IBMO vs SSUS
Comparison between ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF) and DAY HAGAN SMART SECTOR ETF (SSUS, ETF).
5-Year PerformanceSSUS has outperformed IBMO, delivering a return of +11.3% compared to +0.6%
IBMO vs SSUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMO
$587M
Winner
SSUS
$590M
Expense Ratio
Winner
IBMO
0.18%
SSUS
0.77%
Max Drawdown
Winner
IBMO
14.77%
SSUS
23.75%
Sharpe Ratio
IBMO
-0.94
Winner
SSUS
1.58
5Y Beta
Winner
IBMO
0.01
SSUS
0.95
5Y Dividends CAGR
Winner
IBMO
22.17%
SSUS
11.62%
IBMO vs SSUS - Holdings Comparison
IBMO and SSUS have 0 common holdings. Overlap is 0.00%
IBMO's top 25 holdings weight is 25.38%. SSUS's top 25 holdings weight is 100.00%.
| Rank | IBMO | SSUS |
|---|---|---|
| #1 | n/a (n/a) - 3.22% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 40.84% |
| #2 | CALIFORNIA ST 5% (n/a) - 2.07% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 12.86% |
| #3 | n/a (n/a) - 2.02% | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 7.72% |
| #4 | n/a (n/a) - 1.49% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 5.84% |
| #5 | NEW YORK N Y 5% (n/a) - 1.49% | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 4.63% |
| #6 | ILLINOIS ST 5% (n/a) - 1.48% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 4.59% |
| #7 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 3.80% |
| #8 | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 3.48% |
| #9 | PENNSYLVANIA ST 5% (n/a) - 0.99% | ALPHABET INC CLASS A (GOOGL) - 2.80% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.96% | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 2.68% |
| #11 | n/a (n/a) - 0.95% | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 2.40% |
| #12 | MARYLAND ST 5% (n/a) - 0.71% | APPLE INC (AAPL) - 2.03% |
| #13 | n/a (n/a) - 0.69% | NVIDIA CORP (NVDA) - 2.03% |
| #14 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% | MICROSOFT CORP (MSFT) - 1.84% |
| #15 | n/a (n/a) - 0.64% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #16 | MASSACHUSETTS ST 5% (n/a) - 0.63% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 0.52% |
| #17 | WASHINGTON ST 5% (n/a) - 0.61% | ISHARES CORE S&P 500 ETF (IVV) - 0.11% |
| #18 | n/a (n/a) - 0.61% | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 0.01% |
| #19 | MISSISSIPPI ST 5% (n/a) - 0.60% | N/A |
| #20 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% | N/A |
| #21 | n/a (n/a) - 0.59% | N/A |
| #22 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% | N/A |
| #23 | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% | N/A |
| #24 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% | N/A |
| #25 | GEORGIA ST 5% (n/a) - 0.54% | N/A |
| Total Holdings | 648 | 18 |
IBMO vs SSUS - Historical Returns
Returns include dividend reinvestment.
1M
IBMO
+0.26%
Winner
SSUS
+1.59%
3M
IBMO
+0.65%
Winner
SSUS
+14.14%
6M
IBMO
+1.14%
Winner
SSUS
+12.29%
1Y
IBMO
+2.76%
Winner
SSUS
+25.41%
5Y(CAGR)
IBMO
+0.63%
Winner
SSUS
+11.28%
Max(CAGR)
IBMO
+1.84%
Winner
SSUS
+13.68%
IBMO vs SSUS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMO | SSUS |
|---|---|---|
| 2026 | +1.09% | +11.95% |
| 2025 | +3.15% | +16.81% |
| 2024 | +2.05% | +19.61% |
| 2023 | +2.72% | +18.62% |
| 2022 | -5.31% | -18.25% |
| 2021 | -0.16% | +30.08% |
| 2020 | +5.38% | +17.44% |
| 2019 | +4.69% | N/A |
IBMO vs SSUS Drawdown Comparison
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for SSUS was -23.75%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current SSUS drawdown is -2.93%.
| Rank | IBMO | SSUS |
|---|---|---|
| #1 | -14.77% Mar 9, 2020 - Jul 14, 2020 | -23.75% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -8.91% Feb 12, 2021 - Jun 20, 2025 | -23.45% Jan 4, 2022 - Feb 9, 2024 |
| #3 | -2.02% Aug 16, 2019 - Jan 13, 2020 | -17.60% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -0.73% Aug 7, 2020 - Nov 17, 2020 | -9.25% Sep 2, 2020 - Nov 13, 2020 |
| #5 | -0.39% Jan 31, 2020 - Feb 20, 2020 | -9.05% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -0.38% Sep 15, 2025 - Nov 17, 2025 | -8.67% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -0.32% Jan 5, 2021 - Jan 27, 2021 | -5.73% Oct 27, 2025 - Dec 24, 2025 |
| #8 | -0.29% Dec 24, 2025 - Jan 21, 2026 | -5.54% Mar 28, 2024 - May 15, 2024 |
| #9 | -0.26% Apr 10, 2019 - Apr 24, 2019 | -5.51% Jun 2, 2026 - Jun 10, 2026 |
| #10 | -0.25% Aug 12, 2019 - Aug 14, 2019 | -4.93% Dec 4, 2024 - Feb 18, 2025 |
| #11 | -0.20% Jun 3, 2019 - Jun 18, 2019 | -4.67% Sep 3, 2021 - Oct 19, 2021 |
| #12 | -0.18% Jul 2, 2019 - Jul 9, 2019 | -4.57% Feb 12, 2021 - Mar 12, 2021 |
| #13 | -0.16% Feb 26, 2026 - Mar 13, 2026 | -4.19% Nov 24, 2021 - Dec 10, 2021 |
| #14 | -0.16% Apr 4, 2019 - Apr 10, 2019 | -3.80% May 7, 2021 - Jun 4, 2021 |
| #15 | -0.16% Feb 27, 2020 - Mar 3, 2020 | -3.51% Dec 10, 2021 - Dec 27, 2021 |
Correlation
Correlation between IBMO and SSUS is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2019 - 2026)
IBMO vs SSUS dividend yield comparison.
| Year | IBMO | SSUS |
|---|---|---|
| 2026 | 0.99% | 0.00% |
| 2025 | 2.37% | 0.52% |
| 2024 | 2.15% | 0.68% |
| 2023 | 1.65% | 1.07% |
| 2022 | 0.89% | 0.63% |
| 2021 | 0.62% | 0.55% |
| 2020 | 1.03% | 0.50% |
| 2019 | 1.01% | 0.00% |
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