PHEQ vs IBHJ
Comparison between PARAMETRIC HEDGED EQUITY ETF (PHEQ, ETF) and ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF).
PHEQ vs IBHJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHEQ
$133M
Winner
IBHJ
$133M
Expense Ratio
Winner
PHEQ
0.29%
IBHJ
0.35%
Max Drawdown
PHEQ
12.74%
Winner
IBHJ
7.18%
Sharpe Ratio
Winner
PHEQ
1.77
IBHJ
0.75
5Y Beta
PHEQ
0.53
Winner
IBHJ
0.22
P/E Ratio
PHEQ
29.02
IBHJ
N/A
Forward P/E
PHEQ
21.94
IBHJ
N/A
5Y EPS CAGR
PHEQ
25.36%
IBHJ
N/A
Debt to Equity
PHEQ
56.36%
IBHJ
N/A
P/S Ratio
PHEQ
3.37
IBHJ
N/A
P/B Ratio
PHEQ
5.40
IBHJ
N/A
PHEQ vs IBHJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PHEQ
+0.94%
IBHJ
-0.09%
3M
Winner
PHEQ
+5.42%
IBHJ
+0.91%
6M
Winner
PHEQ
+5.59%
IBHJ
+1.71%
1Y
Winner
PHEQ
+15.83%
IBHJ
+7.00%
Max(CAGR)
Winner
PHEQ
+15.08%
IBHJ
+8.90%
PHEQ vs IBHJ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | PHEQ | IBHJ |
|---|---|---|
| 2026 | +4.67% | +1.15% |
| 2025 | +11.81% | +9.01% |
| 2024 | +15.16% | +7.44% |
| 2023 | +7.19% | +8.36% |
PHEQ vs IBHJ Drawdown Comparison
The maximum drawdown for PHEQ was -12.55%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The current PHEQ drawdown is -0.82%. The current IBHJ drawdown is -0.69%.
| Rank | PHEQ | IBHJ |
|---|---|---|
| #1 | -12.55% Feb 19, 2025 - Jun 26, 2025 | -4.93% Feb 26, 2025 - May 12, 2025 |
| #2 | -4.26% Jan 12, 2026 - Apr 13, 2026 | -4.71% Jul 13, 2023 - Nov 3, 2023 |
| #3 | -4.11% Jul 10, 2024 - Aug 19, 2024 | -2.76% Mar 27, 2024 - May 3, 2024 |
| #4 | -2.60% Oct 19, 2023 - Nov 2, 2023 | -2.46% Feb 11, 2026 - Apr 8, 2026 |
| #5 | -2.14% Nov 11, 2025 - Nov 28, 2025 | -1.98% Dec 6, 2024 - Jan 21, 2025 |
| #6 | -1.74% Mar 28, 2024 - May 6, 2024 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -1.70% Aug 29, 2024 - Sep 12, 2024 | -1.51% Sep 22, 2025 - Oct 27, 2025 |
| #8 | -1.70% Dec 26, 2024 - Jan 17, 2025 | -1.45% Sep 20, 2024 - Nov 8, 2024 |
| #9 | -1.41% Oct 8, 2025 - Oct 20, 2025 | -1.45% Jun 30, 2023 - Jul 12, 2023 |
| #10 | -1.37% Dec 6, 2024 - Dec 24, 2024 | -1.42% Feb 1, 2024 - Mar 6, 2024 |
| #11 | -1.30% Jul 28, 2025 - Aug 12, 2025 | -1.19% Oct 27, 2025 - Nov 28, 2025 |
| #12 | -1.02% Nov 11, 2024 - Nov 22, 2024 | -1.05% Jul 31, 2024 - Aug 13, 2024 |
| #13 | -0.95% Oct 29, 2024 - Nov 6, 2024 | -1.00% May 15, 2024 - Jun 5, 2024 |
| #14 | -0.92% Dec 28, 2023 - Jan 9, 2024 | -0.96% Apr 17, 2026 - May 28, 2026 |
| #15 | -0.85% Oct 28, 2025 - Nov 11, 2025 | -0.91% Nov 3, 2023 - Nov 14, 2023 |
Correlation
Correlation between PHEQ and IBHJ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
PHEQ vs IBHJ dividend yield comparison.
| Year | PHEQ | IBHJ |
|---|---|---|
| 2026 | 0.08% | 2.81% |
| 2025 | 1.19% | 6.64% |
| 2024 | 1.39% | 6.87% |
| 2023 | 1.73% | 3.66% |
Select Stocks to Compare
Popular: PHEQ vs SPYIBHJ vs SPY
More Comparisons
Compare with similar stocks