IBMP vs CHW

Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and Calamos Global Dynamic Income Fund (CHW, ETF).

5-Year PerformanceCHW has outperformed IBMP, delivering a return of +4.9% compared to +0.5%

IBMP vs CHW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBMP(ETF)	CHW(ETF)
Net Assets	$643M	$643M
Expense Ratio	0.18%	N/A
Max Drawdown	15.24%	72.87%
Sharpe Ratio	-1.13	1.52
5Y Beta	0.01	0.88
5Y Dividends CAGR	18.82%	-4.71%

Net Assets

Winner

IBMP

$643M

CHW

$643M

Expense Ratio

IBMP

0.18%

CHW

N/A

Max Drawdown

Winner

IBMP

15.24%

CHW

72.87%

Sharpe Ratio

IBMP

-1.13

Winner

CHW

1.52

5Y Beta

Winner

IBMP

0.01

CHW

0.88

5Y Dividends CAGR

Winner

IBMP

18.82%

CHW

-4.71%

IBMP vs CHW - Historical Returns

Returns include dividend reinvestment.

Period	IBMP	CHW
1 month	+0.30%	-2.67%
3 months	+0.63%	+10.07%
6 months	+0.95%	+14.90%
1 year	+2.62%	+31.52%
5 years(CAGR)	+0.53%	+4.90%
10 years(CAGR)	N/A	+12.14%
Max(CAGR)	+1.92%	+7.20%

Winner

IBMP

+0.30%

CHW

-2.67%

IBMP

+0.63%

Winner

CHW

+10.07%

IBMP

+0.95%

Winner

CHW

+14.90%

IBMP

+2.62%

Winner

CHW

+31.52%

5Y(CAGR)

IBMP

+0.53%

Winner

CHW

+4.90%

10Y(CAGR)

IBMP

N/A

CHW

+12.14%

Max(CAGR)

IBMP

+1.92%

Winner

CHW

+7.20%

IBMP vs CHW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IBMP	CHW
2026	+1.25%	+20.75%
2025	+3.36%	+20.25%
2024	+1.36%	+29.15%
2023	+3.22%	+13.92%
2022	-5.93%	-37.66%
2021	-0.14%	+16.61%
2020	+6.10%	+22.85%
2019	+4.88%	+42.73%
2018	N/A	-20.91%
2017	N/A	+44.00%
2016	N/A	+9.71%
2015	N/A	-11.37%
2014	N/A	+13.84%
2013	N/A	+14.81%
2012	N/A	+22.73%
2011	N/A	-7.00%
2010	N/A	+13.76%
2009	N/A	+45.50%
2008	N/A	-47.92%
2007	N/A	-11.08%

IBMP vs CHW Drawdown Comparison

The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.

The maximum drawdown for CHW was -66.81%, occurring on Nov 20, 2008. Recovery took 1371 trading sessions.

The current IBMP drawdown is -0.07%. The current CHW drawdown is -3.83%.

Rank	IBMP	CHW
#1	-15.24% Mar 9, 2020 - Jul 14, 2020	-66.81% Jul 26, 2007 - Jan 4, 2013
#2	-10.10% Feb 11, 2021 - Aug 1, 2025	-53.47% Feb 20, 2020 - Aug 31, 2020
#3	-2.24% Aug 15, 2019 - Jan 10, 2020	-46.07% Jul 29, 2021 - Sep 19, 2025
#4	-1.27% Aug 7, 2020 - Nov 20, 2020	-31.90% Sep 12, 2018 - Nov 4, 2019
#5	-0.59% Sep 18, 2025 - Dec 19, 2025	-29.24% Jul 24, 2014 - Feb 7, 2017
#6	-0.55% Mar 2, 2026 - Jun 4, 2026	-15.50% Feb 25, 2026 - Apr 27, 2026
#7	-0.44% Jan 6, 2021 - Jan 27, 2021	-11.96% Oct 13, 2020 - Nov 11, 2020
#8	-0.42% Jan 31, 2020 - Feb 19, 2020	-11.53% May 14, 2013 - Oct 22, 2013
#9	-0.32% Apr 11, 2019 - Apr 24, 2019	-10.79% Jan 26, 2018 - Sep 12, 2018
#10	-0.25% Feb 27, 2020 - Mar 6, 2020	-7.74% Oct 9, 2025 - Jan 9, 2026
#11	-0.24% Jun 3, 2019 - Jun 19, 2019	-7.11% Aug 31, 2020 - Oct 7, 2020
#12	-0.21% Jul 2, 2019 - Jul 9, 2019	-6.63% May 14, 2026 - May 27, 2026
#13	-0.20% Aug 8, 2019 - Aug 13, 2019	-6.56% Apr 12, 2021 - Jun 8, 2021
#14	-0.20% Jan 9, 2026 - Jan 20, 2026	-6.34% Jun 2, 2026 - Jun 10, 2026
#15	-0.16% Jun 19, 2019 - Jun 27, 2019	-6.30% Aug 7, 2017 - Sep 19, 2017

Correlation

Correlation between IBMP and CHW is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2007 - 2026)

IBMP vs CHW dividend yield comparison.

Year	IBMP	CHW
2026	1.26%	3.57%
2025	2.47%	8.10%
2024	2.35%	8.89%
2023	2.05%	10.40%
2022	1.26%	13.62%
2021	0.86%	8.43%
2020	1.16%	8.79%
2019	1.06%	9.67%
2018	0.00%	12.82%
2017	0.00%	9.25%
2016	0.00%	12.05%
2015	0.00%	11.73%
2014	0.00%	8.93%
2013	0.00%	8.29%
2012	0.00%	8.91%
2011	0.00%	8.22%
2010	0.00%	7.17%
2009	0.00%	10.05%
2008	0.00%	21.28%
2007	0.00%	5.21%