IBTK vs FXH
Comparison between ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF) and FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF).
5-Year PerformanceFXH has outperformed IBTK, delivering a return of +0.4% compared to -0.7%
IBTK vs FXH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBTK vs FXH - Historical Returns
Returns include dividend reinvestment.
IBTK vs FXH - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IBTK | FXH |
|---|---|---|
| 2026 | -0.19% | +2.72% |
| 2025 | +7.43% | +10.05% |
| 2024 | +1.48% | -0.45% |
| 2023 | +3.37% | -4.09% |
| 2022 | -13.82% | -11.08% |
| 2021 | -3.58% | +16.28% |
| 2020 | -1.90% | +28.00% |
| 2019 | N/A | +24.04% |
| 2018 | N/A | -2.85% |
| 2017 | N/A | +20.62% |
| 2016 | N/A | -3.57% |
| 2015 | N/A | -0.05% |
| 2014 | N/A | +26.00% |
| 2013 | N/A | +44.68% |
| 2012 | N/A | +19.68% |
| 2011 | N/A | +4.62% |
| 2010 | N/A | +17.01% |
| 2009 | N/A | +48.93% |
| 2008 | N/A | -28.44% |
| 2007 | N/A | +1.50% |
IBTK vs FXH Drawdown Comparison
The maximum drawdown for IBTK was -86.47%, occurring on Dec 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.
The current IBTK drawdown is -9.78%. The current FXH drawdown is -6.59%.
| Rank | IBTK | FXH |
|---|---|---|
| #1 | -86.47% Jul 30, 2020 - Dec 23, 2020 | -43.70% Oct 10, 2007 - Dec 14, 2009 |
| #2 | -0.08% Jul 20, 2020 - Jul 24, 2020 | -30.61% Feb 19, 2020 - May 28, 2020 |
| #3 | N/A | -29.49% Sep 3, 2021 - Oct 27, 2023 |
| #4 | N/A | -29.42% Jul 17, 2015 - Jan 2, 2018 |
| #5 | N/A | -24.59% Sep 28, 2018 - Dec 23, 2019 |
| #6 | N/A | -22.08% Jul 7, 2011 - Mar 26, 2012 |
| #7 | N/A | -13.28% Mar 23, 2010 - Oct 28, 2010 |
| #8 | N/A | -11.86% Jan 29, 2018 - Jun 12, 2018 |
| #9 | N/A | -10.56% Mar 4, 2014 - Jun 20, 2014 |
| #10 | N/A | -9.98% Feb 12, 2021 - Apr 16, 2021 |
| #11 | N/A | -8.24% Aug 5, 2020 - Oct 7, 2020 |
| #12 | N/A | -8.24% May 2, 2012 - Sep 4, 2012 |
| #13 | N/A | -8.21% Oct 4, 2012 - Jan 7, 2013 |
| #14 | N/A | -7.41% Sep 24, 2014 - Oct 24, 2014 |
| #15 | N/A | -7.03% Jan 19, 2010 - Mar 2, 2010 |
Correlation
Correlation between IBTK and FXH is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2010 - 2026)
IBTK vs FXH dividend yield comparison.
| Year | IBTK | FXH |
|---|---|---|
| 2026 | 1.56% | 0.16% |
| 2025 | 3.79% | 0.75% |
| 2024 | 3.93% | 0.41% |
| 2023 | 3.05% | 0.24% |
| 2022 | 2.27% | 0.20% |
| 2021 | 0.84% | 0.00% |
| 2020 | 0.26% | 0.00% |
| 2013 | 0.00% | 0.01% |
| 2012 | 0.00% | 0.43% |
| 2011 | 0.00% | 0.12% |
| 2010 | 0.00% | 0.11% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks