IBMO vs PSCT
Comparison between ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF) and INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF (PSCT, ETF).
5-Year PerformancePSCT has outperformed IBMO, delivering a return of +12.5% compared to +0.6%
IBMO vs PSCT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMO
$585M
PSCT
$585M
Expense Ratio
Winner
IBMO
0.18%
PSCT
0.29%
Max Drawdown
Winner
IBMO
14.77%
PSCT
40.44%
Sharpe Ratio
IBMO
-1.25
Winner
PSCT
1.71
5Y Beta
Winner
IBMO
0.01
PSCT
1.58
P/E Ratio
IBMO
N/A
PSCT
548.44
Forward P/E
IBMO
N/A
PSCT
19.50
PEG Ratio
IBMO
N/A
PSCT
-2.27
5Y Dividends CAGR
Winner
IBMO
23.81%
PSCT
-22.90%
5Y EPS CAGR
IBMO
N/A
PSCT
12.94%
Debt to Equity
IBMO
N/A
PSCT
48.98%
P/S Ratio
IBMO
N/A
PSCT
1.65
P/B Ratio
IBMO
N/A
PSCT
3.29
IBMO vs PSCT - Holdings Comparison
IBMO and PSCT have 1 common holdings. Overlap is -0.13%
IBMO's top 25 holdings weight is 25.38%. PSCT's top 25 holdings weight is 59.01%.
| Rank | IBMO | PSCT |
|---|---|---|
| #1 | n/a (n/a) - 3.22% | VIASAT INC (VSAT) - 4.17% |
| #2 | CALIFORNIA ST 5% (n/a) - 2.07% | FORMFACTOR INC (FORM) - 3.94% |
| #3 | n/a (n/a) - 2.02% | RALLIANT CORP (RAL) - 3.30% |
| #4 | n/a (n/a) - 1.49% | MAXLINEAR INC (MXL) - 3.26% |
| #5 | NEW YORK N Y 5% (n/a) - 1.49% | PLEXUS CORP (PLXS) - 2.96% |
| #6 | ILLINOIS ST 5% (n/a) - 1.48% | QORVO INC (QRVO) - 2.91% |
| #7 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% | ACI WORLDWIDE INC (ACIW) - 2.53% |
| #8 | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% | ENPHASE ENERGY INC (ENPH) - 2.53% |
| #9 | PENNSYLVANIA ST 5% (n/a) - 0.99% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 2.45% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.96% | VISHAY INTERTECHNOLOGY INC (VSH) - 2.45% |
| #11 | n/a (n/a) - 0.95% | ACM RESEARCH INC CLASS A (ACMR) - 2.29% |
| #12 | MARYLAND ST 5% (n/a) - 0.71% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 2.18% |
| #13 | n/a (n/a) - 0.69% | MARA HOLDINGS INC (MARA) - 2.04% |
| #14 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% | ULTRA CLEAN HOLDINGS INC (UCTT) - 1.99% |
| #15 | n/a (n/a) - 0.64% | EPAM SYSTEMS INC (EPAM) - 1.96% |
| #16 | MASSACHUSETTS ST 5% (n/a) - 0.63% | LIFE360 INC COMMON STOCK (LIF) - 1.96% |
| #17 | WASHINGTON ST 5% (n/a) - 0.61% | DIODES INC (DIOD) - 1.94% |
| #18 | n/a (n/a) - 0.61% | AXCELIS TECHNOLOGIES INC (ACLS) - 1.94% |
| #19 | MISSISSIPPI ST 5% (n/a) - 0.60% | BOX INC CLASS A (BOX) - 1.84% |
| #20 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% | BADGER METER INC (BMI) - 1.83% |
| #21 | n/a (n/a) - 0.59% | n/a (MIR) - 1.74% |
| #22 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% | EXTREME NETWORKS INC (EXTR) - 1.74% |
| #23 | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% | POWER INTEGRATIONS INC (POWI) - 1.73% |
| #24 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% | IMPINJ INC (PI) - 1.71% |
| #25 | GEORGIA ST 5% (n/a) - 0.54% | ITRON INC (ITRI) - 1.62% |
| Total Holdings | 648 | 71 |
IBMO vs PSCT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMO
+0.15%
PSCT
-5.88%
3M
IBMO
+0.49%
Winner
PSCT
+15.15%
6M
IBMO
+0.92%
Winner
PSCT
+31.42%
1Y
IBMO
+2.45%
Winner
PSCT
+73.93%
5Y(CAGR)
IBMO
+0.61%
Winner
PSCT
+12.52%
10Y(CAGR)
IBMO
N/A
PSCT
+15.79%
Max(CAGR)
IBMO
+1.84%
Winner
PSCT
+15.16%
IBMO vs PSCT - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IBMO | PSCT |
|---|---|---|
| 2026 | +1.25% | +42.08% |
| 2025 | +3.15% | +18.68% |
| 2024 | +2.05% | +0.41% |
| 2023 | +2.72% | +20.54% |
| 2022 | -5.31% | -23.50% |
| 2021 | -0.16% | +27.02% |
| 2020 | +5.38% | +26.29% |
| 2019 | +4.69% | +38.69% |
| 2018 | N/A | -10.79% |
| 2017 | N/A | +9.59% |
| 2016 | N/A | +36.87% |
| 2015 | N/A | +5.75% |
| 2014 | N/A | +14.42% |
| 2013 | N/A | +40.39% |
| 2012 | N/A | +9.31% |
| 2011 | N/A | -5.97% |
| 2010 | N/A | +15.49% |
IBMO vs PSCT Drawdown Comparison
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for PSCT was -40.44%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.
The current IBMO drawdown is -0.10%. The current PSCT drawdown is -11.01%.
| Rank | IBMO | PSCT |
|---|---|---|
| #1 | -14.77% Mar 9, 2020 - Jul 14, 2020 | -40.44% Jan 17, 2020 - Nov 9, 2020 |
| #2 | -8.91% Feb 12, 2021 - Jun 20, 2025 | -34.80% Jan 3, 2022 - Sep 18, 2025 |
| #3 | -2.02% Aug 16, 2019 - Jan 13, 2020 | -32.42% Apr 29, 2011 - Jan 22, 2013 |
| #4 | -0.73% Aug 7, 2020 - Nov 17, 2020 | -28.45% Aug 31, 2018 - Oct 28, 2019 |
| #5 | -0.39% Jan 31, 2020 - Feb 20, 2020 | -20.94% Apr 26, 2010 - Nov 4, 2010 |
| #6 | -0.38% Sep 15, 2025 - Nov 17, 2025 | -15.34% Jun 23, 2015 - Mar 29, 2016 |
| #7 | -0.32% Jan 5, 2021 - Jan 27, 2021 | -15.02% Feb 9, 2021 - Aug 27, 2021 |
| #8 | -0.29% Dec 24, 2025 - Jan 21, 2026 | -14.80% Nov 10, 2025 - Dec 11, 2025 |
| #9 | -0.26% Apr 10, 2019 - Apr 24, 2019 | -14.24% Jun 30, 2026 - Jul 20, 2026 |
| #10 | -0.25% Aug 12, 2019 - Aug 14, 2019 | -13.30% Jul 3, 2014 - Oct 31, 2014 |
| #11 | -0.20% Jun 3, 2019 - Jun 18, 2019 | -11.34% Mar 5, 2014 - Jul 1, 2014 |
| #12 | -0.18% Jul 17, 2026 - Jul 20, 2026 | -10.37% Jan 19, 2018 - Mar 9, 2018 |
| #13 | -0.18% Jul 2, 2019 - Jul 9, 2019 | -10.02% Feb 25, 2026 - Apr 8, 2026 |
| #14 | -0.16% Feb 26, 2026 - Mar 13, 2026 | -9.05% Jun 8, 2016 - Jul 12, 2016 |
| #15 | -0.16% Apr 4, 2019 - Apr 10, 2019 | -8.99% Jun 2, 2026 - Jun 29, 2026 |
Correlation
Correlation between IBMO and PSCT is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2010 - 2026)
IBMO vs PSCT dividend yield comparison.
| Year | IBMO | PSCT |
|---|---|---|
| 2026 | 1.20% | 0.00% |
| 2025 | 2.37% | 0.02% |
| 2024 | 2.15% | 0.01% |
| 2023 | 1.65% | 0.02% |
| 2022 | 0.89% | 0.00% |
| 2021 | 0.62% | 0.01% |
| 2020 | 1.03% | 0.08% |
| 2019 | 1.01% | 0.22% |
| 2018 | 0.00% | 0.47% |
| 2017 | 0.00% | 0.19% |
| 2016 | 0.00% | 0.25% |
| 2015 | 0.00% | 0.15% |
| 2014 | 0.00% | 0.13% |
| 2013 | 0.00% | 0.21% |
| 2012 | 0.00% | 0.94% |
| 2011 | 0.00% | 0.06% |
| 2010 | 0.00% | 0.20% |
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