IBMO vs RPAR
Comparison between ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF) and RPAR RISK PARITY ETF (RPAR, ETF).
5-Year PerformanceRPAR has outperformed IBMO, delivering a return of +0.7% compared to +0.6%
IBMO vs RPAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMO
$585M
Winner
RPAR
$586M
Expense Ratio
Winner
IBMO
0.18%
RPAR
0.52%
Max Drawdown
Winner
IBMO
14.77%
RPAR
34.80%
Sharpe Ratio
IBMO
-1.25
Winner
RPAR
0.89
5Y Beta
Winner
IBMO
0.01
RPAR
0.39
5Y Dividends CAGR
Winner
IBMO
23.81%
RPAR
18.12%
IBMO vs RPAR - Holdings Comparison
IBMO and RPAR have 1 common holdings. Overlap is -35.40%
IBMO's top 25 holdings weight is 25.38%. RPAR's top 25 holdings weight is 79.80%.
| Rank | IBMO | RPAR |
|---|---|---|
| #1 | n/a (n/a) - 3.22% | VANGUARD TOTAL STOCK MARKET ETF (VTI) - 12.88% |
| #2 | CALIFORNIA ST 5% (n/a) - 2.07% | SPDR® GOLD MINISHARES (GLDM) - 9.50% |
| #3 | n/a (n/a) - 2.02% | UNITED STATES TREASURY BONDS 1% (n/a) - 7.92% |
| #4 | n/a (n/a) - 1.49% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 7.64% |
| #5 | NEW YORK N Y 5% (n/a) - 1.49% | UNITED STATES TREASURY BONDS 0.75% (n/a) - 5.41% |
| #6 | ILLINOIS ST 5% (n/a) - 1.48% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 5.10% |
| #7 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% | UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.79% |
| #8 | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% | UNITED STATES TREASURY BONDS 0.63% (n/a) - 3.09% |
| #9 | PENNSYLVANIA ST 5% (n/a) - 0.99% | UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.07% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.96% | UNITED STATES TREASURY BONDS 2.38% (n/a) - 2.94% |
| #11 | n/a (n/a) - 0.95% | UNITED STATES TREASURY BONDS 0.88% (n/a) - 2.69% |
| #12 | MARYLAND ST 5% (n/a) - 0.71% | UNITED STATES TREASURY BONDS 1.5% (n/a) - 2.30% |
| #13 | n/a (n/a) - 0.69% | UNITED STATES TREASURY BONDS 2.13% (n/a) - 2.29% |
| #14 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% | OTHER ASSETS AND LIABILITIES (n/a) - 1.86% |
| #15 | n/a (n/a) - 0.64% | UNITED STATES TREASURY BONDS 0.25% (n/a) - 1.51% |
| #16 | MASSACHUSETTS ST 5% (n/a) - 0.63% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.42% |
| #17 | WASHINGTON ST 5% (n/a) - 0.61% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.20% |
| #18 | n/a (n/a) - 0.61% | DEERE & CO (DE) - 1.19% |
| #19 | MISSISSIPPI ST 5% (n/a) - 0.60% | BHP GROUP LTD ADR (BHP) - 0.83% |
| #20 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% | CHEVRON CORP (CVX) - 0.71% |
| #21 | n/a (n/a) - 0.59% | RIO TINTO PLC ADR (RIO) - 0.63% |
| #22 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% | SOUTHERN COPPER CORP (SCCO) - 0.55% |
| #23 | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% | n/a (SHEL) - 0.47% |
| #24 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% | CORTEVA INC (CTVA) - 0.42% |
| #25 | GEORGIA ST 5% (n/a) - 0.54% | TOTALENERGIES SE (TTE) - 0.39% |
| Total Holdings | 648 | 147 |
IBMO vs RPAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMO
+0.15%
RPAR
-2.06%
3M
Winner
IBMO
+0.49%
RPAR
-2.70%
6M
Winner
IBMO
+0.92%
RPAR
-0.38%
1Y
IBMO
+2.45%
Winner
RPAR
+12.50%
5Y(CAGR)
IBMO
+0.61%
Winner
RPAR
+0.72%
Max(CAGR)
IBMO
+1.84%
Winner
RPAR
+3.88%
IBMO vs RPAR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMO | RPAR |
|---|---|---|
| 2026 | +1.25% | +2.73% |
| 2025 | +3.15% | +17.50% |
| 2024 | +2.05% | +0.60% |
| 2023 | +2.72% | +5.47% |
| 2022 | -5.31% | -22.43% |
| 2021 | -0.16% | +6.70% |
| 2020 | +5.38% | +17.68% |
| 2019 | +4.69% | +0.11% |
IBMO vs RPAR Drawdown Comparison
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for RPAR was -30.14%, occurring on Oct 20, 2022. Recovery took 1055 trading sessions.
The current IBMO drawdown is -0.10%. The current RPAR drawdown is -6.21%.
| Rank | IBMO | RPAR |
|---|---|---|
| #1 | -14.77% Mar 9, 2020 - Jul 14, 2020 | -30.14% Nov 9, 2021 - Jan 26, 2026 |
| #2 | -8.91% Feb 12, 2021 - Jun 20, 2025 | -19.82% Mar 6, 2020 - Jun 10, 2020 |
| #3 | -2.02% Aug 16, 2019 - Jan 13, 2020 | -8.10% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -0.73% Aug 7, 2020 - Nov 17, 2020 | -6.37% Jan 20, 2021 - Jun 1, 2021 |
| #5 | -0.39% Jan 31, 2020 - Feb 20, 2020 | -5.82% Aug 6, 2020 - Nov 20, 2020 |
| #6 | -0.38% Sep 15, 2025 - Nov 17, 2025 | -3.82% Sep 15, 2021 - Oct 26, 2021 |
| #7 | -0.32% Jan 5, 2021 - Jan 27, 2021 | -2.81% Jan 29, 2026 - Feb 10, 2026 |
| #8 | -0.29% Dec 24, 2025 - Jan 21, 2026 | -2.70% Feb 21, 2020 - Mar 5, 2020 |
| #9 | -0.26% Apr 10, 2019 - Apr 24, 2019 | -2.10% Aug 3, 2021 - Sep 15, 2021 |
| #10 | -0.25% Aug 12, 2019 - Aug 14, 2019 | -2.07% Jun 10, 2020 - Jul 2, 2020 |
| #11 | -0.20% Jun 3, 2019 - Jun 18, 2019 | -1.79% Jun 10, 2021 - Jul 2, 2021 |
| #12 | -0.18% Jul 17, 2026 - Jul 20, 2026 | -1.41% Jan 5, 2021 - Jan 20, 2021 |
| #13 | -0.18% Jul 2, 2019 - Jul 9, 2019 | -1.26% Oct 27, 2021 - Nov 5, 2021 |
| #14 | -0.16% Feb 26, 2026 - Mar 13, 2026 | -1.10% Nov 27, 2020 - Dec 3, 2020 |
| #15 | -0.16% Apr 4, 2019 - Apr 10, 2019 | -0.94% Dec 16, 2019 - Jan 2, 2020 |
Correlation
Correlation between IBMO and RPAR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2019 - 2026)
IBMO vs RPAR dividend yield comparison.
| Year | IBMO | RPAR |
|---|---|---|
| 2026 | 1.20% | 1.40% |
| 2025 | 2.37% | 2.54% |
| 2024 | 2.15% | 2.51% |
| 2023 | 1.65% | 3.16% |
| 2022 | 0.89% | 4.01% |
| 2021 | 0.62% | 2.02% |
| 2020 | 1.03% | 0.76% |
| 2019 | 1.01% | 0.23% |
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