IBHL vs JULM
Comparison between ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF (IBHL, ETF) and FT VEST U.S. EQUITY MAX BUFFER ETF - JULY (JULM, ETF).
IBHL vs JULM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHL
$24M
Winner
JULM
$24M
Expense Ratio
Winner
IBHL
0.35%
JULM
0.85%
Max Drawdown
Winner
IBHL
3.70%
JULM
4.42%
Sharpe Ratio
IBHL
0.46
Winner
JULM
1.10
5Y Beta
IBHL
0.24
Winner
JULM
0.20
IBHL vs JULM - Historical Returns
Returns include dividend reinvestment.
1M
IBHL
+0.09%
Winner
JULM
+0.38%
3M
IBHL
+0.64%
Winner
JULM
+1.72%
6M
IBHL
+0.72%
Winner
JULM
+3.02%
1Y
IBHL
+5.53%
Winner
JULM
+6.23%
Max(CAGR)
Winner
IBHL
+7.36%
JULM
+6.96%
IBHL vs JULM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBHL | JULM |
|---|---|---|
| 2026 | +1.26% | +3.23% |
| 2025 | +8.46% | +6.88% |
| 2024 | N/A | +3.56% |
IBHL vs JULM Drawdown Comparison
The maximum drawdown for IBHL was -3.70%, occurring on Apr 8, 2025. Recovery took 16 trading sessions.
The maximum drawdown for JULM was -4.42%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current IBHL drawdown is -0.47%. The current JULM drawdown is -0.09%.
| Rank | IBHL | JULM |
|---|---|---|
| #1 | -3.70% Apr 2, 2025 - Apr 25, 2025 | -4.42% Feb 18, 2025 - May 13, 2025 |
| #2 | -3.03% Feb 20, 2026 - Apr 17, 2026 | -1.57% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -1.40% Sep 22, 2025 - Oct 24, 2025 | -0.85% Jul 31, 2024 - Aug 13, 2024 |
| #4 | -1.34% Apr 17, 2026 - May 29, 2026 | -0.77% Oct 27, 2025 - Nov 28, 2025 |
| #5 | -0.97% Oct 27, 2025 - Nov 25, 2025 | -0.74% May 16, 2025 - Jun 2, 2025 |
| #6 | -0.78% May 16, 2025 - May 30, 2025 | -0.65% Aug 30, 2024 - Sep 12, 2024 |
| #7 | -0.78% May 29, 2026 - Jun 15, 2026 | -0.56% Dec 11, 2024 - Dec 26, 2024 |
| #8 | -0.75% Jul 3, 2025 - Jul 22, 2025 | -0.42% Sep 30, 2024 - Oct 9, 2024 |
| #9 | -0.71% Jul 6, 2026 - Jul 14, 2026 | -0.41% Dec 26, 2024 - Jan 15, 2025 |
| #10 | -0.56% Aug 13, 2025 - Aug 22, 2025 | -0.41% Oct 29, 2024 - Nov 6, 2024 |
| #11 | -0.52% Apr 29, 2025 - May 12, 2025 | -0.39% Feb 2, 2026 - Feb 9, 2026 |
| #12 | -0.46% May 13, 2025 - May 16, 2025 | -0.37% Oct 6, 2025 - Oct 20, 2025 |
| #13 | -0.43% Aug 27, 2025 - Sep 4, 2025 | -0.34% Jan 16, 2026 - Jan 26, 2026 |
| #14 | -0.42% Dec 4, 2025 - Dec 18, 2025 | -0.32% Jun 12, 2025 - Jun 23, 2025 |
| #15 | -0.42% Jun 15, 2026 - Jul 1, 2026 | -0.30% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between IBHL and JULM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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