IXJ vs IBDS

Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF).

5-Year PerformanceIXJ has outperformed IBDS, delivering a return of +4.5% compared to +1.4%

IXJ vs IBDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXJ(ETF)	IBDS(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.40%	0.10%
Max Drawdown	42.81%	18.21%
Sharpe Ratio	0.76	0.49
5Y Beta	0.45	0.01
P/E Ratio	30.25	N/A
Forward P/E	19.05	N/A
5Y Dividends CAGR	7.94%	9.88%
5Y EPS CAGR	12.16%	N/A
Debt to Equity	53.17%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	4.86	N/A

Net Assets

IXJ

$3.80B

IBDS

$3.80B

Expense Ratio

IXJ

0.40%

Winner

IBDS

0.10%

Max Drawdown

IXJ

42.81%

Winner

IBDS

18.21%

Sharpe Ratio

Winner

IXJ

0.76

IBDS

0.49

5Y Beta

IXJ

0.45

Winner

IBDS

0.01

P/E Ratio

IXJ

30.25

IBDS

N/A

Forward P/E

IXJ

19.05

IBDS

N/A

5Y Dividends CAGR

IXJ

7.94%

Winner

IBDS

9.88%

5Y EPS CAGR

IXJ

12.16%

IBDS

N/A

Debt to Equity

IXJ

53.17%

IBDS

N/A

P/S Ratio

IXJ

1.59

IBDS

N/A

P/B Ratio

IXJ

4.86

IBDS

N/A

IXJ vs IBDS - Historical Returns

Returns include dividend reinvestment.

Period	IXJ	IBDS
1 month	+3.27%	+0.23%
3 months	+3.93%	+0.86%
6 months	-0.39%	+1.59%
1 year	+17.30%	+4.47%
5 years(CAGR)	+4.51%	+1.39%
10 years(CAGR)	+8.19%	+3.15%
Max(CAGR)	+7.28%	+3.15%

Winner

IXJ

+3.27%

IBDS

+0.23%

Winner

IXJ

+3.93%

IBDS

+0.86%

IXJ

-0.39%

Winner

IBDS

+1.59%

Winner

IXJ

+17.30%

IBDS

+4.47%

5Y(CAGR)

Winner

IXJ

+4.51%

IBDS

+1.39%

10Y(CAGR)

Winner

IXJ

+8.19%

IBDS

+3.15%

Max(CAGR)

Winner

IXJ

+7.28%

IBDS

+3.15%

IXJ vs IBDS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXJ	IBDS
2026	+1.10%	+1.59%
2025	+14.95%	+5.81%
2024	-0.69%	+4.92%
2023	+3.59%	+6.19%
2022	-3.93%	-9.09%
2021	+19.74%	-1.38%
2020	+12.39%	+9.00%
2019	+24.67%	+15.05%
2018	+1.74%	-2.48%
2017	+19.02%	+1.14%
2016	-4.37%	N/A
2015	+5.69%	N/A
2014	+18.07%	N/A
2013	+33.83%	N/A
2012	+15.83%	N/A
2011	+9.85%	N/A
2010	+0.65%	N/A
2009	+16.29%	N/A
2008	-19.96%	N/A
2007	+2.96%	N/A
2006	+8.49%	N/A
2005	+7.27%	N/A
2004	+3.72%	N/A
2003	+16.34%	N/A
2002	-17.01%	N/A
2001	-2.47%	N/A

IXJ vs IBDS Drawdown Comparison

The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.

The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.

The current IXJ drawdown is -3.62%.

Rank	IXJ	IBDS
#1	-40.60% May 7, 2007 - Apr 26, 2011	-16.75% Mar 5, 2020 - Jun 8, 2020
#2	-31.87% Nov 26, 2001 - Apr 13, 2005	-14.98% Aug 2, 2021 - Feb 28, 2025
#3	-27.35% Feb 12, 2020 - Jul 14, 2020	-5.54% Dec 6, 2017 - Feb 19, 2019
#4	-18.80% Aug 5, 2015 - Jun 19, 2017	-3.12% Feb 10, 2021 - Aug 2, 2021
#5	-18.14% Aug 30, 2024 - Jan 6, 2026	-2.35% Aug 28, 2019 - Oct 4, 2019
#6	-17.48% Apr 8, 2022 - Jan 8, 2024	-1.43% Aug 6, 2020 - Nov 17, 2020
#7	-16.52% May 31, 2011 - Mar 13, 2012	-1.22% Oct 4, 2019 - Nov 26, 2019
#8	-14.45% Oct 1, 2018 - Jul 2, 2019	-1.20% Jul 3, 2019 - Aug 1, 2019
#9	-11.65% Jan 26, 2018 - Aug 21, 2018	-1.16% Nov 6, 2017 - Dec 5, 2017
#10	-10.78% Feb 27, 2026 - Jul 2, 2026	-0.91% Apr 3, 2025 - Apr 28, 2025
#11	-10.59% Dec 29, 2021 - Apr 7, 2022	-0.70% Apr 11, 2019 - Apr 24, 2019
#12	-8.47% Sep 24, 2014 - Oct 30, 2014	-0.66% Sep 18, 2017 - Oct 13, 2017
#13	-7.78% Sep 3, 2021 - Dec 23, 2021	-0.64% Oct 17, 2017 - Nov 2, 2017
#14	-7.77% Jan 25, 2021 - Apr 16, 2021	-0.63% Jun 16, 2020 - Jul 2, 2020
#15	-7.76% Sep 2, 2020 - Nov 5, 2020	-0.59% Jun 24, 2019 - Jun 27, 2019

Correlation

Correlation between IXJ and IBDS is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2001 - 2026)

IXJ vs IBDS dividend yield comparison.

Year	IXJ	IBDS
2026	0.86%	2.12%
2025	1.40%	4.36%
2024	1.50%	4.37%
2023	1.38%	3.81%
2022	1.17%	2.87%
2021	1.12%	2.19%
2020	1.27%	2.66%
2019	1.42%	3.31%
2018	2.11%	3.66%
2017	1.46%	0.97%
2016	1.73%	0.00%
2015	2.85%	0.00%
2014	1.38%	0.00%
2013	1.51%	0.00%
2012	2.28%	0.00%
2011	2.17%	0.00%
2010	2.20%	0.00%
2009	1.97%	0.00%
2008	2.25%	0.00%
2007	1.72%	0.00%
2006	0.85%	0.00%
2005	0.70%	0.00%
2004	0.74%	0.00%
2003	0.63%	0.00%
2002	0.61%	0.00%
2001	0.03%	0.00%