IBMP vs IBMQ
Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF).
5-Year PerformanceIBMP has outperformed IBMQ, delivering a return of +0.6% compared to +0.5%
IBMP vs IBMQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBMP vs IBMQ - Holdings Comparison
IBMP and IBMQ have 2 common holdings. Overlap is -0.27%
IBMP's top 25 holdings weight is 20.45%. IBMQ's top 25 holdings weight is 22.86%.
| Rank | IBMP | IBMQ |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.38% | CALIFORNIA ST 5% (n/a) - 2.86% |
| #2 | ILLINOIS ST 5% (n/a) - 1.93% | n/a (n/a) - 1.65% |
| #3 | NEW YORK N Y 5% (n/a) - 1.38% | NEW YORK N Y 5% (n/a) - 1.18% |
| #4 | n/a (n/a) - 1.16% | ILLINOIS ST 5% (n/a) - 1.13% |
| #5 | PENNSYLVANIA ST 5% (n/a) - 1.11% | WASHINGTON ST 5% (n/a) - 1.12% |
| #6 | MASSACHUSETTS ST 5% (n/a) - 0.80% | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.07% |
| #7 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.73% | PENNSYLVANIA ST 5% (n/a) - 1.02% |
| #8 | GEORGIA ST 5% (n/a) - 0.72% | n/a (n/a) - 1.00% |
| #9 | WASHINGTON ST 5% (n/a) - 0.70% | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 0.98% |
| #10 | MINNESOTA ST 5% (n/a) - 0.67% | MARYLAND ST 5% (n/a) - 0.90% |
| #11 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.65% | n/a (n/a) - 0.84% |
| #12 | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.63% | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.79% |
| #13 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.63% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.72% |
| #14 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.62% | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.71% |
| #15 | CONNECTICUT ST 5% (n/a) - 0.62% | DALLAS TEX 5% (n/a) - 0.70% |
| #16 | n/a (n/a) - 0.62% | CONNECTICUT ST 5% (n/a) - 0.70% |
| #17 | MARYLAND ST 5% (n/a) - 0.61% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.69% |
| #18 | WISCONSIN ST 5% (n/a) - 0.59% | MICHIGAN FIN AUTH REV 5% (n/a) - 0.65% |
| #19 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.59% | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.64% |
| #20 | UNIVERSITY CALIF REVS 5% (n/a) - 0.58% | n/a (n/a) - 0.63% |
| #21 | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.57% | NEW MEXICO ST SEVERANCE TAX 5% (n/a) - 0.63% |
| #22 | MISSISSIPPI ST 5% (n/a) - 0.57% | n/a (n/a) - 0.58% |
| #23 | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.53% | n/a (n/a) - 0.56% |
| #24 | n/a (n/a) - 0.53% | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.56% |
| #25 | MICHIGAN ST 5% (n/a) - 0.53% | n/a (n/a) - 0.55% |
| Total Holdings | 714 | 769 |
IBMP vs IBMQ - Historical Returns
Returns include dividend reinvestment.
IBMP vs IBMQ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMP | IBMQ |
|---|---|---|
| 2026 | +0.97% | +0.83% |
| 2025 | +3.36% | +3.96% |
| 2024 | +1.36% | +0.83% |
| 2023 | +3.22% | +3.77% |
| 2022 | -5.93% | -6.60% |
| 2021 | -0.14% | -0.23% |
| 2020 | +6.10% | +6.79% |
| 2019 | +4.88% | +5.39% |
IBMP vs IBMQ Drawdown Comparison
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The current IBMP drawdown is -0.06%. The current IBMQ drawdown is -0.17%.
| Rank | IBMP | IBMQ |
|---|---|---|
| #1 | -15.24% Mar 9, 2020 - Jul 14, 2020 | -15.85% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -10.10% Feb 11, 2021 - Aug 1, 2025 | -11.60% Feb 11, 2021 - Sep 4, 2025 |
| #3 | -2.24% Aug 15, 2019 - Jan 10, 2020 | -2.44% Aug 28, 2019 - Jan 14, 2020 |
| #4 | -1.27% Aug 7, 2020 - Nov 20, 2020 | -1.87% Aug 7, 2020 - Dec 10, 2020 |
| #5 | -0.59% Sep 18, 2025 - Dec 19, 2025 | -1.13% Feb 27, 2026 - Mar 24, 2026 |
| #6 | -0.55% Mar 2, 2026 - Jun 4, 2026 | -0.87% Sep 18, 2025 - Jan 5, 2026 |
| #7 | -0.44% Jan 6, 2021 - Jan 27, 2021 | -0.56% Jan 31, 2020 - Feb 20, 2020 |
| #8 | -0.42% Jan 31, 2020 - Feb 19, 2020 | -0.40% Jan 6, 2021 - Jan 27, 2021 |
| #9 | -0.32% Apr 11, 2019 - Apr 24, 2019 | -0.38% Aug 15, 2019 - Aug 28, 2019 |
| #10 | -0.25% Feb 27, 2020 - Mar 6, 2020 | -0.26% Jun 3, 2019 - Jun 18, 2019 |
| #11 | -0.24% Jun 3, 2019 - Jun 19, 2019 | -0.26% Feb 27, 2020 - Mar 6, 2020 |
| #12 | -0.21% Jul 2, 2019 - Jul 9, 2019 | -0.23% Aug 12, 2019 - Aug 14, 2019 |
| #13 | -0.20% Aug 8, 2019 - Aug 13, 2019 | -0.22% May 17, 2019 - May 23, 2019 |
| #14 | -0.20% Jan 9, 2026 - Jan 20, 2026 | -0.20% May 7, 2019 - May 9, 2019 |
| #15 | -0.16% Jun 19, 2019 - Jun 27, 2019 | -0.19% Jul 3, 2019 - Jul 9, 2019 |
Correlation
Correlation between IBMP and IBMQ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2019 - 2026)
IBMP vs IBMQ dividend yield comparison.
| Year | IBMP | IBMQ |
|---|---|---|
| 2026 | 1.05% | 1.02% |
| 2025 | 2.47% | 2.43% |
| 2024 | 2.35% | 2.33% |
| 2023 | 2.05% | 1.93% |
| 2022 | 1.26% | 1.25% |
| 2021 | 0.86% | 1.05% |
| 2020 | 1.16% | 1.24% |
| 2019 | 1.06% | 1.03% |
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