FCSH vs IBAT
Comparison between FEDERATED HERMES SHORT DURATION CORPORATE ETF (FCSH, ETF) and ISHARES ENERGY STORAGE & MATERIALS ETF (IBAT, ETF).
FCSH vs IBAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FCSH
$65M
Winner
IBAT
$65M
Expense Ratio
Winner
FCSH
0.30%
IBAT
0.47%
Max Drawdown
Winner
FCSH
9.60%
IBAT
28.64%
Sharpe Ratio
FCSH
0.00
Winner
IBAT
2.64
5Y Beta
Winner
FCSH
0.03
IBAT
0.97
FCSH vs IBAT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FCSH
-0.27%
IBAT
-0.64%
3M
FCSH
-0.54%
Winner
IBAT
+30.38%
6M
FCSH
+0.69%
Winner
IBAT
+42.16%
1Y
FCSH
+3.83%
Winner
IBAT
+107.20%
5Y(CAGR)
FCSH
+2.39%
IBAT
N/A
Max(CAGR)
FCSH
+2.39%
Winner
IBAT
+28.54%
FCSH vs IBAT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FCSH | IBAT |
|---|---|---|
| 2026 | +0.25% | +48.38% |
| 2025 | +6.38% | +32.30% |
| 2024 | +4.92% | -13.18% |
| 2023 | +5.29% | N/A |
| 2022 | -5.68% | N/A |
| 2021 | +0.24% | N/A |
FCSH vs IBAT Drawdown Comparison
The maximum drawdown for FCSH was -8.47%, occurring on Oct 20, 2022. Recovery took 595 trading sessions.
The maximum drawdown for IBAT was -28.26%, occurring on Apr 8, 2025. Recovery took 225 trading sessions.
The current FCSH drawdown is -0.86%. The current IBAT drawdown is -8.92%.
| Rank | FCSH | IBAT |
|---|---|---|
| #1 | -8.47% Dec 31, 2021 - May 15, 2024 | -28.26% Sep 27, 2024 - Aug 22, 2025 |
| #2 | -1.32% Sep 27, 2024 - Feb 21, 2025 | -13.65% Mar 22, 2024 - Sep 26, 2024 |
| #3 | -1.24% Feb 27, 2026 - Mar 26, 2026 | -12.25% Oct 29, 2025 - Jan 22, 2026 |
| #4 | -1.21% Apr 3, 2025 - Apr 28, 2025 | -11.90% Feb 25, 2026 - Apr 9, 2026 |
| #5 | -0.59% Apr 30, 2025 - May 29, 2025 | -8.92% May 29, 2026 - Jun 5, 2026 |
| #6 | -0.50% May 15, 2024 - Jun 3, 2024 | -7.28% May 14, 2026 - May 26, 2026 |
| #7 | -0.45% Aug 2, 2024 - Aug 13, 2024 | -5.69% Oct 6, 2025 - Oct 13, 2025 |
| #8 | -0.43% Oct 16, 2025 - Nov 24, 2025 | -3.68% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -0.39% Jun 6, 2024 - Jun 12, 2024 | -3.06% Jan 28, 2026 - Feb 9, 2026 |
| #10 | -0.37% Sep 16, 2025 - Oct 1, 2025 | -2.94% Oct 20, 2025 - Oct 24, 2025 |
| #11 | -0.33% Mar 4, 2025 - Mar 20, 2025 | -2.47% May 11, 2026 - May 13, 2026 |
| #12 | -0.33% Jun 30, 2025 - Jul 21, 2025 | -2.28% May 6, 2026 - May 11, 2026 |
| #13 | -0.31% Jun 4, 2025 - Jun 12, 2025 | -2.25% Aug 28, 2025 - Sep 5, 2025 |
| #14 | -0.28% Aug 14, 2024 - Aug 20, 2024 | -1.95% May 26, 2026 - May 28, 2026 |
| #15 | -0.25% Jul 25, 2025 - Aug 1, 2025 | -1.87% Apr 22, 2026 - Apr 29, 2026 |
Correlation
Correlation between FCSH and IBAT is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2021 - 2026)
FCSH vs IBAT dividend yield comparison.
| Year | FCSH | IBAT |
|---|---|---|
| 2026 | 1.75% | 0.00% |
| 2025 | 4.14% | 1.15% |
| 2024 | 4.44% | 1.37% |
| 2023 | 2.31% | 0.00% |
| 2022 | 1.76% | 0.00% |
| 2021 | 0.04% | 0.00% |
Select Stocks to Compare
Popular: FCSH vs SPYIBAT vs SPY
More Comparisons
Compare with similar stocks