IBMQ vs FLRT

Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF (FLRT, ETF).

5-Year PerformanceFLRT has outperformed IBMQ, delivering a return of +6.2% compared to +0.5%

IBMQ vs FLRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBMQ(ETF)	FLRT(ETF)
Net Assets	$661M	$659M
Expense Ratio	0.18%	0.60%
Max Drawdown	15.85%	25.83%
Sharpe Ratio	-1.41	1.03
5Y Beta	0.04	0.08
5Y Dividends CAGR	13.61%	16.77%

Net Assets

Winner

IBMQ

$661M

FLRT

$659M

Expense Ratio

Winner

IBMQ

0.18%

FLRT

0.60%

Max Drawdown

Winner

IBMQ

15.85%

FLRT

25.83%

Sharpe Ratio

IBMQ

-1.41

Winner

FLRT

1.03

5Y Beta

Winner

IBMQ

0.04

FLRT

0.08

5Y Dividends CAGR

IBMQ

13.61%

Winner

FLRT

16.77%

IBMQ vs FLRT - Historical Returns

Returns include dividend reinvestment.

Period	IBMQ	FLRT
1 month	+0.42%	+0.82%
3 months	+0.75%	+1.48%
6 months	+0.34%	+3.53%
1 year	+2.11%	+5.48%
5 years(CAGR)	+0.50%	+6.18%
10 years(CAGR)	N/A	+4.81%
Max(CAGR)	+2.01%	+4.52%

IBMQ

+0.42%

Winner

FLRT

+0.82%

IBMQ

+0.75%

Winner

FLRT

+1.48%

IBMQ

+0.34%

Winner

FLRT

+3.53%

IBMQ

+2.11%

Winner

FLRT

+5.48%

5Y(CAGR)

IBMQ

+0.50%

Winner

FLRT

+6.18%

10Y(CAGR)

IBMQ

N/A

FLRT

+4.81%

Max(CAGR)

IBMQ

+2.01%

Winner

FLRT

+4.52%

IBMQ vs FLRT - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IBMQ	FLRT
2026	+1.29%	+3.04%
2025	+3.96%	+6.21%
2024	+0.83%	+9.20%
2023	+3.77%	+14.46%
2022	-6.60%	-2.73%
2021	-0.23%	+3.19%
2020	+6.79%	+2.59%
2019	+5.39%	+9.49%
2018	N/A	-0.90%
2017	N/A	+1.71%
2016	N/A	+9.89%
2015	N/A	-2.73%

IBMQ vs FLRT Drawdown Comparison

The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.

The maximum drawdown for FLRT was -20.96%, occurring on Mar 24, 2020. Recovery took 205 trading sessions.

Rank	IBMQ	FLRT
#1	-15.85% Mar 9, 2020 - Jul 14, 2020	-20.96% Jan 21, 2020 - Nov 10, 2020
#2	-11.60% Feb 11, 2021 - Sep 4, 2025	-7.60% Jan 20, 2022 - Feb 1, 2023
#3	-2.44% Aug 28, 2019 - Jan 14, 2020	-6.60% Jan 19, 2017 - Aug 15, 2018
#4	-1.87% Aug 7, 2020 - Dec 10, 2020	-4.88% Aug 27, 2018 - Mar 5, 2019
#5	-1.13% Feb 27, 2026 - Jun 25, 2026	-4.41% Nov 25, 2016 - Dec 13, 2016
#6	-0.87% Sep 18, 2025 - Jan 5, 2026	-4.18% May 27, 2015 - Apr 25, 2016
#7	-0.56% Jan 31, 2020 - Feb 20, 2020	-3.67% Dec 13, 2016 - Jan 19, 2017
#8	-0.43% Jul 10, 2026 - Aug 10, 2026	-2.87% Feb 28, 2025 - May 13, 2025
#9	-0.40% Jan 6, 2021 - Jan 27, 2021	-2.39% Aug 15, 2018 - Aug 27, 2018
#10	-0.38% Aug 15, 2019 - Aug 28, 2019	-2.39% Oct 7, 2016 - Nov 11, 2016
#11	-0.26% Jun 3, 2019 - Jun 18, 2019	-2.19% Nov 11, 2016 - Nov 25, 2016
#12	-0.26% Feb 27, 2020 - Mar 6, 2020	-1.78% Jan 16, 2026 - Apr 24, 2026
#13	-0.23% Aug 12, 2019 - Aug 14, 2019	-1.65% Jun 8, 2016 - Jul 14, 2016
#14	-0.22% May 17, 2019 - May 23, 2019	-1.61% Feb 9, 2023 - Apr 4, 2023
#15	-0.20% May 7, 2019 - May 9, 2019	-1.59% May 14, 2015 - May 21, 2015

Correlation

Correlation between IBMQ and FLRT is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2015 - 2026)

IBMQ vs FLRT dividend yield comparison.

Year	IBMQ	FLRT
2026	1.44%	3.42%
2025	2.43%	6.93%
2024	2.33%	7.93%
2023	1.93%	8.40%
2022	1.25%	5.81%
2021	1.05%	3.16%
2020	1.24%	3.52%
2019	1.03%	4.30%
2018	0.00%	3.95%
2017	0.00%	3.20%
2016	0.00%	3.38%
2015	0.00%	3.21%