IBMO vs REM
Comparison between ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).
5-Year PerformanceIBMO has outperformed REM, delivering a return of +0.7% compared to -2.3%
IBMO vs REM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMO
$582M
REM
$580M
Expense Ratio
Winner
IBMO
0.18%
REM
0.48%
Max Drawdown
Winner
IBMO
14.77%
REM
92.91%
Sharpe Ratio
IBMO
-0.83
Winner
REM
0.55
5Y Beta
Winner
IBMO
0.01
REM
0.69
P/E Ratio
IBMO
N/A
REM
14.31
Forward P/E
IBMO
N/A
REM
7.41
PEG Ratio
IBMO
N/A
REM
0.07
5Y Dividends CAGR
Winner
IBMO
22.17%
REM
-3.20%
5Y EPS CAGR
IBMO
N/A
REM
-22.10%
Debt to Equity
IBMO
N/A
REM
57.88%
P/S Ratio
IBMO
N/A
REM
4.51
P/B Ratio
IBMO
N/A
REM
0.86
IBMO vs REM - Holdings Comparison
IBMO and REM have 1 common holdings. Overlap is -0.13%
IBMO's top 25 holdings weight is 25.38%. REM's top 25 holdings weight is 96.96%.
| Rank | IBMO | REM |
|---|---|---|
| #1 | n/a (n/a) - 3.22% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 22.35% |
| #2 | CALIFORNIA ST 5% (n/a) - 2.07% | AGNC INVESTMENT CORP (AGNC) - 14.67% |
| #3 | n/a (n/a) - 2.02% | STARWOOD PROPERTY TRUST INC (STWD) - 7.77% |
| #4 | n/a (n/a) - 1.49% | RITHM CAPITAL CORP (RITM) - 4.48% |
| #5 | NEW YORK N Y 5% (n/a) - 1.49% | DYNEX CAPITAL INC (DX) - 4.42% |
| #6 | ILLINOIS ST 5% (n/a) - 1.48% | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.37% |
| #7 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.10% |
| #8 | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% | ELLINGTON FINANCIAL INC (EFC) - 3.61% |
| #9 | PENNSYLVANIA ST 5% (n/a) - 0.99% | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.35% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.96% | TWO HARBORS INVESTMENT CORP (TWO) - 2.86% |
| #11 | n/a (n/a) - 0.95% | ORCHID ISLAND CAPITAL INC (ORC) - 2.75% |
| #12 | MARYLAND ST 5% (n/a) - 0.71% | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% |
| #13 | n/a (n/a) - 0.69% | CHIMERA INVESTMENT CORP (CIM) - 2.38% |
| #14 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% | ARBOR REALTY TRUST INC (ABR) - 2.37% |
| #15 | n/a (n/a) - 0.64% | MFA FINANCIAL INC (MFA) - 2.14% |
| #16 | MASSACHUSETTS ST 5% (n/a) - 0.63% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.01% |
| #17 | WASHINGTON ST 5% (n/a) - 0.61% | ADAMAS TRUST INC (ADAM) - 1.66% |
| #18 | n/a (n/a) - 0.61% | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.60% |
| #19 | MISSISSIPPI ST 5% (n/a) - 0.60% | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.52% |
| #20 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% | REDWOOD TRUST INC (RWT) - 1.47% |
| #21 | n/a (n/a) - 0.59% | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.33% |
| #22 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% | TPG RE FINANCE TRUST INC (TRTX) - 1.30% |
| #23 | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.78% |
| #24 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% | READY CAPITAL CORP (RC) - 0.58% |
| #25 | GEORGIA ST 5% (n/a) - 0.54% | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.55% |
| Total Holdings | 648 | 36 |
IBMO vs REM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMO
+0.13%
REM
-4.83%
3M
Winner
IBMO
+0.54%
REM
-3.01%
6M
Winner
IBMO
+1.02%
REM
-1.43%
1Y
IBMO
+2.74%
Winner
REM
+11.79%
5Y(CAGR)
Winner
IBMO
+0.66%
REM
-2.26%
10Y(CAGR)
IBMO
N/A
REM
+2.61%
Max(CAGR)
Winner
IBMO
+1.83%
REM
-1.32%
IBMO vs REM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IBMO | REM |
|---|---|---|
| 2026 | +1.00% | -3.20% |
| 2025 | +3.15% | +12.79% |
| 2024 | +2.05% | -0.45% |
| 2023 | +2.72% | +12.51% |
| 2022 | -5.31% | -28.84% |
| 2021 | -0.16% | +19.82% |
| 2020 | +5.38% | -20.73% |
| 2019 | +4.69% | +20.48% |
| 2018 | N/A | -2.01% |
| 2017 | N/A | +16.54% |
| 2016 | N/A | +21.07% |
| 2015 | N/A | -10.85% |
| 2014 | N/A | +15.97% |
| 2013 | N/A | -5.63% |
| 2012 | N/A | +20.36% |
| 2011 | N/A | -9.86% |
| 2010 | N/A | +15.98% |
| 2009 | N/A | +13.09% |
| 2008 | N/A | -42.43% |
| 2007 | N/A | -36.35% |
IBMO vs REM Drawdown Comparison
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The current IBMO drawdown is -0.04%. The current REM drawdown is -23.58%.
| Rank | IBMO | REM |
|---|---|---|
| #1 | -14.77% Mar 9, 2020 - Jul 14, 2020 | -74.76% Jun 4, 2007 - Nov 20, 2008 |
| #2 | -8.91% Feb 12, 2021 - Jun 20, 2025 | -3.84% May 9, 2007 - May 31, 2007 |
| #3 | -2.02% Aug 16, 2019 - Jan 13, 2020 | -0.38% May 4, 2007 - May 9, 2007 |
| #4 | -0.73% Aug 7, 2020 - Nov 17, 2020 | N/A |
| #5 | -0.39% Jan 31, 2020 - Feb 20, 2020 | N/A |
| #6 | -0.38% Sep 15, 2025 - Nov 17, 2025 | N/A |
| #7 | -0.32% Jan 5, 2021 - Jan 27, 2021 | N/A |
| #8 | -0.29% Dec 24, 2025 - Jan 21, 2026 | N/A |
| #9 | -0.26% Apr 10, 2019 - Apr 24, 2019 | N/A |
| #10 | -0.25% Aug 12, 2019 - Aug 14, 2019 | N/A |
| #11 | -0.20% Jun 3, 2019 - Jun 18, 2019 | N/A |
| #12 | -0.18% Jul 2, 2019 - Jul 9, 2019 | N/A |
| #13 | -0.16% Feb 26, 2026 - Mar 13, 2026 | N/A |
| #14 | -0.16% Apr 4, 2019 - Apr 10, 2019 | N/A |
| #15 | -0.16% Feb 27, 2020 - Mar 3, 2020 | N/A |
Correlation
Correlation between IBMO and REM is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
0.25
-101
Dividend Comparison (2007 - 2026)
IBMO vs REM dividend yield comparison.
| Year | IBMO | REM |
|---|---|---|
| 2026 | 0.99% | 0.75% |
| 2025 | 2.37% | 8.70% |
| 2024 | 2.15% | 9.61% |
| 2023 | 1.65% | 9.46% |
| 2022 | 0.89% | 11.13% |
| 2021 | 0.62% | 7.29% |
| 2020 | 1.03% | 7.72% |
| 2019 | 1.01% | 8.16% |
| 2018 | 0.00% | 9.99% |
| 2017 | 0.00% | 9.97% |
| 2016 | 0.00% | 10.03% |
| 2015 | 0.00% | 11.99% |
| 2014 | 0.00% | 14.53% |
| 2013 | 0.00% | 16.12% |
| 2012 | 0.00% | 12.60% |
| 2011 | 0.00% | 12.20% |
| 2010 | 0.00% | 9.10% |
| 2009 | 0.00% | 8.14% |
| 2008 | 0.00% | 22.08% |
| 2007 | 0.00% | 8.95% |
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