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IBMQ vs LGOV

Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and FIRST TRUST LONG DURATION OPPORTUNITIES ETF (LGOV, ETF).

5-Year PerformanceIBMQ has outperformed LGOV, delivering a return of +0.4% compared to -2.4%

IBMQ vs LGOV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBMQ
$653M
LGOV
$652M
Expense Ratio
Winner
IBMQ
0.18%
LGOV
0.49%
Max Drawdown
Winner
IBMQ
15.85%
LGOV
37.47%
Sharpe Ratio
IBMQ
-0.89
Winner
LGOV
0.10
5Y Beta
IBMQ
0.03
Winner
LGOV
0.02
5Y Dividends CAGR
Winner
IBMQ
15.19%
LGOV
0.67%

IBMQ vs LGOV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBMQ
+0.09%
LGOV
-0.97%
3M
Winner
IBMQ
+0.50%
LGOV
-2.16%
6M
Winner
IBMQ
+0.72%
LGOV
-1.25%
1Y
IBMQ
+2.71%
Winner
LGOV
+3.81%
5Y(CAGR)
Winner
IBMQ
+0.39%
LGOV
-2.43%
Max(CAGR)
Winner
IBMQ
+2.00%
LGOV
+1.06%

IBMQ vs LGOV - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearIBMQLGOV
2026+1.00%-1.14%
2025+3.96%+9.08%
2024+0.83%-1.38%
2023+3.77%+3.91%
2022-6.60%-18.69%
2021-0.23%-2.09%
2020+6.79%+11.10%
2019+5.39%+11.54%

IBMQ vs LGOV Drawdown Comparison

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

The maximum drawdown for LGOV was -30.86%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IBMQ drawdown is -0.14%. The current LGOV drawdown is -15.89%.

RankIBMQLGOV
#1-15.85%
Mar 9, 2020 - Jul 14, 2020
-30.86%
Mar 9, 2020 - Oct 19, 2023
#2-11.60%
Feb 11, 2021 - Sep 4, 2025
-4.68%
Sep 4, 2019 - Jan 30, 2020
#3-2.44%
Aug 28, 2019 - Jan 14, 2020
-1.68%
Mar 28, 2019 - May 13, 2019
#4-1.87%
Aug 7, 2020 - Dec 10, 2020
-1.49%
Jul 3, 2019 - Aug 1, 2019
#5-1.13%
Feb 27, 2026 - Jun 25, 2026
-1.15%
Feb 26, 2019 - Mar 8, 2019
#6-0.87%
Sep 18, 2025 - Jan 5, 2026
-0.99%
Jan 31, 2020 - Feb 18, 2020
#7-0.56%
Jan 31, 2020 - Feb 20, 2020
-0.83%
Aug 15, 2019 - Aug 27, 2019
#8-0.40%
Jan 6, 2021 - Jan 27, 2021
-0.65%
Jun 3, 2019 - Jun 18, 2019
#9-0.38%
Aug 15, 2019 - Aug 28, 2019
-0.44%
Feb 8, 2019 - Feb 19, 2019
#10-0.26%
Jun 3, 2019 - Jun 18, 2019
-0.43%
Feb 1, 2019 - Feb 7, 2019
#11-0.26%
Feb 27, 2020 - Mar 6, 2020
-0.39%
Feb 20, 2019 - Feb 26, 2019
#12-0.23%
Aug 12, 2019 - Aug 14, 2019
-0.33%
May 17, 2019 - May 23, 2019
#13-0.22%
May 17, 2019 - May 23, 2019
-0.31%
Jun 28, 2019 - Jul 2, 2019
#14-0.20%
May 7, 2019 - May 9, 2019
-0.24%
Aug 28, 2019 - Sep 3, 2019
#15-0.19%
Jul 3, 2019 - Jul 9, 2019
-0.24%
Aug 8, 2019 - Aug 12, 2019

Correlation

Correlation between IBMQ and LGOV is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (2019 - 2026)

IBMQ vs LGOV dividend yield comparison.

YearIBMQLGOV
20261.23%2.58%
20252.43%4.02%
20242.33%4.03%
20231.93%3.59%
20221.25%1.97%
20211.05%2.58%
20201.24%3.75%
20191.03%3.01%

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