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THQ vs IBHF

Comparison between abrdn Healthcare Opportunities Fund (THQ, ETF) and ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF, ETF).

5-Year PerformanceTHQ has outperformed IBHF, delivering a return of +4.4% compared to +4.0%

THQ vs IBHF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
THQ
$808M
Winner
IBHF
$810M
Expense Ratio
THQ
N/A
IBHF
0.35%
Max Drawdown
THQ
45.81%
Winner
IBHF
15.67%
Sharpe Ratio
Winner
THQ
1.37
IBHF
-0.41
5Y Beta
THQ
0.60
Winner
IBHF
0.09
5Y Dividends CAGR
THQ
9.86%
Winner
IBHF
10.74%

THQ vs IBHF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
THQ
+6.42%
IBHF
+0.22%
3M
Winner
THQ
+8.76%
IBHF
+0.09%
6M
Winner
THQ
+8.91%
IBHF
+0.19%
1Y
Winner
THQ
+31.10%
IBHF
+2.80%
5Y(CAGR)
Winner
THQ
+4.36%
IBHF
+4.02%
10Y(CAGR)
THQ
+9.71%
IBHF
N/A
Max(CAGR)
Winner
THQ
+8.38%
IBHF
+4.53%

THQ vs IBHF - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearTHQIBHF
2026+9.55%+0.81%
2025+15.34%+6.49%
2024+13.74%+8.41%
2023-2.34%+10.58%
2022-16.53%-6.74%
2021+34.88%+4.60%
2020+15.03%+2.97%
2019+22.29%N/A
2018+2.99%N/A
2017+17.65%N/A
2016-2.82%N/A
2015-7.08%N/A
2014+2.59%N/A

THQ vs IBHF Drawdown Comparison

The maximum drawdown for THQ was -39.35%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

The maximum drawdown for IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 474 trading sessions.

The current THQ drawdown is -1.64%. The current IBHF drawdown is -0.22%.

RankTHQIBHF
#1-39.35%
Feb 14, 2020 - Sep 2, 2020
-11.19%
Dec 27, 2021 - Nov 14, 2023
#2-32.16%
Dec 31, 2021 - Jul 15, 2024
-2.53%
Feb 28, 2025 - Apr 25, 2025
#3-29.62%
Apr 16, 2015 - Jun 14, 2017
-1.87%
Nov 5, 2021 - Dec 22, 2021
#4-25.83%
Oct 14, 2024 - Jan 6, 2026
-1.40%
Jan 7, 2021 - Mar 29, 2021
#5-18.86%
Dec 3, 2018 - Jul 2, 2019
-1.13%
Mar 20, 2024 - May 2, 2024
#6-16.73%
Jan 22, 2026 - Jul 7, 2026
-1.09%
Jul 6, 2021 - Sep 1, 2021
#7-16.72%
Aug 26, 2014 - Dec 9, 2014
-1.08%
Dec 27, 2023 - Feb 1, 2024
#8-13.69%
Jan 29, 2018 - Aug 16, 2018
-0.79%
Sep 15, 2021 - Nov 4, 2021
#9-11.57%
Aug 17, 2021 - Dec 22, 2021
-0.75%
May 19, 2026 - Jun 5, 2026
#10-10.24%
Oct 5, 2017 - Jan 22, 2018
-0.69%
Dec 6, 2024 - Dec 26, 2024
#11-9.19%
Oct 1, 2018 - Dec 3, 2018
-0.66%
May 7, 2021 - May 24, 2021
#12-7.61%
Oct 9, 2020 - Nov 9, 2020
-0.64%
Feb 27, 2026 - Apr 14, 2026
#13-7.07%
Sep 2, 2020 - Oct 7, 2020
-0.60%
Jul 31, 2024 - Aug 12, 2024
#14-7.00%
Dec 9, 2014 - Dec 19, 2014
-0.52%
May 15, 2024 - Jun 3, 2024
#15-6.78%
Jul 20, 2017 - Aug 31, 2017
-0.52%
Oct 27, 2025 - Nov 25, 2025

Correlation

Correlation between THQ and IBHF is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2014 - 2026)

THQ vs IBHF dividend yield comparison.

YearTHQIBHF
20267.36%3.26%
202511.29%6.73%
202411.09%7.17%
20237.45%7.33%
20226.81%6.01%
20215.27%4.55%
20206.62%0.61%
20197.08%0.00%
20188.05%0.00%
20177.71%0.00%
20168.70%0.00%
20159.50%0.00%
20142.24%0.00%

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