IBHF
Price
$22.45
Change
-$0.10 (-0.44%)
Updated
Aug 3 closing price
Net Assets
810.41M
Intraday BUY SELL Signals
SPHY
Price
$23.20
Change
-$0.07 (-0.30%)
Updated
Aug 3 closing price
Net Assets
11.63B
Intraday BUY SELL Signals
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IBHF vs SPHY

IBHF vs SPHY Comparison Chart in %
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IBHF vs. SPHY commentary
Aug 04, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IBHF is a Hold and SPHY is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SPHY has more net assets: 11.6B vs. IBHF (810M). SPHY has a higher annual dividend yield than IBHF: SPHY (2.127) vs IBHF (0.453). IBHF was incepted earlier than SPHY: IBHF (6 years) vs SPHY (14 years). SPHY (0.05) has a lower expense ratio than IBHF (0.35). IBHF has a higher turnover SPHY (52.00) vs SPHY (52.00).
IBHFSPHYIBHF / SPHY
Gain YTD0.4532.12721%
Net Assets810M11.6B7%
Total Expense Ratio0.350.05700%
Turnover70.0052.00135%
Yield6.187.2785%
Fund Existence6 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
IBHFSPHY
RSI
ODDS (%)
N/A
Bullish Trend 1 day ago
67%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
55%
Bullish Trend 1 day ago
63%
Momentum
ODDS (%)
Bearish Trend 1 day ago
35%
Bullish Trend 1 day ago
52%
MACD
ODDS (%)
Bearish Trend 1 day ago
35%
Bearish Trend 1 day ago
43%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
42%
Bullish Trend 1 day ago
51%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
46%
Bullish Trend 1 day ago
49%
Advances
ODDS (%)
Bullish Trend 21 days ago
46%
Bullish Trend 1 day ago
51%
Declines
ODDS (%)
Bearish Trend 1 day ago
41%
Bearish Trend 12 days ago
52%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
28%
Bullish Trend 1 day ago
68%
Aroon
ODDS (%)
N/A
Bearish Trend 1 day ago
63%
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IBHF
Daily Signal:
Gain/Loss:
SPHY
Daily Signal:
Gain/Loss:
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SPHY and

Correlation & Price change

A.I.dvisor tells us that SPHY and WFRD have been poorly correlated (+23% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SPHY and WFRD's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPHY
1D Price
Change %
SPHY100%
+0.28%
WFRD - SPHY
23%
Poorly correlated
+0.64%
BTE - SPHY
1%
Poorly correlated
-3.95%