IBMQ vs ISCF
Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF (ISCF, ETF).
5-Year PerformanceISCF has outperformed IBMQ, delivering a return of +6.9% compared to +0.5%
IBMQ vs ISCF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMQ
$636M
ISCF
$633M
Expense Ratio
Winner
IBMQ
0.18%
ISCF
0.24%
Max Drawdown
Winner
IBMQ
15.85%
ISCF
43.64%
Sharpe Ratio
IBMQ
-0.13
Winner
ISCF
1.04
5Y Beta
Winner
IBMQ
0.03
ISCF
0.71
5Y Dividends CAGR
Winner
IBMQ
14.79%
ISCF
14.05%
IBMQ vs ISCF - Holdings Comparison
IBMQ and ISCF have 1 common holdings. Overlap is -0.17%
IBMQ's top 25 holdings weight is 23.45%. ISCF's top 25 holdings weight is 11.58%.
| Rank | IBMQ | ISCF |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.43% | ABN AMRO BANK NV (n/a) - 0.87% |
| #2 | n/a (n/a) - 2.01% | BANCO DE SABADELL SA (n/a) - 0.80% |
| #3 | NEW YORK N Y 5% (n/a) - 1.90% | BE SEMICONDUCTOR INDUSTRIES NV (n/a) - 0.60% |
| #4 | ILLINOIS ST 5% (n/a) - 1.36% | FINNING INTERNATIONAL INC (FINGF) - 0.56% |
| #5 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.24% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.52% |
| #6 | PENNSYLVANIA ST 5% (n/a) - 1.21% | LOGITECH INTERNATIONAL SA (n/a) - 0.51% |
| #7 | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 1.06% | ISS AS (n/a) - 0.48% |
| #8 | MARYLAND ST 5% (n/a) - 0.91% | CENTERRA GOLD INC (n/a) - 0.48% |
| #9 | n/a (n/a) - 0.89% | VAT GROUP AG (n/a) - 0.45% |
| #10 | n/a (n/a) - 0.86% | n/a (n/a) - 0.45% |
| #11 | MINNESOTA ST 5% (n/a) - 0.79% | SANKI ENGINEERING CO LTD (n/a) - 0.44% |
| #12 | WASHINGTON ST 5% (n/a) - 0.73% | SEIKOH GIKEN CO LTD (n/a) - 0.44% |
| #13 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.69% | ACERINOX SA (n/a) - 0.43% |
| #14 | DALLAS TEX 5% (n/a) - 0.68% | ACCIONA SA (n/a) - 0.43% |
| #15 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.68% | ASR NEDERLAND NV (n/a) - 0.41% |
| #16 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.67% | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.40% |
| #17 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.66% | NKT AS (n/a) - 0.40% |
| #18 | OHIO ST 5% (n/a) - 0.63% | HELVETIA BALOISE HOLDING AG (n/a) - 0.40% |
| #19 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.62% | SANTEC HOLDINGS CORP (n/a) - 0.38% |
| #20 | CONNECTICUT ST 5% (n/a) - 0.59% | DPM METALS INC (n/a) - 0.38% |
| #21 | NEW MEXICO FIN AUTH REV 5% (n/a) - 0.58% | KLEPIERRE (n/a) - 0.36% |
| #22 | n/a (n/a) - 0.57% | TOKYU REIT INC (n/a) - 0.35% |
| #23 | n/a (n/a) - 0.57% | RASA INDUSTRIES LTD (n/a) - 0.35% |
| #24 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.57% | DETERRA ROYALTIES LTD ORDINARY SHARES (n/a) - 0.35% |
| #25 | n/a (n/a) - 0.55% | TRICAN WELL SERVICE LTD (n/a) - 0.34% |
| Total Holdings | 785 | 1185 |
IBMQ vs ISCF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMQ
+0.28%
ISCF
-1.25%
3M
IBMQ
+0.18%
Winner
ISCF
+0.69%
6M
IBMQ
+1.23%
Winner
ISCF
+7.72%
1Y
IBMQ
+3.44%
Winner
ISCF
+19.24%
5Y(CAGR)
IBMQ
+0.50%
Winner
ISCF
+6.92%
10Y(CAGR)
IBMQ
N/A
ISCF
+9.02%
Max(CAGR)
IBMQ
+2.00%
Winner
ISCF
+8.33%
IBMQ vs ISCF - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IBMQ | ISCF |
|---|---|---|
| 2026 | +0.75% | +4.62% |
| 2025 | +3.96% | +34.44% |
| 2024 | +0.83% | +6.29% |
| 2023 | +3.77% | +11.76% |
| 2022 | -6.60% | -15.12% |
| 2021 | -0.23% | +12.61% |
| 2020 | +6.79% | +6.63% |
| 2019 | +5.39% | +26.29% |
| 2018 | N/A | -19.49% |
| 2017 | N/A | +37.47% |
| 2016 | N/A | -1.26% |
| 2015 | N/A | +1.67% |
IBMQ vs ISCF Drawdown Comparison
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The maximum drawdown for ISCF was -40.80%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current IBMQ drawdown is -0.25%. The current ISCF drawdown is -4.28%.
| Rank | IBMQ | ISCF |
|---|---|---|
| #1 | -15.85% Mar 9, 2020 - Jul 14, 2020 | -40.80% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -11.60% Feb 11, 2021 - Sep 4, 2025 | -30.65% Sep 3, 2021 - Sep 19, 2024 |
| #3 | -2.44% Aug 28, 2019 - Jan 14, 2020 | -17.18% Jul 9, 2015 - Sep 26, 2016 |
| #4 | -1.87% Aug 7, 2020 - Dec 10, 2020 | -13.25% Mar 19, 2025 - Apr 24, 2025 |
| #5 | -1.13% Feb 27, 2026 - Mar 24, 2026 | -11.34% Feb 26, 2026 - Mar 27, 2026 |
| #6 | -0.87% Sep 18, 2025 - Jan 5, 2026 | -9.19% Sep 26, 2024 - Mar 17, 2025 |
| #7 | -0.56% Jan 31, 2020 - Feb 20, 2020 | -7.97% Sep 28, 2016 - Feb 3, 2017 |
| #8 | -0.40% Jan 6, 2021 - Jan 27, 2021 | -6.33% Oct 6, 2025 - Dec 11, 2025 |
| #9 | -0.38% Aug 15, 2019 - Aug 28, 2019 | -6.17% May 22, 2015 - Jul 9, 2015 |
| #10 | -0.26% Jun 3, 2019 - Jun 18, 2019 | -4.82% Feb 16, 2021 - Mar 17, 2021 |
| #11 | -0.26% Feb 27, 2020 - Mar 6, 2020 | -4.11% Jun 14, 2021 - Jul 26, 2021 |
| #12 | -0.23% Aug 12, 2019 - Aug 14, 2019 | -3.92% May 7, 2021 - May 28, 2021 |
| #13 | -0.22% May 17, 2019 - May 23, 2019 | -3.53% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -0.20% May 7, 2019 - May 9, 2019 | -3.10% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -0.19% Jul 3, 2019 - Jul 9, 2019 | -3.09% Aug 3, 2021 - Aug 30, 2021 |
Correlation
Correlation between IBMQ and ISCF is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2015 - 2026)
IBMQ vs ISCF dividend yield comparison.
| Year | IBMQ | ISCF |
|---|---|---|
| 2026 | 1.02% | 0.00% |
| 2025 | 2.43% | 3.76% |
| 2024 | 2.33% | 4.29% |
| 2023 | 1.93% | 3.94% |
| 2022 | 1.25% | 2.73% |
| 2021 | 1.05% | 3.93% |
| 2020 | 1.24% | 2.30% |
| 2019 | 1.03% | 2.87% |
| 2018 | 0.00% | 2.14% |
| 2017 | 0.00% | 1.97% |
| 2016 | 0.00% | 2.89% |
| 2015 | 0.00% | 1.46% |
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