SFTY vs IBHG
Comparison between HORIZON MANAGED RISK ETF (SFTY, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).
SFTY vs IBHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SFTY
$508M
IBHG
$507M
Expense Ratio
SFTY
0.77%
Winner
IBHG
0.35%
Max Drawdown
Winner
SFTY
8.64%
IBHG
17.84%
Sharpe Ratio
Winner
SFTY
1.25
IBHG
-0.08
5Y Beta
SFTY
0.93
Winner
IBHG
0.13
P/E Ratio
SFTY
25.44
IBHG
N/A
Forward P/E
SFTY
20.40
IBHG
N/A
PEG Ratio
SFTY
0.30
IBHG
N/A
5Y EPS CAGR
SFTY
25.76%
IBHG
N/A
Debt to Equity
SFTY
2.52%
IBHG
N/A
P/S Ratio
SFTY
3.67
IBHG
N/A
P/B Ratio
SFTY
5.76
IBHG
N/A
SFTY vs IBHG - Holdings Comparison
SFTY and IBHG have 1 common holdings. Overlap is 0.01%
SFTY's top 25 holdings weight is 56.85%. IBHG's top 25 holdings weight is 43.54%.
| Rank | SFTY | IBHG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.58% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 3.78% |
| #2 | APPLE INC (AAPL) - 6.36% | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.98% |
| #3 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 6.28% | RAKUTEN GROUP INC. 11.25% (n/a) - 2.80% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.33% | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.57% |
| #5 | MICROSOFT CORP (MSFT) - 5.06% | n/a (n/a) - 2.43% |
| #6 | BROADCOM INC (AVGO) - 2.73% | n/a (n/a) - 2.35% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.52% | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 2.12% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.30% | SIRIUS XM RADIO LLC 5% (n/a) - 2.07% |
| #9 | ELI LILLY AND CO (LLY) - 2.19% | IQVIA INC 5% (n/a) - 1.83% |
| #10 | AMAZON.COM INC (AMZN) - 1.95% | n/a (n/a) - 1.70% |
| #11 | JOHNSON & JOHNSON (JNJ) - 1.54% | IRON MOUNTAIN INC. 4.875% (n/a) - 1.68% |
| #12 | META PLATFORMS INC CLASS A (META) - 1.54% | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.66% |
| #13 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.50% | BOYD GAMING CORPORATION 4.75% (n/a) - 1.66% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.44% | n/a (n/a) - 1.65% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.08% | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.64% |
| #16 | WALMART INC (WMT) - 1.04% | GEN DIGITAL INC 6.75% (n/a) - 1.55% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.93% | n/a (n/a) - 1.49% |
| #18 | MERCK & CO INC (MRK) - 0.92% | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.46% |
| #19 | CHEVRON CORP (CVX) - 0.91% | DISCOVERY GLOBAL HOLDINGS INC. 3.755% (n/a) - 1.40% |
| #20 | COCA-COLA CO (KO) - 0.85% | CSC HOLDINGS, LLC 5.5% (n/a) - 1.36% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.80% | USD CASH (n/a) - 0.68% |
| #22 | THE HOME DEPOT INC (HD) - 0.76% | TRAVEL PLUS LEISURE CO 6% (n/a) - 0.68% |
| #23 | JPMORGAN CHASE & CO (JPM) - 0.76% | n/a (n/a) - 0.67% |
| #24 | LAM RESEARCH CORP (LRCX) - 0.75% | ALLISON TRANSMISSION INC. 4.75% (n/a) - 0.67% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.73% | PENN ENTERTAINMENT INC 5.625% (n/a) - 0.66% |
| Total Holdings | 168 | 239 |
SFTY vs IBHG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFTY
+3.78%
IBHG
+0.58%
3M
Winner
SFTY
+2.91%
IBHG
+0.81%
6M
Winner
SFTY
+10.59%
IBHG
+1.72%
1Y
Winner
SFTY
+20.39%
IBHG
+3.83%
5Y(CAGR)
SFTY
N/A
IBHG
+3.72%
Max(CAGR)
Winner
SFTY
+21.84%
IBHG
+3.61%
SFTY vs IBHG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SFTY | IBHG |
|---|---|---|
| 2026 | +12.31% | +2.05% |
| 2025 | +11.73% | +7.05% |
| 2024 | N/A | +7.61% |
| 2023 | N/A | +10.67% |
| 2022 | N/A | -8.82% |
| 2021 | N/A | +1.07% |
SFTY vs IBHG Drawdown Comparison
The maximum drawdown for SFTY was -8.64%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The current SFTY drawdown is -1.23%. The current IBHG drawdown is -0.05%.
| Rank | SFTY | IBHG |
|---|---|---|
| #1 | -8.64% Jan 27, 2026 - Apr 15, 2026 | -13.85% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -4.59% Oct 28, 2025 - Dec 10, 2025 | -3.39% Mar 5, 2025 - Apr 29, 2025 |
| #3 | -3.77% Jun 2, 2026 - Jul 10, 2026 | -1.75% Mar 27, 2024 - May 3, 2024 |
| #4 | -2.89% Jul 10, 2026 - Aug 3, 2026 | -1.57% Dec 27, 2023 - Jan 25, 2024 |
| #5 | -2.75% Dec 11, 2025 - Dec 23, 2025 | -1.54% Nov 8, 2021 - Dec 22, 2021 |
| #6 | -2.56% Oct 8, 2025 - Oct 20, 2025 | -1.03% Dec 11, 2024 - Jan 15, 2025 |
| #7 | -2.42% Jan 12, 2026 - Jan 27, 2026 | -1.02% Jul 12, 2021 - Aug 27, 2021 |
| #8 | -1.90% Aug 13, 2026 - Aug 20, 2026 | -0.94% Sep 15, 2021 - Nov 8, 2021 |
| #9 | -1.88% May 14, 2026 - May 26, 2026 | -0.83% Jan 25, 2024 - Feb 22, 2024 |
| #10 | -1.57% Jul 25, 2025 - Aug 6, 2025 | -0.81% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -1.45% Aug 12, 2025 - Aug 28, 2025 | -0.77% May 15, 2024 - Jun 3, 2024 |
| #12 | -1.34% Sep 22, 2025 - Oct 6, 2025 | -0.73% Feb 20, 2026 - Apr 8, 2026 |
| #13 | -1.26% Dec 24, 2025 - Jan 9, 2026 | -0.66% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -1.10% Apr 17, 2026 - Apr 24, 2026 | -0.62% May 20, 2025 - May 30, 2025 |
| #15 | -1.04% Aug 28, 2025 - Sep 4, 2025 | -0.50% Sep 30, 2024 - Oct 18, 2024 |
Correlation
Correlation between SFTY and IBHG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
SFTY vs IBHG dividend yield comparison.
| Year | SFTY | IBHG |
|---|---|---|
| 2026 | 0.00% | 3.40% |
| 2025 | 0.19% | 6.34% |
| 2024 | 0.00% | 7.01% |
| 2023 | 0.00% | 6.66% |
| 2022 | 0.00% | 5.62% |
| 2021 | 0.00% | 2.13% |
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