IBAT vs HYDW
Comparison between ISHARES ENERGY STORAGE & MATERIALS ETF (IBAT, ETF) and XTRACKERS LOW BETA HIGH YIELD BOND ETF (HYDW, ETF).
IBAT vs HYDW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBAT
$65M
Winner
HYDW
$66M
Expense Ratio
IBAT
0.47%
Winner
HYDW
0.20%
Max Drawdown
IBAT
28.64%
Winner
HYDW
18.06%
Sharpe Ratio
Winner
IBAT
2.64
HYDW
0.52
5Y Beta
IBAT
0.97
Winner
HYDW
0.17
5Y Dividends CAGR
IBAT
N/A
HYDW
4.46%
IBAT vs HYDW - Historical Returns
Returns include dividend reinvestment.
1M
IBAT
-0.64%
Winner
HYDW
+0.00%
3M
Winner
IBAT
+30.38%
HYDW
+0.47%
6M
Winner
IBAT
+42.16%
HYDW
+1.20%
1Y
Winner
IBAT
+107.20%
HYDW
+5.37%
5Y(CAGR)
IBAT
N/A
HYDW
+3.52%
10Y(CAGR)
IBAT
N/A
HYDW
+4.03%
Max(CAGR)
Winner
IBAT
+28.54%
HYDW
+4.03%
IBAT vs HYDW - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBAT | HYDW |
|---|---|---|
| 2026 | +48.38% | +0.79% |
| 2025 | +32.30% | +8.22% |
| 2024 | -13.18% | +6.25% |
| 2023 | N/A | +9.45% |
| 2022 | N/A | -7.79% |
| 2021 | N/A | +2.97% |
| 2020 | N/A | +5.33% |
| 2019 | N/A | +11.52% |
| 2018 | N/A | -1.08% |
IBAT vs HYDW Drawdown Comparison
The maximum drawdown for IBAT was -28.26%, occurring on Apr 8, 2025. Recovery took 225 trading sessions.
The maximum drawdown for HYDW was -17.75%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.
The current IBAT drawdown is -8.92%. The current HYDW drawdown is -0.37%.
| Rank | IBAT | HYDW |
|---|---|---|
| #1 | -28.26% Sep 27, 2024 - Aug 22, 2025 | -17.75% Feb 14, 2020 - Jul 17, 2020 |
| #2 | -13.65% Mar 22, 2024 - Sep 26, 2024 | -12.69% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -12.25% Oct 29, 2025 - Jan 22, 2026 | -3.32% Oct 3, 2018 - Jan 9, 2019 |
| #4 | -11.90% Feb 25, 2026 - Apr 9, 2026 | -2.72% Apr 2, 2025 - Apr 24, 2025 |
| #5 | -8.92% May 29, 2026 - Jun 5, 2026 | -2.52% Aug 6, 2020 - Oct 12, 2020 |
| #6 | -7.28% May 14, 2026 - May 26, 2026 | -2.11% Feb 12, 2021 - Jun 1, 2021 |
| #7 | -5.69% Oct 6, 2025 - Oct 13, 2025 | -2.09% Feb 19, 2026 - Apr 14, 2026 |
| #8 | -3.68% Sep 22, 2025 - Oct 1, 2025 | -1.89% Mar 27, 2024 - May 3, 2024 |
| #9 | -3.06% Jan 28, 2026 - Feb 9, 2026 | -1.84% Sep 16, 2021 - Dec 23, 2021 |
| #10 | -2.94% Oct 20, 2025 - Oct 24, 2025 | -1.59% Dec 6, 2024 - Jan 27, 2025 |
| #11 | -2.47% May 11, 2026 - May 13, 2026 | -1.55% Jan 23, 2018 - Aug 1, 2018 |
| #12 | -2.28% May 6, 2026 - May 11, 2026 | -1.43% Oct 12, 2020 - Nov 4, 2020 |
| #13 | -2.25% Aug 28, 2025 - Sep 5, 2025 | -1.37% Dec 27, 2023 - Feb 1, 2024 |
| #14 | -1.95% May 26, 2026 - May 28, 2026 | -1.36% Sep 30, 2024 - Dec 4, 2024 |
| #15 | -1.87% Apr 22, 2026 - Apr 29, 2026 | -1.00% Feb 1, 2024 - Mar 19, 2024 |
Correlation
Correlation between IBAT and HYDW is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2018 - 2026)
IBAT vs HYDW dividend yield comparison.
| Year | IBAT | HYDW |
|---|---|---|
| 2026 | 0.00% | 2.23% |
| 2025 | 1.15% | 5.75% |
| 2024 | 1.37% | 5.35% |
| 2023 | 0.00% | 5.69% |
| 2022 | 0.00% | 4.78% |
| 2021 | 0.00% | 3.30% |
| 2020 | 0.00% | 4.45% |
| 2019 | 0.00% | 4.56% |
| 2018 | 0.00% | 4.42% |
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