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IBMP vs TAXF

Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF (TAXF, ETF).

5-Year PerformanceTAXF has outperformed IBMP, delivering a return of +1.1% compared to +0.6%

IBMP vs TAXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBMP
$632M
TAXF
$627M
Expense Ratio
Winner
IBMP
0.18%
TAXF
0.27%
Max Drawdown
Winner
IBMP
15.24%
TAXF
15.69%
Sharpe Ratio
IBMP
-0.57
Winner
TAXF
1.36
5Y Beta
Winner
IBMP
0.01
TAXF
0.03
5Y Dividends CAGR
Winner
IBMP
17.99%
TAXF
11.45%

IBMP vs TAXF - Historical Returns

Returns include dividend reinvestment.

1M
IBMP
+0.25%
Winner
TAXF
+0.74%
3M
IBMP
+0.27%
Winner
TAXF
+0.42%
6M
IBMP
+1.30%
Winner
TAXF
+2.25%
1Y
IBMP
+3.05%
Winner
TAXF
+7.91%
5Y(CAGR)
IBMP
+0.61%
Winner
TAXF
+1.07%
Max(CAGR)
IBMP
+1.90%
Winner
TAXF
+2.88%

IBMP vs TAXF - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearIBMPTAXF
2026+0.91%+1.68%
2025+3.36%+3.92%
2024+1.36%+2.02%
2023+3.22%+6.98%
2022-5.93%-9.59%
2021-0.14%+2.77%
2020+6.10%+5.37%
2019+4.88%+8.75%
2018N/A+0.64%

IBMP vs TAXF Drawdown Comparison

The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.

The maximum drawdown for TAXF was -13.94%, occurring on Oct 26, 2022. Recovery took 1041 trading sessions.

The current TAXF drawdown is -0.48%.

RankIBMPTAXF
#1-15.24%
Mar 9, 2020 - Jul 14, 2020
-13.94%
Jul 19, 2021 - Sep 10, 2025
#2-10.10%
Feb 11, 2021 - Aug 1, 2025
-13.39%
Mar 9, 2020 - Nov 23, 2020
#3-2.24%
Aug 15, 2019 - Jan 10, 2020
-2.93%
Feb 27, 2026 - Mar 24, 2026
#4-1.27%
Aug 7, 2020 - Nov 20, 2020
-2.03%
Feb 12, 2021 - May 25, 2021
#5-0.59%
Sep 18, 2025 - Dec 19, 2025
-1.58%
Sep 4, 2019 - Dec 27, 2019
#6-0.55%
Mar 2, 2026 - Jun 4, 2026
-0.97%
Sep 12, 2018 - Dec 4, 2018
#7-0.44%
Jan 6, 2021 - Jan 27, 2021
-0.55%
Jun 10, 2021 - Jul 7, 2021
#8-0.42%
Jan 31, 2020 - Feb 19, 2020
-0.47%
Jan 15, 2026 - Jan 30, 2026
#9-0.32%
Apr 11, 2019 - Apr 24, 2019
-0.43%
Nov 11, 2025 - Nov 26, 2025
#10-0.25%
Feb 27, 2020 - Mar 6, 2020
-0.41%
Nov 26, 2025 - Dec 23, 2025
#11-0.24%
Jun 3, 2019 - Jun 19, 2019
-0.32%
Aug 15, 2019 - Aug 28, 2019
#12-0.21%
Jul 2, 2019 - Jul 9, 2019
-0.32%
Sep 18, 2025 - Oct 1, 2025
#13-0.20%
Aug 8, 2019 - Aug 13, 2019
-0.30%
Oct 24, 2025 - Nov 11, 2025
#14-0.20%
Jan 9, 2026 - Jan 20, 2026
-0.28%
Jan 7, 2019 - Jan 14, 2019
#15-0.16%
Jun 19, 2019 - Jun 27, 2019
-0.27%
Jan 31, 2020 - Feb 14, 2020

Correlation

Correlation between IBMP and TAXF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2018 - 2026)

IBMP vs TAXF dividend yield comparison.

YearIBMPTAXF
20261.05%1.60%
20252.47%3.68%
20242.35%3.38%
20232.05%2.93%
20221.26%2.05%
20210.86%1.58%
20201.16%2.13%
20191.06%2.64%
20180.00%0.69%

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