IBDT vs SCMB
Comparison between ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF) and SCHWAB MUNICIPAL BOND ETF (SCMB, ETF).
IBDT vs SCMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDT
$3.90B
SCMB
$3.90B
Expense Ratio
IBDT
0.10%
Winner
SCMB
0.03%
Max Drawdown
IBDT
21.32%
Winner
SCMB
7.77%
Sharpe Ratio
IBDT
0.53
Winner
SCMB
0.87
5Y Beta
Winner
IBDT
0.03
SCMB
0.03
5Y Dividends CAGR
IBDT
8.35%
SCMB
N/A
IBDT vs SCMB - Historical Returns
Returns include dividend reinvestment.
1M
IBDT
+0.33%
Winner
SCMB
+0.41%
3M
IBDT
+0.87%
Winner
SCMB
+1.00%
6M
IBDT
+1.33%
Winner
SCMB
+1.59%
1Y
IBDT
+4.49%
Winner
SCMB
+6.05%
5Y(CAGR)
IBDT
+1.25%
SCMB
N/A
Max(CAGR)
IBDT
+3.88%
Winner
SCMB
+4.00%
IBDT vs SCMB - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBDT | SCMB |
|---|---|---|
| 2026 | +0.88% | +1.03% |
| 2025 | +6.93% | +3.34% |
| 2024 | +4.34% | +1.10% |
| 2023 | +7.32% | +5.70% |
| 2022 | -11.23% | +3.05% |
| 2021 | -1.91% | N/A |
| 2020 | +9.66% | N/A |
| 2019 | +15.26% | N/A |
| 2018 | +1.18% | N/A |
IBDT vs SCMB Drawdown Comparison
The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.
The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.
The current SCMB drawdown is -0.87%.
| Rank | IBDT | SCMB |
|---|---|---|
| #1 | -17.79% Mar 6, 2020 - Jun 15, 2020 | -6.13% Apr 12, 2023 - Dec 1, 2023 |
| #2 | -17.69% Aug 2, 2021 - May 29, 2025 | -4.75% Dec 4, 2024 - Sep 11, 2025 |
| #3 | -4.41% Dec 30, 2020 - Aug 2, 2021 | -3.23% Feb 2, 2023 - Apr 6, 2023 |
| #4 | -2.61% Sep 4, 2019 - Dec 3, 2019 | -2.92% Feb 27, 2026 - Mar 24, 2026 |
| #5 | -1.82% Oct 2, 2018 - Dec 28, 2018 | -2.55% Oct 1, 2024 - Dec 3, 2024 |
| #6 | -1.66% Aug 4, 2020 - Nov 19, 2020 | -2.25% Feb 1, 2024 - Jul 16, 2024 |
| #7 | -1.36% Jul 3, 2019 - Aug 1, 2019 | -2.09% Oct 12, 2022 - Nov 10, 2022 |
| #8 | -1.03% Feb 23, 2026 - May 8, 2026 | -1.25% Dec 29, 2023 - Feb 1, 2024 |
| #9 | -1.01% Jan 31, 2019 - Feb 26, 2019 | -1.05% Dec 14, 2022 - Jan 6, 2023 |
| #10 | -0.86% Jun 17, 2020 - Jul 1, 2020 | -0.94% Aug 5, 2024 - Sep 6, 2024 |
| #11 | -0.78% Mar 27, 2019 - Apr 10, 2019 | -0.58% Sep 17, 2025 - Oct 10, 2025 |
| #12 | -0.69% Apr 10, 2019 - Apr 26, 2019 | -0.50% Nov 11, 2025 - Dec 29, 2025 |
| #13 | -0.67% Nov 30, 2020 - Dec 18, 2020 | -0.50% Jan 16, 2026 - Feb 5, 2026 |
| #14 | -0.61% Dec 3, 2019 - Dec 27, 2019 | -0.38% Oct 24, 2025 - Nov 11, 2025 |
| #15 | -0.53% Feb 26, 2019 - Mar 8, 2019 | -0.35% Dec 1, 2023 - Dec 6, 2023 |
Correlation
Correlation between IBDT and SCMB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
IBDT vs SCMB dividend yield comparison.
| Year | IBDT | SCMB |
|---|---|---|
| 2026 | 1.85% | 1.46% |
| 2025 | 4.56% | 3.36% |
| 2024 | 4.67% | 3.34% |
| 2023 | 4.10% | 3.10% |
| 2022 | 3.25% | 0.59% |
| 2021 | 2.45% | 0.00% |
| 2020 | 2.80% | 0.00% |
| 2019 | 3.32% | 0.00% |
| 2018 | 1.47% | 0.00% |
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