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VXX vs IBHG

Comparison between iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX, ETF) and ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF).

5-Year PerformanceIBHG has outperformed VXX, delivering a return of +3.7% compared to -46.3%

VXX vs IBHG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VXX
$508M
IBHG
$507M
Expense Ratio
VXX
0.89%
Winner
IBHG
0.35%
Max Drawdown
VXX
100.00%
Winner
IBHG
17.84%
Sharpe Ratio
VXX
-0.97
Winner
IBHG
-0.08
5Y Beta
Winner
VXX
0.00
IBHG
0.13

VXX vs IBHG - Historical Returns

Returns include dividend reinvestment.

1M
VXX
-16.50%
Winner
IBHG
+0.58%
3M
VXX
-27.18%
Winner
IBHG
+0.81%
6M
VXX
-31.81%
Winner
IBHG
+1.72%
1Y
VXX
-48.34%
Winner
IBHG
+3.83%
5Y(CAGR)
VXX
-46.30%
Winner
IBHG
+3.72%
10Y(CAGR)
VXX
-46.37%
IBHG
N/A
Max(CAGR)
VXX
-51.78%
Winner
IBHG
+3.61%

VXX vs IBHG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearVXXIBHG
2026-28.47%+2.05%
2025-43.49%+7.05%
2024-26.22%+7.61%
2023-72.27%+10.67%
2022-21.12%-8.82%
2021-74.62%+1.07%
2020+15.71%N/A
2019-66.77%N/A
2018+73.95%N/A
2017-70.55%N/A
2016-70.11%N/A
2015-35.14%N/A
2014-27.46%N/A
2013-62.08%N/A
2012-76.38%N/A
2011-2.63%N/A
2010-71.25%N/A
2009-67.41%N/A

VXX vs IBHG Drawdown Comparison

The maximum drawdown for VXX was -100.00%, occurring on Aug 25, 2026. This drawdown has not yet recovered.

The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.

The current VXX drawdown is -100.00%. The current IBHG drawdown is -0.05%.

RankVXXIBHG
#1-100.00%
Feb 23, 2009 - Aug 25, 2026
-13.85%
Dec 27, 2021 - Dec 13, 2023
#2-6.55%
Jan 30, 2009 - Feb 10, 2009
-3.39%
Mar 5, 2025 - Apr 29, 2025
#3-2.50%
Feb 10, 2009 - Feb 17, 2009
-1.75%
Mar 27, 2024 - May 3, 2024
#4N/A-1.57%
Dec 27, 2023 - Jan 25, 2024
#5N/A-1.54%
Nov 8, 2021 - Dec 22, 2021
#6N/A-1.03%
Dec 11, 2024 - Jan 15, 2025
#7N/A-1.02%
Jul 12, 2021 - Aug 27, 2021
#8N/A-0.94%
Sep 15, 2021 - Nov 8, 2021
#9N/A-0.83%
Jan 25, 2024 - Feb 22, 2024
#10N/A-0.81%
Jul 31, 2024 - Aug 13, 2024
#11N/A-0.77%
May 15, 2024 - Jun 3, 2024
#12N/A-0.73%
Feb 20, 2026 - Apr 8, 2026
#13N/A-0.66%
Oct 27, 2025 - Nov 26, 2025
#14N/A-0.62%
May 20, 2025 - May 30, 2025
#15N/A-0.50%
Sep 30, 2024 - Oct 18, 2024

Correlation

Correlation between VXX and IBHG is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70
-101

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