APMU vs IBTQ
Comparison between ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF (APMU, ETF) and ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF).
APMU vs IBTQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APMU
$235M
Winner
IBTQ
$236M
Expense Ratio
APMU
0.35%
Winner
IBTQ
0.07%
Max Drawdown
APMU
5.20%
Winner
IBTQ
5.12%
Sharpe Ratio
APMU
-0.42
Winner
IBTQ
-0.12
5Y Beta
Winner
APMU
0.01
IBTQ
0.01
APMU vs IBTQ - Historical Returns
Returns include dividend reinvestment.
1M
APMU
-0.62%
Winner
IBTQ
-0.47%
3M
Winner
APMU
-0.36%
IBTQ
-1.23%
6M
Winner
APMU
-0.57%
IBTQ
-0.67%
1Y
APMU
+2.67%
Winner
IBTQ
+2.71%
Max(CAGR)
APMU
+2.04%
Winner
IBTQ
+3.00%
APMU vs IBTQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | APMU | IBTQ |
|---|---|---|
| 2026 | -0.09% | -0.98% |
| 2025 | +4.41% | +5.09% |
| 2024 | +1.04% | N/A |
| 2023 | +1.24% | N/A |
APMU vs IBTQ Drawdown Comparison
The maximum drawdown for APMU was -4.39%, occurring on Oct 6, 2023. Recovery took 150 trading sessions.
The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current APMU drawdown is -1.60%. The current IBTQ drawdown is -3.29%.
| Rank | APMU | IBTQ |
|---|---|---|
| #1 | -4.39% May 3, 2023 - Dec 6, 2023 | -4.26% Feb 27, 2026 - May 19, 2026 |
| #2 | -2.46% Feb 28, 2025 - Jun 24, 2025 | -3.90% Apr 4, 2025 - Aug 28, 2025 |
| #3 | -2.40% Feb 26, 2026 - Mar 24, 2026 | -1.60% Nov 26, 2025 - Feb 12, 2026 |
| #4 | -1.99% Feb 1, 2024 - Jul 31, 2024 | -1.45% Oct 22, 2025 - Nov 25, 2025 |
| #5 | -1.68% Oct 2, 2024 - Feb 25, 2025 | -1.09% Sep 11, 2025 - Oct 10, 2025 |
| #6 | -0.98% Dec 27, 2023 - Feb 1, 2024 | -0.52% Aug 28, 2025 - Sep 4, 2025 |
| #7 | -0.87% Nov 11, 2025 - Jan 7, 2026 | -0.29% Sep 8, 2025 - Sep 10, 2025 |
| #8 | -0.80% Sep 17, 2025 - Nov 11, 2025 | -0.23% Feb 13, 2026 - Feb 23, 2026 |
| #9 | -0.54% Aug 2, 2024 - Aug 21, 2024 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
| #10 | -0.26% Aug 23, 2024 - Sep 4, 2024 | -0.12% Apr 1, 2025 - Apr 3, 2025 |
| #11 | -0.20% Dec 7, 2023 - Dec 13, 2023 | -0.11% Mar 26, 2025 - Mar 28, 2025 |
| #12 | -0.20% Sep 16, 2024 - Sep 27, 2024 | -0.10% Oct 14, 2025 - Oct 16, 2025 |
| #13 | -0.20% Jan 15, 2026 - Jan 27, 2026 | -0.10% Feb 23, 2026 - Feb 26, 2026 |
| #14 | -0.18% Jul 9, 2025 - Jul 29, 2025 | N/A |
| #15 | -0.18% Aug 18, 2025 - Aug 27, 2025 | N/A |
Correlation
Correlation between APMU and IBTQ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
APMU vs IBTQ dividend yield comparison.
| Year | APMU | IBTQ |
|---|---|---|
| 2026 | 1.33% | 1.94% |
| 2025 | 2.63% | 2.80% |
| 2024 | 2.42% | 0.00% |
| 2023 | 1.32% | 0.00% |
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