BBN vs IMCV
Comparison between BlackRock Taxable Municipal Bond Trust (BBN, ETF) and ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF).
5-Year PerformanceIMCV has outperformed BBN, delivering a return of +8.7% compared to -2.0%
BBN vs IMCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BBN vs IMCV - Historical Returns
Returns include dividend reinvestment.
BBN vs IMCV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BBN | IMCV |
|---|---|---|
| 2026 | +0.82% | +9.36% |
| 2025 | +8.65% | +13.71% |
| 2024 | +5.90% | +11.90% |
| 2023 | +1.05% | +12.04% |
| 2022 | -30.35% | -7.02% |
| 2021 | +4.19% | +35.83% |
| 2020 | +15.34% | -3.61% |
| 2019 | +24.63% | +24.35% |
| 2018 | -2.70% | -11.68% |
| 2017 | +14.37% | +11.51% |
| 2016 | +9.49% | +25.77% |
| 2015 | +2.31% | -2.44% |
| 2014 | +25.88% | +12.32% |
| 2013 | -9.34% | +38.47% |
| 2012 | +14.55% | +15.22% |
| 2011 | +30.41% | -3.91% |
| 2010 | -10.94% | +18.47% |
| 2009 | N/A | +31.62% |
| 2008 | N/A | -34.80% |
| 2007 | N/A | -6.70% |
| 2006 | N/A | +17.11% |
| 2005 | N/A | +12.96% |
| 2004 | N/A | +14.93% |
BBN vs IMCV Drawdown Comparison
The maximum drawdown for BBN was -38.38%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The current BBN drawdown is -18.52%. The current IMCV drawdown is -0.67%.
| Rank | BBN | IMCV |
|---|---|---|
| #1 | -38.38% Sep 15, 2021 - Oct 25, 2023 | -64.75% Jun 4, 2007 - Dec 18, 2012 |
| #2 | -22.76% Mar 6, 2020 - Jul 24, 2020 | -46.33% Jan 17, 2020 - Jan 14, 2021 |
| #3 | -17.90% Mar 6, 2013 - Jun 16, 2014 | -19.85% Apr 20, 2022 - Dec 26, 2023 |
| #4 | -17.43% Aug 10, 2016 - Aug 22, 2017 | -19.61% Jan 26, 2018 - Sep 12, 2019 |
| #5 | -15.13% Sep 17, 2010 - Jul 5, 2011 | -18.62% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -12.99% Feb 2, 2015 - Jan 11, 2016 | -16.48% May 21, 2015 - Apr 19, 2016 |
| #7 | -11.77% Dec 29, 2020 - Aug 2, 2021 | -9.36% Aug 29, 2014 - Nov 24, 2014 |
| #8 | -11.60% Jan 4, 2018 - Jan 25, 2019 | -8.13% Aug 3, 2005 - Dec 1, 2005 |
| #9 | -7.66% Sep 4, 2019 - Jan 15, 2020 | -7.88% Jun 8, 2021 - Oct 19, 2021 |
| #10 | -6.45% Mar 12, 2012 - Apr 27, 2012 | -7.59% Jun 23, 2016 - Jul 12, 2016 |
| #11 | -6.16% Aug 1, 2012 - Mar 4, 2013 | -7.49% May 8, 2006 - Oct 5, 2006 |
| #12 | -5.79% Jul 5, 2011 - Aug 3, 2011 | -7.40% Nov 16, 2021 - Dec 31, 2021 |
| #13 | -5.55% Feb 26, 2020 - Mar 6, 2020 | -6.91% Feb 26, 2026 - Apr 30, 2026 |
| #14 | -5.21% May 13, 2016 - Jun 13, 2016 | -6.79% Jan 14, 2022 - Mar 25, 2022 |
| #15 | -5.21% Aug 7, 2020 - Sep 2, 2020 | -6.35% Jan 22, 2014 - Feb 20, 2014 |
Correlation
Correlation between BBN and IMCV is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
BBN vs IMCV dividend yield comparison.
| Year | BBN | IMCV |
|---|---|---|
| 2026 | 3.09% | 0.39% |
| 2025 | 7.01% | 2.23% |
| 2024 | 6.92% | 2.36% |
| 2023 | 7.16% | 2.30% |
| 2022 | 7.91% | 2.36% |
| 2021 | 5.45% | 1.86% |
| 2020 | 5.05% | 2.61% |
| 2019 | 5.66% | 2.45% |
| 2018 | 7.09% | 2.61% |
| 2017 | 6.82% | 1.87% |
| 2016 | 7.32% | 2.09% |
| 2015 | 7.54% | 2.29% |
| 2014 | 7.14% | 1.95% |
| 2013 | 8.26% | 1.87% |
| 2012 | 6.91% | 2.25% |
| 2011 | 6.86% | 2.26% |
| 2010 | 2.73% | 2.64% |
| 2009 | 0.00% | 2.19% |
| 2008 | 0.00% | 3.80% |
| 2007 | 0.00% | 2.55% |
| 2006 | 0.00% | 1.77% |
| 2005 | 0.00% | 2.57% |
| 2004 | 0.00% | 0.98% |
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