iShares® iBonds® 2027 Term High Yield and Income ETF

iShares® iBonds® 2027 Term High Yield and Income ETF

About

iShares® iBonds® 2027 Term High Yield and Income ETF (US46436E4787) is a US-listed bond ETF tracking the Bloomberg 2027 Term High Yield and Income Index. With a expense ratio of 0.35%, it is moderately priced, paying distributions. The fund holds 100 positions across 6 regions with 501M in assets, with heavy concentration — 55% in United States.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 8.0 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 3.3
Liquidity (25%) 7.4 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker IBHG
ISIN
Fund Size $500.5M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Jul 2021
Base Currency USD
Index Bloomberg 2027 Term High Yield and Income Index
Asset Class Bonds
Category High Yield Bond

Costs

8.0
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.35%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +5.20%
3 Years +7.89%
5 Years
10 Years
YTD +1.24%
Since Inception +3.61%

Holdings

This fund invests into 100 individual investments.
#1
BLK CSH FND TREASURY SL AGENCY
4.11%
#2
SS&C Technologies Inc
2.94%
#3
RAKUTEN GROUP INC 144A
2.79%
#4
DISH Network Corp
2.75%
#5
Nissan Motor Co Ltd
2.59%
#6
SBA Communications Corp
2.27%
#7
ICAHN ENTERPRISES LP
2.19%
#8
MPT OP PTNR/F 5% Oct27
2.06%
#9
TENET HEALTHCARE CORP
2.03%
#10
Sirius XM Radio Inc
1.92%
View all holdings (50)
# Holding Ticker Weight
1 BLK CSH FND TREASURY SL AGENCY 410.55%
2 SS&C Technologies Inc 293.65%
3 RAKUTEN GROUP INC 144A 278.51%
4 DISH Network Corp 275.45%
5 Nissan Motor Co Ltd 258.99%
6 SBA Communications Corp 227.07%
7 ICAHN ENTERPRISES LP 218.61%
8 MPT OP PTNR/F 5% Oct27 205.72%
9 TENET HEALTHCARE CORP 202.69%
10 Sirius XM Radio Inc 192.32%
11 Centene Corp 175.05%
12 IQVIA INC 5% May27 167.28%
13 GLOBAL AIRCRAFT LEASING CO LTD 144A 157.42%
14 Live Nation Entertainment Inc 154.50%
15 TK ELEVATOR US NEWCO INC 144A 153.71%
16 CCO Holdings LLC / CCO Holdings Capital Corp 152.04%
17 PRIME SEC/FIN 3.375% Aug27 148.33%
18 IRM 4.875% 9/27 145.39%
19 BOYD GAMING CORPORATION 143.60%
20 DISCOVERY COMMUNICATIONS LLC 143.21%
21 GEN DIGITAL I 6.75% Sep27 139.08%
22 WYNN LAS VEGAS LLC / WYNN LAS VEGA 144A 137.07%
23 LIVE NATION E 4.75% Oct27 132.77%
24 CSC HOLDINGS LLC 144A 130.37%
25 Wynn Macau Ltd 114.75%
26 OneMain Finance Corp 114.21%
27 KFC HLD/PIZZA 4.75% Jun27 113.71%
28 BROOKFIELD PP 4.5% Apr27 113.63%
29 ALLIANT HOLDINGS INTERMEDIATE LLC 144A 112.85%
30 UNITED RENTAL 3.875% Nov27 112.55%
31 MGM CHINA HOLDINGS LTD 144A 108.29%
32 GOODYEAR TIRE & RUBBER COMPANY (TH 107.22%
33 NAVIENT CORP 107.13%
34 METHANEX CORP 5.125% Oct27 106.85%
35 GGAM Finance Ltd 106.66%
36 MGM RESORTS INTERNATIONAL 103.30%
37 LCPR SENIOR SECURED FINANCING DAC 144A 94.54%
38 GO DADDY OP/F 5.25% Dec27 93.20%
39 MELCO RESORTS FINANCE LTD RegS 92.79%
40 BROOKFIELD RESIDENTIAL PROPERTIES 144A 92.33%
41 Churchill Downs Inc 91.84%
42 VIASAT INC 5.625% Apr27 91.74%
43 FORTESCUE TRE 4.5% Sep27 91.23%
44 BRINKS CO 144A 91.01%
45 Celanese Us Holdings Llc 88.48%
46 PARAMOUNT GLOBAL 87.27%
47 HILTON WORLDW 4.875% Apr27 85.52%
48 NextEra Energy Operating Partners LP 84.48%
49 NUSTAR LOGISTICS LP 84.12%
50 SERVICE CORP 4.625% Dec27 82.89%

Sectors

Allocation by industry sector.
 
Sector Weight
Unknown 5260.00%
Corporate Bonds 2373.00%
Consumer Discretionary 1356.00%
Financials 518.00%
Materials 408.00%
Technology 193.00%
Health Care 167.00%
Industrials 166.00%
Consumer Staples 141.00%
Energy 115.00%
Real Estate 69.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 5508.00%
UNKNOWN 3792.00%
Japan 259.00%
United Kingdom 136.00%
Canada 107.00%
Cayman Islands 107.00%
Australia 91.00%
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