XJR vs IBHJ

Comparison between ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF) and ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF).

XJR vs IBHJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XJR(ETF)	IBHJ(ETF)
Net Assets	$140M	$140M
Expense Ratio	0.12%	0.35%
Max Drawdown	27.89%	7.18%
Sharpe Ratio	1.39	0.81
5Y Beta	1.02	0.22
P/E Ratio	36.70	N/A
Forward P/E	15.68	N/A
5Y Dividends CAGR	20.23%	N/A
5Y EPS CAGR	9.91%	N/A
Debt to Equity	71.50%	N/A
P/S Ratio	1.15	N/A
P/B Ratio	2.07	N/A

Net Assets

XJR

$140M

Winner

IBHJ

$140M

Expense Ratio

Winner

XJR

0.12%

IBHJ

0.35%

Max Drawdown

XJR

27.89%

Winner

IBHJ

7.18%

Sharpe Ratio

Winner

XJR

1.39

IBHJ

0.81

5Y Beta

XJR

1.02

Winner

IBHJ

0.22

P/E Ratio

XJR

36.70

IBHJ

N/A

Forward P/E

XJR

15.68

IBHJ

N/A

5Y Dividends CAGR

XJR

20.23%

IBHJ

N/A

5Y EPS CAGR

XJR

9.91%

IBHJ

N/A

Debt to Equity

XJR

71.50%

IBHJ

N/A

P/S Ratio

XJR

1.15

IBHJ

N/A

P/B Ratio

XJR

2.07

IBHJ

N/A

XJR vs IBHJ - Historical Returns

Returns include dividend reinvestment.

Period	XJR	IBHJ
1 month	+6.60%	+0.64%
3 months	+19.00%	+2.66%
6 months	+16.64%	+2.79%
1 year	+31.88%	+7.21%
5 years(CAGR)	+6.10%	N/A
Max(CAGR)	+15.17%	+9.09%

Winner

XJR

+6.60%

IBHJ

+0.64%

Winner

XJR

+19.00%

IBHJ

+2.66%

Winner

XJR

+16.64%

IBHJ

+2.79%

Winner

XJR

+31.88%

IBHJ

+7.21%

5Y(CAGR)

XJR

+6.10%

IBHJ

N/A

Max(CAGR)

Winner

XJR

+15.17%

IBHJ

+9.09%

XJR vs IBHJ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	XJR	IBHJ
2026	+18.66%	+1.85%
2025	+5.10%	+9.01%
2024	+10.38%	+7.44%
2023	+16.42%	+8.36%
2022	-18.05%	N/A
2021	+26.45%	N/A
2020	+35.61%	N/A

XJR vs IBHJ Drawdown Comparison

The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.

The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

The current IBHJ drawdown is -0.01%.

Rank	XJR	IBHJ
#1	-27.12% Nov 25, 2024 - Jan 9, 2026	-4.93% Feb 26, 2025 - May 12, 2025
#2	-26.88% Nov 5, 2021 - Jul 16, 2024	-4.71% Jul 13, 2023 - Nov 3, 2023
#3	-9.76% Jun 8, 2021 - Nov 3, 2021	-2.76% Mar 27, 2024 - May 3, 2024
#4	-9.43% Feb 10, 2026 - Apr 14, 2026	-2.46% Feb 11, 2026 - Apr 8, 2026
#5	-9.34% Mar 12, 2021 - Jun 8, 2021	-1.98% Dec 6, 2024 - Jan 21, 2025
#6	-9.04% Jul 31, 2024 - Sep 19, 2024	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-6.34% Oct 23, 2020 - Nov 5, 2020	-1.51% Sep 22, 2025 - Oct 27, 2025
#8	-4.41% Nov 11, 2024 - Nov 25, 2024	-1.45% Sep 20, 2024 - Nov 8, 2024
#9	-4.33% May 6, 2026 - May 26, 2026	-1.45% Jun 30, 2023 - Jul 12, 2023
#10	-4.23% Feb 24, 2021 - Mar 8, 2021	-1.42% Feb 1, 2024 - Mar 6, 2024
#11	-3.65% Oct 16, 2024 - Nov 6, 2024	-1.19% Oct 27, 2025 - Nov 28, 2025
#12	-3.40% Jan 26, 2021 - Feb 4, 2021	-1.05% Jul 31, 2024 - Aug 13, 2024
#13	-3.28% Nov 24, 2020 - Dec 4, 2020	-1.00% May 15, 2024 - Jun 5, 2024
#14	-3.23% Sep 19, 2024 - Oct 16, 2024	-0.96% Apr 17, 2026 - May 28, 2026
#15	-2.74% Jan 22, 2026 - Feb 6, 2026	-0.91% Nov 3, 2023 - Nov 14, 2023