IBMP vs SFY
Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSFY has outperformed IBMP, delivering a return of +13.3% compared to +0.6%
IBMP vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMP
$656M
Winner
SFY
$656M
Expense Ratio
IBMP
0.18%
Winner
SFY
0.05%
Max Drawdown
Winner
IBMP
15.24%
SFY
33.25%
Sharpe Ratio
IBMP
-1.46
Winner
SFY
1.14
5Y Beta
Winner
IBMP
0.01
SFY
1.14
P/E Ratio
IBMP
N/A
SFY
26.88
Forward P/E
IBMP
N/A
SFY
19.19
5Y Dividends CAGR
Winner
IBMP
17.57%
SFY
9.58%
5Y EPS CAGR
IBMP
N/A
SFY
39.81%
Debt to Equity
IBMP
N/A
SFY
34.11%
P/S Ratio
IBMP
N/A
SFY
4.31
P/B Ratio
IBMP
N/A
SFY
6.05
IBMP vs SFY - Holdings Comparison
IBMP and SFY have 1 common holdings. Overlap is -0.59%
IBMP's top 25 holdings weight is 19.76%. SFY's top 25 holdings weight is 54.40%.
| Rank | IBMP | SFY |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 3.07% | NVIDIA CORP (NVDA) - 15.07% |
| #2 | ILLINOIS ST 5% (n/a) - 1.55% | MICROSOFT CORP (MSFT) - 4.98% |
| #3 | n/a (n/a) - 1.22% | APPLE INC (AAPL) - 4.63% |
| #4 | NEW YORK N Y 5% (n/a) - 0.97% | BROADCOM INC (AVGO) - 4.14% |
| #5 | WASHINGTON ST 5% (n/a) - 0.83% | AMAZON.COM INC (AMZN) - 3.18% |
| #6 | MASSACHUSETTS ST 5% (n/a) - 0.81% | MICRON TECHNOLOGY INC (MU) - 3.01% |
| #7 | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.76% | ELI LILLY AND CO (LLY) - 2.49% |
| #8 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.69% | ALPHABET INC CLASS A (GOOGL) - 2.12% |
| #9 | GEORGIA ST 5% (n/a) - 0.65% | ALPHABET INC CLASS C (GOOG) - 1.99% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.64% | META PLATFORMS INC CLASS A (META) - 1.98% |
| #11 | UNIVERSITY CALIF REVS 5% (n/a) - 0.63% | n/a (PLTR) - 1.47% |
| #12 | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.62% | ADVANCED MICRO DEVICES INC (AMD) - 1.38% |
| #13 | HAWAII ST 5% (n/a) - 0.62% | TESLA INC (TSLA) - 1.09% |
| #14 | DISTRICT COLUMBIA 5% (n/a) - 0.62% | INTEL CORP (INTC) - 1.00% |
| #15 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.61% | JPMORGAN CHASE & CO (JPM) - 0.88% |
| #16 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.58% | WALMART INC (WMT) - 0.86% |
| #17 | n/a (n/a) - 0.58% | ABBVIE INC (ABBV) - 0.78% |
| #18 | n/a (n/a) - 0.57% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #19 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.57% | LAM RESEARCH CORP (LRCX) - 0.68% |
| #20 | WISCONSIN ST 5% (n/a) - 0.55% | VISA INC CLASS A (V) - 0.65% |
| #21 | CHICAGO ILL O HARE INTL ARPT REV 5% (n/a) - 0.54% | THE GOLDMAN SACHS GROUP INC (GS) - 0.27% |
| #22 | n/a (n/a) - 0.53% | SERVICENOW INC (NOW) - 0.26% |
| #23 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.52% | AMERICAN EXPRESS CO (AXP) - 0.26% |
| #24 | AUSTIN TEX INDPT SCH DIST 5% (n/a) - 0.52% | NEWMONT CORP (NEM) - 0.25% |
| #25 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.51% | INTUITIVE SURGICAL INC (ISRG) - 0.24% |
| Total Holdings | 705 | 458 |
IBMP vs SFY - Historical Returns
Returns include dividend reinvestment.
1M
IBMP
+0.25%
Winner
SFY
+4.32%
3M
IBMP
+0.69%
Winner
SFY
+2.06%
6M
IBMP
+0.77%
Winner
SFY
+13.75%
1Y
IBMP
+2.27%
Winner
SFY
+23.75%
5Y(CAGR)
IBMP
+0.61%
Winner
SFY
+13.32%
Max(CAGR)
IBMP
+1.92%
Winner
SFY
+16.72%
IBMP vs SFY - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMP | SFY |
|---|---|---|
| 2026 | +1.44% | +14.56% |
| 2025 | +3.36% | +22.30% |
| 2024 | +1.36% | +30.12% |
| 2023 | +3.22% | +29.00% |
| 2022 | -5.93% | -24.38% |
| 2021 | -0.14% | +28.54% |
| 2020 | +6.10% | +22.23% |
| 2019 | +4.88% | +12.42% |
IBMP vs SFY Drawdown Comparison
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current IBMP drawdown is -0.02%. The current SFY drawdown is -2.38%.
| Rank | IBMP | SFY |
|---|---|---|
| #1 | -15.24% Mar 9, 2020 - Jul 14, 2020 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -10.10% Feb 11, 2021 - Aug 1, 2025 | -28.36% Dec 27, 2021 - Feb 7, 2024 |
| #3 | -2.24% Aug 15, 2019 - Jan 10, 2020 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -1.27% Aug 7, 2020 - Nov 20, 2020 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -0.59% Sep 18, 2025 - Dec 19, 2025 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -0.55% Mar 2, 2026 - Jun 4, 2026 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -0.44% Jan 6, 2021 - Jan 27, 2021 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -0.42% Jan 31, 2020 - Feb 19, 2020 | -7.01% Jun 2, 2026 - Aug 7, 2026 |
| #9 | -0.32% Apr 11, 2019 - Apr 24, 2019 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #10 | -0.25% Feb 27, 2020 - Mar 6, 2020 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #11 | -0.24% Jun 3, 2019 - Jun 19, 2019 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -0.24% Aug 3, 2026 - Aug 14, 2026 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #13 | -0.21% Jul 2, 2019 - Jul 9, 2019 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #14 | -0.20% Aug 8, 2019 - Aug 13, 2019 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #15 | -0.20% Jan 9, 2026 - Jan 20, 2026 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
Correlation
Correlation between IBMP and SFY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2019 - 2026)
IBMP vs SFY dividend yield comparison.
| Year | IBMP | SFY |
|---|---|---|
| 2026 | 1.47% | 0.42% |
| 2025 | 2.47% | 0.96% |
| 2024 | 2.35% | 0.60% |
| 2023 | 2.05% | 0.28% |
| 2022 | 1.26% | 0.32% |
| 2021 | 0.86% | 0.18% |
| 2020 | 1.16% | 0.24% |
| 2019 | 1.06% | 0.20% |
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