ISHG vs IWMI
Comparison between ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF) and NEOS RUSSELL 2000 HIGH INCOME ETF (IWMI, ETF).
ISHG vs IWMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ISHG
$907M
Winner
IWMI
$909M
Expense Ratio
Winner
ISHG
0.35%
IWMI
0.68%
Max Drawdown
ISHG
42.96%
Winner
IWMI
27.88%
Sharpe Ratio
ISHG
-0.41
Winner
IWMI
1.92
5Y Beta
Winner
ISHG
0.02
IWMI
0.92
ISHG vs IWMI - Historical Returns
Returns include dividend reinvestment.
1M
ISHG
-1.40%
Winner
IWMI
+6.17%
3M
ISHG
+0.40%
Winner
IWMI
+16.27%
6M
ISHG
-0.70%
Winner
IWMI
+15.73%
1Y
ISHG
+0.84%
Winner
IWMI
+36.99%
5Y(CAGR)
ISHG
-0.93%
IWMI
N/A
10Y(CAGR)
ISHG
-0.30%
IWMI
N/A
Max(CAGR)
ISHG
-0.65%
Winner
IWMI
+19.67%
ISHG vs IWMI - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ISHG | IWMI |
|---|---|---|
| 2026 | -0.93% | +15.48% |
| 2025 | +14.14% | +14.86% |
| 2024 | -3.11% | +6.59% |
| 2023 | +4.98% | N/A |
| 2022 | -10.41% | N/A |
| 2021 | -7.29% | N/A |
| 2020 | +7.71% | N/A |
| 2019 | -0.18% | N/A |
| 2018 | -3.81% | N/A |
| 2017 | +11.12% | N/A |
| 2016 | -1.77% | N/A |
| 2015 | -6.94% | N/A |
| 2014 | -9.81% | N/A |
| 2013 | -2.37% | N/A |
| 2012 | +1.41% | N/A |
| 2011 | -2.94% | N/A |
| 2010 | +0.59% | N/A |
| 2009 | +7.31% | N/A |
ISHG vs IWMI Drawdown Comparison
The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The maximum drawdown for IWMI was -23.88%, occurring on Apr 8, 2025. Recovery took 189 trading sessions.
The current ISHG drawdown is -23.08%.
| Rank | ISHG | IWMI |
|---|---|---|
| #1 | -37.24% May 4, 2011 - Sep 27, 2022 | -23.88% Nov 29, 2024 - Sep 4, 2025 |
| #2 | -15.06% Dec 1, 2009 - Mar 21, 2011 | -8.88% Jul 26, 2024 - Sep 19, 2024 |
| #3 | -5.65% Jan 28, 2009 - Mar 19, 2009 | -8.39% Feb 26, 2026 - Apr 13, 2026 |
| #4 | -4.09% Mar 19, 2009 - May 8, 2009 | -6.62% Oct 27, 2025 - Nov 26, 2025 |
| #5 | -3.93% Jun 2, 2009 - Jul 22, 2009 | -3.49% May 6, 2026 - May 26, 2026 |
| #6 | -2.10% Aug 3, 2009 - Sep 8, 2009 | -2.87% Jan 22, 2026 - Feb 9, 2026 |
| #7 | -1.78% Oct 21, 2009 - Nov 16, 2009 | -2.84% Jun 4, 2026 - Jun 12, 2026 |
| #8 | -1.61% Mar 21, 2011 - Apr 12, 2011 | -2.76% Oct 8, 2025 - Oct 14, 2025 |
| #9 | -1.30% Jul 22, 2009 - Jul 31, 2009 | -2.60% Dec 11, 2025 - Jan 6, 2026 |
| #10 | -1.01% Nov 16, 2009 - Nov 25, 2009 | -2.45% Oct 17, 2024 - Nov 6, 2024 |
| #11 | -0.91% Sep 17, 2009 - Oct 6, 2009 | -2.33% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -0.90% May 22, 2009 - May 29, 2009 | -2.15% Feb 9, 2026 - Feb 26, 2026 |
| #13 | -0.90% Oct 8, 2009 - Oct 14, 2009 | -1.99% Sep 30, 2024 - Oct 11, 2024 |
| #14 | -0.87% Apr 14, 2011 - Apr 20, 2011 | -1.71% Oct 15, 2025 - Oct 24, 2025 |
| #15 | -0.69% May 14, 2009 - May 19, 2009 | -1.46% Sep 19, 2024 - Sep 30, 2024 |
Correlation
Correlation between ISHG and IWMI is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2009 - 2026)
ISHG vs IWMI dividend yield comparison.
| Year | ISHG | IWMI |
|---|---|---|
| 2026 | 0.00% | 6.87% |
| 2025 | 1.45% | 14.05% |
| 2024 | 2.56% | 8.78% |
| 2023 | 0.18% | 0.00% |
| 2021 | 1.29% | 0.00% |
| 2018 | 1.80% | 0.00% |
| 2017 | 0.46% | 0.00% |
| 2015 | 0.09% | 0.00% |
| 2014 | 0.42% | 0.00% |
| 2013 | 0.20% | 0.00% |
| 2012 | 1.55% | 0.00% |
| 2011 | 4.51% | 0.00% |
| 2010 | 0.97% | 0.00% |
| 2009 | 1.15% | 0.00% |
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