IGBH vs KF
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs The Korea Fund, Inc.
Quick Verdict
KF delivered stronger 1-year returns. IGBH offers more diversification with 76 holdings.
Side-by-Side Comparison
| Metric | IGBH | KF | Winner |
|---|---|---|---|
| Expense Ratio | 0.14% | - | |
| AUM | $203M | $285M | |
| Dividend Yield | 5.68% | 1.57% | |
| Holdings | 4,130 | 52 | |
| YTD Return | +1.29% | +53.08% | |
| 1Y Return | +5.44% | +119.26% | |
| 3Y Return (annualized) | +7.55% | +40.32% | |
| 5Y Return (annualized) | +5.34% | +15.17% | |
| Volatility (annualized) | 7.5% | 43.4% | |
| Max Drawdown | -38.9% | -77.0% | |
| Fund Family | iShares by BlackRock (US) | The Korea Fund, Inc. (KF) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 22, 2015 | Aug 29, 1984 |
IGBH vs KF Performance
iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US) and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year IGBH returned +5.44% while KF returned +119.26%. Year to date, IGBH is up 1.29% versus a gain of 53.08% for KF.
Over three years, IGBH compounded at +7.55% per year against +40.32% for KF; over five years the annualized figures are +5.34% and +15.17% respectively. Across the full 11-year window we track, KF has the edge at +16.21% annualized vs +2.83%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 7.5% for IGBH. 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 -38.9% for IGBH and -77.0% for KF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
IGBH and KF share 0 holdings out of 125 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, IGBH or KF?
Over the past year IGBH returned +5.44% vs +119.26% for KF, so KF leads on 1-year performance. Over the longest common window we track (11 years), IGBH annualized +2.83% vs +16.21% for KF. Past performance does not guarantee future results.
Which is riskier, IGBH or KF?
KF has been the more volatile fund at 43.4% annualized versus 7.5% for IGBH. Worst drawdown: IGBH -38.9% vs KF -77.0%.
Should I hold both IGBH and KF?
IGBH and KF have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGBH and KF?
IGBH and KF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 125 unique securities.
Which pays a higher dividend, IGBH or KF?
IGBH yields 5.68% while KF yields 1.57%, so IGBH currently pays the higher dividend yield.
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