SWP vs IBHJ
Comparison between SWP GROWTH & INCOME ETF (SWP, ETF) and ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF).
SWP vs IBHJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SWP
$147M
Winner
IBHJ
$148M
Expense Ratio
SWP
0.99%
Winner
IBHJ
0.35%
Max Drawdown
SWP
17.14%
Winner
IBHJ
7.18%
Sharpe Ratio
Winner
SWP
0.88
IBHJ
0.60
5Y Beta
SWP
0.76
Winner
IBHJ
0.21
P/E Ratio
SWP
25.05
IBHJ
N/A
Forward P/E
SWP
19.81
IBHJ
N/A
PEG Ratio
SWP
0.69
IBHJ
N/A
5Y EPS CAGR
SWP
16.00%
IBHJ
N/A
P/S Ratio
SWP
2.40
IBHJ
N/A
P/B Ratio
SWP
4.90
IBHJ
N/A
SWP vs IBHJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SWP
+0.41%
IBHJ
+0.21%
3M
SWP
+0.68%
Winner
IBHJ
+0.97%
6M
Winner
SWP
+2.73%
IBHJ
+1.91%
1Y
Winner
SWP
+14.60%
IBHJ
+6.17%
Max(CAGR)
Winner
SWP
+12.96%
IBHJ
+8.89%
SWP vs IBHJ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SWP | IBHJ |
|---|---|---|
| 2026 | +4.58% | +2.22% |
| 2025 | +16.94% | +9.01% |
| 2024 | +1.24% | +7.44% |
| 2023 | N/A | +8.36% |
SWP vs IBHJ Drawdown Comparison
The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.
The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The current SWP drawdown is -2.16%. The current IBHJ drawdown is -0.49%.
| Rank | SWP | IBHJ |
|---|---|---|
| #1 | -16.40% Feb 11, 2025 - Jul 1, 2025 | -4.93% Feb 26, 2025 - May 12, 2025 |
| #2 | -9.97% Feb 10, 2026 - Apr 17, 2026 | -4.71% Jul 13, 2023 - Nov 3, 2023 |
| #3 | -5.57% Nov 29, 2024 - Jan 23, 2025 | -2.76% Mar 27, 2024 - May 3, 2024 |
| #4 | -3.54% Nov 12, 2025 - Nov 26, 2025 | -2.46% Feb 11, 2026 - Apr 8, 2026 |
| #5 | -3.47% Sep 22, 2025 - Oct 24, 2025 | -1.98% Dec 6, 2024 - Jan 21, 2025 |
| #6 | -3.26% Jun 4, 2026 - Jun 25, 2026 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -2.98% Oct 18, 2024 - Nov 6, 2024 | -1.51% Sep 22, 2025 - Oct 27, 2025 |
| #8 | -2.93% Dec 10, 2025 - Jan 5, 2026 | -1.45% Sep 20, 2024 - Nov 8, 2024 |
| #9 | -2.35% Jan 16, 2026 - Feb 6, 2026 | -1.45% Jun 30, 2023 - Jul 12, 2023 |
| #10 | -2.06% May 6, 2026 - May 22, 2026 | -1.42% Feb 1, 2024 - Mar 6, 2024 |
| #11 | -2.03% Jul 25, 2025 - Aug 13, 2025 | -1.19% Oct 27, 2025 - Nov 28, 2025 |
| #12 | -1.48% Apr 20, 2026 - May 6, 2026 | -1.05% Jul 31, 2024 - Aug 13, 2024 |
| #13 | -1.48% Nov 11, 2024 - Nov 21, 2024 | -1.00% May 15, 2024 - Jun 5, 2024 |
| #14 | -1.29% Aug 13, 2025 - Aug 22, 2025 | -0.96% Apr 17, 2026 - May 28, 2026 |
| #15 | -1.24% Sep 30, 2024 - Oct 9, 2024 | -0.91% Nov 3, 2023 - Nov 14, 2023 |
Correlation
Correlation between SWP and IBHJ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
SWP vs IBHJ dividend yield comparison.
| Year | SWP | IBHJ |
|---|---|---|
| 2026 | 4.46% | 3.34% |
| 2025 | 5.64% | 6.64% |
| 2024 | 0.44% | 6.87% |
| 2023 | 0.00% | 3.66% |
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