IBMQ vs IBMP
Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF).
5-Year PerformanceIBMP has outperformed IBMQ, delivering a return of +0.5% compared to +0.5%
IBMQ vs IBMP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBMQ vs IBMP - Holdings Comparison
IBMQ and IBMP have 2 common holdings. Overlap is -0.27%
IBMQ's top 25 holdings weight is 22.86%. IBMP's top 25 holdings weight is 20.45%.
| Rank | IBMQ | IBMP |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.86% | CALIFORNIA ST 5% (n/a) - 2.38% |
| #2 | n/a (n/a) - 1.65% | ILLINOIS ST 5% (n/a) - 1.93% |
| #3 | NEW YORK N Y 5% (n/a) - 1.18% | NEW YORK N Y 5% (n/a) - 1.38% |
| #4 | ILLINOIS ST 5% (n/a) - 1.13% | n/a (n/a) - 1.16% |
| #5 | WASHINGTON ST 5% (n/a) - 1.12% | PENNSYLVANIA ST 5% (n/a) - 1.11% |
| #6 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.07% | MASSACHUSETTS ST 5% (n/a) - 0.80% |
| #7 | PENNSYLVANIA ST 5% (n/a) - 1.02% | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.73% |
| #8 | n/a (n/a) - 1.00% | GEORGIA ST 5% (n/a) - 0.72% |
| #9 | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 0.98% | WASHINGTON ST 5% (n/a) - 0.70% |
| #10 | MARYLAND ST 5% (n/a) - 0.90% | MINNESOTA ST 5% (n/a) - 0.67% |
| #11 | n/a (n/a) - 0.84% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.65% |
| #12 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.79% | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.63% |
| #13 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.72% | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.63% |
| #14 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.71% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.62% |
| #15 | DALLAS TEX 5% (n/a) - 0.70% | CONNECTICUT ST 5% (n/a) - 0.62% |
| #16 | CONNECTICUT ST 5% (n/a) - 0.70% | n/a (n/a) - 0.62% |
| #17 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.69% | MARYLAND ST 5% (n/a) - 0.61% |
| #18 | MICHIGAN FIN AUTH REV 5% (n/a) - 0.65% | WISCONSIN ST 5% (n/a) - 0.59% |
| #19 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.64% | TEXAS WTR DEV BRD REV 5% (n/a) - 0.59% |
| #20 | n/a (n/a) - 0.63% | UNIVERSITY CALIF REVS 5% (n/a) - 0.58% |
| #21 | NEW MEXICO ST SEVERANCE TAX 5% (n/a) - 0.63% | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.57% |
| #22 | n/a (n/a) - 0.58% | MISSISSIPPI ST 5% (n/a) - 0.57% |
| #23 | n/a (n/a) - 0.56% | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.53% |
| #24 | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.56% | n/a (n/a) - 0.53% |
| #25 | n/a (n/a) - 0.55% | MICHIGAN ST 5% (n/a) - 0.53% |
| Total Holdings | 769 | 714 |
IBMQ vs IBMP - Historical Returns
Returns include dividend reinvestment.
IBMQ vs IBMP - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMQ | IBMP |
|---|---|---|
| 2026 | +0.75% | +0.89% |
| 2025 | +3.96% | +3.36% |
| 2024 | +0.83% | +1.36% |
| 2023 | +3.77% | +3.22% |
| 2022 | -6.60% | -5.93% |
| 2021 | -0.23% | -0.14% |
| 2020 | +6.79% | +6.10% |
| 2019 | +5.39% | +4.88% |
IBMQ vs IBMP Drawdown Comparison
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The current IBMQ drawdown is -0.25%. The current IBMP drawdown is -0.14%.
| Rank | IBMQ | IBMP |
|---|---|---|
| #1 | -15.85% Mar 9, 2020 - Jul 14, 2020 | -15.24% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -11.60% Feb 11, 2021 - Sep 4, 2025 | -10.10% Feb 11, 2021 - Aug 1, 2025 |
| #3 | -2.44% Aug 28, 2019 - Jan 14, 2020 | -2.24% Aug 15, 2019 - Jan 10, 2020 |
| #4 | -1.87% Aug 7, 2020 - Dec 10, 2020 | -1.27% Aug 7, 2020 - Nov 20, 2020 |
| #5 | -1.13% Feb 27, 2026 - Mar 24, 2026 | -0.59% Sep 18, 2025 - Dec 19, 2025 |
| #6 | -0.87% Sep 18, 2025 - Jan 5, 2026 | -0.55% Mar 2, 2026 - Jun 4, 2026 |
| #7 | -0.56% Jan 31, 2020 - Feb 20, 2020 | -0.44% Jan 6, 2021 - Jan 27, 2021 |
| #8 | -0.40% Jan 6, 2021 - Jan 27, 2021 | -0.42% Jan 31, 2020 - Feb 19, 2020 |
| #9 | -0.38% Aug 15, 2019 - Aug 28, 2019 | -0.32% Apr 11, 2019 - Apr 24, 2019 |
| #10 | -0.26% Jun 3, 2019 - Jun 18, 2019 | -0.25% Feb 27, 2020 - Mar 6, 2020 |
| #11 | -0.26% Feb 27, 2020 - Mar 6, 2020 | -0.24% Jun 3, 2019 - Jun 19, 2019 |
| #12 | -0.23% Aug 12, 2019 - Aug 14, 2019 | -0.21% Jul 2, 2019 - Jul 9, 2019 |
| #13 | -0.22% May 17, 2019 - May 23, 2019 | -0.20% Aug 8, 2019 - Aug 13, 2019 |
| #14 | -0.20% May 7, 2019 - May 9, 2019 | -0.20% Jan 9, 2026 - Jan 20, 2026 |
| #15 | -0.19% Jul 3, 2019 - Jul 9, 2019 | -0.16% Jun 19, 2019 - Jun 27, 2019 |
Correlation
Correlation between IBMQ and IBMP is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2019 - 2026)
IBMQ vs IBMP dividend yield comparison.
| Year | IBMQ | IBMP |
|---|---|---|
| 2026 | 1.02% | 1.05% |
| 2025 | 2.43% | 2.47% |
| 2024 | 2.33% | 2.35% |
| 2023 | 1.93% | 2.05% |
| 2022 | 1.25% | 1.26% |
| 2021 | 1.05% | 0.86% |
| 2020 | 1.24% | 1.16% |
| 2019 | 1.03% | 1.06% |
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