IBMQ vs TUA
Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF).
IBMQ vs TUA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMQ
$661M
TUA
$660M
Expense Ratio
Winner
IBMQ
0.18%
TUA
0.25%
Max Drawdown
Winner
IBMQ
15.85%
TUA
23.32%
Sharpe Ratio
IBMQ
-1.41
Winner
TUA
-1.14
5Y Beta
IBMQ
0.04
Winner
TUA
-0.06
5Y Dividends CAGR
IBMQ
13.61%
TUA
N/A
IBMQ vs TUA - Historical Returns
Returns include dividend reinvestment.
1M
IBMQ
+0.42%
Winner
TUA
+2.09%
3M
Winner
IBMQ
+0.75%
TUA
-0.04%
6M
Winner
IBMQ
+0.34%
TUA
-4.99%
1Y
Winner
IBMQ
+2.11%
TUA
-3.46%
5Y(CAGR)
IBMQ
+0.50%
TUA
N/A
Max(CAGR)
Winner
IBMQ
+2.01%
TUA
-1.24%
IBMQ vs TUA - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMQ | TUA |
|---|---|---|
| 2026 | +1.29% | -5.03% |
| 2025 | +3.96% | +7.17% |
| 2024 | +0.83% | -2.92% |
| 2023 | +3.77% | -2.33% |
| 2022 | -6.60% | -0.81% |
| 2021 | -0.23% | N/A |
| 2020 | +6.79% | N/A |
| 2019 | +5.39% | N/A |
IBMQ vs TUA Drawdown Comparison
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The maximum drawdown for TUA was -15.84%, occurring on Oct 17, 2023. This drawdown has not yet recovered.
The current TUA drawdown is -9.74%.
| Rank | IBMQ | TUA |
|---|---|---|
| #1 | -15.85% Mar 9, 2020 - Jul 14, 2020 | -15.84% Mar 24, 2023 - Oct 17, 2023 |
| #2 | -11.60% Feb 11, 2021 - Sep 4, 2025 | -9.27% Jan 18, 2023 - Mar 13, 2023 |
| #3 | -2.44% Aug 28, 2019 - Jan 14, 2020 | -2.81% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -1.87% Aug 7, 2020 - Dec 10, 2020 | -2.63% Dec 16, 2022 - Jan 12, 2023 |
| #5 | -1.13% Feb 27, 2026 - Jun 25, 2026 | -2.47% Mar 15, 2023 - Mar 17, 2023 |
| #6 | -0.87% Sep 18, 2025 - Jan 5, 2026 | -2.15% Mar 13, 2023 - Mar 15, 2023 |
| #7 | -0.56% Jan 31, 2020 - Feb 20, 2020 | -1.50% Nov 16, 2022 - Dec 1, 2022 |
| #8 | -0.43% Jul 10, 2026 - Aug 10, 2026 | -1.48% Dec 1, 2022 - Dec 13, 2022 |
| #9 | -0.40% Jan 6, 2021 - Jan 27, 2021 | -0.80% Jan 12, 2023 - Jan 18, 2023 |
| #10 | -0.38% Aug 15, 2019 - Aug 28, 2019 | -0.20% Dec 14, 2022 - Dec 16, 2022 |
| #11 | -0.26% Jun 3, 2019 - Jun 18, 2019 | N/A |
| #12 | -0.26% Feb 27, 2020 - Mar 6, 2020 | N/A |
| #13 | -0.23% Aug 12, 2019 - Aug 14, 2019 | N/A |
| #14 | -0.22% May 17, 2019 - May 23, 2019 | N/A |
| #15 | -0.20% May 7, 2019 - May 9, 2019 | N/A |
Correlation
Correlation between IBMQ and TUA is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.36
-101
Dividend Comparison (2019 - 2026)
IBMQ vs TUA dividend yield comparison.
| Year | IBMQ | TUA |
|---|---|---|
| 2026 | 1.44% | 1.46% |
| 2025 | 2.43% | 3.84% |
| 2024 | 2.33% | 5.19% |
| 2023 | 1.93% | 4.83% |
| 2022 | 1.25% | 0.15% |
| 2021 | 1.05% | 0.00% |
| 2020 | 1.24% | 0.00% |
| 2019 | 1.03% | 0.00% |
Select Stocks to Compare
Popular: IBMQ vs SPYTUA vs SPY
More Comparisons
Compare with similar stocks