IBMP vs ISCF
Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF (ISCF, ETF).
5-Year PerformanceISCF has outperformed IBMP, delivering a return of +7.7% compared to +0.5%
IBMP vs ISCF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMP
$643M
ISCF
$640M
Expense Ratio
Winner
IBMP
0.18%
ISCF
0.24%
Max Drawdown
Winner
IBMP
15.24%
ISCF
43.64%
Sharpe Ratio
IBMP
-1.13
Winner
ISCF
0.88
5Y Beta
Winner
IBMP
0.01
ISCF
0.72
5Y Dividends CAGR
Winner
IBMP
18.82%
ISCF
14.89%
IBMP vs ISCF - Holdings Comparison
IBMP and ISCF have 1 common holdings. Overlap is -0.51%
IBMP's top 25 holdings weight is 19.50%. ISCF's top 25 holdings weight is 11.01%.
| Rank | IBMP | ISCF |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.53% | ABN AMRO BANK NV (n/a) - 1.10% |
| #2 | ILLINOIS ST 5% (n/a) - 1.58% | BANCO DE SABADELL SA (n/a) - 0.77% |
| #3 | NEW YORK N Y 5% (n/a) - 1.45% | BE SEMICONDUCTOR INDUSTRIES NV (n/a) - 0.61% |
| #4 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.15% | VAT GROUP AG (n/a) - 0.52% |
| #5 | MASSACHUSETTS ST 5% (n/a) - 0.85% | FINNING INTERNATIONAL INC (FINGF) - 0.51% |
| #6 | n/a (n/a) - 0.76% | ISS AS (n/a) - 0.51% |
| #7 | WASHINGTON ST 5% (n/a) - 0.72% | LOGITECH INTERNATIONAL SA (n/a) - 0.46% |
| #8 | MARYLAND ST DEPT TRANSN CONS TRANSN 5% (n/a) - 0.71% | SANKI ENGINEERING CO LTD (n/a) - 0.44% |
| #9 | MISSISSIPPI ST 5% (n/a) - 0.70% | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.44% |
| #10 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.65% | CENTERRA GOLD INC (n/a) - 0.44% |
| #11 | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.63% | ACCIONA SA (n/a) - 0.43% |
| #12 | MARYLAND ST 5% (n/a) - 0.62% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.41% |
| #13 | n/a (n/a) - 0.62% | n/a (n/a) - 0.40% |
| #14 | LOUISIANA ST 5% (n/a) - 0.60% | ASR NEDERLAND NV (n/a) - 0.40% |
| #15 | CONNECTICUT ST 5% (n/a) - 0.59% | HELVETIA BALOISE HOLDING AG (n/a) - 0.40% |
| #16 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.59% | NKT AS (n/a) - 0.39% |
| #17 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.57% | DPM METALS INC (n/a) - 0.39% |
| #18 | n/a (n/a) - 0.54% | BRITISH LAND CO PLC (n/a) - 0.37% |
| #19 | MICHIGAN ST 5% (n/a) - 0.53% | DETERRA ROYALTIES LTD ORDINARY SHARES (n/a) - 0.36% |
| #20 | GEORGIA ST 5% (n/a) - 0.53% | AL SYDBANK A/S (n/a) - 0.36% |
| #21 | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.53% | MICRONICS JAPAN CO LTD (n/a) - 0.26% |
| #22 | n/a (n/a) - 0.52% | IG GROUP HOLDINGS PLC (n/a) - 0.26% |
| #23 | UNIVERSITY CALIF REVS 5% (n/a) - 0.52% | GECINA NOM (n/a) - 0.26% |
| #24 | NEW JERSEY ST 5% (n/a) - 0.51% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% |
| #25 | MINNESOTA ST 5% (n/a) - 0.50% | FIRSTGROUP PLC (n/a) - 0.26% |
| Total Holdings | 700 | 1160 |
IBMP vs ISCF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMP
+0.30%
ISCF
-0.07%
3M
IBMP
+0.63%
Winner
ISCF
+1.03%
6M
IBMP
+0.95%
Winner
ISCF
+3.12%
1Y
IBMP
+2.62%
Winner
ISCF
+16.28%
5Y(CAGR)
IBMP
+0.53%
Winner
ISCF
+7.66%
10Y(CAGR)
IBMP
N/A
ISCF
+9.55%
Max(CAGR)
IBMP
+1.92%
Winner
ISCF
+8.44%
IBMP vs ISCF - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IBMP | ISCF |
|---|---|---|
| 2026 | +1.25% | +6.85% |
| 2025 | +3.36% | +34.44% |
| 2024 | +1.36% | +6.29% |
| 2023 | +3.22% | +11.76% |
| 2022 | -5.93% | -15.12% |
| 2021 | -0.14% | +12.61% |
| 2020 | +6.10% | +6.63% |
| 2019 | +4.88% | +26.29% |
| 2018 | N/A | -19.49% |
| 2017 | N/A | +37.47% |
| 2016 | N/A | -1.26% |
| 2015 | N/A | +1.67% |
IBMP vs ISCF Drawdown Comparison
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for ISCF was -40.80%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current IBMP drawdown is -0.07%. The current ISCF drawdown is -2.23%.
| Rank | IBMP | ISCF |
|---|---|---|
| #1 | -15.24% Mar 9, 2020 - Jul 14, 2020 | -40.80% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -10.10% Feb 11, 2021 - Aug 1, 2025 | -30.65% Sep 3, 2021 - Sep 19, 2024 |
| #3 | -2.24% Aug 15, 2019 - Jan 10, 2020 | -17.18% Jul 9, 2015 - Sep 26, 2016 |
| #4 | -1.27% Aug 7, 2020 - Nov 20, 2020 | -13.25% Mar 19, 2025 - Apr 24, 2025 |
| #5 | -0.59% Sep 18, 2025 - Dec 19, 2025 | -11.34% Feb 26, 2026 - Mar 27, 2026 |
| #6 | -0.55% Mar 2, 2026 - Jun 4, 2026 | -9.19% Sep 26, 2024 - Mar 17, 2025 |
| #7 | -0.44% Jan 6, 2021 - Jan 27, 2021 | -7.97% Sep 28, 2016 - Feb 3, 2017 |
| #8 | -0.42% Jan 31, 2020 - Feb 19, 2020 | -6.33% Oct 6, 2025 - Dec 11, 2025 |
| #9 | -0.32% Apr 11, 2019 - Apr 24, 2019 | -6.17% May 22, 2015 - Jul 9, 2015 |
| #10 | -0.25% Feb 27, 2020 - Mar 6, 2020 | -4.82% Feb 16, 2021 - Mar 17, 2021 |
| #11 | -0.24% Jun 3, 2019 - Jun 19, 2019 | -4.11% Jun 14, 2021 - Jul 26, 2021 |
| #12 | -0.21% Jul 2, 2019 - Jul 9, 2019 | -3.92% May 7, 2021 - May 28, 2021 |
| #13 | -0.20% Aug 8, 2019 - Aug 13, 2019 | -3.53% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -0.20% Jan 9, 2026 - Jan 20, 2026 | -3.10% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -0.16% Jun 19, 2019 - Jun 27, 2019 | -3.09% Aug 3, 2021 - Aug 30, 2021 |
Correlation
Correlation between IBMP and ISCF is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2015 - 2026)
IBMP vs ISCF dividend yield comparison.
| Year | IBMP | ISCF |
|---|---|---|
| 2026 | 1.26% | 1.87% |
| 2025 | 2.47% | 3.76% |
| 2024 | 2.35% | 4.29% |
| 2023 | 2.05% | 3.94% |
| 2022 | 1.26% | 2.73% |
| 2021 | 0.86% | 3.93% |
| 2020 | 1.16% | 2.30% |
| 2019 | 1.06% | 2.87% |
| 2018 | 0.00% | 2.14% |
| 2017 | 0.00% | 1.97% |
| 2016 | 0.00% | 2.89% |
| 2015 | 0.00% | 1.46% |
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