IBGL vs WTMY

Comparison between ISHARES IBONDS DEC 2055 TERM TREASURY ETF (IBGL, ETF) and WISDOMTREE HIGH INCOME LADDERED MUNICIPAL FUND (WTMY, ETF).

IBGL vs WTMY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBGL(ETF)	WTMY(ETF)
Net Assets	$6M	$6.10M
Expense Ratio	0.07%	0.35%
Max Drawdown	11.12%	3.67%
Sharpe Ratio	0.05	0.60
5Y Beta	0.08	-0.00

Net Assets

IBGL

$6M

Winner

WTMY

$6.10M

Expense Ratio

Winner

IBGL

0.07%

WTMY

0.35%

Max Drawdown

IBGL

11.12%

Winner

WTMY

3.67%

Sharpe Ratio

IBGL

0.05

Winner

WTMY

0.60

5Y Beta

IBGL

0.08

Winner

WTMY

-0.00

IBGL vs WTMY - Historical Returns

Returns include dividend reinvestment.

Period	IBGL	WTMY
1 month	+1.22%	+0.20%
3 months	-0.29%	+0.32%
6 months	+0.42%	+1.05%
1 year	+2.55%	+5.16%
Max(CAGR)	+1.02%	+3.78%

Winner

IBGL

+1.22%

WTMY

+0.20%

IBGL

-0.29%

Winner

WTMY

+0.32%

IBGL

+0.42%

Winner

WTMY

+1.05%

IBGL

+2.55%

Winner

WTMY

+5.16%

Max(CAGR)

IBGL

+1.02%

Winner

WTMY

+3.78%

IBGL vs WTMY - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	IBGL	WTMY
2026	+0.34%	+0.79%
2025	+1.00%	+3.68%

IBGL vs WTMY Drawdown Comparison

The maximum drawdown for IBGL was -9.37%, occurring on May 21, 2025. Recovery took 137 trading sessions.

The maximum drawdown for WTMY was -3.67%, occurring on Apr 11, 2025. Recovery took 105 trading sessions.

The current IBGL drawdown is -3.94%. The current WTMY drawdown is -1.27%.

Rank	IBGL	WTMY
#1	-9.37% Apr 4, 2025 - Oct 21, 2025	-3.67% Apr 4, 2025 - Sep 5, 2025
#2	-7.23% Feb 27, 2026 - May 19, 2026	-2.71% Feb 27, 2026 - Mar 27, 2026
#3	-4.63% Oct 22, 2025 - Feb 27, 2026	-0.57% Sep 17, 2025 - Oct 16, 2025
#4	-0.32% Mar 26, 2025 - Mar 28, 2025	-0.29% Jan 16, 2026 - Jan 28, 2026
#5	-0.08% Apr 1, 2025 - Apr 3, 2025	-0.25% Nov 11, 2025 - Dec 31, 2025
#6	N/A	-0.22% Oct 24, 2025 - Nov 11, 2025
#7	N/A	-0.06% Oct 16, 2025 - Oct 20, 2025
#8	N/A	-0.04% Feb 10, 2026 - Feb 12, 2026