IBMO vs IXG
Comparison between ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF) and ISHARES GLOBAL FINANCIALS ETF (IXG, ETF).
5-Year PerformanceIXG has outperformed IBMO, delivering a return of +14.4% compared to +0.6%
IBMO vs IXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMO
$585M
Winner
IXG
$586M
Expense Ratio
Winner
IBMO
0.18%
IXG
0.41%
Max Drawdown
Winner
IBMO
14.77%
IXG
79.98%
Sharpe Ratio
IBMO
-1.25
Winner
IXG
1.08
5Y Beta
Winner
IBMO
0.01
IXG
0.79
P/E Ratio
IBMO
N/A
IXG
18.00
Forward P/E
IBMO
N/A
IXG
15.78
PEG Ratio
IBMO
N/A
IXG
0.59
5Y Dividends CAGR
Winner
IBMO
23.81%
IXG
20.46%
5Y EPS CAGR
IBMO
N/A
IXG
10.40%
Debt to Equity
IBMO
N/A
IXG
117.72%
P/S Ratio
IBMO
N/A
IXG
3.11
P/B Ratio
IBMO
N/A
IXG
2.38
IBMO vs IXG - Holdings Comparison
IBMO and IXG have 1 common holdings. Overlap is -0.13%
IBMO's top 25 holdings weight is 25.38%. IXG's top 25 holdings weight is 47.53%.
| Rank | IBMO | IXG |
|---|---|---|
| #1 | n/a (n/a) - 3.22% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.13% |
| #2 | CALIFORNIA ST 5% (n/a) - 2.07% | JPMORGAN CHASE & CO (JPM) - 5.86% |
| #3 | n/a (n/a) - 2.02% | VISA INC CLASS A (V) - 3.80% |
| #4 | n/a (n/a) - 1.49% | MASTERCARD INC CLASS A (MA) - 2.77% |
| #5 | NEW YORK N Y 5% (n/a) - 1.49% | BANK OF AMERICA CORP (BAC) - 2.49% |
| #6 | ILLINOIS ST 5% (n/a) - 1.48% | HSBC HOLDINGS PLC (n/a) - 2.18% |
| #7 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% | THE GOLDMAN SACHS GROUP INC (GS) - 1.99% |
| #8 | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% | ROYAL BANK OF CANADA (n/a) - 1.93% |
| #9 | PENNSYLVANIA ST 5% (n/a) - 0.99% | WELLS FARGO & CO (WFC) - 1.69% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.96% | MORGAN STANLEY (MS) - 1.67% |
| #11 | n/a (n/a) - 0.95% | CITIGROUP INC (C) - 1.60% |
| #12 | MARYLAND ST 5% (n/a) - 0.71% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.57% |
| #13 | n/a (n/a) - 0.69% | THE TORONTO-DOMINION BANK (TD) - 1.36% |
| #14 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% | BANCO SANTANDER SA (n/a) - 1.36% |
| #15 | n/a (n/a) - 0.64% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.28% |
| #16 | MASSACHUSETTS ST 5% (n/a) - 0.63% | ALLIANZ SE (n/a) - 1.20% |
| #17 | WASHINGTON ST 5% (n/a) - 0.61% | AMERICAN EXPRESS CO (AXP) - 1.20% |
| #18 | n/a (n/a) - 0.61% | CHARLES SCHWAB CORP (SCHW) - 1.01% |
| #19 | MISSISSIPPI ST 5% (n/a) - 0.60% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00% |
| #20 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.99% |
| #21 | n/a (n/a) - 0.59% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.94% |
| #22 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% | BLACKROCK INC (BLK) - 0.93% |
| #23 | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% | UNICREDIT SPA (n/a) - 0.90% |
| #24 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% | PROGRESSIVE CORP (PGR) - 0.85% |
| #25 | GEORGIA ST 5% (n/a) - 0.54% | CAPITAL ONE FINANCIAL CORP (COF) - 0.83% |
| Total Holdings | 648 | 257 |
IBMO vs IXG - Historical Returns
Returns include dividend reinvestment.
1M
IBMO
+0.15%
Winner
IXG
+3.58%
3M
IBMO
+0.49%
Winner
IXG
+8.53%
6M
IBMO
+0.92%
Winner
IXG
+9.55%
1Y
IBMO
+2.45%
Winner
IXG
+19.68%
5Y(CAGR)
IBMO
+0.61%
Winner
IXG
+14.38%
10Y(CAGR)
IBMO
N/A
IXG
+13.06%
Max(CAGR)
IBMO
+1.84%
Winner
IXG
+6.34%
IBMO vs IXG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IBMO | IXG |
|---|---|---|
| 2026 | +1.25% | +8.36% |
| 2025 | +3.15% | +29.11% |
| 2024 | +2.05% | +26.01% |
| 2023 | +2.72% | +14.46% |
| 2022 | -5.31% | -9.85% |
| 2021 | -0.16% | +26.24% |
| 2020 | +5.38% | -4.14% |
| 2019 | +4.69% | +24.34% |
| 2018 | N/A | -16.61% |
| 2017 | N/A | +22.14% |
| 2016 | N/A | +14.49% |
| 2015 | N/A | -3.56% |
| 2014 | N/A | +3.80% |
| 2013 | N/A | +23.48% |
| 2012 | N/A | +27.53% |
| 2011 | N/A | -21.35% |
| 2010 | N/A | +1.42% |
| 2009 | N/A | +30.94% |
| 2008 | N/A | -53.36% |
| 2007 | N/A | -8.55% |
| 2006 | N/A | +23.04% |
| 2005 | N/A | +11.86% |
| 2004 | N/A | +16.01% |
| 2003 | N/A | +34.91% |
| 2002 | N/A | -16.87% |
| 2001 | N/A | -0.05% |
IBMO vs IXG Drawdown Comparison
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.
The current IBMO drawdown is -0.10%. The current IXG drawdown is -1.31%.
| Rank | IBMO | IXG |
|---|---|---|
| #1 | -14.77% Mar 9, 2020 - Jul 14, 2020 | -78.41% Jun 4, 2007 - Jan 4, 2018 |
| #2 | -8.91% Feb 12, 2021 - Jun 20, 2025 | -43.47% Jan 26, 2018 - Feb 16, 2021 |
| #3 | -2.02% Aug 16, 2019 - Jan 13, 2020 | -33.08% Apr 19, 2002 - Oct 6, 2003 |
| #4 | -0.73% Aug 7, 2020 - Nov 17, 2020 | -27.16% Feb 9, 2022 - Feb 15, 2024 |
| #5 | -0.39% Jan 31, 2020 - Feb 20, 2020 | -13.54% Feb 18, 2025 - May 8, 2025 |
| #6 | -0.38% Sep 15, 2025 - Nov 17, 2025 | -13.48% May 9, 2006 - Oct 3, 2006 |
| #7 | -0.32% Jan 5, 2021 - Jan 27, 2021 | -11.75% Feb 17, 2004 - Nov 3, 2004 |
| #8 | -0.29% Dec 24, 2025 - Jan 21, 2026 | -11.33% Feb 9, 2026 - Jun 12, 2026 |
| #9 | -0.26% Apr 10, 2019 - Apr 24, 2019 | -9.59% Jan 4, 2002 - Mar 8, 2002 |
| #10 | -0.25% Aug 12, 2019 - Aug 14, 2019 | -9.00% Jun 4, 2021 - Oct 15, 2021 |
| #11 | -0.20% Jun 3, 2019 - Jun 18, 2019 | -8.30% Feb 20, 2007 - Apr 17, 2007 |
| #12 | -0.18% Jul 17, 2026 - Jul 20, 2026 | -8.02% Nov 3, 2021 - Jan 4, 2022 |
| #13 | -0.18% Jul 2, 2019 - Jul 9, 2019 | -7.74% Mar 8, 2005 - Aug 3, 2005 |
| #14 | -0.16% Feb 26, 2026 - Mar 13, 2026 | -7.33% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -0.16% Apr 4, 2019 - Apr 10, 2019 | -6.13% Jan 13, 2022 - Feb 9, 2022 |
Correlation
Correlation between IBMO and IXG is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2001 - 2026)
IBMO vs IXG dividend yield comparison.
| Year | IBMO | IXG |
|---|---|---|
| 2026 | 1.20% | 1.36% |
| 2025 | 2.37% | 2.04% |
| 2024 | 2.15% | 2.64% |
| 2023 | 1.65% | 2.62% |
| 2022 | 0.89% | 3.71% |
| 2021 | 0.62% | 1.69% |
| 2020 | 1.03% | 2.13% |
| 2019 | 1.01% | 2.87% |
| 2018 | 0.00% | 3.14% |
| 2017 | 0.00% | 2.12% |
| 2016 | 0.00% | 2.21% |
| 2015 | 0.00% | 2.79% |
| 2014 | 0.00% | 2.38% |
| 2013 | 0.00% | 2.14% |
| 2012 | 0.00% | 2.48% |
| 2011 | 0.00% | 3.38% |
| 2010 | 0.00% | 2.11% |
| 2009 | 0.00% | 1.83% |
| 2008 | 0.00% | 5.73% |
| 2007 | 0.00% | 3.48% |
| 2006 | 0.00% | 1.34% |
| 2005 | 0.00% | 1.63% |
| 2004 | 0.00% | 1.34% |
| 2003 | 0.00% | 2.25% |
| 2002 | 0.00% | 1.33% |
| 2001 | 0.00% | 0.08% |
Select Stocks to Compare
Popular: IBMO vs SPYIXG vs SPY
More Comparisons
Compare with similar stocks