EPOL vs IBMP

Comparison between ISHARES MSCI POLAND ETF (EPOL, ETF) and ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF).

5-Year PerformanceEPOL has outperformed IBMP, delivering a return of +17.7% compared to +0.5%

EPOL vs IBMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPOL(ETF)	IBMP(ETF)
Net Assets	$643M	$643M
Expense Ratio	0.59%	0.18%
Max Drawdown	72.96%	15.24%
Sharpe Ratio	1.47	-0.90
5Y Beta	0.92	0.01
5Y Dividends CAGR	42.72%	17.99%

Net Assets

EPOL

$643M

Winner

IBMP

$643M

Expense Ratio

EPOL

0.59%

Winner

IBMP

0.18%

Max Drawdown

EPOL

72.96%

Winner

IBMP

15.24%

Sharpe Ratio

Winner

EPOL

1.47

IBMP

-0.90

5Y Beta

EPOL

0.92

Winner

IBMP

0.01

5Y Dividends CAGR

Winner

EPOL

42.72%

IBMP

17.99%

EPOL vs IBMP - Historical Returns

Returns include dividend reinvestment.

Period	EPOL	IBMP
1 month	+2.20%	+0.31%
3 months	+12.35%	+0.36%
6 months	+18.28%	+1.14%
1 year	+42.61%	+2.80%
5 years(CAGR)	+17.67%	+0.55%
10 years(CAGR)	+12.08%	N/A
Max(CAGR)	+6.10%	+1.89%

Winner

EPOL

+2.20%

IBMP

+0.31%

Winner

EPOL

+12.35%

IBMP

+0.36%

Winner

EPOL

+18.28%

IBMP

+1.14%

Winner

EPOL

+42.61%

IBMP

+2.80%

5Y(CAGR)

Winner

EPOL

+17.67%

IBMP

+0.55%

10Y(CAGR)

EPOL

+12.08%

IBMP

N/A

Max(CAGR)

Winner

EPOL

+6.10%

IBMP

+1.89%

EPOL vs IBMP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EPOL	IBMP
2026	+11.82%	+0.89%
2025	+77.05%	+3.36%
2024	+0.73%	+1.36%
2023	+48.48%	+3.22%
2022	-25.75%	-5.93%
2021	+10.36%	-0.14%
2020	-10.95%	+6.10%
2019	-6.51%	+4.88%
2018	-14.69%	N/A
2017	+50.60%	N/A
2016	+5.51%	N/A
2015	-21.92%	N/A
2014	-14.73%	N/A
2013	+3.11%	N/A
2012	+37.01%	N/A
2011	-32.38%	N/A
2010	+37.32%	N/A

EPOL vs IBMP Drawdown Comparison

The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.

The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.

The current EPOL drawdown is -1.13%. The current IBMP drawdown is -0.14%.

Rank	EPOL	IBMP
#1	-63.79% Apr 27, 2011 - Feb 18, 2025	-15.24% Mar 9, 2020 - Jul 14, 2020
#2	-15.87% Nov 4, 2010 - Mar 29, 2011	-10.10% Feb 11, 2021 - Aug 1, 2025
#3	-15.81% Mar 18, 2025 - Apr 22, 2025	-2.24% Aug 15, 2019 - Jan 10, 2020
#4	-11.04% Feb 9, 2026 - Apr 9, 2026	-1.27% Aug 7, 2020 - Nov 20, 2020
#5	-10.69% May 27, 2010 - Jun 15, 2010	-0.59% Sep 18, 2025 - Dec 19, 2025
#6	-10.00% Aug 9, 2010 - Sep 14, 2010	-0.55% Mar 2, 2026 - Jun 4, 2026
#7	-8.95% Jun 15, 2010 - Jul 12, 2010	-0.44% Jan 6, 2021 - Jan 27, 2021
#8	-8.16% Aug 13, 2025 - Oct 23, 2025	-0.42% Jan 31, 2020 - Feb 19, 2020
#9	-6.62% Apr 17, 2026 - Jun 12, 2026	-0.32% Apr 11, 2019 - Apr 24, 2019
#10	-6.57% Oct 28, 2025 - Dec 10, 2025	-0.25% Feb 27, 2020 - Mar 6, 2020
#11	-6.10% Oct 14, 2010 - Nov 2, 2010	-0.24% Jun 3, 2019 - Jun 19, 2019
#12	-5.73% May 28, 2025 - Jun 26, 2025	-0.21% Jul 2, 2019 - Jul 9, 2019
#13	-5.46% Feb 18, 2025 - Mar 5, 2025	-0.20% Aug 8, 2019 - Aug 13, 2019
#14	-5.23% Jul 23, 2025 - Aug 7, 2025	-0.20% Jan 9, 2026 - Jan 20, 2026
#15	-3.77% Apr 14, 2011 - Apr 20, 2011	-0.16% Jun 19, 2019 - Jun 27, 2019

Correlation

Correlation between EPOL and IBMP is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2010 - 2026)

EPOL vs IBMP dividend yield comparison.

Year	EPOL	IBMP
2026	0.75%	1.05%
2025	4.78%	2.47%
2024	6.04%	2.35%
2023	2.87%	2.05%
2022	2.64%	1.26%
2021	1.33%	0.86%
2020	1.44%	1.16%
2019	2.51%	1.06%
2018	1.44%	0.00%
2017	1.88%	0.00%
2016	2.14%	0.00%
2015	2.53%	0.00%
2014	3.44%	0.00%
2013	3.28%	0.00%
2012	3.11%	0.00%
2011	5.75%	0.00%
2010	1.08%	0.00%