IBMP vs VFMF
Comparison between ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF) and VANGUARD U.S. MULTIFACTOR ETF ETF SHARES (VFMF, ETF).
5-Year PerformanceVFMF has outperformed IBMP, delivering a return of +14.1% compared to +0.5%
IBMP vs VFMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMP
$643M
VFMF
$643M
Expense Ratio
IBMP
0.18%
VFMF
0.18%
Max Drawdown
Winner
IBMP
15.24%
VFMF
42.80%
Sharpe Ratio
IBMP
-0.90
Winner
VFMF
2.05
5Y Beta
Winner
IBMP
0.01
VFMF
0.89
P/E Ratio
IBMP
N/A
VFMF
19.13
Forward P/E
IBMP
N/A
VFMF
12.35
5Y Dividends CAGR
IBMP
17.99%
Winner
VFMF
19.05%
5Y EPS CAGR
IBMP
N/A
VFMF
14.85%
Debt to Equity
IBMP
N/A
VFMF
26.70%
P/S Ratio
IBMP
N/A
VFMF
1.04
P/B Ratio
IBMP
N/A
VFMF
2.21
IBMP vs VFMF - Holdings Comparison
IBMP and VFMF have 1 common holdings. Overlap is -0.64%
IBMP's top 25 holdings weight is 20.45%. VFMF's top 25 holdings weight is 19.08%.
| Rank | IBMP | VFMF |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.38% | NEWMONT CORP (NEM) - 0.98% |
| #2 | ILLINOIS ST 5% (n/a) - 1.93% | ALTRIA GROUP INC (MO) - 0.94% |
| #3 | NEW YORK N Y 5% (n/a) - 1.38% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.91% |
| #4 | n/a (n/a) - 1.16% | MERCK & CO INC (MRK) - 0.89% |
| #5 | PENNSYLVANIA ST 5% (n/a) - 1.11% | HCA HEALTHCARE INC (HCA) - 0.87% |
| #6 | MASSACHUSETTS ST 5% (n/a) - 0.80% | MCKESSON CORP (MCK) - 0.84% |
| #7 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.73% | BANK OF NEW YORK MELLON CORP (BNY) - 0.84% |
| #8 | GEORGIA ST 5% (n/a) - 0.72% | GILEAD SCIENCES INC (GILD) - 0.83% |
| #9 | WASHINGTON ST 5% (n/a) - 0.70% | EXXON MOBIL CORP (XOM) - 0.83% |
| #10 | MINNESOTA ST 5% (n/a) - 0.67% | MICRON TECHNOLOGY INC (MU) - 0.83% |
| #11 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.65% | LAM RESEARCH CORP (LRCX) - 0.80% |
| #12 | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.63% | WELLS FARGO & CO (WFC) - 0.76% |
| #13 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.63% | AMGEN INC (AMGN) - 0.75% |
| #14 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.62% | QUALCOMM INC (QCOM) - 0.73% |
| #15 | CONNECTICUT ST 5% (n/a) - 0.62% | JPMORGAN CHASE & CO (JPM) - 0.71% |
| #16 | n/a (n/a) - 0.62% | ALPHABET INC CLASS A (GOOGL) - 0.71% |
| #17 | MARYLAND ST 5% (n/a) - 0.61% | FEDEX CORP (FDX) - 0.69% |
| #18 | WISCONSIN ST 5% (n/a) - 0.59% | CVS HEALTH CORP (CVS) - 0.68% |
| #19 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.59% | PFIZER INC (PFE) - 0.67% |
| #20 | UNIVERSITY CALIF REVS 5% (n/a) - 0.58% | REGENERON PHARMACEUTICALS INC (REGN) - 0.67% |
| #21 | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.57% | CISCO SYSTEMS INC (CSCO) - 0.65% |
| #22 | MISSISSIPPI ST 5% (n/a) - 0.57% | WALMART INC (WMT) - 0.64% |
| #23 | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.53% | CENCORA INC (COR) - 0.64% |
| #24 | n/a (n/a) - 0.53% | PEPSICO INC (PEP) - 0.62% |
| #25 | MICHIGAN ST 5% (n/a) - 0.53% | THE TRAVELERS COMPANIES INC (TRV) - 0.60% |
| Total Holdings | 714 | 597 |
IBMP vs VFMF - Historical Returns
Returns include dividend reinvestment.
1M
IBMP
+0.31%
Winner
VFMF
+3.57%
3M
IBMP
+0.36%
Winner
VFMF
+12.53%
6M
IBMP
+1.14%
Winner
VFMF
+15.78%
1Y
IBMP
+2.80%
Winner
VFMF
+36.25%
5Y(CAGR)
IBMP
+0.55%
Winner
VFMF
+14.06%
10Y(CAGR)
IBMP
N/A
VFMF
+12.19%
Max(CAGR)
IBMP
+1.89%
Winner
VFMF
+12.19%
IBMP vs VFMF - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBMP | VFMF |
|---|---|---|
| 2026 | +0.89% | +15.13% |
| 2025 | +3.36% | +17.53% |
| 2024 | +1.36% | +15.63% |
| 2023 | +3.22% | +19.78% |
| 2022 | -5.93% | -5.99% |
| 2021 | -0.14% | +31.29% |
| 2020 | +6.10% | +4.57% |
| 2019 | +4.88% | +21.48% |
| 2018 | N/A | -11.28% |
IBMP vs VFMF Drawdown Comparison
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for VFMF was -41.33%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current IBMP drawdown is -0.14%. The current VFMF drawdown is -1.57%.
| Rank | IBMP | VFMF |
|---|---|---|
| #1 | -15.24% Mar 9, 2020 - Jul 14, 2020 | -41.33% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -10.10% Feb 11, 2021 - Aug 1, 2025 | -23.57% Aug 29, 2018 - Jan 16, 2020 |
| #3 | -2.24% Aug 15, 2019 - Jan 10, 2020 | -20.57% Nov 25, 2024 - Aug 13, 2025 |
| #4 | -1.27% Aug 7, 2020 - Nov 20, 2020 | -19.04% Nov 16, 2021 - Jul 13, 2023 |
| #5 | -0.59% Sep 18, 2025 - Dec 19, 2025 | -10.05% Aug 1, 2023 - Dec 4, 2023 |
| #6 | -0.55% Mar 2, 2026 - Jun 4, 2026 | -8.63% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -0.44% Jan 6, 2021 - Jan 27, 2021 | -7.67% Jun 8, 2021 - Aug 27, 2021 |
| #8 | -0.42% Jan 31, 2020 - Feb 19, 2020 | -7.08% Feb 26, 2026 - Apr 14, 2026 |
| #9 | -0.32% Apr 11, 2019 - Apr 24, 2019 | -6.33% Mar 28, 2024 - Jul 15, 2024 |
| #10 | -0.25% Feb 27, 2020 - Mar 6, 2020 | -5.39% Mar 9, 2018 - May 16, 2018 |
| #11 | -0.24% Jun 3, 2019 - Jun 19, 2019 | -5.21% May 7, 2021 - Jun 8, 2021 |
| #12 | -0.21% Jul 2, 2019 - Jul 9, 2019 | -4.93% Aug 27, 2021 - Oct 18, 2021 |
| #13 | -0.20% Aug 8, 2019 - Aug 13, 2019 | -4.91% Mar 15, 2021 - Apr 5, 2021 |
| #14 | -0.20% Jan 9, 2026 - Jan 20, 2026 | -4.67% Nov 12, 2025 - Nov 25, 2025 |
| #15 | -0.16% Jun 19, 2019 - Jun 27, 2019 | -4.24% Sep 18, 2025 - Oct 27, 2025 |
Correlation
Correlation between IBMP and VFMF is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2018 - 2026)
IBMP vs VFMF dividend yield comparison.
| Year | IBMP | VFMF |
|---|---|---|
| 2026 | 1.05% | 0.37% |
| 2025 | 2.47% | 1.54% |
| 2024 | 2.35% | 1.60% |
| 2023 | 2.05% | 1.78% |
| 2022 | 1.26% | 2.21% |
| 2021 | 0.86% | 1.39% |
| 2020 | 1.16% | 1.56% |
| 2019 | 1.06% | 1.61% |
| 2018 | 0.00% | 1.22% |
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