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