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IGBH vs IVAL

Comparison between ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF (IGBH, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF).

5-Year PerformanceIVAL has outperformed IGBH, delivering a return of +11.1% compared to +5.5%

IGBH vs IVAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IGBH
$222M
IVAL
$222M
Expense Ratio
Winner
IGBH
0.14%
IVAL
0.38%
Max Drawdown
Winner
IGBH
38.89%
IVAL
49.20%
Sharpe Ratio
IGBH
0.49
Winner
IVAL
1.42
5Y Beta
Winner
IGBH
0.23
IVAL
0.61
5Y Dividends CAGR
Winner
IGBH
21.63%
IVAL
18.76%

IGBH vs IVAL - Historical Returns

Returns include dividend reinvestment.

1M
IGBH
+1.54%
Winner
IVAL
+6.34%
3M
IGBH
+0.45%
Winner
IVAL
+6.27%
6M
IGBH
+2.94%
Winner
IVAL
+3.64%
1Y
IGBH
+5.91%
Winner
IVAL
+28.58%
5Y(CAGR)
IGBH
+5.48%
Winner
IVAL
+11.09%
10Y(CAGR)
IGBH
+4.90%
Winner
IVAL
+7.98%
Max(CAGR)
IGBH
+4.65%
Winner
IVAL
+6.84%

IGBH vs IVAL - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearIGBHIVAL
2026+2.55%+19.53%
2025+8.11%+34.83%
2024+7.57%-0.14%
2023+12.32%+21.45%
2022-3.22%-10.65%
2021+3.04%-0.49%
2020+1.46%-5.86%
2019+9.69%+21.63%
2018-4.22%-23.13%
2017+9.75%+30.02%
2016+7.57%+10.36%
2015-0.51%-3.15%
2014N/A+0.36%

IGBH vs IVAL Drawdown Comparison

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

The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.

The current IGBH drawdown is -0.03%.

RankIGBHIVAL
#1-33.67%
Jan 17, 2020 - Dec 18, 2020
-46.04%
Jan 24, 2018 - Mar 19, 2025
#2-10.49%
Sep 27, 2021 - Jun 16, 2023
-25.82%
May 18, 2015 - Feb 21, 2017
#3-8.51%
Jan 23, 2018 - Dec 18, 2019
-13.12%
Mar 19, 2025 - Apr 28, 2025
#4-8.12%
Oct 22, 2015 - Apr 22, 2016
-11.24%
Feb 27, 2026 - Jul 29, 2026
#5-6.93%
Feb 14, 2025 - Jul 1, 2025
-5.22%
Oct 27, 2025 - Dec 4, 2025
#6-4.24%
Jan 22, 2026 - May 14, 2026
-4.62%
Dec 26, 2014 - Feb 3, 2015
#7-3.03%
May 31, 2024 - Sep 18, 2024
-4.58%
Nov 8, 2017 - Dec 21, 2017
#8-2.87%
Apr 29, 2016 - Jul 26, 2016
-4.28%
Jul 23, 2025 - Aug 8, 2025
#9-2.87%
Feb 17, 2021 - Mar 31, 2021
-4.27%
Sep 16, 2025 - Oct 27, 2025
#10-2.59%
Sep 18, 2015 - Oct 22, 2015
-3.35%
Mar 23, 2015 - Apr 15, 2015
#11-2.36%
Apr 6, 2021 - Sep 24, 2021
-3.09%
Feb 20, 2015 - Mar 23, 2015
#12-2.04%
Jul 6, 2017 - Sep 29, 2017
-2.64%
Jun 2, 2017 - Jul 12, 2017
#13-1.93%
Oct 20, 2016 - Dec 6, 2016
-2.64%
Jul 2, 2025 - Jul 23, 2025
#14-1.76%
Dec 31, 2019 - Jan 17, 2020
-2.62%
Aug 1, 2017 - Aug 25, 2017
#15-1.56%
Dec 29, 2020 - Jan 13, 2021
-2.49%
Jun 2, 2025 - Jun 27, 2025

Correlation

Correlation between IGBH and IVAL is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2014 - 2026)

IGBH vs IVAL dividend yield comparison.

YearIGBHIVAL
20262.98%1.45%
20256.23%2.75%
20246.88%3.60%
20237.32%5.15%
20223.84%8.00%
20212.71%3.95%
20202.39%2.07%
20193.40%2.51%
20185.56%2.93%
20172.87%1.73%
20162.62%2.02%
20151.12%1.86%
20140.00%0.20%

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