IBMP vs ROUS
Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF).
5-Year PerformanceROUS has outperformed IBMP, delivering a return of +12.9% compared to +0.5%
IBMP vs ROUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMP
$643M
ROUS
$639M
Expense Ratio
Winner
IBMP
0.18%
ROUS
0.19%
Max Drawdown
Winner
IBMP
15.24%
ROUS
35.51%
Sharpe Ratio
IBMP
-0.90
Winner
ROUS
1.87
5Y Beta
Winner
IBMP
0.01
ROUS
0.78
P/E Ratio
IBMP
N/A
ROUS
22.42
Forward P/E
IBMP
N/A
ROUS
17.68
5Y Dividends CAGR
Winner
IBMP
17.99%
ROUS
4.94%
5Y EPS CAGR
IBMP
N/A
ROUS
16.38%
Debt to Equity
IBMP
N/A
ROUS
77.59%
P/S Ratio
IBMP
N/A
ROUS
1.77
P/B Ratio
IBMP
N/A
ROUS
4.14
IBMP vs ROUS - Holdings Comparison
IBMP and ROUS have 1 common holdings. Overlap is -0.64%
IBMP's top 25 holdings weight is 20.45%. ROUS's top 25 holdings weight is 23.35%.
| Rank | IBMP | ROUS |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.38% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.44% |
| #2 | ILLINOIS ST 5% (n/a) - 1.93% | ALPHABET INC CLASS A (GOOGL) - 1.43% |
| #3 | NEW YORK N Y 5% (n/a) - 1.38% | CISCO SYSTEMS INC (CSCO) - 1.39% |
| #4 | n/a (n/a) - 1.16% | FORTINET INC (FTNT) - 1.20% |
| #5 | PENNSYLVANIA ST 5% (n/a) - 1.11% | KLA CORP (KLAC) - 1.17% |
| #6 | MASSACHUSETTS ST 5% (n/a) - 0.80% | WESTERN DIGITAL CORP (WDC) - 1.15% |
| #7 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.73% | LAM RESEARCH CORP (LRCX) - 1.11% |
| #8 | GEORGIA ST 5% (n/a) - 0.72% | APPLIED MATERIALS INC (AMAT) - 1.06% |
| #9 | WASHINGTON ST 5% (n/a) - 0.70% | n/a (DELL) - 1.05% |
| #10 | MINNESOTA ST 5% (n/a) - 0.67% | MERCK & CO INC (MRK) - 0.98% |
| #11 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.65% | APPLE INC (AAPL) - 0.95% |
| #12 | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.63% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #13 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.63% | ELECTRONIC ARTS INC (EA) - 0.92% |
| #14 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.62% | VERIZON COMMUNICATIONS INC (VZ) - 0.92% |
| #15 | CONNECTICUT ST 5% (n/a) - 0.62% | MURPHY USA INC (MUSA) - 0.91% |
| #16 | n/a (n/a) - 0.62% | MACY'S INC (M) - 0.89% |
| #17 | MARYLAND ST 5% (n/a) - 0.61% | CIENA CORP (CIEN) - 0.87% |
| #18 | WISCONSIN ST 5% (n/a) - 0.59% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.86% |
| #19 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.59% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #20 | UNIVERSITY CALIF REVS 5% (n/a) - 0.58% | AMPHENOL CORP CLASS A (APH) - 0.83% |
| #21 | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.57% | NEWMONT CORP (NEM) - 0.49% |
| #22 | MISSISSIPPI ST 5% (n/a) - 0.57% | META PLATFORMS INC CLASS A (META) - 0.49% |
| #23 | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.53% | UNITEDHEALTH GROUP INC (UNH) - 0.49% |
| #24 | n/a (n/a) - 0.53% | AVNET INC (AVT) - 0.48% |
| #25 | MICHIGAN ST 5% (n/a) - 0.53% | COLGATE-PALMOLIVE CO (CL) - 0.48% |
| Total Holdings | 714 | 283 |
IBMP vs ROUS - Historical Returns
Returns include dividend reinvestment.
1M
IBMP
+0.31%
Winner
ROUS
+3.42%
3M
IBMP
+0.36%
Winner
ROUS
+10.88%
6M
IBMP
+1.14%
Winner
ROUS
+16.27%
1Y
IBMP
+2.80%
Winner
ROUS
+28.98%
5Y(CAGR)
IBMP
+0.55%
Winner
ROUS
+12.86%
10Y(CAGR)
IBMP
N/A
ROUS
+13.15%
Max(CAGR)
IBMP
+1.89%
Winner
ROUS
+11.07%
IBMP vs ROUS - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IBMP | ROUS |
|---|---|---|
| 2026 | +0.89% | +14.57% |
| 2025 | +3.36% | +15.43% |
| 2024 | +1.36% | +18.00% |
| 2023 | +3.22% | +14.99% |
| 2022 | -5.93% | -9.33% |
| 2021 | -0.14% | +29.26% |
| 2020 | +6.10% | +6.33% |
| 2019 | +4.88% | +23.32% |
| 2018 | N/A | -9.89% |
| 2017 | N/A | +22.59% |
| 2016 | N/A | +13.65% |
| 2015 | N/A | -3.15% |
IBMP vs ROUS Drawdown Comparison
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The current IBMP drawdown is -0.14%. The current ROUS drawdown is -1.76%.
| Rank | IBMP | ROUS |
|---|---|---|
| #1 | -15.24% Mar 9, 2020 - Jul 14, 2020 | -35.51% Feb 14, 2020 - Dec 1, 2020 |
| #2 | -10.10% Feb 11, 2021 - Aug 1, 2025 | -21.19% Aug 29, 2018 - Nov 8, 2019 |
| #3 | -2.24% Aug 15, 2019 - Jan 10, 2020 | -18.91% Dec 29, 2021 - Dec 1, 2023 |
| #4 | -1.27% Aug 7, 2020 - Nov 20, 2020 | -16.52% Mar 24, 2015 - Nov 14, 2016 |
| #5 | -0.59% Sep 18, 2025 - Dec 19, 2025 | -15.81% Nov 26, 2024 - Jun 30, 2025 |
| #6 | -0.55% Mar 2, 2026 - Jun 4, 2026 | -9.82% Jan 29, 2018 - Aug 20, 2018 |
| #7 | -0.44% Jan 6, 2021 - Jan 27, 2021 | -5.97% Feb 27, 2026 - Apr 9, 2026 |
| #8 | -0.42% Jan 31, 2020 - Feb 19, 2020 | -5.40% Mar 28, 2024 - Jun 18, 2024 |
| #9 | -0.32% Apr 11, 2019 - Apr 24, 2019 | -5.29% Jul 16, 2024 - Aug 19, 2024 |
| #10 | -0.25% Feb 27, 2020 - Mar 6, 2020 | -5.21% Sep 2, 2021 - Oct 21, 2021 |
| #11 | -0.24% Jun 3, 2019 - Jun 19, 2019 | -4.77% Nov 16, 2021 - Dec 15, 2021 |
| #12 | -0.21% Jul 2, 2019 - Jul 9, 2019 | -4.71% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -0.20% Aug 8, 2019 - Aug 13, 2019 | -4.18% Feb 12, 2021 - Mar 11, 2021 |
| #14 | -0.20% Jan 9, 2026 - Jan 20, 2026 | -3.83% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -0.16% Jun 19, 2019 - Jun 27, 2019 | -3.64% May 7, 2021 - Jun 11, 2021 |
Correlation
Correlation between IBMP and ROUS is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2015 - 2026)
IBMP vs ROUS dividend yield comparison.
| Year | IBMP | ROUS |
|---|---|---|
| 2026 | 1.05% | 0.29% |
| 2025 | 2.47% | 1.52% |
| 2024 | 2.35% | 1.62% |
| 2023 | 2.05% | 1.91% |
| 2022 | 1.26% | 1.88% |
| 2021 | 0.86% | 1.38% |
| 2020 | 1.16% | 2.01% |
| 2019 | 1.06% | 2.12% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 1.54% |
| 2016 | 0.00% | 1.97% |
| 2015 | 0.00% | 1.62% |
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