IBHK vs TMFS
Comparison between ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF (IBHK, ETF) and MOTLEY FOOL SMALL-CAP GROWTH ETF (TMFS, ETF).
IBHK vs TMFS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHK
$59M
Winner
TMFS
$59M
Expense Ratio
Winner
IBHK
0.35%
TMFS
0.85%
Max Drawdown
Winner
IBHK
7.29%
TMFS
50.05%
Sharpe Ratio
Winner
IBHK
0.71
TMFS
-0.13
5Y Beta
Winner
IBHK
0.24
TMFS
1.06
P/E Ratio
IBHK
N/A
TMFS
821.78
Forward P/E
IBHK
N/A
TMFS
20.42
5Y EPS CAGR
IBHK
N/A
TMFS
10.31%
Debt to Equity
IBHK
N/A
TMFS
-262.24%
P/S Ratio
IBHK
N/A
TMFS
0.79
P/B Ratio
IBHK
N/A
TMFS
3.02
IBHK vs TMFS - Historical Returns
Returns include dividend reinvestment.
1M
IBHK
+0.50%
Winner
TMFS
+0.98%
3M
IBHK
+2.30%
Winner
TMFS
+6.46%
6M
Winner
IBHK
+2.33%
TMFS
-3.43%
1Y
Winner
IBHK
+6.93%
TMFS
-0.64%
5Y(CAGR)
IBHK
N/A
TMFS
-1.45%
Max(CAGR)
IBHK
+7.75%
Winner
TMFS
+8.73%
IBHK vs TMFS - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBHK | TMFS |
|---|---|---|
| 2026 | +1.69% | -0.21% |
| 2025 | +8.73% | -1.22% |
| 2024 | +5.06% | +17.13% |
| 2023 | N/A | +25.33% |
| 2022 | N/A | -32.63% |
| 2021 | N/A | -0.14% |
| 2020 | N/A | +57.87% |
| 2019 | N/A | +40.71% |
| 2018 | N/A | -8.11% |
IBHK vs TMFS Drawdown Comparison
The maximum drawdown for IBHK was -4.83%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The maximum drawdown for TMFS was -48.81%, occurring on Jun 16, 2022. This drawdown has not yet recovered.
The current IBHK drawdown is -0.34%. The current TMFS drawdown is -19.23%.
| Rank | IBHK | TMFS |
|---|---|---|
| #1 | -4.83% Feb 26, 2025 - May 12, 2025 | -48.81% Feb 12, 2021 - Jun 16, 2022 |
| #2 | -2.82% Feb 20, 2026 - Apr 14, 2026 | -35.14% Feb 19, 2020 - Jun 2, 2020 |
| #3 | -1.98% Dec 11, 2024 - Jan 24, 2025 | -20.28% Nov 7, 2018 - Feb 6, 2019 |
| #4 | -1.69% Sep 23, 2024 - Dec 6, 2024 | -12.96% Jul 24, 2019 - Nov 15, 2019 |
| #5 | -1.42% Oct 1, 2025 - Oct 27, 2025 | -10.90% Sep 2, 2020 - Oct 9, 2020 |
| #6 | -1.16% May 6, 2026 - May 26, 2026 | -9.83% May 3, 2019 - Jul 3, 2019 |
| #7 | -1.15% Oct 27, 2025 - Nov 25, 2025 | -8.38% Jun 8, 2020 - Jul 2, 2020 |
| #8 | -1.06% May 13, 2025 - May 29, 2025 | -6.39% Dec 23, 2020 - Jan 8, 2021 |
| #9 | -0.96% Jul 31, 2024 - Aug 13, 2024 | -5.64% Jan 25, 2021 - Feb 4, 2021 |
| #10 | -0.87% Jul 3, 2025 - Aug 4, 2025 | -5.35% Mar 21, 2019 - Apr 29, 2019 |
| #11 | -0.79% May 29, 2026 - Jun 10, 2026 | -5.19% Feb 25, 2019 - Mar 21, 2019 |
| #12 | -0.70% May 24, 2024 - Jun 4, 2024 | -4.96% Oct 13, 2020 - Nov 4, 2020 |
| #13 | -0.70% Apr 17, 2026 - May 6, 2026 | -3.76% Jul 20, 2020 - Aug 3, 2020 |
| #14 | -0.68% Feb 5, 2025 - Feb 25, 2025 | -3.76% Jul 9, 2020 - Jul 20, 2020 |
| #15 | -0.52% Jun 12, 2024 - Jun 18, 2024 | -3.02% Jan 23, 2020 - Feb 4, 2020 |
Correlation
Correlation between IBHK and TMFS is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.33
-101
Dividend Comparison (2019 - 2026)
IBHK vs TMFS dividend yield comparison.
| Year | IBHK | TMFS |
|---|---|---|
| 2026 | 2.68% | 0.00% |
| 2025 | 6.52% | 0.00% |
| 2024 | 4.03% | 0.00% |
| 2023 | 0.00% | 0.00% |
| 2022 | 0.00% | 0.34% |
| 2021 | 0.00% | 2.37% |
| 2020 | 0.00% | 5.57% |
| 2019 | 0.00% | 2.65% |
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