IBIJ vs CMU

Comparison between ISHARES IBONDS OCT 2033 TERM TIPS ETF (IBIJ, ETF) and MFS High Yield Municipal Trust (CMU, ETF).

IBIJ vs CMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBIJ(ETF)	CMU(ETF)
Net Assets	$47M	$47M
Expense Ratio	0.10%	N/A
Max Drawdown	6.70%	62.40%
Sharpe Ratio	0.52	0.59
5Y Beta	0.03	0.10
5Y Dividends CAGR	N/A	5.31%

Net Assets

IBIJ

$47M

Winner

CMU

$47M

Expense Ratio

IBIJ

0.10%

CMU

N/A

Max Drawdown

Winner

IBIJ

6.70%

CMU

62.40%

Sharpe Ratio

IBIJ

0.52

Winner

CMU

0.59

5Y Beta

Winner

IBIJ

0.03

CMU

0.10

5Y Dividends CAGR

IBIJ

N/A

CMU

5.31%

IBIJ vs CMU - Historical Returns

Returns include dividend reinvestment.

Period	IBIJ	CMU
1 month	+0.08%	-2.42%
3 months	+0.16%	-4.36%
6 months	+1.66%	+1.57%
1 year	+6.02%	+9.28%
5 years(CAGR)	N/A	-1.33%
10 years(CAGR)	N/A	+1.58%
Max(CAGR)	+5.78%	+4.15%

Winner

IBIJ

+0.08%

CMU

-2.42%

Winner

IBIJ

+0.16%

CMU

-4.36%

Winner

IBIJ

+1.66%

CMU

+1.57%

IBIJ

+6.02%

Winner

CMU

+9.28%

5Y(CAGR)

IBIJ

N/A

CMU

-1.33%

10Y(CAGR)

IBIJ

N/A

CMU

+1.58%

Max(CAGR)

Winner

IBIJ

+5.78%

CMU

+4.15%

IBIJ vs CMU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IBIJ	CMU
2026	+1.58%	+0.80%
2025	+8.68%	+5.08%
2024	+0.87%	+11.57%
2023	+4.97%	+9.93%
2022	N/A	-27.51%
2021	N/A	+7.14%
2020	N/A	-2.97%
2019	N/A	+15.00%
2018	N/A	-4.85%
2017	N/A	+9.07%
2016	N/A	+3.06%
2015	N/A	+8.58%
2014	N/A	+11.97%
2013	N/A	-11.33%
2012	N/A	+11.02%
2011	N/A	+17.45%
2010	N/A	+5.32%
2009	N/A	+65.81%
2008	N/A	-38.99%
2007	N/A	-15.35%
2006	N/A	+15.27%
2005	N/A	+1.30%
2004	N/A	+7.63%
2003	N/A	+9.50%
2002	N/A	+8.27%
2001	N/A	+7.99%
2000	N/A	-1.55%
1999	N/A	-6.38%

IBIJ vs CMU Drawdown Comparison

The maximum drawdown for IBIJ was -5.26%, occurring on Jan 14, 2025. Recovery took 123 trading sessions.

The maximum drawdown for CMU was -57.26%, occurring on Dec 16, 2008. Recovery took 848 trading sessions.

The current IBIJ drawdown is -0.65%. The current CMU drawdown is -10.68%.

Rank	IBIJ	CMU
#1	-5.26% Oct 1, 2024 - Mar 31, 2025	-57.26% May 21, 2007 - Sep 30, 2010
#2	-3.67% Dec 27, 2023 - Jul 5, 2024	-37.22% Sep 1, 2021 - Oct 31, 2022
#3	-3.48% Apr 3, 2025 - Jun 26, 2025	-32.82% Feb 25, 2020 - May 4, 2021
#4	-3.27% Sep 22, 2023 - Nov 8, 2023	-23.41% Apr 22, 2013 - Feb 3, 2015
#5	-2.32% Feb 27, 2026 - May 1, 2026	-16.02% Aug 23, 2016 - Oct 19, 2017
#6	-1.30% May 8, 2026 - May 19, 2026	-15.71% Nov 5, 2010 - Oct 17, 2011
#7	-1.29% Aug 5, 2024 - Aug 21, 2024	-14.29% Nov 3, 1999 - Aug 10, 2000
#8	-1.24% Nov 8, 2023 - Nov 20, 2023	-14.22% Mar 9, 2004 - Oct 19, 2004
#9	-1.21% Oct 22, 2025 - Feb 10, 2026	-13.94% Aug 11, 2000 - Jan 31, 2001
#10	-1.13% Jul 17, 2024 - Jul 31, 2024	-11.98% Aug 24, 2001 - Jun 3, 2002
#11	-1.04% Sep 16, 2025 - Oct 21, 2025	-10.37% Oct 19, 2017 - Feb 1, 2019
#12	-0.79% Nov 20, 2023 - Nov 28, 2023	-10.31% Feb 14, 2005 - Jan 25, 2006
#13	-0.67% Aug 26, 2024 - Sep 6, 2024	-10.14% Mar 4, 2015 - Oct 30, 2015
#14	-0.64% Sep 16, 2024 - Oct 1, 2024	-8.79% Sep 23, 2002 - Apr 23, 2003
#15	-0.63% Jun 30, 2025 - Jul 18, 2025	-8.20% Sep 26, 2012 - Apr 15, 2013

Correlation

Correlation between IBIJ and CMU is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

IBIJ vs CMU dividend yield comparison.

Year	IBIJ	CMU
2026	0.31%	5.02%
2025	4.66%	5.38%
2024	4.42%	4.69%
2023	0.60%	4.05%
2022	0.00%	5.57%
2021	0.00%	4.53%
2020	0.00%	4.93%
2019	0.00%	4.81%
2018	0.00%	6.09%
2017	0.00%	5.87%
2016	0.00%	6.13%
2015	0.00%	6.22%
2014	0.00%	6.63%
2013	0.00%	6.98%
2012	0.00%	6.69%
2011	0.00%	7.54%
2010	0.00%	8.17%
2009	0.00%	7.53%
2008	0.00%	11.70%
2007	0.00%	6.42%
2006	0.00%	5.82%
2005	0.00%	6.95%
2004	0.00%	7.47%
2003	0.00%	7.54%
2002	0.00%	7.58%
2001	0.00%	6.98%
2000	0.00%	3.27%