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XFIV vs IBHH

Comparison between BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF) and ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF (IBHH, ETF).

XFIV vs IBHH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
XFIV
$437M
IBHH
$437M
Expense Ratio
Winner
XFIV
0.05%
IBHH
0.35%
Max Drawdown
Winner
XFIV
7.83%
IBHH
14.74%
Sharpe Ratio
XFIV
-0.26
Winner
IBHH
0.82
5Y Beta
Winner
XFIV
-0.02
IBHH
0.19

XFIV vs IBHH - Historical Returns

Returns include dividend reinvestment.

1M
XFIV
-0.51%
Winner
IBHH
-0.05%
3M
XFIV
-1.53%
Winner
IBHH
+0.88%
6M
XFIV
-0.60%
Winner
IBHH
+1.94%
1Y
XFIV
+2.95%
Winner
IBHH
+6.23%
5Y(CAGR)
XFIV
N/A
IBHH
+5.21%
Max(CAGR)
XFIV
+3.18%
Winner
IBHH
+5.21%

XFIV vs IBHH - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearXFIVIBHH
2026-0.74%+1.50%
2025+7.47%+7.69%
2024+1.82%+8.26%
2023+4.07%+12.70%
2022-0.57%-6.71%

XFIV vs IBHH Drawdown Comparison

The maximum drawdown for XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.

The maximum drawdown for IBHH was -12.04%, occurring on Sep 27, 2022. Recovery took 414 trading sessions.

The current XFIV drawdown is -2.44%. The current IBHH drawdown is -0.40%.

RankXFIVIBHH
#1-6.38%
May 4, 2023 - Dec 27, 2023
-12.04%
Mar 31, 2022 - Nov 22, 2023
#2-4.47%
Sep 16, 2024 - Apr 3, 2025
-4.66%
Feb 28, 2025 - May 12, 2025
#3-3.89%
Jan 18, 2023 - Mar 17, 2023
-2.08%
Mar 10, 2022 - Mar 17, 2022
#4-3.71%
Sep 16, 2022 - Dec 1, 2022
-1.88%
Mar 27, 2024 - May 6, 2024
#5-3.50%
Feb 1, 2024 - Jul 11, 2024
-1.49%
Dec 27, 2023 - Feb 1, 2024
#6-2.90%
Feb 27, 2026 - May 19, 2026
-1.49%
Dec 6, 2024 - Jan 16, 2025
#7-2.11%
Apr 4, 2025 - Apr 30, 2025
-1.46%
Sep 19, 2024 - Nov 29, 2024
#8-1.99%
Apr 30, 2025 - Jun 25, 2025
-1.22%
Feb 23, 2026 - Apr 8, 2026
#9-1.73%
Dec 15, 2022 - Jan 9, 2023
-1.11%
Feb 1, 2024 - Mar 6, 2024
#10-1.57%
Apr 6, 2023 - May 3, 2023
-1.00%
Oct 1, 2025 - Oct 23, 2025
#11-1.22%
Mar 23, 2023 - Apr 4, 2023
-0.95%
May 15, 2024 - Jun 5, 2024
#12-1.19%
Mar 17, 2023 - Mar 23, 2023
-0.92%
Mar 18, 2022 - Mar 29, 2022
#13-1.19%
Dec 27, 2023 - Feb 1, 2024
-0.88%
Jul 31, 2024 - Aug 13, 2024
#14-1.07%
Jun 30, 2025 - Aug 1, 2025
-0.81%
May 19, 2025 - May 29, 2025
#15-1.00%
Aug 5, 2024 - Aug 21, 2024
-0.74%
Dec 4, 2023 - Dec 13, 2023

Correlation

Correlation between XFIV and IBHH is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2022 - 2026)

XFIV vs IBHH dividend yield comparison.

YearXFIVIBHH
20261.63%2.62%
20254.05%6.39%
20243.92%6.93%
20233.63%6.65%
20221.06%5.36%

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