IBHL vs OCTJ
Comparison between ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF (IBHL, ETF) and Innovator Premium Income 30 Barrier ETF - October (OCTJ, ETF).
IBHL vs OCTJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHL
$19M
Winner
OCTJ
$19M
Expense Ratio
Winner
IBHL
0.35%
OCTJ
0.79%
Max Drawdown
Winner
IBHL
3.70%
OCTJ
7.84%
Sharpe Ratio
IBHL
0.68
Winner
OCTJ
0.73
5Y Beta
IBHL
0.25
Winner
OCTJ
0.22
IBHL vs OCTJ - Historical Returns
Returns include dividend reinvestment.
1M
IBHL
-0.12%
Winner
OCTJ
+0.42%
3M
IBHL
+0.34%
Winner
OCTJ
+1.81%
6M
IBHL
+0.95%
Winner
OCTJ
+2.79%
1Y
Winner
IBHL
+6.77%
OCTJ
+5.70%
Max(CAGR)
Winner
IBHL
+7.44%
OCTJ
+6.11%
IBHL vs OCTJ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBHL | OCTJ |
|---|---|---|
| 2026 | +0.46% | +2.21% |
| 2025 | +8.46% | +5.64% |
| 2024 | N/A | +5.44% |
| 2023 | N/A | +3.01% |
IBHL vs OCTJ Drawdown Comparison
The maximum drawdown for IBHL was -3.70%, occurring on Apr 8, 2025. Recovery took 16 trading sessions.
The maximum drawdown for OCTJ was -5.35%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
The current IBHL drawdown is -0.78%. The current OCTJ drawdown is -0.10%.
| Rank | IBHL | OCTJ |
|---|---|---|
| #1 | -3.70% Apr 2, 2025 - Apr 25, 2025 | -5.35% Mar 24, 2025 - May 8, 2025 |
| #2 | -3.03% Feb 20, 2026 - Apr 17, 2026 | -1.25% Feb 26, 2026 - Apr 8, 2026 |
| #3 | -1.40% Sep 22, 2025 - Oct 24, 2025 | -1.04% Oct 28, 2025 - Nov 25, 2025 |
| #4 | -1.34% Apr 17, 2026 - May 29, 2026 | -0.86% Feb 19, 2025 - Mar 21, 2025 |
| #5 | -0.97% Oct 27, 2025 - Nov 25, 2025 | -0.81% Oct 16, 2023 - Nov 1, 2023 |
| #6 | -0.78% May 16, 2025 - May 30, 2025 | -0.67% Sep 29, 2025 - Oct 20, 2025 |
| #7 | -0.78% May 29, 2026 - Jun 5, 2026 | -0.66% Dec 6, 2024 - Dec 24, 2024 |
| #8 | -0.75% Jul 3, 2025 - Jul 22, 2025 | -0.62% Sep 30, 2024 - Oct 14, 2024 |
| #9 | -0.56% Aug 13, 2025 - Aug 22, 2025 | -0.58% Jul 26, 2024 - Aug 16, 2024 |
| #10 | -0.52% Apr 29, 2025 - May 12, 2025 | -0.42% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -0.46% May 13, 2025 - May 16, 2025 | -0.37% May 15, 2025 - Jun 3, 2025 |
| #12 | -0.43% Aug 27, 2025 - Sep 4, 2025 | -0.36% Nov 13, 2024 - Nov 26, 2024 |
| #13 | -0.42% Dec 4, 2025 - Dec 18, 2025 | -0.36% Jan 6, 2025 - Jan 15, 2025 |
| #14 | -0.34% Mar 27, 2025 - Apr 2, 2025 | -0.35% Jan 22, 2025 - Feb 6, 2025 |
| #15 | -0.33% Jun 12, 2025 - Jun 20, 2025 | -0.34% Jan 12, 2026 - Jan 22, 2026 |
Correlation
Correlation between IBHL and OCTJ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
IBHL vs OCTJ dividend yield comparison.
| Year | IBHL | OCTJ |
|---|---|---|
| 2026 | 2.55% | 1.32% |
| 2025 | 4.90% | 5.23% |
| 2024 | 0.00% | 6.27% |
| 2023 | 0.00% | 1.64% |
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