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BAI vs HYG

Comparison between iShares A.I. Innovation and Tech Active ETF (BAI, ETF) and ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF).

BAI vs HYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BAI
$16B
HYG
$16B
Expense Ratio
BAI
0.55%
Winner
HYG
0.49%
Max Drawdown
Winner
BAI
34.09%
HYG
41.90%
Sharpe Ratio
Winner
BAI
1.82
HYG
0.72
5Y Beta
BAI
1.69
Winner
HYG
0.23
P/E Ratio
BAI
67.10
HYG
N/A
Forward P/E
BAI
24.80
HYG
N/A
PEG Ratio
BAI
0.29
HYG
N/A
5Y Dividends CAGR
BAI
N/A
HYG
3.61%
5Y EPS CAGR
BAI
34.37%
HYG
N/A
P/S Ratio
BAI
5.23
HYG
N/A
P/B Ratio
BAI
14.55
HYG
N/A

BAI vs HYG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BAI
+4.64%
HYG
+0.60%
3M
Winner
BAI
+46.70%
HYG
+2.28%
6M
Winner
BAI
+47.64%
HYG
+2.21%
1Y
Winner
BAI
+83.09%
HYG
+6.49%
5Y(CAGR)
BAI
N/A
HYG
+3.75%
10Y(CAGR)
BAI
N/A
HYG
+5.00%
Max(CAGR)
Winner
BAI
+52.18%
HYG
+4.97%

BAI vs HYG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBAIHYG
2026+44.71%+1.60%
2025+23.71%+8.34%
2024+8.06%+8.33%
2023N/A+11.32%
2022N/A-10.95%
2021N/A+3.96%
2020N/A+4.04%
2019N/A+14.24%
2018N/A-2.11%
2017N/A+5.63%
2016N/A+14.09%
2015N/A-5.03%
2014N/A+1.72%
2013N/A+4.77%
2012N/A+11.30%
2011N/A+6.68%
2010N/A+11.02%
2009N/A+28.98%
2008N/A-16.57%
2007N/A+1.62%

BAI vs HYG Drawdown Comparison

The maximum drawdown for BAI was -34.09%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.

The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.

The current BAI drawdown is -5.74%.

RankBAIHYG
#1-34.09%
Jan 23, 2025 - Jul 16, 2025
-34.28%
Sep 19, 2007 - Dec 2, 2009
#2-16.22%
Oct 29, 2025 - Apr 8, 2026
-22.03%
Feb 13, 2020 - Nov 4, 2020
#3-12.27%
Jun 2, 2026 - Jun 5, 2026
-15.79%
Dec 27, 2021 - Mar 7, 2024
#4-7.67%
Aug 13, 2025 - Sep 8, 2025
-13.44%
Apr 15, 2015 - Jul 8, 2016
#5-7.48%
May 14, 2026 - May 26, 2026
-10.05%
Jul 22, 2011 - Oct 24, 2011
#6-6.28%
Jan 6, 2025 - Jan 22, 2025
-8.38%
May 25, 2007 - Sep 18, 2007
#7-5.63%
Nov 7, 2024 - Nov 21, 2024
-7.90%
Oct 27, 2011 - Dec 23, 2011
#8-5.55%
Dec 16, 2024 - Jan 6, 2025
-7.07%
Apr 23, 2010 - Jul 20, 2010
#9-4.82%
Oct 9, 2025 - Oct 27, 2025
-7.05%
May 8, 2013 - Nov 29, 2013
#10-4.28%
Apr 24, 2026 - Apr 30, 2026
-6.42%
Jun 25, 2014 - Apr 15, 2015
#11-4.09%
Sep 22, 2025 - Oct 6, 2025
-6.41%
Oct 1, 2018 - Jan 31, 2019
#12-3.84%
Dec 6, 2024 - Dec 16, 2024
-6.05%
Jan 8, 2010 - Mar 16, 2010
#13-3.81%
Oct 30, 2024 - Nov 6, 2024
-4.56%
May 18, 2011 - Jul 7, 2011
#14-3.29%
May 11, 2026 - May 13, 2026
-4.56%
Feb 28, 2025 - May 12, 2025
#15-2.56%
Jul 31, 2025 - Aug 6, 2025
-4.50%
May 2, 2012 - Jun 29, 2012

Correlation

Correlation between BAI and HYG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2007 - 2026)

BAI vs HYG dividend yield comparison.

YearBAIHYG
20260.00%2.51%
20251.80%5.71%
20240.00%6.01%
20230.00%5.74%
20220.00%5.30%
20210.00%4.02%
20200.00%4.88%
20190.00%4.99%
20180.00%5.54%
20170.00%5.12%
20160.00%5.27%
20150.00%5.90%
20140.00%5.69%
20130.00%6.10%
20120.00%6.60%
20110.00%7.51%
20100.00%8.25%
20090.00%9.48%
20080.00%10.08%
20070.00%5.23%

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