SFTX vs IBHG
Comparison between Horizon International Managed Risk ETF (SFTX, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).
SFTX vs IBHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFTX
$500M
Winner
IBHG
$501M
Expense Ratio
SFTX
0.82%
Winner
IBHG
0.35%
Max Drawdown
Winner
SFTX
12.75%
IBHG
17.84%
Sharpe Ratio
Winner
SFTX
1.27
IBHG
0.12
5Y Beta
SFTX
1.35
Winner
IBHG
0.14
SFTX vs IBHG - Holdings Comparison
SFTX and IBHG have 1 common holdings. Overlap is -0.03%
SFTX's top 25 holdings weight is 32.72%. IBHG's top 25 holdings weight is 43.75%.
| Rank | SFTX | IBHG |
|---|---|---|
| #1 | n/a (n/a) - 4.59% | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% |
| #2 | ASML HOLDING NV (n/a) - 4.02% | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% |
| #3 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.23% | n/a (n/a) - 2.49% |
| #4 | SK HYNIX INC (n/a) - 1.89% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% |
| #5 | THE TORONTO-DOMINION BANK (n/a) - 1.81% | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% |
| #6 | SHELL PLC (n/a) - 1.62% | n/a (n/a) - 2.16% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.44% | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% |
| #8 | TOTALENERGIES SE (TTE:XPAR) - 1.29% | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% |
| #9 | TOKYO ELECTRON LTD (n/a) - 1.27% | n/a (n/a) - 1.79% |
| #10 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.12% | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% |
| #11 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.12% | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% |
| #12 | ROYAL BANK OF CANADA (RY) - 1.10% | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% |
| #13 | ADVANTEST CORP (n/a) - 1.01% | n/a (n/a) - 1.64% |
| #14 | ISHARES MSCI INDIA ETF (INDA) - 0.99% | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% |
| #15 | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.96% | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% |
| #16 | SOFTBANK GROUP CORP (n/a) - 0.91% | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% |
| #17 | ASTRAZENECA PLC (AZN) - 0.88% | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% |
| #18 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.87% | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% |
| #19 | ALLIANZ SE (n/a) - 0.86% | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% |
| #20 | ABB LTD (n/a) - 0.83% | IQVIA INC 5% (n/a) - 1.32% |
| #21 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.40% | GEN DIGITAL INC 6.75% (n/a) - 1.32% |
| #22 | CENOVUS ENERGY INC (CVE) - 0.40% | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% |
| #23 | NETEASE INC ORDINARY SHARES (n/a) - 0.38% | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% |
| #24 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.37% | WYNN MACAU LTD. 5.5% (n/a) - 1.18% |
| #25 | SUMITOMO ELECTRIC INDUSTRIES LTD (n/a) - 0.36% | n/a (n/a) - 1.17% |
| Total Holdings | 254 | 122 |
SFTX vs IBHG - Historical Returns
Returns include dividend reinvestment.
1M
SFTX
-4.21%
Winner
IBHG
+0.29%
3M
Winner
SFTX
+6.52%
IBHG
+0.90%
6M
Winner
SFTX
+12.23%
IBHG
+1.36%
1Y
SFTX
N/A
IBHG
+4.03%
5Y(CAGR)
SFTX
N/A
IBHG
+3.68%
Max(CAGR)
Winner
SFTX
+34.05%
IBHG
+3.58%
SFTX vs IBHG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SFTX | IBHG |
|---|---|---|
| 2026 | +15.96% | +1.55% |
| 2025 | +1.61% | +7.05% |
| 2024 | N/A | +7.61% |
| 2023 | N/A | +10.67% |
| 2022 | N/A | -8.82% |
| 2021 | N/A | +1.07% |
SFTX vs IBHG Drawdown Comparison
The maximum drawdown for SFTX was -12.75%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The current SFTX drawdown is -4.21%. The current IBHG drawdown is -0.14%.
| Rank | SFTX | IBHG |
|---|---|---|
| #1 | -12.75% Feb 25, 2026 - May 5, 2026 | -13.85% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -6.67% Jun 22, 2026 - Jul 20, 2026 | -3.39% Mar 5, 2025 - Apr 29, 2025 |
| #3 | -5.21% Jun 4, 2026 - Jun 15, 2026 | -1.75% Mar 27, 2024 - May 3, 2024 |
| #4 | -4.27% May 14, 2026 - Jun 1, 2026 | -1.57% Dec 27, 2023 - Jan 25, 2024 |
| #5 | -3.14% Jan 29, 2026 - Feb 9, 2026 | -1.54% Nov 8, 2021 - Dec 22, 2021 |
| #6 | -2.33% Dec 11, 2025 - Dec 23, 2025 | -1.03% Dec 11, 2024 - Jan 15, 2025 |
| #7 | -2.19% May 11, 2026 - May 14, 2026 | -1.02% Jul 12, 2021 - Aug 27, 2021 |
| #8 | -1.80% Jan 15, 2026 - Jan 22, 2026 | -0.94% Sep 15, 2021 - Nov 8, 2021 |
| #9 | -1.49% May 6, 2026 - May 8, 2026 | -0.83% Jan 25, 2024 - Feb 22, 2024 |
| #10 | -1.29% Feb 11, 2026 - Feb 20, 2026 | -0.81% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -1.12% Jun 15, 2026 - Jun 18, 2026 | -0.77% May 15, 2024 - Jun 3, 2024 |
| #12 | -1.09% Jan 6, 2026 - Jan 9, 2026 | -0.73% Feb 20, 2026 - Apr 8, 2026 |
| #13 | -0.69% Dec 26, 2025 - Jan 2, 2026 | -0.66% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -0.29% Jun 2, 2026 - Jun 4, 2026 | -0.62% May 20, 2025 - May 30, 2025 |
| #15 | -0.23% Jan 12, 2026 - Jan 14, 2026 | -0.50% Sep 30, 2024 - Oct 18, 2024 |
Correlation
Correlation between SFTX and IBHG is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2021 - 2026)
SFTX vs IBHG dividend yield comparison.
| Year | SFTX | IBHG |
|---|---|---|
| 2026 | 0.00% | 2.91% |
| 2025 | 0.25% | 6.34% |
| 2024 | 0.00% | 7.01% |
| 2023 | 0.00% | 6.66% |
| 2022 | 0.00% | 5.62% |
| 2021 | 0.00% | 2.13% |
Select Stocks to Compare
Popular: SFTX vs SPYIBHG vs SPY
More Comparisons
Compare with similar stocks