IBIG vs IBIH

IBIG vs IBIH

Which is better, IBIG or IBIH?

IBIG has been ahead.

IBIG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99.

Lower Fees: TiedHigher Returns: IBIG

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIBIGIBIH
Expense Ratio0.10%Tie0.10%Tie
AUM$169M$96M
Dividend Yield5.63%5.10%
Holdings65
YTD Return+0.03%Best-0.71%
1Y Return-0.27%Best-1.10%
3Y Return (annualized)+5.12%Best+4.99%
Volatility (annualized)4.0%Best4.6%
Max Drawdown-3.2%Best-3.9%
$10,000 over 3.1 years$11,557Best$11,479
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryFixed IncomeFixed Income
InceptionSep 19, 2023Sep 19, 2023

Not shown on this pair: 5Y Return (annualized), Top 10 Weight, Style.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 21, 2023 to Oct 14, 2026 (3.1 years).

IBIG vs IBIH growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.

Compare IBIG against instead:IBIG vs SPYIBIG vs QQQIBIG vs VOOIBIG vs VTIIBIH against:IBIH vs VXUS

IBIG vs IBIH Performance

iShares iBonds Oct 2030 Term TIPS ETF (IBIG) is an ETF from iShares by BlackRock (US) and iShares iBonds Oct 2031 Term TIPS ETF (IBIH) is an ETF from iShares by BlackRock (US). Over the past year IBIG returned -0.27% while IBIH returned -1.10%. Year to date, IBIG is up 0.03% versus a loss of 0.71% for IBIH.

Over three years, IBIG compounded at +5.12% per year against +4.99% for IBIH.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IBIH has been the more volatile fund, with annualized monthly volatility of 4.6% compared with 4.0% for IBIG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -3.2% for IBIG and -3.9% for IBIH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IBIG charges 0.10% per year while IBIH charges 0.10%. On a $10,000 position that is $10 vs $10 annually. On income, IBIG currently yields 5.63% against 5.10% for IBIH.

Holdings Overlap

We hold position weights for 4 holdings in IBIG and 3 in IBIH, totalling 71.9% and 63.4% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 4 positions we hold weights for in IBIG and 3 in IBIH, against full books of 6 and 5.

Top Shared Holdings

StockWeight in IBIGWeight in IBIHDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.00%0.01%0.01%

You are not choosing between two funds in isolation.

Whichever of IBIG and IBIH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IBIGIBIH

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Frequently Asked Questions

Which is cheaper, IBIG or IBIH?

IBIG has an expense ratio of 0.10% while IBIH charges 0.10%. At the precision these are quoted to, they cost the same.

Which performed better, IBIG or IBIH?

Over the past year IBIG returned -0.27% vs -1.10% for IBIH, so IBIG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IBIG or IBIH?

IBIH has been the more volatile fund at 4.6% annualized versus 4.0% for IBIG. Worst drawdown: IBIG -3.2% vs IBIH -3.9%.

Should I hold both IBIG and IBIH?

IBIG and IBIH have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, IBIG or IBIH?

IBIG yields 5.63% while IBIH yields 5.10%, so IBIG currently pays the higher dividend yield.

Is IBIH better than IBIG?

IBIG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.