IBHG vs BKMS
Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and BNY Mellon Municipal Short Duration ETF (BKMS, ETF).
IBHG vs BKMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHG
$438M
BKMS
$438M
Expense Ratio
IBHG
0.35%
BKMS
0.35%
Max Drawdown
IBHG
17.84%
Winner
BKMS
1.30%
Sharpe Ratio
Winner
IBHG
0.41
BKMS
-1.86
5Y Beta
IBHG
0.14
Winner
BKMS
0.02
IBHG vs BKMS - Historical Returns
Returns include dividend reinvestment.
1M
IBHG
+0.07%
Winner
BKMS
+0.46%
3M
Winner
IBHG
+0.96%
BKMS
+0.16%
6M
Winner
IBHG
+1.34%
BKMS
+0.62%
1Y
IBHG
+4.66%
BKMS
N/A
5Y(CAGR)
IBHG
+3.56%
BKMS
N/A
Max(CAGR)
Winner
IBHG
+3.56%
BKMS
+1.45%
IBHG vs BKMS - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBHG | BKMS |
|---|---|---|
| 2026 | +1.10% | +0.62% |
| 2025 | +7.05% | N/A |
| 2024 | +7.61% | N/A |
| 2023 | +10.67% | N/A |
| 2022 | -8.82% | N/A |
| 2021 | +1.07% | N/A |
IBHG vs BKMS Drawdown Comparison
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.
The current IBHG drawdown is -0.18%. The current BKMS drawdown is -0.13%.
| Rank | IBHG | BKMS |
|---|---|---|
| #1 | -13.85% Dec 27, 2021 - Dec 13, 2023 | -0.87% Feb 27, 2026 - Jun 15, 2026 |
| #2 | -3.39% Mar 5, 2025 - Apr 29, 2025 | -0.18% Jan 23, 2026 - Jan 30, 2026 |
| #3 | -1.75% Mar 27, 2024 - May 3, 2024 | -0.13% Jun 15, 2026 - Jun 17, 2026 |
| #4 | -1.57% Dec 27, 2023 - Jan 25, 2024 | -0.08% Jan 16, 2026 - Jan 23, 2026 |
| #5 | -1.54% Nov 8, 2021 - Dec 22, 2021 | -0.08% Feb 17, 2026 - Feb 23, 2026 |
| #6 | -1.03% Dec 11, 2024 - Jan 15, 2025 | -0.06% Feb 9, 2026 - Feb 12, 2026 |
| #7 | -1.02% Jul 12, 2021 - Aug 27, 2021 | -0.02% Feb 5, 2026 - Feb 9, 2026 |
| #8 | -0.94% Sep 15, 2021 - Nov 8, 2021 | N/A |
| #9 | -0.83% Jan 25, 2024 - Feb 22, 2024 | N/A |
| #10 | -0.81% Jul 31, 2024 - Aug 13, 2024 | N/A |
| #11 | -0.77% May 15, 2024 - Jun 3, 2024 | N/A |
| #12 | -0.73% Feb 20, 2026 - Apr 8, 2026 | N/A |
| #13 | -0.66% Oct 27, 2025 - Nov 26, 2025 | N/A |
| #14 | -0.62% May 20, 2025 - May 30, 2025 | N/A |
| #15 | -0.50% Sep 30, 2024 - Oct 18, 2024 | N/A |
Correlation
Correlation between IBHG and BKMS is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
Dividend Comparison (2021 - 2026)
IBHG vs BKMS dividend yield comparison.
| Year | IBHG | BKMS |
|---|---|---|
| 2026 | 2.42% | 1.11% |
| 2025 | 6.34% | 0.00% |
| 2024 | 7.01% | 0.00% |
| 2023 | 6.66% | 0.00% |
| 2022 | 5.62% | 0.00% |
| 2021 | 2.13% | 0.00% |
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