IBMP vs TOPT
Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF).
IBMP vs TOPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMP
$656M
TOPT
$655M
Expense Ratio
Winner
IBMP
0.18%
TOPT
0.20%
Max Drawdown
Winner
IBMP
15.24%
TOPT
21.30%
Sharpe Ratio
IBMP
-1.46
Winner
TOPT
0.81
5Y Beta
Winner
IBMP
0.01
TOPT
1.10
P/E Ratio
IBMP
N/A
TOPT
28.16
Forward P/E
IBMP
N/A
TOPT
21.70
PEG Ratio
IBMP
N/A
TOPT
0.25
5Y Dividends CAGR
IBMP
17.57%
TOPT
N/A
5Y EPS CAGR
IBMP
N/A
TOPT
38.49%
Debt to Equity
IBMP
N/A
TOPT
34.55%
P/S Ratio
IBMP
N/A
TOPT
6.94
P/B Ratio
IBMP
N/A
TOPT
8.02
IBMP vs TOPT - Holdings Comparison
IBMP and TOPT have 1 common holdings. Overlap is -0.59%
IBMP's top 25 holdings weight is 19.76%. TOPT's top 25 holdings weight is 100.01%.
| Rank | IBMP | TOPT |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 3.07% | NVIDIA CORP (NVDA) - 16.78% |
| #2 | ILLINOIS ST 5% (n/a) - 1.55% | APPLE INC (AAPL) - 14.23% |
| #3 | n/a (n/a) - 1.22% | ALPHABET INC CLASS A (GOOGL) - 6.43% |
| #4 | NEW YORK N Y 5% (n/a) - 0.97% | MICROSOFT CORP (MSFT) - 6.41% |
| #5 | WASHINGTON ST 5% (n/a) - 0.83% | ALPHABET INC CLASS C (GOOG) - 5.17% |
| #6 | MASSACHUSETTS ST 5% (n/a) - 0.81% | AMAZON.COM INC (AMZN) - 4.87% |
| #7 | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.76% | BROADCOM INC (AVGO) - 4.85% |
| #8 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.69% | META PLATFORMS INC CLASS A (META) - 4.37% |
| #9 | GEORGIA ST 5% (n/a) - 0.65% | MICRON TECHNOLOGY INC (MU) - 3.93% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.64% | JPMORGAN CHASE & CO (JPM) - 3.80% |
| #11 | UNIVERSITY CALIF REVS 5% (n/a) - 0.63% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.80% |
| #12 | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.62% | ELI LILLY AND CO (LLY) - 3.72% |
| #13 | HAWAII ST 5% (n/a) - 0.62% | TESLA INC (TSLA) - 3.63% |
| #14 | DISTRICT COLUMBIA 5% (n/a) - 0.62% | ADVANCED MICRO DEVICES INC (AMD) - 3.13% |
| #15 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.61% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.52% |
| #16 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.58% | JOHNSON & JOHNSON (JNJ) - 2.48% |
| #17 | n/a (n/a) - 0.58% | VISA INC CLASS A (V) - 2.39% |
| #18 | n/a (n/a) - 0.57% | WALMART INC (WMT) - 1.95% |
| #19 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.57% | INTEL CORP (INTC) - 1.91% |
| #20 | WISCONSIN ST 5% (n/a) - 0.55% | CISCO SYSTEMS INC (CSCO) - 1.90% |
| #21 | CHICAGO ILL O HARE INTL ARPT REV 5% (n/a) - 0.54% | COSTCO WHOLESALE CORP (COST) - 1.67% |
| #22 | n/a (n/a) - 0.53% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.07% |
| #23 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.52% | MICRO E-MINI NASDAQ 100 INDEX FUTURE SEPT 26 (n/a) - 0.00% |
| #24 | AUSTIN TEX INDPT SCH DIST 5% (n/a) - 0.52% | USD CASH (n/a) - 0.00% |
| #25 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.51% | N/A |
| Total Holdings | 705 | 24 |
IBMP vs TOPT - Historical Returns
Returns include dividend reinvestment.
1M
IBMP
+0.25%
Winner
TOPT
+2.43%
3M
Winner
IBMP
+0.69%
TOPT
-1.90%
6M
IBMP
+0.77%
Winner
TOPT
+9.25%
1Y
IBMP
+2.27%
Winner
TOPT
+16.01%
5Y(CAGR)
IBMP
+0.61%
TOPT
N/A
Max(CAGR)
IBMP
+1.92%
Winner
TOPT
+17.84%
IBMP vs TOPT - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMP | TOPT |
|---|---|---|
| 2026 | +1.44% | +7.39% |
| 2025 | +3.36% | +20.76% |
| 2024 | +1.36% | +5.03% |
| 2023 | +3.22% | N/A |
| 2022 | -5.93% | N/A |
| 2021 | -0.14% | N/A |
| 2020 | +6.10% | N/A |
| 2019 | +4.88% | N/A |
IBMP vs TOPT Drawdown Comparison
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The current IBMP drawdown is -0.02%. The current TOPT drawdown is -3.09%.
| Rank | IBMP | TOPT |
|---|---|---|
| #1 | -15.24% Mar 9, 2020 - Jul 14, 2020 | -21.21% Dec 24, 2024 - Jun 26, 2025 |
| #2 | -10.10% Feb 11, 2021 - Aug 1, 2025 | -13.13% Oct 29, 2025 - Apr 27, 2026 |
| #3 | -2.24% Aug 15, 2019 - Jan 10, 2020 | -7.46% May 14, 2026 - Jul 29, 2026 |
| #4 | -1.27% Aug 7, 2020 - Nov 20, 2020 | -3.19% Oct 29, 2024 - Nov 6, 2024 |
| #5 | -0.59% Sep 18, 2025 - Dec 19, 2025 | -3.16% Dec 16, 2024 - Dec 24, 2024 |
| #6 | -0.55% Mar 2, 2026 - Jun 4, 2026 | -2.92% Oct 9, 2025 - Oct 24, 2025 |
| #7 | -0.44% Jan 6, 2021 - Jan 27, 2021 | -2.80% Nov 8, 2024 - Dec 2, 2024 |
| #8 | -0.42% Jan 31, 2020 - Feb 19, 2020 | -2.54% Aug 14, 2025 - Aug 28, 2025 |
| #9 | -0.32% Apr 11, 2019 - Apr 24, 2019 | -1.97% Jul 28, 2025 - Aug 6, 2025 |
| #10 | -0.25% Feb 27, 2020 - Mar 6, 2020 | -1.78% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -0.24% Jun 3, 2019 - Jun 19, 2019 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -0.24% Aug 3, 2026 - Aug 14, 2026 | -1.05% Jul 3, 2025 - Jul 10, 2025 |
| #13 | -0.21% Jul 2, 2019 - Jul 9, 2019 | -0.88% Jun 30, 2025 - Jul 2, 2025 |
| #14 | -0.20% Aug 8, 2019 - Aug 13, 2019 | -0.60% Dec 11, 2024 - Dec 13, 2024 |
| #15 | -0.20% Jan 9, 2026 - Jan 20, 2026 | -0.55% Sep 4, 2025 - Sep 9, 2025 |
Correlation
Correlation between IBMP and TOPT is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2019 - 2026)
IBMP vs TOPT dividend yield comparison.
| Year | IBMP | TOPT |
|---|---|---|
| 2026 | 1.47% | 0.19% |
| 2025 | 2.47% | 0.38% |
| 2024 | 2.35% | 0.08% |
| 2023 | 2.05% | 0.00% |
| 2022 | 1.26% | 0.00% |
| 2021 | 0.86% | 0.00% |
| 2020 | 1.16% | 0.00% |
| 2019 | 1.06% | 0.00% |
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