IVES vs IBHF
Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF).
IVES vs IBHF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVES
$997M
Winner
IBHF
$998M
Expense Ratio
IVES
0.75%
Winner
IBHF
0.35%
Max Drawdown
IVES
22.95%
Winner
IBHF
15.67%
Sharpe Ratio
Winner
IVES
1.48
IBHF
0.34
5Y Beta
IVES
1.79
Winner
IBHF
0.09
P/E Ratio
IVES
117.91
IBHF
N/A
Forward P/E
IVES
9.05
IBHF
N/A
5Y Dividends CAGR
IVES
N/A
IBHF
20.00%
Debt to Equity
IVES
79.46%
IBHF
N/A
P/S Ratio
IVES
1.56
IBHF
N/A
P/B Ratio
IVES
4.18
IBHF
N/A
IVES vs IBHF - Holdings Comparison
IVES and IBHF have 0 common holdings. Overlap is 0.00%
IVES's top 25 holdings weight is 53.09%. IBHF's top 25 holdings weight is 57.26%.
| Rank | IVES | IBHF |
|---|---|---|
| #1 | ELASTIC NV (ESTC) - 4.43% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 9.82% |
| #2 | GDS HOLDINGS LTD ADR (GDS) - 4.08% | IQVIA INC 5% (n/a) - 3.36% |
| #3 | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% | FMC CORP. 3.2% (n/a) - 3.29% |
| #4 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% | BUCKEYE PARTNERS LP 3.95% (n/a) - 2.92% |
| #5 | SUPER MICRO COMPUTER INC (SMCI) - 3.01% | n/a (n/a) - 2.92% |
| #6 | DATADOG INC CLASS A (DDOG) - 2.91% | AIR CANADA 3.875% (n/a) - 2.74% |
| #7 | PURE STORAGE INC CLASS A (PSTG) - 2.86% | RLJ LODGING TRUST LP 3.75% (n/a) - 2.68% |
| #8 | NETAPP INC (NTAP) - 2.77% | SIRIUS XM RADIO LLC 3.125% (n/a) - 2.49% |
| #9 | CLOUDFLARE INC (NET) - 2.68% | BLOCK INC 2.75% (n/a) - 2.33% |
| #10 | NUTANIX INC CLASS A (NTNX) - 2.51% | n/a (n/a) - 2.07% |
| #11 | MONGODB INC CLASS A (MDB) - 2.34% | SM ENERGY CO. 6.75% (n/a) - 1.83% |
| #12 | OKTA INC CLASS A (OKTA) - 2.21% | EMPIRE RESORTS INC. 7.75% (n/a) - 1.83% |
| #13 | DROPBOX INC CLASS A (DBX) - 1.49% | NISSAN MOTOR ACCEPTANCE CO LLC 1.85% (n/a) - 1.73% |
| #14 | APPFOLIO INC CLASS A (APPF) - 1.47% | CELANESE US HOLDINGS LLC 1.4% (n/a) - 1.73% |
| #15 | GITLAB INC CLASS A (GTLB) - 1.44% | MGM RESORTS INTERNATIONAL 4.625% (n/a) - 1.67% |
| #16 | SMARTSHEET INC CLASS A (SMAR) - 1.39% | DISH DBS CORPORATION 5.25% (n/a) - 1.66% |
| #17 | INFORMATICA INC (INFA) - 1.38% | VORNADO REALTY LP 2.15% (n/a) - 1.65% |
| #18 | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% | STARWOOD PROPERTY TRUST, INC. 3.625% (n/a) - 1.64% |
| #19 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% | UNDER ARMOUR, INC. 3.25% (n/a) - 1.61% |
| #20 | COMMVAULT SYSTEMS INC (CVLT) - 1.21% | NAVIENT CORPORATION 6.75% (n/a) - 1.48% |
| #21 | CONFLUENT INC CLASS A (CFLT) - 1.17% | n/a (n/a) - 1.37% |
| #22 | VNET GROUP INC ADR (VNET) - 1.11% | DISH DBS CORPORATION 7.75% (n/a) - 1.16% |
| #23 | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% | n/a (n/a) - 1.13% |
| #24 | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% | n/a (n/a) - 1.12% |
| #25 | BOX INC CLASS A (BOX) - 0.82% | MORGAN STANLEY 4.35% (n/a) - 1.03% |
| Total Holdings | 46 | 191 |
IVES vs IBHF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVES
+9.30%
IBHF
-0.45%
3M
Winner
IVES
+23.09%
IBHF
-0.27%
6M
Winner
IVES
+14.15%
IBHF
+0.66%
1Y
Winner
IVES
+48.66%
IBHF
+4.66%
5Y(CAGR)
IVES
N/A
IBHF
+4.01%
Max(CAGR)
Winner
IVES
+47.73%
IBHF
+4.61%
IVES vs IBHF - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IVES | IBHF |
|---|---|---|
| 2026 | +16.78% | +0.27% |
| 2025 | +25.06% | +6.49% |
| 2024 | N/A | +8.41% |
| 2023 | N/A | +10.58% |
| 2022 | N/A | -6.74% |
| 2021 | N/A | +4.60% |
| 2020 | N/A | +2.97% |
IVES vs IBHF Drawdown Comparison
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.
The current IVES drawdown is -10.45%. The current IBHF drawdown is -0.75%.
| Rank | IVES | IBHF |
|---|---|---|
| #1 | -22.64% Oct 29, 2025 - May 6, 2026 | -11.19% Dec 27, 2021 - Nov 14, 2023 |
| #2 | -10.45% Jun 1, 2026 - Jun 5, 2026 | -2.53% Feb 28, 2025 - Apr 25, 2025 |
| #3 | -4.63% Aug 13, 2025 - Aug 28, 2025 | -1.87% Nov 5, 2021 - Dec 22, 2021 |
| #4 | -4.26% Jul 28, 2025 - Aug 13, 2025 | -1.40% Jan 7, 2021 - Mar 29, 2021 |
| #5 | -4.20% Oct 8, 2025 - Oct 24, 2025 | -1.13% Mar 20, 2024 - May 2, 2024 |
| #6 | -3.33% May 14, 2026 - May 21, 2026 | -1.09% Jul 6, 2021 - Sep 1, 2021 |
| #7 | -2.61% Jul 3, 2025 - Jul 17, 2025 | -1.08% Dec 27, 2023 - Feb 1, 2024 |
| #8 | -2.49% Sep 22, 2025 - Oct 1, 2025 | -0.79% Sep 15, 2021 - Nov 4, 2021 |
| #9 | -1.81% Jun 30, 2025 - Jul 3, 2025 | -0.75% May 19, 2026 - Jun 5, 2026 |
| #10 | -1.64% Jun 12, 2025 - Jun 16, 2025 | -0.69% Dec 6, 2024 - Dec 26, 2024 |
| #11 | -1.61% May 11, 2026 - May 14, 2026 | -0.66% May 7, 2021 - May 24, 2021 |
| #12 | -1.57% Aug 28, 2025 - Sep 5, 2025 | -0.64% Feb 27, 2026 - Apr 14, 2026 |
| #13 | -1.41% Jun 16, 2025 - Jun 24, 2025 | -0.60% Jul 31, 2024 - Aug 12, 2024 |
| #14 | -1.32% Oct 6, 2025 - Oct 8, 2025 | -0.52% May 15, 2024 - Jun 3, 2024 |
| #15 | -1.04% Jul 18, 2025 - Jul 23, 2025 | -0.52% Oct 27, 2025 - Nov 25, 2025 |
Correlation
Correlation between IVES and IBHF is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2020 - 2026)
IVES vs IBHF dividend yield comparison.
| Year | IVES | IBHF |
|---|---|---|
| 2026 | 0.00% | 2.50% |
| 2025 | 0.41% | 6.73% |
| 2024 | 0.00% | 7.17% |
| 2023 | 0.00% | 7.33% |
| 2022 | 0.00% | 6.01% |
| 2021 | 0.00% | 4.55% |
| 2020 | 0.00% | 0.61% |
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