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IBTJ vs FLHY

Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and FRANKLIN HIGH YIELD CORPORATE ETF (FLHY, ETF).

5-Year PerformanceFLHY has outperformed IBTJ, delivering a return of +4.6% compared to -0.1%

IBTJ vs FLHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBTJ
$1.20B
FLHY
$1.20B
Expense Ratio
Winner
IBTJ
0.07%
FLHY
0.40%
Max Drawdown
IBTJ
23.49%
Winner
FLHY
22.98%
Sharpe Ratio
IBTJ
-0.32
Winner
FLHY
0.86
5Y Beta
Winner
IBTJ
-0.02
FLHY
0.24
5Y Dividends CAGR
Winner
IBTJ
33.05%
FLHY
5.05%

IBTJ vs FLHY - Historical Returns

Returns include dividend reinvestment.

1M
IBTJ
+0.18%
Winner
FLHY
+0.44%
3M
IBTJ
+0.03%
Winner
FLHY
+2.22%
6M
IBTJ
+0.15%
Winner
FLHY
+2.31%
1Y
IBTJ
+2.83%
Winner
FLHY
+7.09%
5Y(CAGR)
IBTJ
-0.07%
Winner
FLHY
+4.64%
10Y(CAGR)
IBTJ
N/A
FLHY
+5.90%
Max(CAGR)
IBTJ
-0.11%
Winner
FLHY
+5.90%

IBTJ vs FLHY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearIBTJFLHY
2026-0.05%+2.00%
2025+6.89%+9.08%
2024+2.10%+8.69%
2023+3.96%+13.35%
2022-11.80%-10.35%
2021-3.59%+4.62%
2020+3.50%+7.41%
2019N/A+16.64%
2018N/A-1.32%

IBTJ vs FLHY Drawdown Comparison

The maximum drawdown for IBTJ was -20.19%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for FLHY was -22.58%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The current IBTJ drawdown is -6.27%. The current FLHY drawdown is -0.19%.

RankIBTJFLHY
#1-20.19%
Aug 4, 2020 - Oct 20, 2022
-22.58%
Feb 12, 2020 - Jul 29, 2020
#2-5.30%
Mar 9, 2020 - Apr 3, 2020
-15.19%
Dec 27, 2021 - Dec 13, 2023
#3-2.27%
Apr 21, 2020 - Jul 21, 2020
-5.44%
Sep 28, 2018 - Jan 18, 2019
#4-1.20%
Apr 3, 2020 - Apr 15, 2020
-4.50%
Mar 3, 2025 - May 12, 2025
#5-0.25%
Apr 16, 2020 - Apr 20, 2020
-2.48%
Sep 15, 2021 - Dec 22, 2021
#6-0.24%
Jul 23, 2020 - Jul 28, 2020
-2.46%
Sep 2, 2020 - Oct 7, 2020
#7-0.10%
Jul 31, 2020 - Aug 4, 2020
-2.43%
Feb 18, 2026 - Apr 9, 2026
#8N/A-2.42%
Feb 12, 2021 - May 3, 2021
#9N/A-1.75%
Mar 27, 2024 - May 3, 2024
#10N/A-1.61%
Oct 12, 2020 - Nov 5, 2020
#11N/A-1.60%
Apr 30, 2019 - Jun 11, 2019
#12N/A-1.55%
Dec 4, 2024 - Jan 21, 2025
#13N/A-1.52%
Dec 27, 2023 - Jan 29, 2024
#14N/A-1.42%
Jul 3, 2019 - Aug 27, 2019
#15N/A-1.40%
Jan 16, 2020 - Feb 11, 2020

Correlation

Correlation between IBTJ and FLHY is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

Dividend Comparison (2018 - 2026)

IBTJ vs FLHY dividend yield comparison.

YearIBTJFLHY
20261.57%2.63%
20253.78%6.53%
20243.95%6.51%
20233.48%6.26%
20221.86%6.54%
20210.74%5.76%
20200.61%5.47%
20190.00%5.61%
20180.00%4.27%

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