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EIM vs IBTM

Comparison between Eaton Vance Municipal Bond Fund (EIM, ETF) and ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF).

EIM vs IBTM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EIM
$543M
IBTM
$541M
Expense Ratio
EIM
N/A
IBTM
0.07%
Max Drawdown
EIM
56.59%
Winner
IBTM
16.81%
Sharpe Ratio
Winner
EIM
0.56
IBTM
0.18
5Y Beta
EIM
0.13
Winner
IBTM
-0.02
5Y Dividends CAGR
EIM
2.10%
IBTM
N/A

EIM vs IBTM - Historical Returns

Returns include dividend reinvestment.

1M
EIM
-0.79%
Winner
IBTM
+0.07%
3M
Winner
EIM
-0.27%
IBTM
-0.54%
6M
Winner
EIM
+2.61%
IBTM
-0.07%
1Y
Winner
EIM
+8.17%
IBTM
+3.34%
5Y(CAGR)
EIM
-1.44%
IBTM
N/A
10Y(CAGR)
EIM
+1.55%
IBTM
N/A
Max(CAGR)
Winner
EIM
+4.35%
IBTM
+1.52%

EIM vs IBTM - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearEIMIBTM
2026+3.66%-0.31%
2025-0.67%+7.99%
2024+8.21%+0.25%
2023+3.26%+2.94%
2022-19.82%-4.63%
2021+4.58%N/A
2020+10.73%N/A
2019+17.96%N/A
2018-5.45%N/A
2017+6.28%N/A
2016+0.62%N/A
2015+7.23%N/A
2014+21.23%N/A
2013-15.89%N/A
2012+17.58%N/A
2011+20.30%N/A
2010-1.71%N/A
2009+42.16%N/A
2008-34.49%N/A
2007-4.87%N/A
2006+13.91%N/A
2005+23.19%N/A
2004+4.61%N/A
2003+9.41%N/A
2002-8.99%N/A

EIM vs IBTM Drawdown Comparison

The maximum drawdown for EIM was -52.49%, occurring on Dec 15, 2008. Recovery took 597 trading sessions.

The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.

The current EIM drawdown is -9.90%. The current IBTM drawdown is -2.24%.

RankEIMIBTM
#1-52.49%
Jan 14, 2008 - May 27, 2010
-13.59%
Aug 1, 2022 - Aug 1, 2025
#2-31.68%
Sep 15, 2021 - Oct 25, 2023
-3.26%
Feb 27, 2026 - May 19, 2026
#3-26.00%
Dec 6, 2012 - Jan 28, 2015
-1.12%
Nov 26, 2025 - Feb 10, 2026
#4-24.04%
Feb 25, 2020 - Jul 21, 2020
-1.07%
Oct 21, 2025 - Nov 24, 2025
#5-23.12%
Oct 4, 2010 - Dec 27, 2011
-1.05%
Jul 13, 2022 - Jul 22, 2022
#6-15.00%
Jul 8, 2016 - May 13, 2019
-0.97%
Sep 11, 2025 - Oct 13, 2025
#7-14.38%
Mar 18, 2004 - Oct 19, 2004
-0.54%
Aug 4, 2025 - Aug 22, 2025
#8-12.21%
Sep 5, 2002 - May 13, 2003
-0.40%
Jul 22, 2022 - Jul 28, 2022
#9-11.75%
May 3, 2007 - Jan 11, 2008
-0.24%
Aug 29, 2025 - Sep 3, 2025
#10-10.50%
Jun 19, 2003 - Jan 12, 2004
-0.22%
Feb 10, 2026 - Feb 12, 2026
#11-8.57%
Dec 29, 2005 - Aug 17, 2006
-0.21%
Feb 13, 2026 - Feb 23, 2026
#12-7.84%
Jan 30, 2015 - Oct 20, 2015
-0.21%
Oct 16, 2025 - Oct 21, 2025
#13-7.62%
Feb 14, 2005 - May 4, 2005
-0.19%
Sep 8, 2025 - Sep 11, 2025
#14-7.30%
Mar 5, 2012 - May 9, 2012
-0.17%
Aug 22, 2025 - Aug 26, 2025
#15-4.71%
Oct 19, 2004 - Jan 13, 2005
-0.13%
Feb 23, 2026 - Feb 26, 2026

Correlation

Correlation between EIM and IBTM is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2002 - 2026)

EIM vs IBTM dividend yield comparison.

YearEIMIBTM
20262.59%1.63%
20256.27%3.87%
20245.65%3.96%
20234.07%3.39%
20224.87%1.38%
20214.38%0.00%
20204.29%0.00%
20194.00%0.00%
20184.98%0.00%
20175.48%0.00%
20165.64%0.00%
20155.90%0.00%
20145.97%0.00%
20136.78%0.00%
20125.56%0.00%
20117.15%0.00%
20107.96%0.00%
20096.74%0.00%
20088.76%0.00%
20076.80%0.00%
20067.10%0.00%
200510.57%0.00%
20046.92%0.00%
20036.59%0.00%
20021.69%0.00%

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