun 4, 2024 | -1.99% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -0.70% Apr 17, 2026 - May 6, 2026 | -1.62% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.68% Feb 5, 2025 - Feb 25, 2025 | -1.58% Apr 24, 2026 - Apr 30, 2026 |
| #15 | -0.52% Jun 12, 2024 - Jun 18, 2024 | -1.52% Jul 3, 2025 - Jul 10, 2025 |
Correlation
Correlation between IBHK and RUSC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
IBHK vs RUSC dividend yield comparison.
| Year | IBHK | RUSC |
|---|---|---|
| 2026 | 2.69% | 0.00% |
| 2025 | 6.52% | 0.38% |
| 2024 | 4.03% | 0.00% |
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