IBHL vs AQWA
Comparison between ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF (IBHL, ETF) and GLOBAL X CLEAN WATER ETF (AQWA, ETF).
IBHL vs AQWA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBHL
$24M
AQWA
$24M
Expense Ratio
Winner
IBHL
0.35%
AQWA
0.50%
Max Drawdown
Winner
IBHL
3.70%
AQWA
30.30%
Sharpe Ratio
Winner
IBHL
0.46
AQWA
-0.15
5Y Beta
Winner
IBHL
0.24
AQWA
0.59
P/E Ratio
IBHL
N/A
AQWA
24.65
Forward P/E
IBHL
N/A
AQWA
19.92
PEG Ratio
IBHL
N/A
AQWA
0.87
5Y Dividends CAGR
IBHL
N/A
AQWA
48.91%
5Y EPS CAGR
IBHL
N/A
AQWA
13.65%
Debt to Equity
IBHL
N/A
AQWA
54.07%
P/S Ratio
IBHL
N/A
AQWA
2.64
P/B Ratio
IBHL
N/A
AQWA
3.21
IBHL vs AQWA - Holdings Comparison
IBHL and AQWA have 1 common holdings. Overlap is 0.00%
IBHL's top 25 holdings weight is 28.39%. AQWA's top 25 holdings weight is 92.71%.
| Rank | IBHL | AQWA |
|---|---|---|
| #1 | 1261229 BC LTD. 10% (n/a) - 3.02% | AMERICAN WATER WORKS CO INC (AWK) - 8.42% |
| #2 | QUIKRETE HOLDINGS INC 6.375% (n/a) - 2.17% | XYLEM INC (XYL) - 8.06% |
| #3 | n/a (n/a) - 1.92% | FERGUSON ENTERPRISES INC (FERG) - 7.63% |
| #4 | QXO BUILDING PRODUCTS INC. 6.75% (n/a) - 1.24% | PENTAIR PLC (PNR) - 6.38% |
| #5 | TRANSDIGM, INC. 6.625% (n/a) - 1.20% | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 6.28% |
| #6 | DISCOVERY GLOBAL HOLDINGS INC. 4.279% (n/a) - 1.17% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 5.05% |
| #7 | VENTURE GLOBAL LNG INC. 9.875% (n/a) - 1.15% | ESSENTIAL UTILITIES INC (WTRG) - 4.63% |
| #8 | BLOCK INC 6.5% (n/a) - 1.08% | SEVERN TRENT PLC (n/a) - 4.39% |
| #9 | IQVIA INC 6.25% (n/a) - 1.08% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 4.21% |
| #10 | HUB INTERNATIONAL LTD. 7.375% (n/a) - 1.04% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 4.04% |
| #11 | n/a (n/a) - 1.04% | CORE & MAIN INC CLASS A (CNM) - 3.69% |
| #12 | VOYAGER PARENT LLC 9.25% (n/a) - 0.98% | A.O. SMITH CORP (AOS) - 3.59% |
| #13 | ALTICE FRANCE SAS 6.5% (n/a) - 0.98% | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 3.40% |
| #14 | NCL CORPORATION LTD. 6.75% (n/a) - 0.96% | KURITA WATER INDUSTRIES LTD (n/a) - 3.20% |
| #15 | CHS/COMMUNITY HEALTH SYSTEMS INC 10.875% (n/a) - 0.90% | BADGER METER INC (BMI) - 2.40% |
| #16 | n/a (n/a) - 0.89% | FRANKLIN ELECTRIC CO INC (FELE) - 2.31% |
| #17 | CLOUD SOFTWARE GROUP INC. 8.25% (n/a) - 0.89% | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 2.20% |
| #18 | ARDONAGH GROUP FINANCE LTD. 8.875% (n/a) - 0.88% | COWAY (n/a) - 1.91% |
| #19 | n/a (n/a) - 0.88% | AMERICAN STATES WATER CO (AWR) - 1.88% |
| #20 | UNIVISION COMMUNICATIONS INC. 9.375% (n/a) - 0.84% | BEIJING CAPITAL ECO-ENVIRONMENT PROTECTION GROUP CO LTD CLASS A (n/a) - 1.79% |
| #21 | n/a (n/a) - 0.83% | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.71% |
| #22 | n/a (n/a) - 0.83% | GUANGDONG INVESTMENT LTD (n/a) - 1.55% |
| #23 | ALTICE FRANCE SAS 6.875% (n/a) - 0.81% | COMPANIA DE SANEAMENTO DE MINAS GERAIS COPASA MG (n/a) - 1.42% |
| #24 | GENMAB AS AND GENMAB FINANCE LLC 6.25% (n/a) - 0.81% | ORGANO CORP (n/a) - 1.37% |
| #25 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.80% | H2O AMERICA (HTO) - 1.20% |
| Total Holdings | 215 | 43 |
IBHL vs AQWA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHL
+0.09%
AQWA
-0.12%
3M
Winner
IBHL
+0.64%
AQWA
-2.24%
6M
Winner
IBHL
+0.72%
AQWA
-4.12%
1Y
Winner
IBHL
+5.53%
AQWA
+0.38%
5Y(CAGR)
IBHL
N/A
AQWA
+4.54%
Max(CAGR)
Winner
IBHL
+7.36%
AQWA
+5.58%
IBHL vs AQWA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBHL | AQWA |
|---|---|---|
| 2026 | +1.26% | +0.21% |
| 2025 | +8.46% | +14.31% |
| 2024 | N/A | +5.80% |
| 2023 | N/A | +20.13% |
| 2022 | N/A | -18.89% |
| 2021 | N/A | +15.85% |
IBHL vs AQWA Drawdown Comparison
The maximum drawdown for IBHL was -3.70%, occurring on Apr 8, 2025. Recovery took 16 trading sessions.
The maximum drawdown for AQWA was -29.44%, occurring on Oct 14, 2022. Recovery took 544 trading sessions.
The current IBHL drawdown is -0.47%. The current AQWA drawdown is -9.14%.
| Rank | IBHL | AQWA |
|---|---|---|
| #1 | -3.70% Apr 2, 2025 - Apr 25, 2025 | -29.44% Dec 31, 2021 - Mar 4, 2024 |
| #2 | -3.03% Feb 20, 2026 - Apr 17, 2026 | -14.42% Oct 16, 2024 - May 16, 2025 |
| #3 | -1.40% Sep 22, 2025 - Oct 24, 2025 | -12.34% Feb 26, 2026 - May 19, 2026 |
| #4 | -1.34% Apr 17, 2026 - May 29, 2026 | -8.54% May 15, 2024 - Sep 19, 2024 |
| #5 | -0.97% Oct 27, 2025 - Nov 25, 2025 | -8.04% Sep 2, 2021 - Nov 19, 2021 |
| #6 | -0.78% May 16, 2025 - May 30, 2025 | -7.69% Aug 27, 2025 - Jan 22, 2026 |
| #7 | -0.78% May 29, 2026 - Jun 15, 2026 | -5.47% Mar 21, 2024 - May 6, 2024 |
| #8 | -0.75% Jul 3, 2025 - Jul 22, 2025 | -4.98% Nov 22, 2021 - Dec 27, 2021 |
| #9 | -0.71% Jul 6, 2026 - Jul 14, 2026 | -3.66% May 10, 2021 - May 26, 2021 |
| #10 | -0.56% Aug 13, 2025 - Aug 22, 2025 | -3.41% Jun 15, 2021 - Jul 7, 2021 |
| #11 | -0.52% Apr 29, 2025 - May 12, 2025 | -2.59% Jul 1, 2025 - Aug 7, 2025 |
| #12 | -0.46% May 13, 2025 - May 16, 2025 | -2.31% Aug 13, 2021 - Sep 1, 2021 |
| #13 | -0.43% Aug 27, 2025 - Sep 4, 2025 | -2.16% Sep 30, 2024 - Oct 16, 2024 |
| #14 | -0.42% Dec 4, 2025 - Dec 18, 2025 | -1.78% May 19, 2025 - May 27, 2025 |
| #15 | -0.42% Jun 15, 2026 - Jul 1, 2026 | -1.77% Apr 22, 2021 - May 7, 2021 |
Correlation
Correlation between IBHL and AQWA is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2021 - 2026)
IBHL vs AQWA dividend yield comparison.
| Year | IBHL | AQWA |
|---|---|---|
| 2026 | 3.07% | 0.67% |
| 2025 | 4.90% | 1.47% |
| 2024 | 0.00% | 1.40% |
| 2023 | 0.00% | 1.53% |
| 2022 | 0.00% | 1.56% |
| 2021 | 0.00% | 1.19% |
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