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IBMQ vs FTNY

Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and Putnam ETF Trust Franklin New York Municipal Income (FTNY, ETF).

IBMQ vs FTNY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBMQ
$636M
Winner
FTNY
$639M
Expense Ratio
Winner
IBMQ
0.18%
FTNY
0.36%
Max Drawdown
IBMQ
15.85%
Winner
FTNY
3.37%
Sharpe Ratio
IBMQ
-0.13
Winner
FTNY
0.05
5Y Beta
Winner
IBMQ
0.03
FTNY
0.10
5Y Dividends CAGR
IBMQ
14.79%
FTNY
N/A

IBMQ vs FTNY - Historical Returns

Returns include dividend reinvestment.

1M
IBMQ
+0.28%
Winner
FTNY
+0.76%
3M
IBMQ
+0.18%
Winner
FTNY
+0.86%
6M
IBMQ
+1.23%
Winner
FTNY
+2.92%
1Y
IBMQ
+3.44%
FTNY
N/A
5Y(CAGR)
IBMQ
+0.50%
FTNY
N/A
Max(CAGR)
IBMQ
+2.00%
Winner
FTNY
+3.79%

IBMQ vs FTNY - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearIBMQFTNY
2026+0.75%+2.30%
2025+3.96%-0.24%
2024+0.83%N/A
2023+3.77%N/A
2022-6.60%N/A
2021-0.23%N/A
2020+6.79%N/A
2019+5.39%N/A

IBMQ vs FTNY Drawdown Comparison

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

The maximum drawdown for FTNY was -3.08%, occurring on Mar 24, 2026. Recovery took 65 trading sessions.

The current IBMQ drawdown is -0.25%. The current FTNY drawdown is -0.13%.

RankIBMQFTNY
#1-15.85%
Mar 9, 2020 - Jul 14, 2020
-3.08%
Feb 27, 2026 - Jun 2, 2026
#2-11.60%
Feb 11, 2021 - Sep 4, 2025
-0.94%
Oct 27, 2025 - Jan 5, 2026
#3-2.44%
Aug 28, 2019 - Jan 14, 2020
-0.51%
Jan 9, 2026 - Feb 2, 2026
#4-1.87%
Aug 7, 2020 - Dec 10, 2020
-0.25%
Feb 5, 2026 - Feb 13, 2026
#5-1.13%
Feb 27, 2026 - Mar 24, 2026
-0.19%
Jun 2, 2026 - Jun 4, 2026
#6-0.87%
Sep 18, 2025 - Jan 5, 2026
-0.13%
Jun 4, 2026 - Jun 5, 2026
#7-0.56%
Jan 31, 2020 - Feb 20, 2020
-0.13%
Feb 20, 2026 - Feb 24, 2026
#8-0.40%
Jan 6, 2021 - Jan 27, 2021
-0.12%
Feb 24, 2026 - Feb 27, 2026
#9-0.38%
Aug 15, 2019 - Aug 28, 2019
-0.06%
Feb 3, 2026 - Feb 5, 2026
#10-0.26%
Jun 3, 2019 - Jun 18, 2019
N/A
#11-0.26%
Feb 27, 2020 - Mar 6, 2020
N/A
#12-0.23%
Aug 12, 2019 - Aug 14, 2019
N/A
#13-0.22%
May 17, 2019 - May 23, 2019
N/A
#14-0.20%
May 7, 2019 - May 9, 2019
N/A
#15-0.19%
Jul 3, 2019 - Jul 9, 2019
N/A

Correlation

Correlation between IBMQ and FTNY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2019 - 2026)

IBMQ vs FTNY dividend yield comparison.

YearIBMQFTNY
20261.02%1.53%
20252.43%0.72%
20242.33%0.00%
20231.93%0.00%
20221.25%0.00%
20211.05%0.00%
20201.24%0.00%
20191.03%0.00%

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