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IHE vs BBN

Comparison between ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF) and BlackRock Taxable Municipal Bond Trust (BBN, ETF).

5-Year PerformanceIHE has outperformed BBN, delivering a return of +9.6% compared to -2.0%

IHE vs BBN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IHE
$1B
Winner
BBN
$1.10B
Expense Ratio
IHE
0.38%
BBN
N/A
Max Drawdown
Winner
IHE
39.60%
BBN
47.35%
Sharpe Ratio
Winner
IHE
1.70
BBN
0.47
5Y Beta
IHE
0.51
Winner
BBN
0.14
P/E Ratio
IHE
92.68
BBN
N/A
Forward P/E
IHE
15.70
BBN
N/A
5Y Dividends CAGR
Winner
IHE
20.12%
BBN
-1.79%
5Y EPS CAGR
IHE
11.36%
BBN
N/A
Debt to Equity
IHE
84.65%
BBN
N/A
P/S Ratio
IHE
3.97
BBN
N/A
P/B Ratio
IHE
4.39
BBN
N/A

IHE vs BBN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IHE
-0.41%
BBN
-0.69%
3M
IHE
-2.34%
Winner
BBN
+0.03%
6M
Winner
IHE
+16.53%
BBN
-2.80%
1Y
Winner
IHE
+37.75%
BBN
+8.69%
5Y(CAGR)
Winner
IHE
+9.58%
BBN
-2.01%
10Y(CAGR)
Winner
IHE
+8.35%
BBN
+2.76%
Max(CAGR)
Winner
IHE
+10.23%
BBN
+5.65%

IHE vs BBN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearIHEBBN
2026+3.36%+1.32%
2025+31.90%+8.65%
2024+6.78%+5.90%
2023+1.05%+1.05%
2022-4.09%-30.35%
2021+13.83%+4.19%
2020+13.34%+15.34%
2019+15.22%+24.63%
2018-8.88%-2.70%
2017+8.88%+14.37%
2016-9.62%+9.49%
2015+8.44%+2.31%
2014+30.78%+25.88%
2013+38.26%-9.34%
2012+12.71%+14.55%
2011+19.91%+30.41%
2010+10.99%-10.94%
2009+28.22%N/A
2008-13.94%N/A
2007+1.86%N/A
2006+6.50%N/A

IHE vs BBN Drawdown Comparison

The maximum drawdown for IHE was -38.20%, occurring on Mar 5, 2009. Recovery took 647 trading sessions.

The maximum drawdown for BBN was -38.38%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current IHE drawdown is -4.49%. The current BBN drawdown is -18.11%.

RankIHEBBN
#1-38.20%
May 22, 2007 - Dec 14, 2009
-38.38%
Sep 15, 2021 - Oct 25, 2023
#2-32.21%
Jul 16, 2015 - Oct 9, 2020
-22.76%
Mar 6, 2020 - Jul 24, 2020
#3-27.89%
Mar 23, 2010 - Sep 20, 2010
-17.90%
Mar 6, 2013 - Jun 16, 2014
#4-16.88%
Jul 7, 2011 - Dec 20, 2011
-17.43%
Aug 10, 2016 - Aug 22, 2017
#5-16.02%
Apr 7, 2022 - Feb 5, 2024
-15.13%
Sep 17, 2010 - Jul 5, 2011
#6-15.92%
Feb 25, 2025 - Sep 30, 2025
-12.99%
Feb 2, 2015 - Jan 11, 2016
#7-10.43%
Mar 4, 2014 - Jun 19, 2014
-11.77%
Dec 29, 2020 - Aug 2, 2021
#8-10.39%
Oct 17, 2012 - Feb 1, 2013
-11.60%
Jan 4, 2018 - Jan 25, 2019
#9-9.85%
Aug 30, 2024 - Feb 25, 2025
-7.66%
Sep 4, 2019 - Jan 15, 2020
#10-9.73%
Dec 27, 2021 - Apr 7, 2022
-6.45%
Mar 12, 2012 - Apr 27, 2012
#11-9.43%
Feb 23, 2024 - Jul 16, 2024
-6.16%
Aug 1, 2012 - Mar 4, 2013
#12-8.47%
Feb 27, 2026 - Mar 27, 2026
-5.79%
Jul 5, 2011 - Aug 3, 2011
#13-7.82%
Jan 25, 2021 - May 20, 2021
-5.55%
Feb 26, 2020 - Mar 6, 2020
#14-7.80%
Aug 17, 2021 - Dec 16, 2021
-5.21%
May 13, 2016 - Jun 13, 2016
#15-7.74%
Jul 3, 2014 - Sep 3, 2014
-5.21%
Aug 7, 2020 - Sep 2, 2020

Correlation

Correlation between IHE and BBN is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2006 - 2026)

IHE vs BBN dividend yield comparison.

YearIHEBBN
20260.33%2.45%
20251.76%7.01%
20241.73%6.92%
20231.39%7.16%
20222.01%7.91%
20211.49%5.45%
20201.19%5.05%
20191.40%5.66%
20181.25%7.09%
20171.36%6.82%
20160.92%7.32%
20151.93%7.54%
20141.20%7.14%
20131.06%8.26%
20121.97%6.91%
20111.18%6.86%
20101.39%2.73%
20091.37%0.00%
20081.64%0.00%
20071.03%0.00%
20060.62%0.00%

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