IBMP vs EPOL

Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and ISHARES MSCI POLAND ETF (EPOL, ETF).

5-Year PerformanceEPOL has outperformed IBMP, delivering a return of +17.7% compared to +0.5%

IBMP vs EPOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBMP(ETF)	EPOL(ETF)
Net Assets	$643M	$643M
Expense Ratio	0.18%	0.59%
Max Drawdown	15.24%	72.96%
Sharpe Ratio	-0.90	1.47
5Y Beta	0.01	0.92
5Y Dividends CAGR	17.99%	42.72%

Net Assets

Winner

IBMP

$643M

EPOL

$643M

Expense Ratio

Winner

IBMP

0.18%

EPOL

0.59%

Max Drawdown

Winner

IBMP

15.24%

EPOL

72.96%

Sharpe Ratio

IBMP

-0.90

Winner

EPOL

1.47

5Y Beta

Winner

IBMP

0.01

EPOL

0.92

5Y Dividends CAGR

IBMP

17.99%

Winner

EPOL

42.72%

IBMP vs EPOL - Historical Returns

Returns include dividend reinvestment.

Period	IBMP	EPOL
1 month	+0.31%	+2.20%
3 months	+0.36%	+12.35%
6 months	+1.14%	+18.28%
1 year	+2.80%	+42.61%
5 years(CAGR)	+0.55%	+17.67%
10 years(CAGR)	N/A	+12.08%
Max(CAGR)	+1.89%	+6.10%

IBMP

+0.31%

Winner

EPOL

+2.20%

IBMP

+0.36%

Winner

EPOL

+12.35%

IBMP

+1.14%

Winner

EPOL

+18.28%

IBMP

+2.80%

Winner

EPOL

+42.61%

5Y(CAGR)

IBMP

+0.55%

Winner

EPOL

+17.67%

10Y(CAGR)

IBMP

N/A

EPOL

+12.08%

Max(CAGR)

IBMP

+1.89%

Winner

EPOL

+6.10%

IBMP vs EPOL - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IBMP	EPOL
2026	+0.89%	+11.82%
2025	+3.36%	+77.05%
2024	+1.36%	+0.73%
2023	+3.22%	+48.48%
2022	-5.93%	-25.75%
2021	-0.14%	+10.36%
2020	+6.10%	-10.95%
2019	+4.88%	-6.51%
2018	N/A	-14.69%
2017	N/A	+50.60%
2016	N/A	+5.51%
2015	N/A	-21.92%
2014	N/A	-14.73%
2013	N/A	+3.11%
2012	N/A	+37.01%
2011	N/A	-32.38%
2010	N/A	+37.32%

IBMP vs EPOL Drawdown Comparison

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

The maximum drawdown for EPOL was -63.79%, occurring on Oct 12, 2022. Recovery took 3473 trading sessions.

The current IBMP drawdown is -0.14%. The current EPOL drawdown is -1.13%.

Rank	IBMP	EPOL
#1	-15.24% Mar 9, 2020 - Jul 14, 2020	-63.79% Apr 27, 2011 - Feb 18, 2025
#2	-10.10% Feb 11, 2021 - Aug 1, 2025	-15.87% Nov 4, 2010 - Mar 29, 2011
#3	-2.24% Aug 15, 2019 - Jan 10, 2020	-15.81% Mar 18, 2025 - Apr 22, 2025
#4	-1.27% Aug 7, 2020 - Nov 20, 2020	-11.04% Feb 9, 2026 - Apr 9, 2026
#5	-0.59% Sep 18, 2025 - Dec 19, 2025	-10.69% May 27, 2010 - Jun 15, 2010
#6	-0.55% Mar 2, 2026 - Jun 4, 2026	-10.00% Aug 9, 2010 - Sep 14, 2010
#7	-0.44% Jan 6, 2021 - Jan 27, 2021	-8.95% Jun 15, 2010 - Jul 12, 2010
#8	-0.42% Jan 31, 2020 - Feb 19, 2020	-8.16% Aug 13, 2025 - Oct 23, 2025
#9	-0.32% Apr 11, 2019 - Apr 24, 2019	-6.62% Apr 17, 2026 - Jun 12, 2026
#10	-0.25% Feb 27, 2020 - Mar 6, 2020	-6.57% Oct 28, 2025 - Dec 10, 2025
#11	-0.24% Jun 3, 2019 - Jun 19, 2019	-6.10% Oct 14, 2010 - Nov 2, 2010
#12	-0.21% Jul 2, 2019 - Jul 9, 2019	-5.73% May 28, 2025 - Jun 26, 2025
#13	-0.20% Aug 8, 2019 - Aug 13, 2019	-5.46% Feb 18, 2025 - Mar 5, 2025
#14	-0.20% Jan 9, 2026 - Jan 20, 2026	-5.23% Jul 23, 2025 - Aug 7, 2025
#15	-0.16% Jun 19, 2019 - Jun 27, 2019	-3.77% Apr 14, 2011 - Apr 20, 2011

Correlation

Correlation between IBMP and EPOL is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2010 - 2026)

IBMP vs EPOL dividend yield comparison.

Year	IBMP	EPOL
2026	1.05%	0.75%
2025	2.47%	4.78%
2024	2.35%	6.04%
2023	2.05%	2.87%
2022	1.26%	2.64%
2021	0.86%	1.33%
2020	1.16%	1.44%
2019	1.06%	2.51%
2018	0.00%	1.44%
2017	0.00%	1.88%
2016	0.00%	2.14%
2015	0.00%	2.53%
2014	0.00%	3.44%
2013	0.00%	3.28%
2012	0.00%	3.11%
2011	0.00%	5.75%
2010	0.00%	1.08%