IBDT vs IMTM

Comparison between ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF) and ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF).

5-Year PerformanceIMTM has outperformed IBDT, delivering a return of +8.4% compared to +1.4%

IBDT vs IMTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDT(ETF)	IMTM(ETF)
Net Assets	$3.80B	$3.90B
Expense Ratio	0.10%	0.30%
Max Drawdown	21.32%	34.72%
Sharpe Ratio	0.33	0.92
5Y Beta	0.03	0.83
5Y Dividends CAGR	8.35%	37.85%

Net Assets

IBDT

$3.80B

Winner

IMTM

$3.90B

Expense Ratio

Winner

IBDT

0.10%

IMTM

0.30%

Max Drawdown

Winner

IBDT

21.32%

IMTM

34.72%

Sharpe Ratio

IBDT

0.33

Winner

IMTM

0.92

5Y Beta

Winner

IBDT

0.03

IMTM

0.83

5Y Dividends CAGR

IBDT

8.35%

Winner

IMTM

37.85%

IBDT vs IMTM - Historical Returns

Returns include dividend reinvestment.

Period	IBDT	IMTM
1 month	+0.09%	-0.02%
3 months	+0.12%	+4.70%
6 months	+1.13%	+10.20%
1 year	+4.36%	+19.43%
5 years(CAGR)	+1.36%	+8.38%
10 years(CAGR)	N/A	+9.52%
Max(CAGR)	+3.85%	+8.66%

Winner

IBDT

+0.09%

IMTM

-0.02%

IBDT

+0.12%

Winner

IMTM

+4.70%

IBDT

+1.13%

Winner

IMTM

+10.20%

IBDT

+4.36%

Winner

IMTM

+19.43%

5Y(CAGR)

IBDT

+1.36%

Winner

IMTM

+8.38%

10Y(CAGR)

IBDT

N/A

IMTM

+9.52%

Max(CAGR)

IBDT

+3.85%

Winner

IMTM

+8.66%

IBDT vs IMTM - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IBDT	IMTM
2026	+0.60%	+6.20%
2025	+6.93%	+34.88%
2024	+4.34%	+13.55%
2023	+7.32%	+14.13%
2022	-11.23%	-16.98%
2021	-1.91%	+2.45%
2020	+9.66%	+21.34%
2019	+15.26%	+24.70%
2018	+1.18%	-14.94%
2017	N/A	+25.17%
2016	N/A	+2.90%
2015	N/A	-2.08%

IBDT vs IMTM Drawdown Comparison

The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

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

The current IBDT drawdown is -0.24%. The current IMTM drawdown is -3.58%.

Rank	IBDT	IMTM
#1	-17.79% Mar 6, 2020 - Jun 15, 2020	-32.60% Nov 8, 2021 - Mar 6, 2024
#2	-17.69% Aug 2, 2021 - May 29, 2025	-29.79% Feb 19, 2020 - Jul 10, 2020
#3	-4.41% Dec 30, 2020 - Aug 2, 2021	-23.03% Jan 26, 2018 - Jan 14, 2020
#4	-2.61% Sep 4, 2019 - Dec 3, 2019	-19.90% May 21, 2015 - Apr 25, 2017
#5	-1.82% Oct 2, 2018 - Dec 28, 2018	-12.85% Feb 25, 2026 - May 13, 2026
#6	-1.66% Aug 4, 2020 - Nov 19, 2020	-12.41% Mar 19, 2025 - Apr 24, 2025
#7	-1.36% Jul 3, 2019 - Aug 1, 2019	-12.00% Jul 16, 2024 - Sep 26, 2024
#8	-1.03% Feb 23, 2026 - May 8, 2026	-10.56% Feb 16, 2021 - Jun 1, 2021
#9	-1.01% Jan 31, 2019 - Feb 26, 2019	-8.53% Sep 26, 2024 - Feb 13, 2025
#10	-0.86% Jun 17, 2020 - Jul 1, 2020	-6.81% Jun 7, 2021 - Aug 10, 2021
#11	-0.78% Mar 27, 2019 - Apr 10, 2019	-6.70% Sep 7, 2021 - Nov 3, 2021
#12	-0.69% Apr 10, 2019 - Apr 26, 2019	-6.70% Oct 12, 2020 - Nov 5, 2020
#13	-0.67% Nov 30, 2020 - Dec 18, 2020	-5.46% Mar 27, 2024 - May 28, 2024
#14	-0.61% Dec 3, 2019 - Dec 27, 2019	-5.37% Nov 12, 2025 - Dec 10, 2025
#15	-0.53% Feb 26, 2019 - Mar 8, 2019	-4.74% Sep 2, 2020 - Oct 9, 2020

Correlation

Correlation between IBDT 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)

IBDT vs IMTM dividend yield comparison.

Year	IBDT	IMTM
2026	1.86%	0.00%
2025	4.56%	4.70%
2024	4.67%	2.93%
2023	4.10%	2.29%
2022	3.25%	2.68%
2021	2.45%	2.51%
2020	2.80%	0.97%
2019	3.32%	2.13%
2018	1.47%	2.36%
2017	0.00%	1.92%
2016	0.00%	2.75%
2015	0.00%	1.56%