IDGT vs IBHG
Comparison between ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).
5-Year PerformanceIDGT has outperformed IBHG, delivering a return of +10.7% compared to +3.7%
IDGT vs IBHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IDGT
$503M
IBHG
$501M
Expense Ratio
IDGT
0.39%
Winner
IBHG
0.35%
Max Drawdown
IDGT
77.95%
Winner
IBHG
17.84%
Sharpe Ratio
Winner
IDGT
1.41
IBHG
0.12
5Y Beta
IDGT
0.96
Winner
IBHG
0.14
P/E Ratio
IDGT
19.03
IBHG
N/A
Forward P/E
IDGT
24.53
IBHG
N/A
PEG Ratio
IDGT
0.54
IBHG
N/A
5Y Dividends CAGR
IDGT
25.06%
IBHG
N/A
5Y EPS CAGR
IDGT
15.67%
IBHG
N/A
Debt to Equity
IDGT
285.35%
IBHG
N/A
P/S Ratio
IDGT
3.34
IBHG
N/A
P/B Ratio
IDGT
6.67
IBHG
N/A
IDGT vs IBHG - Holdings Comparison
IDGT and IBHG have 1 common holdings. Overlap is -0.03%
IDGT's top 25 holdings weight is 99.90%. IBHG's top 25 holdings weight is 43.75%.
| Rank | IDGT | IBHG |
|---|---|---|
| #1 | EQUINIX INC (EQIX) - 8.68% | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% |
| #2 | DIGITAL REALTY TRUST INC (DLR) - 8.09% | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% |
| #3 | AMERICAN TOWER CORP (AMT) - 8.07% | n/a (n/a) - 2.49% |
| #4 | UNITI GROUP INC (UNIT) - 6.72% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% |
| #5 | CROWN CASTLE INC (CCI) - 5.63% | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% |
| #6 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 5.27% | n/a (n/a) - 2.16% |
| #7 | FASTLY INC CLASS A (FSLY) - 5.18% | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% |
| #8 | ARISTA NETWORKS INC (ANET) - 5.05% | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% |
| #9 | EXTREME NETWORKS INC (EXTR) - 4.95% | n/a (n/a) - 1.79% |
| #10 | CISCO SYSTEMS INC (CSCO) - 4.40% | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% |
| #11 | QUALCOMM INC (QCOM) - 4.23% | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% |
| #12 | NETAPP INC (NTAP) - 3.90% | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% |
| #13 | CIENA CORP (CIEN) - 3.87% | n/a (n/a) - 1.64% |
| #14 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.57% | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% |
| #15 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.54% | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% |
| #16 | NOKIA OYJ ADR (NOK) - 3.51% | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% |
| #17 | SUPER MICRO COMPUTER INC (SMCI) - 3.32% | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% |
| #18 | CALIX INC (CALX) - 2.94% | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% |
| #19 | VISTANCE NETWORKS INC (VISN) - 2.74% | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% |
| #20 | A10 NETWORKS INC (ATEN) - 2.63% | IQVIA INC 5% (n/a) - 1.32% |
| #21 | TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 2.24% | GEN DIGITAL INC 6.75% (n/a) - 1.32% |
| #22 | ADTRAN HOLDINGS INC (ADTN) - 0.63% | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% |
| #23 | CLEARFIELD INC (CLFD) - 0.33% | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% |
| #24 | UBIQUITI INC (UI) - 0.23% | WYNN MACAU LTD. 5.5% (n/a) - 1.18% |
| #25 | MOTOROLA SOLUTIONS INC (MSI) - 0.18% | n/a (n/a) - 1.17% |
| Total Holdings | 29 | 122 |
IDGT vs IBHG - Historical Returns
Returns include dividend reinvestment.
1M
IDGT
-9.08%
Winner
IBHG
+0.29%
3M
IDGT
-1.32%
Winner
IBHG
+0.90%
6M
Winner
IDGT
+33.76%
IBHG
+1.36%
1Y
Winner
IDGT
+37.33%
IBHG
+4.03%
5Y(CAGR)
Winner
IDGT
+10.73%
IBHG
+3.68%
10Y(CAGR)
IDGT
+12.81%
IBHG
N/A
Max(CAGR)
Winner
IDGT
+4.85%
IBHG
+3.58%
IDGT vs IBHG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IDGT | IBHG |
|---|---|---|
| 2026 | +34.27% | +1.55% |
| 2025 | +7.04% | +7.05% |
| 2024 | +26.98% | +7.61% |
| 2023 | -6.44% | +10.67% |
| 2022 | -17.90% | -8.82% |
| 2021 | +44.01% | +1.07% |
| 2020 | +7.70% | N/A |
| 2019 | +17.03% | N/A |
| 2018 | -2.45% | N/A |
| 2017 | +11.55% | N/A |
| 2016 | +20.87% | N/A |
| 2015 | +0.90% | N/A |
| 2014 | +17.10% | N/A |
| 2013 | +10.91% | N/A |
| 2012 | +3.56% | N/A |
| 2011 | -19.79% | N/A |
| 2010 | +22.26% | N/A |
| 2009 | +55.41% | N/A |
| 2008 | -49.23% | N/A |
| 2007 | +5.29% | N/A |
| 2006 | +1.80% | N/A |
| 2005 | +3.09% | N/A |
| 2004 | +7.72% | N/A |
| 2003 | +89.11% | N/A |
| 2002 | -57.26% | N/A |
| 2001 | -22.65% | N/A |
IDGT vs IBHG Drawdown Comparison
The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The current IDGT drawdown is -13.59%. The current IBHG drawdown is -0.14%.
| Rank | IDGT | IBHG |
|---|---|---|
| #1 | -77.95% Jul 13, 2001 - Feb 19, 2015 | -13.85% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -36.88% Apr 24, 2019 - Dec 28, 2020 | -3.39% Mar 5, 2025 - Apr 29, 2025 |
| #3 | -35.83% Dec 29, 2021 - Dec 4, 2024 | -1.75% Mar 27, 2024 - May 3, 2024 |
| #4 | -24.88% Jun 18, 2015 - Sep 21, 2016 | -1.57% Dec 27, 2023 - Jan 25, 2024 |
| #5 | -22.76% Jan 23, 2025 - Jul 23, 2025 | -1.54% Nov 8, 2021 - Dec 22, 2021 |
| #6 | -21.49% Aug 31, 2018 - Feb 20, 2019 | -1.03% Dec 11, 2024 - Jan 15, 2025 |
| #7 | -14.92% Jun 2, 2026 - Jul 20, 2026 | -1.02% Jul 12, 2021 - Aug 27, 2021 |
| #8 | -10.13% Feb 12, 2021 - Jun 2, 2021 | -0.94% Sep 15, 2021 - Nov 8, 2021 |
| #9 | -8.45% Oct 31, 2025 - Feb 9, 2026 | -0.83% Jan 25, 2024 - Feb 22, 2024 |
| #10 | -8.31% Feb 21, 2017 - Jul 25, 2017 | -0.81% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -8.00% Mar 12, 2018 - Jul 12, 2018 | -0.77% May 15, 2024 - Jun 3, 2024 |
| #12 | -7.46% Dec 6, 2024 - Jan 23, 2025 | -0.73% Feb 20, 2026 - Apr 8, 2026 |
| #13 | -7.31% Jul 25, 2017 - Nov 21, 2017 | -0.66% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -6.97% Jun 11, 2021 - Nov 2, 2021 | -0.62% May 20, 2025 - May 30, 2025 |
| #15 | -6.80% Nov 3, 2021 - Dec 10, 2021 | -0.50% Sep 30, 2024 - Oct 18, 2024 |
Correlation
Correlation between IDGT and IBHG is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2007 - 2026)
IDGT vs IBHG dividend yield comparison.
| Year | IDGT | IBHG |
|---|---|---|
| 2026 | 0.27% | 2.91% |
| 2025 | 1.17% | 6.34% |
| 2024 | 1.64% | 7.01% |
| 2023 | 0.37% | 6.66% |
| 2022 | 0.30% | 5.62% |
| 2021 | 0.28% | 2.13% |
| 2020 | 0.60% | 0.00% |
| 2019 | 0.42% | 0.00% |
| 2018 | 0.65% | 0.00% |
| 2017 | 0.57% | 0.00% |
| 2016 | 0.75% | 0.00% |
| 2015 | 0.72% | 0.00% |
| 2014 | 0.50% | 0.00% |
| 2013 | 0.38% | 0.00% |
| 2012 | 2.46% | 0.00% |
| 2011 | 0.30% | 0.00% |
| 2010 | 0.08% | 0.00% |
| 2009 | 0.33% | 0.00% |
| 2008 | 0.26% | 0.00% |
| 2007 | 0.00% | 0.00% |
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