IBMP vs EWX
Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and STATE STREET(R) SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF (EWX, ETF).
5-Year PerformanceEWX has outperformed IBMP, delivering a return of +7.1% compared to +0.6%
IBMP vs EWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMP
$656M
Winner
EWX
$656M
Expense Ratio
Winner
IBMP
0.18%
EWX
0.65%
Max Drawdown
Winner
IBMP
15.24%
EWX
63.90%
Sharpe Ratio
IBMP
-1.46
Winner
EWX
0.54
5Y Beta
Winner
IBMP
0.01
EWX
0.65
5Y Dividends CAGR
Winner
IBMP
17.57%
EWX
9.05%
IBMP vs EWX - Holdings Comparison
IBMP and EWX have 1 common holdings. Overlap is -0.59%
IBMP's top 25 holdings weight is 19.76%. EWX's top 25 holdings weight is 6.38%.
| Rank | IBMP | EWX |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 3.07% | n/a (n/a) - 1.21% |
| #2 | ILLINOIS ST 5% (n/a) - 1.55% | n/a (n/a) - 0.98% |
| #3 | n/a (n/a) - 1.22% | GULF NAVIGATION HOLDING PJSC (n/a) - 0.23% |
| #4 | NEW YORK N Y 5% (n/a) - 0.97% | PAN AFRICAN RESOURCES PLC (PAFRF) - 0.22% |
| #5 | WASHINGTON ST 5% (n/a) - 0.83% | INARI AMERTRON BHD (n/a) - 0.20% |
| #6 | MASSACHUSETTS ST 5% (n/a) - 0.81% | REDEFINE PROPERTIES LTD (n/a) - 0.19% |
| #7 | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.76% | ADVANCED ECHEM MATERIALS CO LTD (n/a) - 0.19% |
| #8 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.69% | LINGBAO GOLD GROUP CO LTD CLASS H (n/a) - 0.19% |
| #9 | GEORGIA ST 5% (n/a) - 0.65% | PRECISION TSUGAMI (CHINA) CORP LTD (n/a) - 0.18% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.64% | BRAVA ENERGIA SA ORDINARY SHARES (n/a) - 0.18% |
| #11 | UNIVERSITY CALIF REVS 5% (n/a) - 0.63% | ORBIA ADVANCE CORP SAB DE CV (n/a) - 0.18% |
| #12 | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.62% | PIXART IMAGING INC (n/a) - 0.18% |
| #13 | HAWAII ST 5% (n/a) - 0.62% | n/a (n/a) - 0.18% |
| #14 | DISTRICT COLUMBIA 5% (n/a) - 0.62% | PRIMAX ELECTRONICS LTD (n/a) - 0.18% |
| #15 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.61% | NETCARE LTD (n/a) - 0.18% |
| #16 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.58% | MOKINGRAN JEWELLERY GROUP CO LTD (n/a) - 0.18% |
| #17 | n/a (n/a) - 0.58% | MOTUS HOLDINGS LTD ORDINARY SHARES (n/a) - 0.18% |
| #18 | n/a (n/a) - 0.57% | CENTURY IRON AND STEEL INDUSTRIAL CO LTD (n/a) - 0.18% |
| #19 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.57% | NATIONAL INDUSTRIES GROUP HOLDING SAK (n/a) - 0.17% |
| #20 | WISCONSIN ST 5% (n/a) - 0.55% | BLACK SESAME INTERNATIONAL HOLDING LTD (n/a) - 0.17% |
| #21 | CHICAGO ILL O HARE INTL ARPT REV 5% (n/a) - 0.54% | n/a (n/a) - 0.17% |
| #22 | n/a (n/a) - 0.53% | QISDA CORP (n/a) - 0.17% |
| #23 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.52% | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 0.17% |
| #24 | AUSTIN TEX INDPT SCH DIST 5% (n/a) - 0.52% | BIT DIGITAL INC ORDINARY SHARES (BTBT) - 0.16% |
| #25 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.51% | n/a (n/a) - 0.16% |
| Total Holdings | 705 | 2744 |
IBMP vs EWX - Historical Returns
Returns include dividend reinvestment.
1M
IBMP
+0.25%
Winner
EWX
+6.70%
3M
Winner
IBMP
+0.69%
EWX
-3.25%
6M
IBMP
+0.77%
Winner
EWX
+4.37%
1Y
IBMP
+2.27%
Winner
EWX
+12.69%
5Y(CAGR)
IBMP
+0.61%
Winner
EWX
+7.14%
10Y(CAGR)
IBMP
N/A
EWX
+8.52%
Max(CAGR)
IBMP
+1.92%
Winner
EWX
+4.49%
IBMP vs EWX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | IBMP | EWX |
|---|---|---|
| 2026 | +1.44% | +10.62% |
| 2025 | +3.36% | +16.17% |
| 2024 | +1.36% | +7.64% |
| 2023 | +3.22% | +17.12% |
| 2022 | -5.93% | -15.32% |
| 2021 | -0.14% | +16.66% |
| 2020 | +6.10% | +13.04% |
| 2019 | +4.88% | +14.58% |
| 2018 | N/A | -19.74% |
| 2017 | N/A | +32.53% |
| 2016 | N/A | +10.04% |
| 2015 | N/A | -11.76% |
| 2014 | N/A | +0.87% |
| 2013 | N/A | +0.15% |
| 2012 | N/A | +23.85% |
| 2011 | N/A | -30.79% |
| 2010 | N/A | +19.60% |
| 2009 | N/A | +92.49% |
| 2008 | N/A | -53.20% |
IBMP vs EWX Drawdown Comparison
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for EWX was -63.90%, occurring on Nov 20, 2008. Recovery took 583 trading sessions.
The current IBMP drawdown is -0.02%. The current EWX drawdown is -4.73%.
| Rank | IBMP | EWX |
|---|---|---|
| #1 | -15.24% Mar 9, 2020 - Jul 14, 2020 | -63.90% May 19, 2008 - Sep 13, 2010 |
| #2 | -10.10% Feb 11, 2021 - Aug 1, 2025 | -42.99% Jan 26, 2018 - Dec 28, 2020 |
| #3 | -2.24% Aug 15, 2019 - Jan 10, 2020 | -34.12% Jan 5, 2011 - Sep 5, 2014 |
| #4 | -1.27% Aug 7, 2020 - Nov 20, 2020 | -31.87% Sep 5, 2014 - Jul 14, 2017 |
| #5 | -0.59% Sep 18, 2025 - Dec 19, 2025 | -24.67% Jul 12, 2021 - Apr 9, 2024 |
| #6 | -0.55% Mar 2, 2026 - Jun 4, 2026 | -21.36% Oct 7, 2024 - Jul 3, 2025 |
| #7 | -0.44% Jan 6, 2021 - Jan 27, 2021 | -13.47% Jun 22, 2026 - Jul 29, 2026 |
| #8 | -0.42% Jan 31, 2020 - Feb 19, 2020 | -9.20% Jul 12, 2024 - Sep 24, 2024 |
| #9 | -0.32% Apr 11, 2019 - Apr 24, 2019 | -7.98% Feb 25, 2026 - Apr 13, 2026 |
| #10 | -0.25% Feb 27, 2020 - Mar 6, 2020 | -6.48% Nov 4, 2010 - Jan 3, 2011 |
| #11 | -0.24% Jun 3, 2019 - Jun 19, 2019 | -5.86% May 26, 2026 - Jun 18, 2026 |
| #12 | -0.24% Aug 3, 2026 - Aug 14, 2026 | -5.85% Apr 28, 2021 - May 28, 2021 |
| #13 | -0.21% Jul 2, 2019 - Jul 9, 2019 | -4.99% Sep 17, 2025 - Jan 9, 2026 |
| #14 | -0.20% Aug 8, 2019 - Aug 13, 2019 | -4.85% Apr 9, 2024 - May 2, 2024 |
| #15 | -0.20% Jan 9, 2026 - Jan 20, 2026 | -4.38% May 11, 2026 - May 26, 2026 |
Correlation
Correlation between IBMP and EWX is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2008 - 2026)
IBMP vs EWX dividend yield comparison.
| Year | IBMP | EWX |
|---|---|---|
| 2026 | 1.47% | 0.78% |
| 2025 | 2.47% | 2.91% |
| 2024 | 2.35% | 2.90% |
| 2023 | 2.05% | 2.32% |
| 2022 | 1.26% | 3.00% |
| 2021 | 0.86% | 2.77% |
| 2020 | 1.16% | 2.24% |
| 2019 | 1.06% | 2.73% |
| 2018 | 0.00% | 3.26% |
| 2017 | 0.00% | 2.30% |
| 2016 | 0.00% | 2.46% |
| 2015 | 0.00% | 3.04% |
| 2014 | 0.00% | 2.74% |
| 2013 | 0.00% | 2.33% |
| 2012 | 0.00% | 2.27% |
| 2011 | 0.00% | 5.58% |
| 2010 | 0.00% | 3.03% |
| 2009 | 0.00% | 1.79% |
| 2008 | 0.00% | 0.85% |
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