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IBMQ vs SPY

Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IBMQ, delivering a return of +13.3% compared to +0.5%

IBMQ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBMQ
$636M
Winner
SPY
$735B
Expense Ratio
IBMQ
0.18%
Winner
SPY
0.09%
Max Drawdown
Winner
IBMQ
15.85%
SPY
56.47%
Sharpe Ratio
IBMQ
-0.13
Winner
SPY
1.62
5Y Beta
Winner
IBMQ
0.03
SPY
1.00
P/E Ratio
IBMQ
N/A
SPY
28.99
Forward P/E
IBMQ
N/A
SPY
22.37
5Y Dividends CAGR
Winner
IBMQ
14.79%
SPY
5.43%
5Y EPS CAGR
IBMQ
N/A
SPY
26.05%
Debt to Equity
IBMQ
N/A
SPY
32.40%
P/S Ratio
IBMQ
N/A
SPY
3.74
P/B Ratio
IBMQ
N/A
SPY
5.61

IBMQ vs SPY - Holdings Comparison

IBMQ and SPY have 1 common holdings. Overlap is -0.03%

IBMQ's top 25 holdings weight is 23.45%. SPY's top 25 holdings weight is 52.37%.

RankIBMQSPY
#1
CALIFORNIA ST 5% (n/a) - 2.43%
NVIDIA CORP (NVDA) - 8.10%
#2
n/a (n/a) - 2.01%
APPLE INC (AAPL) - 7.02%
#3
NEW YORK N Y 5% (n/a) - 1.90%
MICROSOFT CORP (MSFT) - 4.79%
#4
ILLINOIS ST 5% (n/a) - 1.36%
AMAZON.COM INC (AMZN) - 4.02%
#5
METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.24%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
PENNSYLVANIA ST 5% (n/a) - 1.21%
BROADCOM INC (AVGO) - 3.10%
#7
NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 1.06%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
MARYLAND ST 5% (n/a) - 0.91%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
n/a (n/a) - 0.89%
TESLA INC (TSLA) - 1.89%
#10
n/a (n/a) - 0.86%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MINNESOTA ST 5% (n/a) - 0.79%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
WASHINGTON ST 5% (n/a) - 0.73%
ELI LILLY AND CO (LLY) - 1.31%
#13
CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.69%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
DALLAS TEX 5% (n/a) - 0.68%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.68%
EXXON MOBIL CORP (XOM) - 0.97%
#16
LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.67%
INTEL CORP (INTC) - 0.90%
#17
NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.66%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
OHIO ST 5% (n/a) - 0.63%
VISA INC CLASS A (V) - 0.85%
#19
TEXAS WTR DEV BRD REV 5% (n/a) - 0.62%
WALMART INC (WMT) - 0.81%
#20
CONNECTICUT ST 5% (n/a) - 0.59%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
NEW MEXICO FIN AUTH REV 5% (n/a) - 0.58%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
n/a (n/a) - 0.57%
CATERPILLAR INC (CAT) - 0.66%
#23
n/a (n/a) - 0.57%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.57%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
n/a (n/a) - 0.55%
ABBVIE INC (ABBV) - 0.58%
Total Holdings785505

IBMQ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IBMQ
+0.28%
Winner
SPY
+1.90%
3M
IBMQ
+0.18%
Winner
SPY
+8.55%
6M
IBMQ
+1.23%
Winner
SPY
+8.18%
1Y
IBMQ
+3.44%
Winner
SPY
+25.79%
5Y(CAGR)
IBMQ
+0.50%
Winner
SPY
+13.32%
10Y(CAGR)
IBMQ
N/A
SPY
+15.19%
Max(CAGR)
IBMQ
+2.00%
Winner
SPY
+8.47%

IBMQ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIBMQSPY
2026+0.75%+8.26%
2025+3.96%+18.00%
2024+0.83%+25.59%
2023+3.77%+26.72%
2022-6.60%-18.64%
2021-0.23%+30.52%
2020+6.79%+17.28%
2019+5.39%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IBMQ vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IBMQ drawdown is -0.25%. The current SPY drawdown is -2.90%.

RankIBMQSPY
#1-15.85%
Mar 9, 2020 - Jul 14, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.60%
Feb 11, 2021 - Sep 4, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.44%
Aug 28, 2019 - Jan 14, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.87%
Aug 7, 2020 - Dec 10, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.13%
Feb 27, 2026 - Mar 24, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.87%
Sep 18, 2025 - Jan 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.56%
Jan 31, 2020 - Feb 20, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.40%
Jan 6, 2021 - Jan 27, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.38%
Aug 15, 2019 - Aug 28, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.26%
Jun 3, 2019 - Jun 18, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.26%
Feb 27, 2020 - Mar 6, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.23%
Aug 12, 2019 - Aug 14, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.22%
May 17, 2019 - May 23, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.20%
May 7, 2019 - May 9, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.19%
Jul 3, 2019 - Jul 9, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IBMQ and SPY is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (1999 - 2026)

IBMQ vs SPY dividend yield comparison.

YearIBMQSPY
20261.02%0.24%
20252.43%1.07%
20242.33%1.21%
20231.93%1.40%
20221.25%1.65%
20211.05%1.20%
20201.24%1.52%
20191.03%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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