IBMP vs ETJ

Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ, ETF).

5-Year PerformanceETJ has outperformed IBMP, delivering a return of +3.0% compared to +0.6%

IBMP vs ETJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBMP(ETF)	ETJ(ETF)
Net Assets	$632M	$626M
Expense Ratio	0.18%	N/A
Max Drawdown	15.24%	67.20%
Sharpe Ratio	-0.57	-0.02
5Y Beta	0.01	0.68
5Y Dividends CAGR	17.99%	-1.48%

Net Assets

Winner

IBMP

$632M

ETJ

$626M

Expense Ratio

IBMP

0.18%

ETJ

N/A

Max Drawdown

Winner

IBMP

15.24%

ETJ

67.20%

Sharpe Ratio

IBMP

-0.57

Winner

ETJ

-0.02

5Y Beta

Winner

IBMP

0.01

ETJ

0.68

5Y Dividends CAGR

Winner

IBMP

17.99%

ETJ

-1.48%

IBMP vs ETJ - Historical Returns

Returns include dividend reinvestment.

Period	IBMP	ETJ
1 month	+0.25%	-1.11%
3 months	+0.27%	-2.00%
6 months	+1.30%	-1.26%
1 year	+3.05%	+3.27%
5 years(CAGR)	+0.61%	+3.01%
10 years(CAGR)	N/A	+8.07%
Max(CAGR)	+1.90%	+5.33%

Winner

IBMP

+0.25%

ETJ

-1.11%

Winner

IBMP

+0.27%

ETJ

-2.00%

Winner

IBMP

+1.30%

ETJ

-1.26%

IBMP

+3.05%

Winner

ETJ

+3.27%

5Y(CAGR)

IBMP

+0.61%

Winner

ETJ

+3.01%

10Y(CAGR)

IBMP

N/A

ETJ

+8.07%

Max(CAGR)

IBMP

+1.90%

Winner

ETJ

+5.33%

IBMP vs ETJ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IBMP	ETJ
2026	+0.91%	-1.67%
2025	+3.36%	+4.37%
2024	+1.36%	+30.50%
2023	+3.22%	+14.46%
2022	-5.93%	-23.01%
2021	-0.14%	+15.18%
2020	+6.10%	+22.42%
2019	+4.88%	+26.64%
2018	N/A	-8.47%
2017	N/A	+18.00%
2016	N/A	+0.02%
2015	N/A	+4.14%
2014	N/A	+4.34%
2013	N/A	+17.40%
2012	N/A	+9.78%
2011	N/A	-13.13%
2010	N/A	-11.37%
2009	N/A	+3.45%
2008	N/A	+6.37%
2007	N/A	-4.18%

IBMP vs ETJ Drawdown Comparison

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

The maximum drawdown for ETJ was -32.81%, occurring on Mar 18, 2020. Recovery took 73 trading sessions.

The current ETJ drawdown is -3.70%.

Rank	IBMP	ETJ
#1	-15.24% Mar 9, 2020 - Jul 14, 2020	-32.81% Feb 19, 2020 - Jun 3, 2020
#2	-10.10% Feb 11, 2021 - Aug 1, 2025	-31.32% Apr 22, 2010 - Jan 14, 2014
#3	-2.24% Aug 15, 2019 - Jan 10, 2020	-30.40% Jul 31, 2008 - Jul 21, 2009
#4	-1.27% Aug 7, 2020 - Nov 20, 2020	-28.53% Nov 12, 2021 - Aug 16, 2024
#5	-0.59% Sep 18, 2025 - Dec 19, 2025	-19.65% Oct 1, 2018 - Apr 17, 2019
#6	-0.55% Mar 2, 2026 - Jun 4, 2026	-15.45% Dec 26, 2024 - Jun 30, 2025
#7	-0.44% Jan 6, 2021 - Jan 27, 2021	-15.30% Jul 27, 2007 - Apr 24, 2008
#8	-0.42% Jan 31, 2020 - Feb 19, 2020	-12.54% Jun 18, 2015 - Jul 8, 2016
#9	-0.32% Apr 11, 2019 - Apr 24, 2019	-10.41% Feb 2, 2026 - Mar 27, 2026
#10	-0.25% Feb 27, 2020 - Mar 6, 2020	-9.84% Aug 22, 2016 - Jan 25, 2017
#11	-0.24% Jun 3, 2019 - Jun 19, 2019	-8.46% Jan 12, 2018 - Jun 4, 2018
#12	-0.21% Jul 2, 2019 - Jul 9, 2019	-8.25% Nov 28, 2014 - Jun 18, 2015
#13	-0.20% Aug 8, 2019 - Aug 13, 2019	-8.19% Sep 18, 2014 - Nov 28, 2014
#14	-0.20% Jan 9, 2026 - Jan 20, 2026	-7.97% Sep 1, 2020 - Nov 13, 2020
#15	-0.16% Jun 19, 2019 - Jun 27, 2019	-6.75% Sep 18, 2009 - Jan 8, 2010

Correlation

Correlation between IBMP and ETJ is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2007 - 2026)

IBMP vs ETJ dividend yield comparison.

Year	IBMP	ETJ
2026	1.05%	3.90%
2025	2.47%	8.86%
2024	2.35%	8.16%
2023	2.05%	8.86%
2022	1.26%	11.68%
2021	0.86%	8.53%
2020	1.16%	8.79%
2019	1.06%	9.77%
2018	0.00%	11.23%
2017	0.00%	9.82%
2016	0.00%	12.46%
2015	0.00%	10.98%
2014	0.00%	10.47%
2013	0.00%	9.90%
2012	0.00%	11.09%
2011	0.00%	12.23%
2010	0.00%	13.55%
2009	0.00%	10.80%
2008	0.00%	10.01%
2007	0.00%	2.41%