IBDU vs SCMB
Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and SCHWAB MUNICIPAL BOND ETF (SCMB, ETF).
IBDU vs SCMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDU
$3.70B
SCMB
$3.70B
Expense Ratio
IBDU
0.10%
Winner
SCMB
0.03%
Max Drawdown
IBDU
22.93%
Winner
SCMB
7.77%
Sharpe Ratio
IBDU
0.70
Winner
SCMB
0.70
5Y Beta
IBDU
0.05
Winner
SCMB
0.03
5Y Dividends CAGR
IBDU
12.82%
SCMB
N/A
IBDU vs SCMB - Historical Returns
Returns include dividend reinvestment.
1M
IBDU
-0.18%
Winner
SCMB
+0.05%
3M
Winner
IBDU
-0.28%
SCMB
-0.58%
6M
Winner
IBDU
+1.19%
SCMB
+0.95%
1Y
IBDU
+5.51%
Winner
SCMB
+5.80%
5Y(CAGR)
IBDU
+1.52%
SCMB
N/A
Max(CAGR)
IBDU
+2.38%
Winner
SCMB
+3.98%
IBDU vs SCMB - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBDU | SCMB |
|---|---|---|
| 2026 | +0.40% | +0.62% |
| 2025 | +7.50% | +3.34% |
| 2024 | +4.07% | +1.10% |
| 2023 | +8.17% | +5.70% |
| 2022 | -12.44% | +3.05% |
| 2021 | -1.87% | N/A |
| 2020 | +10.16% | N/A |
| 2019 | +2.23% | N/A |
IBDU vs SCMB Drawdown Comparison
The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.
The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.
The current IBDU drawdown is -0.66%. The current SCMB drawdown is -1.27%.
| Rank | IBDU | SCMB |
|---|---|---|
| #1 | -19.44% Aug 4, 2021 - Jul 21, 2025 | -6.13% Apr 12, 2023 - Dec 1, 2023 |
| #2 | -18.22% Mar 5, 2020 - Jun 15, 2020 | -4.75% Dec 4, 2024 - Sep 11, 2025 |
| #3 | -5.23% Dec 31, 2020 - Aug 2, 2021 | -3.23% Feb 2, 2023 - Apr 6, 2023 |
| #4 | -1.79% Aug 6, 2020 - Nov 27, 2020 | -2.92% Feb 27, 2026 - Mar 24, 2026 |
| #5 | -1.65% Oct 4, 2019 - Dec 26, 2019 | -2.55% Oct 1, 2024 - Dec 3, 2024 |
| #6 | -1.58% Feb 27, 2026 - Mar 26, 2026 | -2.25% Feb 1, 2024 - Jul 16, 2024 |
| #7 | -0.81% Nov 30, 2020 - Dec 24, 2020 | -2.09% Oct 12, 2022 - Nov 10, 2022 |
| #8 | -0.78% Sep 24, 2019 - Oct 2, 2019 | -1.25% Dec 29, 2023 - Feb 1, 2024 |
| #9 | -0.67% Jun 16, 2020 - Jul 1, 2020 | -1.05% Dec 14, 2022 - Jan 6, 2023 |
| #10 | -0.55% Feb 3, 2020 - Feb 10, 2020 | -0.94% Aug 5, 2024 - Sep 6, 2024 |
| #11 | -0.52% Feb 25, 2020 - Feb 28, 2020 | -0.58% Sep 17, 2025 - Oct 10, 2025 |
| #12 | -0.51% Oct 21, 2025 - Nov 24, 2025 | -0.50% Nov 11, 2025 - Dec 29, 2025 |
| #13 | -0.47% Sep 15, 2025 - Oct 1, 2025 | -0.50% Jan 16, 2026 - Feb 5, 2026 |
| #14 | -0.37% Jul 23, 2020 - Jul 29, 2020 | -0.38% Oct 24, 2025 - Nov 11, 2025 |
| #15 | -0.35% Feb 10, 2020 - Feb 18, 2020 | -0.35% Dec 1, 2023 - Dec 6, 2023 |
Correlation
Correlation between IBDU and SCMB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2019 - 2026)
IBDU vs SCMB dividend yield comparison.
| Year | IBDU | SCMB |
|---|---|---|
| 2026 | 1.53% | 1.17% |
| 2025 | 4.67% | 3.36% |
| 2024 | 4.75% | 3.34% |
| 2023 | 4.21% | 3.10% |
| 2022 | 3.34% | 0.59% |
| 2021 | 2.29% | 0.00% |
| 2020 | 2.42% | 0.00% |
| 2019 | 0.74% | 0.00% |
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