IBHG vs STOT

Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and STATE STREET(R) DOUBLELINE(R) SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT, ETF).

5-Year PerformanceIBHG has outperformed STOT, delivering a return of +3.7% compared to +2.9%

IBHG vs STOT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBHG(ETF)	STOT(ETF)
Net Assets	$507M	$507M
Expense Ratio	0.35%	0.45%
Max Drawdown	17.84%	9.93%
Sharpe Ratio	-0.08	-0.38
5Y Beta	0.13	-0.00
5Y Dividends CAGR	N/A	22.21%

Net Assets

Winner

IBHG

$507M

STOT

$507M

Expense Ratio

Winner

IBHG

0.35%

STOT

0.45%

Max Drawdown

IBHG

17.84%

Winner

STOT

9.93%

Sharpe Ratio

Winner

IBHG

-0.08

STOT

-0.38

5Y Beta

IBHG

0.13

Winner

STOT

-0.00

5Y Dividends CAGR

IBHG

N/A

STOT

22.21%

IBHG vs STOT - Historical Returns

Returns include dividend reinvestment.

Period	IBHG	STOT
1 month	+0.58%	+0.55%
3 months	+0.81%	+0.83%
6 months	+1.72%	+0.96%
1 year	+3.83%	+3.45%
5 years(CAGR)	+3.72%	+2.94%
10 years(CAGR)	N/A	+2.39%
Max(CAGR)	+3.61%	+2.45%

Winner

IBHG

+0.58%

STOT

+0.55%

IBHG

+0.81%

Winner

STOT

+0.83%

Winner

IBHG

+1.72%

STOT

+0.96%

Winner

IBHG

+3.83%

STOT

+3.45%

5Y(CAGR)

Winner

IBHG

+3.72%

STOT

+2.94%

10Y(CAGR)

IBHG

N/A

STOT

+2.39%

Max(CAGR)

Winner

IBHG

+3.61%

STOT

+2.45%

IBHG vs STOT - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBHG	STOT
2026	+2.05%	+1.70%
2025	+7.05%	+5.61%
2024	+7.61%	+5.33%
2023	+10.67%	+6.34%
2022	-8.82%	-3.62%
2021	+1.07%	+0.38%
2020	N/A	+2.47%
2019	N/A	+4.31%
2018	N/A	+0.97%
2017	N/A	+1.72%
2016	N/A	+0.89%

IBHG vs STOT Drawdown Comparison

The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.

The maximum drawdown for STOT was -6.07%, occurring on Nov 7, 2022. Recovery took 567 trading sessions.

The current IBHG drawdown is -0.05%.

Rank	IBHG	STOT
#1	-13.85% Dec 27, 2021 - Dec 13, 2023	-6.07% Aug 3, 2021 - Nov 2, 2023
#2	-3.39% Mar 5, 2025 - Apr 29, 2025	-5.13% Mar 5, 2020 - Jul 23, 2020
#3	-1.75% Mar 27, 2024 - May 3, 2024	-1.59% Nov 7, 2016 - Apr 12, 2017
#4	-1.57% Dec 27, 2023 - Jan 25, 2024	-1.33% Sep 7, 2017 - Aug 20, 2018
#5	-1.54% Nov 8, 2021 - Dec 22, 2021	-0.85% Feb 12, 2021 - Jul 6, 2021
#6	-1.03% Dec 11, 2024 - Jan 15, 2025	-0.80% May 18, 2017 - Aug 3, 2017
#7	-1.02% Jul 12, 2021 - Aug 27, 2021	-0.76% Feb 27, 2026 - Apr 17, 2026
#8	-0.94% Sep 15, 2021 - Nov 8, 2021	-0.72% Oct 1, 2024 - Nov 27, 2024
#9	-0.83% Jan 25, 2024 - Feb 22, 2024	-0.72% Aug 20, 2018 - Dec 18, 2018
#10	-0.81% Jul 31, 2024 - Aug 13, 2024	-0.71% May 7, 2025 - May 22, 2025
#11	-0.77% May 15, 2024 - Jun 3, 2024	-0.66% Apr 4, 2025 - Apr 28, 2025
#12	-0.73% Feb 20, 2026 - Apr 8, 2026	-0.57% Apr 18, 2017 - May 16, 2017
#13	-0.66% Oct 27, 2025 - Nov 26, 2025	-0.51% May 22, 2025 - Jun 18, 2025
#14	-0.62% May 20, 2025 - May 30, 2025	-0.48% Oct 18, 2016 - Nov 7, 2016
#15	-0.50% Sep 30, 2024 - Oct 18, 2024	-0.44% Sep 4, 2019 - Oct 2, 2019

Correlation

Correlation between IBHG and STOT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2016 - 2026)

IBHG vs STOT dividend yield comparison.

Year	IBHG	STOT
2026	3.40%	2.50%
2025	6.34%	4.52%
2024	7.01%	5.10%
2023	6.66%	4.53%
2022	5.62%	2.54%
2021	2.13%	1.76%
2020	0.00%	1.66%
2019	0.00%	2.61%
2018	0.00%	2.50%
2017	0.00%	1.95%
2016	0.00%	2.08%