IBIH vs IBIJ
iShares iBonds Oct 2031 Term TIPS ETF vs iShares iBonds Oct 2033 Term TIPS ETF
Which is better, IBIH or IBIJ?
IBIH has been ahead.
IBIH led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.99.
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
| Metric | IBIH | IBIJ |
|---|---|---|
| Expense Ratio | 0.10%Tie | 0.10%Tie |
| AUM | $87M | $62M |
| Dividend Yield | 4.98% | 5.53% |
| Holdings | 5 | 3 |
| YTD Return | -0.89%Best | -2.00% |
| 1Y Return | -0.86%Best | -2.02% |
| 3Y Return (annualized) | +5.00%Best | +4.56% |
| Volatility (annualized) | 4.6%Best | 5.6% |
| Max Drawdown | -3.9%Best | -5.3% |
| $10,000 over 3 years | $11,412Best | $11,226 |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 19, 2023 | Sep 19, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight, Style.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 21, 2023 to Oct 9, 2026 (3 years).
IBIH vs IBIJ 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 years both funds cover.
IBIH vs IBIJ Performance
iShares iBonds Oct 2031 Term TIPS ETF (IBIH) is an ETF from iShares by BlackRock (US) and iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) is an ETF from iShares by BlackRock (US). Over the past year IBIH returned -0.86% while IBIJ returned -2.02%. Year to date, IBIH is down 0.89% versus a loss of 2.00% for IBIJ.
Over three years, IBIH compounded at +5.00% per year against +4.56% for IBIJ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBIJ has been the more volatile fund, with annualized monthly volatility of 5.6% compared with 4.6% for IBIH. 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 -3.9% for IBIH and -5.3% for IBIJ. 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
IBIH charges 0.10% per year while IBIJ charges 0.10%. On a $10,000 position that is $10 vs $10 annually. On income, IBIH currently yields 4.98% against 5.53% for IBIJ.
Holdings Overlap
We hold position weights for 3 holdings in IBIH and 3 in IBIJ, totalling 64.1% and 100.0% 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 3 positions we hold weights for in IBIH and 3 in IBIJ, against full books of 5 and 3.
What only one of them owns
Measured across the 3 and 3 positions we hold weights for.
IBIH holds 2 positions IBIJ does not, 64.1% of the fund.
Largest: TII 0.125 01/15/31 32.09%, TII 0.125 07/15/31 32.01%
Top Shared Holdings
| Stock | Weight in IBIH | Weight in IBIJ | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 0.00% | 0.00% | 0.00% |
You are not choosing between two funds in isolation.
Whichever of IBIH and IBIJ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IBIH or IBIJ?
IBIH has an expense ratio of 0.10% while IBIJ charges 0.10%. At the precision these are quoted to, they cost the same.
Which performed better, IBIH or IBIJ?
Over the past year IBIH returned -0.86% vs -2.02% for IBIJ, so IBIH leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBIH or IBIJ?
IBIJ has been the more volatile fund at 5.6% annualized versus 4.6% for IBIH. Worst drawdown: IBIH -3.9% vs IBIJ -5.3%.
Should I hold both IBIH and IBIJ?
IBIH and IBIJ 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, IBIH or IBIJ?
IBIH yields 4.98% while IBIJ yields 5.53%, so IBIJ currently pays the higher dividend yield.
Is IBIJ better than IBIH?
IBIH 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.