IBIH vs TAFL
Comparison between ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF) and AB TAX-AWARE LONG MUNICIPAL ETF (TAFL, ETF).
IBIH vs TAFL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIH
$59M
Winner
TAFL
$59M
Expense Ratio
Winner
IBIH
0.10%
TAFL
0.28%
Max Drawdown
Winner
IBIH
5.40%
TAFL
7.85%
Sharpe Ratio
IBIH
-0.22
Winner
TAFL
1.28
5Y Beta
Winner
IBIH
0.02
TAFL
0.05
IBIH vs TAFL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIH
+0.49%
TAFL
-0.50%
3M
IBIH
-0.24%
Winner
TAFL
+0.59%
6M
IBIH
+1.14%
Winner
TAFL
+1.76%
1Y
IBIH
+2.87%
Winner
TAFL
+8.66%
Max(CAGR)
Winner
IBIH
+5.66%
TAFL
+3.65%
IBIH vs TAFL - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIH | TAFL |
|---|---|---|
| 2026 | +1.24% | +1.64% |
| 2025 | +8.35% | +3.43% |
| 2024 | +1.95% | +2.20% |
| 2023 | +4.60% | +1.95% |
IBIH vs TAFL Drawdown Comparison
The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The maximum drawdown for TAFL was -6.01%, occurring on Apr 11, 2025. Recovery took 191 trading sessions.
The current IBIH drawdown is -1.00%. The current TAFL drawdown is -1.15%.
| Rank | IBIH | TAFL |
|---|---|---|
| #1 | -3.94% Sep 24, 2024 - Feb 28, 2025 | -6.01% Dec 6, 2024 - Sep 15, 2025 |
| #2 | -2.96% Apr 3, 2025 - Jun 25, 2025 | -2.84% Oct 1, 2024 - Nov 29, 2024 |
| #3 | -2.90% Feb 1, 2024 - Jun 5, 2024 | -2.76% Feb 27, 2026 - Jun 2, 2026 |
| #4 | -2.67% Sep 22, 2023 - Nov 3, 2023 | -2.48% Feb 1, 2024 - Jun 13, 2024 |
| #5 | -1.70% Mar 9, 2026 - Apr 17, 2026 | -1.66% Dec 27, 2023 - Feb 1, 2024 |
| #6 | -1.55% Dec 27, 2023 - Feb 1, 2024 | -1.15% Jul 6, 2026 - Jul 21, 2026 |
| #7 | -1.49% May 1, 2026 - Jun 17, 2026 | -1.14% Aug 5, 2024 - Sep 10, 2024 |
| #8 | -1.15% Mar 3, 2025 - Mar 28, 2025 | -1.11% Nov 11, 2025 - Jan 7, 2026 |
| #9 | -1.07% Jun 5, 2024 - Jun 18, 2024 | -1.05% Jun 14, 2024 - Jul 11, 2024 |
| #10 | -1.05% Nov 8, 2023 - Nov 14, 2023 | -0.65% Jul 16, 2024 - Jul 31, 2024 |
| #11 | -1.00% Oct 22, 2025 - Jan 30, 2026 | -0.60% Jan 15, 2026 - Feb 5, 2026 |
| #12 | -0.92% Aug 5, 2024 - Aug 21, 2024 | -0.54% Sep 17, 2025 - Oct 7, 2025 |
| #13 | -0.82% Jul 17, 2024 - Jul 31, 2024 | -0.36% Jun 11, 2026 - Jun 18, 2026 |
| #14 | -0.76% Jun 20, 2024 - Jul 5, 2024 | -0.34% Sep 16, 2024 - Sep 27, 2024 |
| #15 | -0.76% Sep 8, 2025 - Oct 21, 2025 | -0.32% Oct 22, 2025 - Nov 11, 2025 |
Correlation
Correlation between IBIH and TAFL is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2023 - 2026)
IBIH vs TAFL dividend yield comparison.
| Year | IBIH | TAFL |
|---|---|---|
| 2026 | 2.70% | 2.03% |
| 2025 | 4.68% | 4.11% |
| 2024 | 4.34% | 3.88% |
| 2023 | 0.70% | 0.19% |
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