IBDS vs IMTM

Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF).

5-Year PerformanceIMTM has outperformed IBDS, delivering a return of +8.4% compared to +1.5%

IBDS vs IMTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDS(ETF)	IMTM(ETF)
Net Assets	$3.80B	$3.90B
Expense Ratio	0.10%	0.30%
Max Drawdown	18.21%	34.72%
Sharpe Ratio	0.70	0.92
5Y Beta	0.02	0.83
5Y Dividends CAGR	9.58%	37.85%

Net Assets

IBDS

$3.80B

Winner

IMTM

$3.90B

Expense Ratio

Winner

IBDS

0.10%

IMTM

0.30%

Max Drawdown

Winner

IBDS

18.21%

IMTM

34.72%

Sharpe Ratio

IBDS

0.70

Winner

IMTM

0.92

5Y Beta

Winner

IBDS

0.02

IMTM

0.83

5Y Dividends CAGR

IBDS

9.58%

Winner

IMTM

37.85%

IBDS vs IMTM - Historical Returns

Returns include dividend reinvestment.

Period	IBDS	IMTM
1 month	+0.31%	-0.02%
3 months	+0.74%	+4.70%
6 months	+1.74%	+10.20%
1 year	+4.61%	+19.43%
5 years(CAGR)	+1.45%	+8.38%
10 years(CAGR)	+3.15%	+9.52%
Max(CAGR)	+3.15%	+8.66%

Winner

IBDS

+0.31%

IMTM

-0.02%

IBDS

+0.74%

Winner

IMTM

+4.70%

IBDS

+1.74%

Winner

IMTM

+10.20%

IBDS

+4.61%

Winner

IMTM

+19.43%

5Y(CAGR)

IBDS

+1.45%

Winner

IMTM

+8.38%

10Y(CAGR)

IBDS

+3.15%

Winner

IMTM

+9.52%

Max(CAGR)

IBDS

+3.15%

Winner

IMTM

+8.66%

IBDS vs IMTM - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IBDS	IMTM
2026	+1.23%	+6.20%
2025	+5.81%	+34.88%
2024	+4.92%	+13.55%
2023	+6.19%	+14.13%
2022	-9.09%	-16.98%
2021	-1.38%	+2.45%
2020	+9.00%	+21.34%
2019	+15.05%	+24.70%
2018	-2.48%	-14.94%
2017	+1.14%	+25.17%
2016	N/A	+2.90%
2015	N/A	-2.08%

IBDS vs IMTM Drawdown Comparison

The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.

The maximum drawdown for IMTM was -32.60%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.

The current IBDS drawdown is -0.02%. The current IMTM drawdown is -3.58%.

Rank	IBDS	IMTM
#1	-16.75% Mar 5, 2020 - Jun 8, 2020	-32.60% Nov 8, 2021 - Mar 6, 2024
#2	-14.98% Aug 2, 2021 - Feb 28, 2025	-29.79% Feb 19, 2020 - Jul 10, 2020
#3	-5.54% Dec 6, 2017 - Feb 19, 2019	-23.03% Jan 26, 2018 - Jan 14, 2020
#4	-3.12% Feb 10, 2021 - Aug 2, 2021	-19.90% May 21, 2015 - Apr 25, 2017
#5	-2.35% Aug 28, 2019 - Oct 4, 2019	-12.85% Feb 25, 2026 - May 13, 2026
#6	-1.43% Aug 6, 2020 - Nov 17, 2020	-12.41% Mar 19, 2025 - Apr 24, 2025
#7	-1.22% Oct 4, 2019 - Nov 26, 2019	-12.00% Jul 16, 2024 - Sep 26, 2024
#8	-1.20% Jul 3, 2019 - Aug 1, 2019	-10.56% Feb 16, 2021 - Jun 1, 2021
#9	-1.16% Nov 6, 2017 - Dec 5, 2017	-8.53% Sep 26, 2024 - Feb 13, 2025
#10	-0.91% Apr 3, 2025 - Apr 28, 2025	-6.81% Jun 7, 2021 - Aug 10, 2021
#11	-0.70% Apr 11, 2019 - Apr 24, 2019	-6.70% Sep 7, 2021 - Nov 3, 2021
#12	-0.66% Sep 18, 2017 - Oct 13, 2017	-6.70% Oct 12, 2020 - Nov 5, 2020
#13	-0.64% Oct 17, 2017 - Nov 2, 2017	-5.46% Mar 27, 2024 - May 28, 2024
#14	-0.63% Jun 16, 2020 - Jul 2, 2020	-5.37% Nov 12, 2025 - Dec 10, 2025
#15	-0.59% Jun 24, 2019 - Jun 27, 2019	-4.74% Sep 2, 2020 - Oct 9, 2020

Correlation

Correlation between IBDS and IMTM is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2015 - 2026)

IBDS vs IMTM dividend yield comparison.

Year	IBDS	IMTM
2026	1.77%	0.00%
2025	4.36%	4.70%
2024	4.37%	2.93%
2023	3.81%	2.29%
2022	2.87%	2.68%
2021	2.19%	2.51%
2020	2.66%	0.97%
2019	3.31%	2.13%
2018	3.66%	2.36%
2017	0.97%	1.92%
2016	0.00%	2.75%
2015	0.00%	1.56%