IBIK vs DHLX
Comparison between ISHARES IBONDS OCT 2034 TERM TIPS ETF (IBIK, ETF) and Diamond Hill Large Cap Concentrated ETF (DHLX, ETF).
IBIK vs DHLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIK
$83M
DHLX
$83M
Expense Ratio
Winner
IBIK
0.10%
DHLX
0.55%
Max Drawdown
Winner
IBIK
7.42%
DHLX
8.41%
Sharpe Ratio
Winner
IBIK
0.31
DHLX
-0.20
5Y Beta
Winner
IBIK
0.04
DHLX
0.43
P/E Ratio
IBIK
N/A
DHLX
21.72
Forward P/E
IBIK
N/A
DHLX
16.58
PEG Ratio
IBIK
N/A
DHLX
0.73
5Y EPS CAGR
IBIK
N/A
DHLX
10.29%
Debt to Equity
IBIK
N/A
DHLX
367.19%
P/S Ratio
IBIK
N/A
DHLX
2.41
P/B Ratio
IBIK
N/A
DHLX
3.08
IBIK vs DHLX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIK
-0.85%
DHLX
-1.94%
3M
Winner
IBIK
-0.51%
DHLX
-2.49%
6M
IBIK
+0.72%
Winner
DHLX
+0.84%
1Y
IBIK
+5.35%
DHLX
N/A
Max(CAGR)
Winner
IBIK
+5.41%
DHLX
+0.75%
IBIK vs DHLX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBIK | DHLX |
|---|---|---|
| 2026 | +0.95% | -0.42% |
| 2025 | +8.60% | +1.24% |
| 2024 | +1.44% | N/A |
IBIK vs DHLX Drawdown Comparison
The maximum drawdown for IBIK was -5.58%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.
The maximum drawdown for DHLX was -8.40%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current IBIK drawdown is -1.23%. The current DHLX drawdown is -4.60%.
| Rank | IBIK | DHLX |
|---|---|---|
| #1 | -5.58% Sep 16, 2024 - Apr 3, 2025 | -8.40% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -3.65% Apr 3, 2025 - Jun 30, 2025 | -4.48% Oct 3, 2025 - Dec 11, 2025 |
| #3 | -2.50% Feb 27, 2026 - May 8, 2026 | -2.50% Dec 24, 2025 - Jan 30, 2026 |
| #4 | -1.49% May 8, 2026 - May 19, 2026 | -1.02% Feb 18, 2026 - Feb 26, 2026 |
| #5 | -1.37% Oct 22, 2025 - Feb 10, 2026 | -0.99% Feb 6, 2026 - Feb 11, 2026 |
| #6 | -1.27% Aug 5, 2024 - Aug 21, 2024 | -0.92% Feb 4, 2026 - Feb 6, 2026 |
| #7 | -1.18% Jul 17, 2024 - Jul 31, 2024 | -0.70% Feb 11, 2026 - Feb 13, 2026 |
| #8 | -1.17% Jun 5, 2024 - Jun 18, 2024 | -0.64% Dec 15, 2025 - Dec 22, 2025 |
| #9 | -1.12% Jun 18, 2024 - Jul 5, 2024 | -0.48% Sep 29, 2025 - Oct 3, 2025 |
| #10 | -1.11% Sep 16, 2025 - Oct 21, 2025 | -0.14% Feb 13, 2026 - Feb 18, 2026 |
| #11 | -0.88% May 24, 2024 - May 31, 2024 | N/A |
| #12 | -0.74% Aug 26, 2024 - Sep 6, 2024 | N/A |
| #13 | -0.73% Jun 30, 2025 - Jul 21, 2025 | N/A |
| #14 | -0.69% Aug 13, 2025 - Aug 22, 2025 | N/A |
| #15 | -0.53% Jul 22, 2025 - Jul 29, 2025 | N/A |
Correlation
Correlation between IBIK and DHLX is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2024 - 2026)
IBIK vs DHLX dividend yield comparison.
| Year | IBIK | DHLX |
|---|---|---|
| 2026 | 0.36% | 0.25% |
| 2025 | 4.43% | 0.15% |
| 2024 | 2.67% | 0.00% |
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