IBMP vs IAT
Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF).
5-Year PerformanceIAT has outperformed IBMP, delivering a return of +2.2% compared to +0.6%
IBMP vs IAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMP
$632M
IAT
$625M
Expense Ratio
Winner
IBMP
0.18%
IAT
0.38%
Max Drawdown
Winner
IBMP
15.24%
IAT
78.80%
Sharpe Ratio
IBMP
-0.57
Winner
IAT
1.11
5Y Beta
Winner
IBMP
0.01
IAT
1.01
P/E Ratio
IBMP
N/A
IAT
12.33
Forward P/E
IBMP
N/A
IAT
11.13
PEG Ratio
IBMP
N/A
IAT
0.39
5Y Dividends CAGR
Winner
IBMP
17.99%
IAT
7.63%
5Y EPS CAGR
IBMP
N/A
IAT
6.81%
Debt to Equity
IBMP
N/A
IAT
54.03%
P/S Ratio
IBMP
N/A
IAT
3.61
P/B Ratio
IBMP
N/A
IAT
1.27
IBMP vs IAT - Holdings Comparison
IBMP and IAT have 1 common holdings. Overlap is -0.25%
IBMP's top 25 holdings weight is 19.17%. IAT's top 25 holdings weight is 94.66%.
| Rank | IBMP | IAT |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.43% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 14.47% |
| #2 | ILLINOIS ST 5% (n/a) - 1.45% | U.S. BANCORP (USB) - 13.93% |
| #3 | NEW YORK N Y 5% (n/a) - 1.30% | TRUIST FINANCIAL CORP (TFC) - 9.98% |
| #4 | n/a (n/a) - 1.09% | FIFTH THIRD BANCORP (FITB) - 6.11% |
| #5 | MASSACHUSETTS ST 5% (n/a) - 0.94% | CITIZENS FINANCIAL GROUP INC (CFG) - 4.49% |
| #6 | n/a (n/a) - 0.89% | M&T BANK CORP (MTB) - 4.39% |
| #7 | WASHINGTON ST 5% (n/a) - 0.82% | REGIONS FINANCIAL CORP (RF) - 4.26% |
| #8 | CONNECTICUT ST 5% (n/a) - 0.80% | HUNTINGTON BANCSHARES INC (HBAN) - 4.26% |
| #9 | MARYLAND ST 5% (n/a) - 0.62% | KEYCORP (KEY) - 3.56% |
| #10 | MINNESOTA ST 5% (n/a) - 0.62% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.41% |
| #11 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.62% | EAST WEST BANCORP INC (EWBC) - 2.98% |
| #12 | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.62% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.58% |
| #13 | MICHIGAN ST 5% (n/a) - 0.58% | FIRST HORIZON CORP (FHN) - 2.07% |
| #14 | WISCONSIN ST 5% (n/a) - 0.58% | WEBSTER FINANCIAL CORP (WBS) - 2.04% |
| #15 | GEORGIA ST 5% (n/a) - 0.58% | WINTRUST FINANCIAL CORP (WTFC) - 1.77% |
| #16 | UNIVERSITY CALIF REVS 5% (n/a) - 0.58% | POPULAR INC (BPOP) - 1.74% |
| #17 | LOUISIANA ST 5% (n/a) - 0.55% | UMB FINANCIAL CORP (UMBF) - 1.65% |
| #18 | n/a (n/a) - 0.55% | SOUTHSTATE BANK CORP (SSB) - 1.65% |
| #19 | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.53% | ZIONS BANCORP NA (ZION) - 1.62% |
| #20 | n/a (n/a) - 0.52% | CULLEN/FROST BANKERS INC (CFR) - 1.55% |
| #21 | MICHIGAN FIN AUTH REV 5% (n/a) - 0.52% | WESTERN ALLIANCE BANCORP (WAL) - 1.42% |
| #22 | MISSISSIPPI ST 5% (n/a) - 0.51% | COMMERCE BANCSHARES INC (CBSH) - 1.26% |
| #23 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.49% | PROSPERITY BANCSHARES INC (PB) - 1.23% |
| #24 | MARYLAND ST DEPT TRANSN CONS TRANSN 5% (n/a) - 0.49% | VALLEY NATIONAL BANCORP (VLY) - 1.14% |
| #25 | ILLINOIS FIN AUTH REV 5% (n/a) - 0.49% | F N B CORP (FNB) - 1.10% |
| Total Holdings | 730 | 35 |
IBMP vs IAT - Historical Returns
Returns include dividend reinvestment.
1M
IBMP
+0.25%
Winner
IAT
+1.03%
3M
IBMP
+0.27%
Winner
IAT
+5.67%
6M
IBMP
+1.30%
Winner
IAT
+10.95%
1Y
IBMP
+3.05%
Winner
IAT
+29.39%
5Y(CAGR)
IBMP
+0.61%
Winner
IAT
+2.18%
10Y(CAGR)
IBMP
N/A
IAT
+8.25%
Max(CAGR)
IBMP
+1.90%
Winner
IAT
+3.34%
IBMP vs IAT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IBMP | IAT |
|---|---|---|
| 2026 | +0.91% | +5.65% |
| 2025 | +3.36% | +13.83% |
| 2024 | +1.36% | +23.07% |
| 2023 | +3.22% | -8.57% |
| 2022 | -5.93% | -22.25% |
| 2021 | -0.14% | +39.74% |
| 2020 | +6.10% | -7.86% |
| 2019 | +4.88% | +29.03% |
| 2018 | N/A | -17.78% |
| 2017 | N/A | +10.25% |
| 2016 | N/A | +35.82% |
| 2015 | N/A | +2.41% |
| 2014 | N/A | +8.94% |
| 2013 | N/A | +33.18% |
| 2012 | N/A | +15.22% |
| 2011 | N/A | -13.91% |
| 2010 | N/A | +18.93% |
| 2009 | N/A | -11.04% |
| 2008 | N/A | -31.81% |
| 2007 | N/A | -25.73% |
| 2006 | N/A | +6.02% |
IBMP vs IAT Drawdown Comparison
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The current IAT drawdown is -6.14%.
| Rank | IBMP | IAT |
|---|---|---|
| #1 | -15.24% Mar 9, 2020 - Jul 14, 2020 | -77.21% Feb 20, 2007 - Dec 1, 2016 |
| #2 | -10.10% Feb 11, 2021 - Aug 1, 2025 | -55.53% Jan 14, 2022 - Feb 4, 2026 |
| #3 | -2.24% Aug 15, 2019 - Jan 10, 2020 | -52.03% Mar 9, 2018 - Jan 12, 2021 |
| #4 | -1.27% Aug 7, 2020 - Nov 20, 2020 | -17.49% Feb 6, 2026 - Mar 13, 2026 |
| #5 | -0.59% Sep 18, 2025 - Dec 19, 2025 | -13.86% May 17, 2021 - Oct 5, 2021 |
| #6 | -0.55% Mar 2, 2026 - Jun 4, 2026 | -13.59% Mar 1, 2017 - Nov 29, 2017 |
| #7 | -0.44% Jan 6, 2021 - Jan 27, 2021 | -10.68% Oct 22, 2021 - Jan 6, 2022 |
| #8 | -0.42% Jan 31, 2020 - Feb 19, 2020 | -9.71% Jan 14, 2021 - Feb 9, 2021 |
| #9 | -0.32% Apr 11, 2019 - Apr 24, 2019 | -7.34% Feb 1, 2018 - Mar 7, 2018 |
| #10 | -0.25% Feb 27, 2020 - Mar 6, 2020 | -7.19% Mar 12, 2021 - Apr 27, 2021 |
| #11 | -0.24% Jun 3, 2019 - Jun 19, 2019 | -5.42% Feb 24, 2021 - Mar 8, 2021 |
| #12 | -0.21% Jul 2, 2019 - Jul 9, 2019 | -5.30% May 8, 2006 - Sep 20, 2006 |
| #13 | -0.20% Aug 8, 2019 - Aug 13, 2019 | -4.22% Jan 4, 2017 - Jan 25, 2017 |
| #14 | -0.20% Jan 9, 2026 - Jan 20, 2026 | -3.93% May 7, 2021 - May 14, 2021 |
| #15 | -0.16% Jun 19, 2019 - Jun 27, 2019 | -2.99% Dec 27, 2006 - Feb 7, 2007 |
Correlation
Correlation between IBMP and IAT is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2006 - 2026)
IBMP vs IAT dividend yield comparison.
| Year | IBMP | IAT |
|---|---|---|
| 2026 | 1.05% | 0.44% |
| 2025 | 2.47% | 2.94% |
| 2024 | 2.35% | 2.95% |
| 2023 | 2.05% | 3.56% |
| 2022 | 1.26% | 3.12% |
| 2021 | 0.86% | 1.88% |
| 2020 | 1.16% | 2.87% |
| 2019 | 1.06% | 2.49% |
| 2018 | 0.00% | 2.48% |
| 2017 | 0.00% | 1.55% |
| 2016 | 0.00% | 1.52% |
| 2015 | 0.00% | 1.78% |
| 2014 | 0.00% | 1.68% |
| 2013 | 0.00% | 1.56% |
| 2012 | 0.00% | 1.96% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 1.11% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 5.21% |
| 2007 | 0.00% | 3.41% |
| 2006 | 0.00% | 2.30% |
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