IBMQ vs IAT
Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and ISHARES U.S. REGIONAL BANKS ETF (IAT, ETF).
5-Year PerformanceIAT has outperformed IBMQ, delivering a return of +5.7% compared to +0.4%
IBMQ vs IAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMQ
$653M
Winner
IAT
$656M
Expense Ratio
Winner
IBMQ
0.18%
IAT
0.38%
Max Drawdown
Winner
IBMQ
15.85%
IAT
78.80%
Sharpe Ratio
IBMQ
-0.89
Winner
IAT
0.99
5Y Beta
Winner
IBMQ
0.03
IAT
0.99
P/E Ratio
IBMQ
N/A
IAT
13.75
Forward P/E
IBMQ
N/A
IAT
12.57
PEG Ratio
IBMQ
N/A
IAT
0.44
5Y Dividends CAGR
Winner
IBMQ
15.19%
IAT
6.42%
5Y EPS CAGR
IBMQ
N/A
IAT
6.65%
Debt to Equity
IBMQ
N/A
IAT
53.97%
P/S Ratio
IBMQ
N/A
IAT
4.02
P/B Ratio
IBMQ
N/A
IAT
1.41
IBMQ vs IAT - Holdings Comparison
IBMQ and IAT have 1 common holdings. Overlap is -0.73%
IBMQ's top 25 holdings weight is 23.88%. IAT's top 25 holdings weight is 94.95%.
| Rank | IBMQ | IAT |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.65% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 15.05% |
| #2 | ILLINOIS ST 5% (n/a) - 1.76% | U.S. BANCORP (USB) - 14.36% |
| #3 | n/a (n/a) - 1.59% | TRUIST FINANCIAL CORP (TFC) - 9.63% |
| #4 | NEW YORK N Y 5% (n/a) - 1.44% | FIFTH THIRD BANCORP (FITB) - 6.37% |
| #5 | PENNSYLVANIA ST 5% (n/a) - 1.17% | CITIZENS FINANCIAL GROUP INC (CFG) - 4.56% |
| #6 | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 1.13% | M&T BANK CORP (MTB) - 4.55% |
| #7 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.08% | HUNTINGTON BANCSHARES INC (HBAN) - 4.47% |
| #8 | n/a (n/a) - 0.92% | REGIONS FINANCIAL CORP (RF) - 4.21% |
| #9 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.90% | KEYCORP (KEY) - 3.43% |
| #10 | MARYLAND ST 5% (n/a) - 0.89% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 3.07% |
| #11 | WASHINGTON ST 5% (n/a) - 0.87% | EAST WEST BANCORP INC (EWBC) - 2.87% |
| #12 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.87% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 2.42% |
| #13 | CONNECTICUT ST 5% (n/a) - 0.84% | WEBSTER FINANCIAL CORP (WBS) - 1.97% |
| #14 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.76% | FIRST HORIZON CORP (FHN) - 1.95% |
| #15 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.71% | WINTRUST FINANCIAL CORP (WTFC) - 1.75% |
| #16 | n/a (n/a) - 0.69% | POPULAR INC (BPOP) - 1.74% |
| #17 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.66% | ZIONS BANCORP NA (ZION) - 1.66% |
| #18 | INDIANA ST FIN AUTH REV 5% (n/a) - 0.64% | UMB FINANCIAL CORP (UMBF) - 1.63% |
| #19 | DALLAS TEX 5% (n/a) - 0.64% | CULLEN/FROST BANKERS INC (CFR) - 1.58% |
| #20 | n/a (n/a) - 0.63% | SOUTHSTATE BANK CORP (SSB) - 1.57% |
| #21 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.62% | PROSPERITY BANCSHARES INC (PB) - 1.36% |
| #22 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.62% | WESTERN ALLIANCE BANCORP (WAL) - 1.31% |
| #23 | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.62% | COMMERCE BANCSHARES INC (CBSH) - 1.25% |
| #24 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.60% | VALLEY NATIONAL BANCORP (VLY) - 1.11% |
| #25 | CLARK CNTY NEV SCH DIST 5% (n/a) - 0.58% | F N B CORP (FNB) - 1.08% |
| Total Holdings | 779 | 34 |
IBMQ vs IAT - Historical Returns
Returns include dividend reinvestment.
1M
IBMQ
+0.09%
Winner
IAT
+5.91%
3M
IBMQ
+0.50%
Winner
IAT
+9.11%
6M
IBMQ
+0.72%
Winner
IAT
+9.52%
1Y
IBMQ
+2.71%
Winner
IAT
+26.17%
5Y(CAGR)
IBMQ
+0.39%
Winner
IAT
+5.74%
10Y(CAGR)
IBMQ
N/A
IAT
+9.68%
Max(CAGR)
IBMQ
+2.00%
Winner
IAT
+3.77%
IBMQ vs IAT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IBMQ | IAT |
|---|---|---|
| 2026 | +1.00% | +15.31% |
| 2025 | +3.96% | +13.83% |
| 2024 | +0.83% | +23.07% |
| 2023 | +3.77% | -8.57% |
| 2022 | -6.60% | -22.25% |
| 2021 | -0.23% | +39.74% |
| 2020 | +6.79% | -7.86% |
| 2019 | +5.39% | +29.03% |
| 2018 | N/A | -17.78% |
| 2017 | N/A | +10.25% |
| 2016 | N/A | +35.82% |
| 2015 | N/A | +2.41% |
| 2014 | N/A | +8.94% |
| 2013 | N/A | +33.18% |
| 2012 | N/A | +15.22% |
| 2011 | N/A | -13.91% |
| 2010 | N/A | +18.93% |
| 2009 | N/A | -11.04% |
| 2008 | N/A | -31.81% |
| 2007 | N/A | -25.73% |
| 2006 | N/A | +6.02% |
IBMQ vs IAT Drawdown Comparison
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The maximum drawdown for IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 2465 trading sessions.
The current IBMQ drawdown is -0.14%. The current IAT drawdown is -2.42%.
| Rank | IBMQ | IAT |
|---|---|---|
| #1 | -15.85% Mar 9, 2020 - Jul 14, 2020 | -77.21% Feb 20, 2007 - Dec 1, 2016 |
| #2 | -11.60% Feb 11, 2021 - Sep 4, 2025 | -55.53% Jan 14, 2022 - Feb 4, 2026 |
| #3 | -2.44% Aug 28, 2019 - Jan 14, 2020 | -52.03% Mar 9, 2018 - Jan 12, 2021 |
| #4 | -1.87% Aug 7, 2020 - Dec 10, 2020 | -17.49% Feb 6, 2026 - Jun 25, 2026 |
| #5 | -1.13% Feb 27, 2026 - Jun 25, 2026 | -13.86% May 17, 2021 - Oct 5, 2021 |
| #6 | -0.87% Sep 18, 2025 - Jan 5, 2026 | -13.59% Mar 1, 2017 - Nov 29, 2017 |
| #7 | -0.56% Jan 31, 2020 - Feb 20, 2020 | -10.68% Oct 22, 2021 - Jan 6, 2022 |
| #8 | -0.40% Jan 6, 2021 - Jan 27, 2021 | -9.71% Jan 14, 2021 - Feb 9, 2021 |
| #9 | -0.38% Aug 15, 2019 - Aug 28, 2019 | -7.34% Feb 1, 2018 - Mar 7, 2018 |
| #10 | -0.26% Jun 3, 2019 - Jun 18, 2019 | -7.19% Mar 12, 2021 - Apr 27, 2021 |
| #11 | -0.26% Feb 27, 2020 - Mar 6, 2020 | -5.42% Feb 24, 2021 - Mar 8, 2021 |
| #12 | -0.23% Aug 12, 2019 - Aug 14, 2019 | -5.30% May 8, 2006 - Sep 20, 2006 |
| #13 | -0.22% May 17, 2019 - May 23, 2019 | -4.22% Jan 4, 2017 - Jan 25, 2017 |
| #14 | -0.20% May 7, 2019 - May 9, 2019 | -3.93% May 7, 2021 - May 14, 2021 |
| #15 | -0.19% Jul 3, 2019 - Jul 9, 2019 | -2.99% Dec 27, 2006 - Feb 7, 2007 |
Correlation
Correlation between IBMQ and IAT is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2006 - 2026)
IBMQ vs IAT dividend yield comparison.
| Year | IBMQ | IAT |
|---|---|---|
| 2026 | 1.23% | 1.00% |
| 2025 | 2.43% | 2.94% |
| 2024 | 2.33% | 2.95% |
| 2023 | 1.93% | 3.56% |
| 2022 | 1.25% | 3.12% |
| 2021 | 1.05% | 1.88% |
| 2020 | 1.24% | 2.87% |
| 2019 | 1.03% | 2.49% |
| 2018 | 0.00% | 2.48% |
| 2017 | 0.00% | 1.55% |
| 2016 | 0.00% | 1.52% |
| 2015 | 0.00% | 1.78% |
| 2014 | 0.00% | 1.68% |
| 2013 | 0.00% | 1.56% |
| 2012 | 0.00% | 1.96% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 1.11% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 5.21% |
| 2007 | 0.00% | 3.41% |
| 2006 | 0.00% | 2.30% |
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