IBMO vs TOPT
Comparison between ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF) and ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF).
IBMO vs TOPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMO
$582M
TOPT
$582M
Expense Ratio
Winner
IBMO
0.18%
TOPT
0.20%
Max Drawdown
Winner
IBMO
14.77%
TOPT
21.30%
Sharpe Ratio
IBMO
-0.83
Winner
TOPT
1.50
5Y Beta
Winner
IBMO
0.01
TOPT
1.09
P/E Ratio
IBMO
N/A
TOPT
31.90
Forward P/E
IBMO
N/A
TOPT
24.71
PEG Ratio
IBMO
N/A
TOPT
0.54
5Y Dividends CAGR
IBMO
22.17%
TOPT
N/A
5Y EPS CAGR
IBMO
N/A
TOPT
37.12%
Debt to Equity
IBMO
N/A
TOPT
38.70%
P/S Ratio
IBMO
N/A
TOPT
6.80
P/B Ratio
IBMO
N/A
TOPT
8.50
IBMO vs TOPT - Holdings Comparison
IBMO and TOPT have 1 common holdings. Overlap is -0.13%
IBMO's top 25 holdings weight is 25.38%. TOPT's top 25 holdings weight is 99.97%.
| Rank | IBMO | TOPT |
|---|---|---|
| #1 | n/a (n/a) - 3.22% | NVIDIA CORP (NVDA) - 16.77% |
| #2 | CALIFORNIA ST 5% (n/a) - 2.07% | APPLE INC (AAPL) - 14.53% |
| #3 | n/a (n/a) - 2.02% | ALPHABET INC CLASS A (GOOGL) - 7.15% |
| #4 | n/a (n/a) - 1.49% | MICROSOFT CORP (MSFT) - 5.73% |
| #5 | NEW YORK N Y 5% (n/a) - 1.49% | ALPHABET INC CLASS C (GOOG) - 5.68% |
| #6 | ILLINOIS ST 5% (n/a) - 1.48% | AMAZON.COM INC (AMZN) - 5.01% |
| #7 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% | BROADCOM INC (AVGO) - 4.85% |
| #8 | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% | TESLA INC (TSLA) - 4.18% |
| #9 | PENNSYLVANIA ST 5% (n/a) - 0.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.92% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.96% | META PLATFORMS INC CLASS A (META) - 3.73% |
| #11 | n/a (n/a) - 0.95% | ELI LILLY AND CO (LLY) - 3.72% |
| #12 | MARYLAND ST 5% (n/a) - 0.71% | MICRON TECHNOLOGY INC (MU) - 3.71% |
| #13 | n/a (n/a) - 0.69% | JPMORGAN CHASE & CO (JPM) - 3.63% |
| #14 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% | EXXON MOBIL CORP (XOM) - 2.85% |
| #15 | n/a (n/a) - 0.64% | JOHNSON & JOHNSON (JNJ) - 2.48% |
| #16 | MASSACHUSETTS ST 5% (n/a) - 0.63% | VISA INC CLASS A (V) - 2.43% |
| #17 | WASHINGTON ST 5% (n/a) - 0.61% | WALMART INC (WMT) - 2.32% |
| #18 | n/a (n/a) - 0.61% | COSTCO WHOLESALE CORP (COST) - 2.00% |
| #19 | MISSISSIPPI ST 5% (n/a) - 0.60% | MASTERCARD INC CLASS A (MA) - 1.78% |
| #20 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% | ABBVIE INC (ABBV) - 1.67% |
| #21 | n/a (n/a) - 0.59% | NETFLIX INC (NFLX) - 1.64% |
| #22 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.16% |
| #23 | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% | USD CASH (n/a) - 0.03% |
| #24 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% | MICRO E-MINI NASDAQ 100 INDEX FUTURE JUNE 26 (n/a) - 0.00% |
| #25 | GEORGIA ST 5% (n/a) - 0.54% | ETD USD BALANCE WITH R93533 (n/a) - 0.00% |
| Total Holdings | 648 | 25 |
IBMO vs TOPT - Historical Returns
Returns include dividend reinvestment.
1M
IBMO
+0.13%
Winner
TOPT
+1.85%
3M
IBMO
+0.54%
Winner
TOPT
+9.89%
6M
IBMO
+1.02%
Winner
TOPT
+5.59%
1Y
IBMO
+2.74%
Winner
TOPT
+28.22%
5Y(CAGR)
IBMO
+0.66%
TOPT
N/A
Max(CAGR)
IBMO
+1.83%
Winner
TOPT
+19.98%
IBMO vs TOPT - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMO | TOPT |
|---|---|---|
| 2026 | +1.00% | +6.60% |
| 2025 | +3.15% | +20.76% |
| 2024 | +2.05% | +5.03% |
| 2023 | +2.72% | N/A |
| 2022 | -5.31% | N/A |
| 2021 | -0.16% | N/A |
| 2020 | +5.38% | N/A |
| 2019 | +4.69% | N/A |
IBMO vs TOPT Drawdown Comparison
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The current IBMO drawdown is -0.04%. The current TOPT drawdown is -3.81%.
| Rank | IBMO | TOPT |
|---|---|---|
| #1 | -14.77% Mar 9, 2020 - Jul 14, 2020 | -21.21% Dec 24, 2024 - Jun 26, 2025 |
| #2 | -8.91% Feb 12, 2021 - Jun 20, 2025 | -13.13% Oct 29, 2025 - Apr 27, 2026 |
| #3 | -2.02% Aug 16, 2019 - Jan 13, 2020 | -3.81% May 14, 2026 - Jun 5, 2026 |
| #4 | -0.73% Aug 7, 2020 - Nov 17, 2020 | -3.19% Oct 29, 2024 - Nov 6, 2024 |
| #5 | -0.39% Jan 31, 2020 - Feb 20, 2020 | -3.16% Dec 16, 2024 - Dec 24, 2024 |
| #6 | -0.38% Sep 15, 2025 - Nov 17, 2025 | -2.92% Oct 9, 2025 - Oct 24, 2025 |
| #7 | -0.32% Jan 5, 2021 - Jan 27, 2021 | -2.80% Nov 8, 2024 - Dec 2, 2024 |
| #8 | -0.29% Dec 24, 2025 - Jan 21, 2026 | -2.54% Aug 14, 2025 - Aug 28, 2025 |
| #9 | -0.26% Apr 10, 2019 - Apr 24, 2019 | -1.97% Jul 28, 2025 - Aug 6, 2025 |
| #10 | -0.25% Aug 12, 2019 - Aug 14, 2019 | -1.78% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -0.20% Jun 3, 2019 - Jun 18, 2019 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -0.18% Jul 2, 2019 - Jul 9, 2019 | -1.05% Jul 3, 2025 - Jul 10, 2025 |
| #13 | -0.16% Feb 26, 2026 - Mar 13, 2026 | -0.88% Jun 30, 2025 - Jul 2, 2025 |
| #14 | -0.16% Apr 4, 2019 - Apr 10, 2019 | -0.60% Dec 11, 2024 - Dec 13, 2024 |
| #15 | -0.16% Feb 27, 2020 - Mar 3, 2020 | -0.55% Sep 4, 2025 - Sep 9, 2025 |
Correlation
Correlation between IBMO and TOPT is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2019 - 2026)
IBMO vs TOPT dividend yield comparison.
| Year | IBMO | TOPT |
|---|---|---|
| 2026 | 0.99% | 0.09% |
| 2025 | 2.37% | 0.38% |
| 2024 | 2.15% | 0.08% |
| 2023 | 1.65% | 0.00% |
| 2022 | 0.89% | 0.00% |
| 2021 | 0.62% | 0.00% |
| 2020 | 1.03% | 0.00% |
| 2019 | 1.01% | 0.00% |
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