IGBH vs HDUS

Comparison between ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF (IGBH, ETF) and HARTFORD DISCIPLINED US EQUITY ETF (HDUS, ETF).

IGBH vs HDUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGBH(ETF)	HDUS(ETF)
Net Assets	$195M	$195M
Expense Ratio	0.14%	0.19%
Max Drawdown	38.89%	18.49%
Sharpe Ratio	0.69	1.37
5Y Beta	0.23	0.90
P/E Ratio	N/A	23.95
Forward P/E	N/A	18.71
PEG Ratio	N/A	0.21
5Y Dividends CAGR	21.62%	N/A
5Y EPS CAGR	N/A	25.41%
Debt to Equity	N/A	-15.80%
P/S Ratio	N/A	3.42
P/B Ratio	N/A	5.08

Net Assets

IGBH

$195M

Winner

HDUS

$195M

Expense Ratio

Winner

IGBH

0.14%

HDUS

0.19%

Max Drawdown

IGBH

38.89%

Winner

HDUS

18.49%

Sharpe Ratio

IGBH

0.69

Winner

HDUS

1.37

5Y Beta

Winner

IGBH

0.23

HDUS

0.90

P/E Ratio

IGBH

N/A

HDUS

23.95

Forward P/E

IGBH

N/A

HDUS

18.71

PEG Ratio

IGBH

N/A

HDUS

0.21

5Y Dividends CAGR

IGBH

21.62%

HDUS

N/A

5Y EPS CAGR

IGBH

N/A

HDUS

25.41%

Debt to Equity

IGBH

N/A

HDUS

-15.80%

P/S Ratio

IGBH

N/A

HDUS

3.42

P/B Ratio

IGBH

N/A

HDUS

5.08

IGBH vs HDUS - Historical Returns

Returns include dividend reinvestment.

Period	IGBH	HDUS
1 month	-0.89%	+1.94%
3 months	+1.16%	+5.84%
6 months	+0.27%	+10.06%
1 year	+6.56%	+20.20%
5 years(CAGR)	+5.30%	N/A
10 years(CAGR)	+4.77%	N/A
Max(CAGR)	+4.59%	+19.11%

IGBH

-0.89%

Winner

HDUS

+1.94%

IGBH

+1.16%

Winner

HDUS

+5.84%

IGBH

+0.27%

Winner

HDUS

+10.06%

IGBH

+6.56%

Winner

HDUS

+20.20%

5Y(CAGR)

IGBH

+5.30%

HDUS

N/A

10Y(CAGR)

IGBH

+4.77%

HDUS

N/A

Max(CAGR)

IGBH

+4.59%

Winner

HDUS

+19.11%

IGBH vs HDUS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IGBH	HDUS
2026	+1.47%	+10.65%
2025	+8.11%	+17.22%
2024	+7.57%	+24.12%
2023	+12.32%	+21.41%
2022	-3.22%	-2.14%
2021	+3.04%	N/A
2020	+1.46%	N/A
2019	+9.69%	N/A
2018	-4.22%	N/A
2017	+9.75%	N/A
2016	+7.57%	N/A
2015	-0.51%	N/A

IGBH vs HDUS Drawdown Comparison

The maximum drawdown for IGBH was -33.67%, occurring on Mar 20, 2020. Recovery took 233 trading sessions.

The maximum drawdown for HDUS was -17.94%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The current IGBH drawdown is -1.09%. The current HDUS drawdown is -0.92%.

Rank	IGBH	HDUS
#1	-33.67% Jan 17, 2020 - Dec 18, 2020	-17.94% Feb 19, 2025 - Jun 24, 2025
#2	-10.49% Sep 27, 2021 - Jun 16, 2023	-9.99% Jul 31, 2023 - Dec 1, 2023
#3	-8.51% Jan 23, 2018 - Dec 18, 2019	-7.55% Feb 2, 2023 - Jun 2, 2023
#4	-8.12% Oct 22, 2015 - Apr 22, 2016	-7.49% Jul 16, 2024 - Aug 23, 2024
#5	-6.93% Feb 14, 2025 - Jul 1, 2025	-7.48% Feb 25, 2026 - Apr 14, 2026
#6	-4.24% Jan 22, 2026 - May 14, 2026	-6.80% Dec 1, 2022 - Feb 1, 2023
#7	-3.03% May 31, 2024 - Sep 18, 2024	-5.43% Mar 28, 2024 - May 15, 2024
#8	-2.87% Apr 29, 2016 - Jul 26, 2016	-4.73% Dec 6, 2024 - Feb 19, 2025
#9	-2.87% Feb 17, 2021 - Mar 31, 2021	-4.08% Nov 11, 2025 - Nov 28, 2025
#10	-2.59% Sep 18, 2015 - Oct 22, 2015	-4.06% Jun 1, 2026 - Jun 25, 2026
#11	-2.36% Apr 6, 2021 - Sep 24, 2021	-4.03% Aug 30, 2024 - Sep 19, 2024
#12	-2.04% Jul 6, 2017 - Sep 29, 2017	-2.79% Oct 6, 2025 - Oct 24, 2025
#13	-1.93% Oct 20, 2016 - Dec 6, 2016	-2.33% Feb 2, 2026 - Feb 9, 2026
#14	-1.76% Dec 31, 2019 - Jan 17, 2020	-2.22% Dec 11, 2025 - Dec 23, 2025
#15	-1.56% Dec 29, 2020 - Jan 13, 2021	-2.17% Jan 12, 2026 - Jan 27, 2026

Correlation

Correlation between IGBH and HDUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2015 - 2026)

IGBH vs HDUS dividend yield comparison.

Year	IGBH	HDUS
2026	2.60%	0.55%
2025	6.23%	1.45%
2024	6.88%	1.58%
2023	7.32%	1.36%
2022	3.84%	0.33%
2021	2.71%	0.00%
2020	2.39%	0.00%
2019	3.40%	0.00%
2018	5.56%	0.00%
2017	2.87%	0.00%
2016	2.62%	0.00%
2015	1.12%	0.00%