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FMN vs IBIF

Comparison between Federated Hermes Premier Municipal Income Fund (FMN, ETF) and ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF, ETF).

FMN vs IBIF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FMN
$97M
IBIF
$96M
Expense Ratio
FMN
N/A
IBIF
0.10%
Max Drawdown
FMN
53.35%
Winner
IBIF
3.94%
Sharpe Ratio
Winner
FMN
0.96
IBIF
0.35
5Y Beta
FMN
0.14
Winner
IBIF
-0.00
5Y Dividends CAGR
FMN
-1.83%
IBIF
N/A

FMN vs IBIF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FMN
+0.45%
IBIF
-0.34%
3M
FMN
+0.28%
Winner
IBIF
+0.63%
6M
Winner
FMN
+2.69%
IBIF
+1.52%
1Y
Winner
FMN
+10.94%
IBIF
+4.65%
5Y(CAGR)
FMN
-1.93%
IBIF
N/A
10Y(CAGR)
FMN
+0.86%
IBIF
N/A
Max(CAGR)
FMN
+4.53%
Winner
IBIF
+5.89%

FMN vs IBIF - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearFMNIBIF
2026+2.55%+1.54%
2025+5.99%+7.18%
2024+2.75%+3.30%
2023+8.90%+3.95%
2022-26.45%N/A
2021+5.35%N/A
2020+9.98%N/A
2019+16.36%N/A
2018-8.66%N/A
2017+5.78%N/A
2016-0.95%N/A
2015+8.93%N/A
2014+16.63%N/A
2013-14.07%N/A
2012+12.58%N/A
2011+21.89%N/A
2010-3.72%N/A
2009+71.67%N/A
2008-27.59%N/A
2007-8.55%N/A
2006+10.98%N/A
2005+9.47%N/A
2004+6.40%N/A
2003+0.62%N/A
2002+0.00%N/A

FMN vs IBIF Drawdown Comparison

The maximum drawdown for FMN was -49.02%, occurring on Oct 10, 2008. Recovery took 558 trading sessions.

The maximum drawdown for IBIF was -2.50%, occurring on Dec 19, 2024. Recovery took 104 trading sessions.

The current FMN drawdown is -18.40%. The current IBIF drawdown is -0.47%.

RankFMNIBIF
#1-49.02%
May 14, 2007 - Jul 30, 2009
-2.50%
Sep 24, 2024 - Feb 25, 2025
#2-40.60%
Sep 21, 2021 - Oct 30, 2023
-1.87%
Apr 3, 2025 - Apr 28, 2025
#3-31.87%
Mar 6, 2020 - Aug 12, 2020
-1.81%
Jan 12, 2024 - Jun 3, 2024
#4-24.86%
Oct 1, 2012 - May 28, 2015
-1.56%
Sep 22, 2023 - Nov 2, 2023
#5-21.45%
Sep 13, 2010 - Oct 21, 2011
-1.38%
Apr 30, 2025 - Jun 26, 2025
#6-17.99%
Aug 1, 2016 - Sep 30, 2019
-0.95%
Mar 17, 2026 - Apr 13, 2026
#7-16.66%
Oct 6, 2009 - Aug 5, 2010
-0.89%
Nov 3, 2023 - Nov 14, 2023
#8-13.73%
Sep 8, 2005 - Aug 21, 2006
-0.82%
Dec 27, 2023 - Jan 12, 2024
#9-13.42%
Mar 26, 2004 - Sep 7, 2004
-0.74%
Jun 5, 2024 - Jun 18, 2024
#10-8.91%
Mar 9, 2012 - Mar 30, 2012
-0.71%
Mar 3, 2025 - Mar 21, 2025
#11-8.89%
Dec 27, 2002 - Apr 25, 2003
-0.66%
Oct 22, 2025 - Jan 28, 2026
#12-8.35%
Jun 24, 2003 - Jan 9, 2004
-0.59%
Aug 5, 2024 - Aug 21, 2024
#13-6.91%
Aug 13, 2020 - Dec 30, 2020
-0.57%
May 4, 2026 - May 22, 2026
#14-6.63%
May 28, 2015 - Oct 16, 2015
-0.54%
Sep 8, 2025 - Oct 21, 2025
#15-5.72%
Feb 10, 2012 - Mar 9, 2012
-0.52%
Dec 1, 2023 - Dec 13, 2023

Correlation

Correlation between FMN and IBIF is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2003 - 2026)

FMN vs IBIF dividend yield comparison.

YearFMNIBIF
20262.01%0.30%
20254.64%4.51%
20244.06%4.05%
20234.03%0.96%
20225.30%0.00%
20214.31%0.00%
20204.16%0.00%
20194.40%0.00%
20185.57%0.00%
20175.21%0.00%
20166.07%0.00%
20155.92%0.00%
20146.19%0.00%
20136.86%0.00%
20126.18%0.00%
20116.71%0.00%
20107.86%0.00%
20096.95%0.00%
20088.85%0.00%
20076.04%0.00%
20065.63%0.00%
20056.61%0.00%
20047.14%0.00%
20036.51%0.00%

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