IBDU vs IMTM

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF).

5-Year PerformanceIMTM has outperformed IBDU, delivering a return of +9.4% compared to +1.0%

IBDU vs IMTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	IMTM(ETF)
Net Assets	$4.10B	$4.20B
Expense Ratio	0.10%	0.30%
Max Drawdown	22.93%	34.72%
Sharpe Ratio	-0.19	0.94
5Y Beta	0.05	0.83
5Y Dividends CAGR	9.63%	33.40%

Net Assets

IBDU

$4.10B

Winner

IMTM

$4.20B

Expense Ratio

Winner

IBDU

0.10%

IMTM

0.30%

Max Drawdown

Winner

IBDU

22.93%

IMTM

34.72%

Sharpe Ratio

IBDU

-0.19

Winner

IMTM

0.94

5Y Beta

Winner

IBDU

0.05

IMTM

0.83

5Y Dividends CAGR

IBDU

9.63%

Winner

IMTM

33.40%

IBDU vs IMTM - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	IMTM
1 month	+0.34%	+2.72%
3 months	+0.62%	+4.14%
6 months	+0.60%	+5.60%
1 year	+3.43%	+21.69%
5 years(CAGR)	+1.02%	+9.44%
10 years(CAGR)	N/A	+10.04%
Max(CAGR)	+2.41%	+8.97%

IBDU

+0.34%

Winner

IMTM

+2.72%

IBDU

+0.62%

Winner

IMTM

+4.14%

IBDU

+0.60%

Winner

IMTM

+5.60%

IBDU

+3.43%

Winner

IMTM

+21.69%

5Y(CAGR)

IBDU

+1.02%

Winner

IMTM

+9.44%

10Y(CAGR)

IBDU

N/A

IMTM

+10.04%

Max(CAGR)

IBDU

+2.41%

Winner

IMTM

+8.97%

IBDU vs IMTM - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IBDU	IMTM
2026	+1.15%	+11.27%
2025	+7.50%	+34.88%
2024	+4.07%	+13.55%
2023	+8.17%	+14.13%
2022	-12.44%	-16.98%
2021	-1.87%	+2.45%
2020	+10.16%	+21.34%
2019	+2.23%	+24.70%
2018	N/A	-14.94%
2017	N/A	+25.17%
2016	N/A	+2.90%
2015	N/A	-2.08%

IBDU vs IMTM Drawdown Comparison

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

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

The current IMTM drawdown is -1.45%.

Rank	IBDU	IMTM
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-32.60% Nov 8, 2021 - Mar 6, 2024
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-29.79% Feb 19, 2020 - Jul 10, 2020
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-23.03% Jan 26, 2018 - Jan 14, 2020
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-19.90% May 21, 2015 - Apr 25, 2017
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-12.85% Feb 25, 2026 - May 13, 2026
#6	-1.58% Feb 27, 2026 - Aug 5, 2026	-12.41% Mar 19, 2025 - Apr 24, 2025
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-12.00% Jul 16, 2024 - Sep 26, 2024
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-10.56% Feb 16, 2021 - Jun 1, 2021
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-8.53% Sep 26, 2024 - Feb 13, 2025
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-7.40% Jun 22, 2026 - Jul 29, 2026
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-6.81% Jun 7, 2021 - Aug 10, 2021
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-6.70% Sep 7, 2021 - Nov 3, 2021
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-6.70% Oct 12, 2020 - Nov 5, 2020
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-5.46% Mar 27, 2024 - May 28, 2024
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-5.37% Nov 12, 2025 - Dec 10, 2025

Correlation

Correlation between IBDU and IMTM is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2015 - 2026)

IBDU vs IMTM dividend yield comparison.

Year	IBDU	IMTM
2026	2.67%	1.12%
2025	4.67%	4.70%
2024	4.75%	2.93%
2023	4.21%	2.29%
2022	3.34%	2.68%
2021	2.29%	2.51%
2020	2.42%	0.97%
2019	0.74%	2.13%
2018	0.00%	2.36%
2017	0.00%	1.92%
2016	0.00%	2.75%
2015	0.00%	1.56%