HIMU vs BGIG
Comparison between iShares High Yield Muni Active ETF (HIMU, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
HIMU vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HIMU
$2.10B
BGIG
$2.10B
Expense Ratio
Winner
HIMU
0.39%
BGIG
0.45%
Max Drawdown
Winner
HIMU
8.64%
BGIG
14.11%
Sharpe Ratio
HIMU
0.67
Winner
BGIG
1.64
5Y Beta
Winner
HIMU
-0.03
BGIG
0.62
P/E Ratio
HIMU
N/A
BGIG
24.65
Forward P/E
HIMU
N/A
BGIG
19.62
PEG Ratio
HIMU
N/A
BGIG
0.66
5Y EPS CAGR
HIMU
N/A
BGIG
13.73%
P/S Ratio
HIMU
N/A
BGIG
2.73
P/B Ratio
HIMU
N/A
BGIG
4.20
HIMU vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
HIMU
+1.16%
Winner
BGIG
+1.36%
3M
HIMU
+1.54%
Winner
BGIG
+3.55%
6M
HIMU
+2.89%
Winner
BGIG
+9.71%
1Y
HIMU
+6.69%
Winner
BGIG
+20.07%
Max(CAGR)
HIMU
+2.99%
Winner
BGIG
+16.25%
HIMU vs BGIG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HIMU | BGIG |
|---|---|---|
| 2026 | +2.69% | +9.16% |
| 2025 | +1.13% | +12.53% |
| 2024 | N/A | +16.25% |
| 2023 | N/A | +4.55% |
HIMU vs BGIG Drawdown Comparison
The maximum drawdown for HIMU was -8.01%, occurring on Apr 11, 2025. Recovery took 157 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current HIMU drawdown is -0.16%. The current BGIG drawdown is -0.65%.
| Rank | HIMU | BGIG |
|---|---|---|
| #1 | -8.01% Mar 3, 2025 - Oct 15, 2025 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -3.29% Feb 27, 2026 - May 28, 2026 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -1.43% Feb 10, 2025 - Feb 25, 2025 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -0.76% Nov 11, 2025 - Jan 7, 2026 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -0.65% Jan 16, 2026 - Feb 4, 2026 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -0.59% Oct 27, 2025 - Nov 11, 2025 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -0.20% Feb 10, 2026 - Feb 12, 2026 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -0.17% Feb 25, 2025 - Feb 27, 2025 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -0.16% Jun 4, 2026 - Jun 5, 2026 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -0.08% Feb 4, 2026 - Feb 10, 2026 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -0.08% Oct 20, 2025 - Oct 23, 2025 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -0.04% Feb 23, 2026 - Feb 27, 2026 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -0.02% Feb 17, 2026 - Feb 19, 2026 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -0.01% Jan 9, 2026 - Jan 13, 2026 | -1.34% Apr 30, 2026 - May 14, 2026 |
| #15 | N/A | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between HIMU and BGIG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
HIMU vs BGIG dividend yield comparison.
| Year | HIMU | BGIG |
|---|---|---|
| 2026 | 2.16% | 0.73% |
| 2025 | 4.57% | 1.89% |
| 2024 | 0.00% | 2.02% |
| 2023 | 0.00% | 0.78% |
Select Stocks to Compare
Popular: HIMU vs SPYBGIG vs SPY
More Comparisons
Compare with similar stocks