IBHH vs BKMS
Comparison between ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF (IBHH, ETF) and BNY Mellon Municipal Short Duration ETF (BKMS, ETF).
IBHH vs BKMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHH
$437M
Winner
BKMS
$438M
Expense Ratio
IBHH
0.35%
BKMS
0.35%
Max Drawdown
IBHH
14.74%
Winner
BKMS
1.30%
Sharpe Ratio
Winner
IBHH
0.82
BKMS
-1.83
5Y Beta
IBHH
0.19
Winner
BKMS
0.02
IBHH vs BKMS - Historical Returns
Returns include dividend reinvestment.
1M
IBHH
-0.05%
Winner
BKMS
+0.26%
3M
Winner
IBHH
+0.88%
BKMS
+0.04%
6M
IBHH
+1.94%
BKMS
N/A
1Y
IBHH
+6.23%
BKMS
N/A
5Y(CAGR)
IBHH
+5.21%
BKMS
N/A
Max(CAGR)
Winner
IBHH
+5.21%
BKMS
+1.37%
IBHH vs BKMS - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBHH | BKMS |
|---|---|---|
| 2026 | +1.50% | +0.54% |
| 2025 | +7.69% | N/A |
| 2024 | +8.26% | N/A |
| 2023 | +12.70% | N/A |
| 2022 | -6.71% | N/A |
IBHH vs BKMS Drawdown Comparison
The maximum drawdown for IBHH was -12.04%, occurring on Sep 27, 2022. Recovery took 414 trading sessions.
The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The current IBHH drawdown is -0.40%. The current BKMS drawdown is -0.17%.
| Rank | IBHH | BKMS |
|---|---|---|
| #1 | -12.04% Mar 31, 2022 - Nov 22, 2023 | -0.87% Feb 27, 2026 - Mar 26, 2026 |
| #2 | -4.66% Feb 28, 2025 - May 12, 2025 | -0.18% Jan 23, 2026 - Jan 30, 2026 |
| #3 | -2.08% Mar 10, 2022 - Mar 17, 2022 | -0.08% Jan 16, 2026 - Jan 23, 2026 |
| #4 | -1.88% Mar 27, 2024 - May 6, 2024 | -0.08% Feb 17, 2026 - Feb 23, 2026 |
| #5 | -1.49% Dec 27, 2023 - Feb 1, 2024 | -0.06% Feb 9, 2026 - Feb 12, 2026 |
| #6 | -1.49% Dec 6, 2024 - Jan 16, 2025 | -0.02% Feb 5, 2026 - Feb 9, 2026 |
| #7 | -1.46% Sep 19, 2024 - Nov 29, 2024 | N/A |
| #8 | -1.22% Feb 23, 2026 - Apr 8, 2026 | N/A |
| #9 | -1.11% Feb 1, 2024 - Mar 6, 2024 | N/A |
| #10 | -1.00% Oct 1, 2025 - Oct 23, 2025 | N/A |
| #11 | -0.95% May 15, 2024 - Jun 5, 2024 | N/A |
| #12 | -0.92% Mar 18, 2022 - Mar 29, 2022 | N/A |
| #13 | -0.88% Jul 31, 2024 - Aug 13, 2024 | N/A |
| #14 | -0.81% May 19, 2025 - May 29, 2025 | N/A |
| #15 | -0.74% Dec 4, 2023 - Dec 13, 2023 | N/A |
Correlation
Correlation between IBHH and BKMS is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2022 - 2026)
IBHH vs BKMS dividend yield comparison.
| Year | IBHH | BKMS |
|---|---|---|
| 2026 | 2.62% | 1.11% |
| 2025 | 6.39% | 0.00% |
| 2024 | 6.93% | 0.00% |
| 2023 | 6.65% | 0.00% |
| 2022 | 5.36% | 0.00% |
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