DJD vs IBMR
Comparison between INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF) and ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF).
DJD vs IBMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DJD
$451M
IBMR
$451M
Expense Ratio
Winner
DJD
0.07%
IBMR
0.18%
Max Drawdown
DJD
35.36%
Winner
IBMR
5.58%
Sharpe Ratio
Winner
DJD
1.86
IBMR
-0.04
5Y Beta
DJD
0.53
Winner
IBMR
0.02
P/E Ratio
DJD
20.80
IBMR
N/A
Forward P/E
DJD
17.52
IBMR
N/A
PEG Ratio
DJD
0.76
IBMR
N/A
5Y Dividends CAGR
DJD
2.56%
IBMR
N/A
5Y EPS CAGR
DJD
7.18%
IBMR
N/A
Debt to Equity
DJD
-44.32%
IBMR
N/A
P/S Ratio
DJD
2.47
IBMR
N/A
P/B Ratio
DJD
4.34
IBMR
N/A
DJD vs IBMR - Holdings Comparison
DJD and IBMR have 1 common holdings. Overlap is -0.31%
DJD's top 25 holdings weight is 97.86%. IBMR's top 25 holdings weight is 20.33%.
| Rank | DJD | IBMR |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 9.43% | CALIFORNIA ST 5% (n/a) - 2.40% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 7.07% | NEW YORK N Y 5% (n/a) - 1.75% |
| #3 | CHEVRON CORP (CVX) - 6.60% | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.54% |
| #4 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.55% | ILLINOIS ST 5% (n/a) - 1.27% |
| #5 | CISCO SYSTEMS INC (CSCO) - 6.13% | n/a (n/a) - 0.92% |
| #6 | MERCK & CO INC (MRK) - 4.84% | n/a (n/a) - 0.86% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 4.79% | CONNECTICUT ST 5% (n/a) - 0.83% |
| #8 | COCA-COLA CO (KO) - 4.65% | UNIVERSITY CALIF REVS 5% (n/a) - 0.74% |
| #9 | PROCTER & GAMBLE CO (PG) - 4.11% | MARYLAND ST 5% (n/a) - 0.71% |
| #10 | AMGEN INC (AMGN) - 3.99% | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.71% |
| #11 | THE HOME DEPOT INC (HD) - 3.85% | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.65% |
| #12 | JPMORGAN CHASE & CO (JPM) - 3.70% | OHIO ST 5% (n/a) - 0.65% |
| #13 | NIKE INC CLASS B (NKE) - 3.66% | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.60% |
| #14 | HONEYWELL INTERNATIONAL INC (HON) - 3.40% | MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.60% |
| #15 | JOHNSON & JOHNSON (JNJ) - 3.40% | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.60% |
| #16 | 3M CO (MMM) - 3.29% | WASHINGTON ST 5% (n/a) - 0.59% |
| #17 | MCDONALD'S CORP (MCD) - 3.28% | PENNSYLVANIA ST 5% (n/a) - 0.59% |
| #18 | THE WALT DISNEY CO (DIS) - 2.52% | NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5% (n/a) - 0.59% |
| #19 | THE TRAVELERS COMPANIES INC (TRV) - 2.46% | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.59% |
| #20 | AMERICAN EXPRESS CO (AXP) - 1.91% | NEW JERSEY ST 5% (n/a) - 0.55% |
| #21 | CATERPILLAR INC (CAT) - 1.85% | MASSACHUSETTS ST 5% (n/a) - 0.55% |
| #22 | MICROSOFT CORP (MSFT) - 1.79% | OREGON ST 5% (n/a) - 0.54% |
| #23 | SALESFORCE INC (CRM) - 1.65% | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 0.51% |
| #24 | VISA INC CLASS A (V) - 1.52% | HOUSTON TEX ARPT SYS REV 5% (n/a) - 0.50% |
| #25 | SHERWIN-WILLIAMS CO (SHW) - 1.42% | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.49% |
| Total Holdings | 30 | 610 |
DJD vs IBMR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DJD
+4.96%
IBMR
+0.66%
3M
Winner
DJD
+5.32%
IBMR
+0.03%
6M
Winner
DJD
+12.31%
IBMR
+0.99%
1Y
Winner
DJD
+25.49%
IBMR
+3.63%
5Y(CAGR)
DJD
+10.95%
IBMR
N/A
10Y(CAGR)
DJD
+12.56%
IBMR
N/A
Max(CAGR)
Winner
DJD
+12.37%
IBMR
+2.81%
DJD vs IBMR - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | DJD | IBMR |
|---|---|---|
| 2026 | +12.16% | +0.63% |
| 2025 | +15.83% | +4.28% |
| 2024 | +12.64% | +0.26% |
| 2023 | +9.13% | +3.46% |
| 2022 | -1.33% | N/A |
| 2021 | +23.83% | N/A |
| 2020 | +0.06% | N/A |
| 2019 | +22.32% | N/A |
| 2018 | -0.37% | N/A |
| 2017 | +20.68% | N/A |
| 2016 | +19.78% | N/A |
| 2015 | -0.12% | N/A |
DJD vs IBMR Drawdown Comparison
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The current DJD drawdown is -0.04%. The current IBMR drawdown is -0.62%.
| Rank | DJD | IBMR |
|---|---|---|
| #1 | -34.64% Jan 17, 2020 - Dec 4, 2020 | -4.83% May 11, 2023 - Nov 29, 2023 |
| #2 | -19.95% Apr 20, 2022 - Dec 14, 2023 | -3.25% Dec 27, 2023 - Aug 6, 2024 |
| #3 | -14.03% Oct 3, 2018 - Feb 25, 2019 | -2.44% Feb 26, 2025 - Jun 26, 2025 |
| #4 | -12.29% Feb 28, 2025 - Jul 1, 2025 | -2.11% Oct 2, 2024 - Feb 26, 2025 |
| #5 | -11.95% Jan 26, 2018 - Sep 14, 2018 | -1.55% Feb 24, 2026 - Mar 24, 2026 |
| #6 | -9.95% Dec 29, 2015 - Mar 16, 2016 | -0.88% Sep 17, 2025 - Dec 24, 2025 |
| #7 | -6.72% Jan 12, 2022 - Mar 25, 2022 | -0.57% Aug 6, 2024 - Aug 21, 2024 |
| #8 | -6.72% Nov 29, 2024 - Feb 13, 2025 | -0.43% Jul 23, 2025 - Jul 28, 2025 |
| #9 | -6.68% Jul 29, 2019 - Nov 1, 2019 | -0.35% Aug 23, 2024 - Sep 6, 2024 |
| #10 | -6.17% Apr 23, 2019 - Jun 18, 2019 | -0.23% Jan 9, 2026 - Jan 15, 2026 |
| #11 | -5.68% Nov 3, 2021 - Dec 16, 2021 | -0.20% Aug 7, 2025 - Aug 11, 2025 |
| #12 | -5.65% Feb 11, 2026 - May 22, 2026 | -0.18% Dec 24, 2025 - Jan 6, 2026 |
| #13 | -5.34% Jan 14, 2021 - Feb 17, 2021 | -0.18% Aug 19, 2025 - Aug 26, 2025 |
| #14 | -5.30% May 10, 2021 - Nov 3, 2021 | -0.16% Sep 6, 2024 - Sep 10, 2024 |
| #15 | -5.15% Jun 23, 2016 - Jul 1, 2016 | -0.16% Sep 10, 2024 - Sep 16, 2024 |
Correlation
Correlation between DJD and IBMR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
DJD vs IBMR dividend yield comparison.
| Year | DJD | IBMR |
|---|---|---|
| 2026 | 0.61% | 1.04% |
| 2025 | 2.62% | 2.55% |
| 2024 | 3.00% | 2.53% |
| 2023 | 3.49% | 1.27% |
| 2022 | 3.16% | 0.00% |
| 2021 | 2.82% | 0.00% |
| 2020 | 3.47% | 0.00% |
| 2019 | 2.80% | 0.00% |
| 2018 | 2.66% | 0.00% |
| 2017 | 2.75% | 0.00% |
| 2016 | 2.46% | 0.00% |
| 2015 | 0.08% | 0.00% |
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