IBMQ vs VFMF
Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and VANGUARD U.S. MULTIFACTOR ETF ETF SHARES (VFMF, ETF).
5-Year PerformanceVFMF has outperformed IBMQ, delivering a return of +14.1% compared to +0.5%
IBMQ vs VFMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMQ
$644M
VFMF
$643M
Expense Ratio
IBMQ
0.18%
VFMF
0.18%
Max Drawdown
Winner
IBMQ
15.85%
VFMF
42.80%
Sharpe Ratio
IBMQ
-0.41
Winner
VFMF
2.05
5Y Beta
Winner
IBMQ
0.03
VFMF
0.89
P/E Ratio
IBMQ
N/A
VFMF
19.13
Forward P/E
IBMQ
N/A
VFMF
12.35
5Y Dividends CAGR
IBMQ
14.79%
Winner
VFMF
19.05%
5Y EPS CAGR
IBMQ
N/A
VFMF
14.85%
Debt to Equity
IBMQ
N/A
VFMF
26.70%
P/S Ratio
IBMQ
N/A
VFMF
1.04
P/B Ratio
IBMQ
N/A
VFMF
2.21
IBMQ vs VFMF - Holdings Comparison
IBMQ and VFMF have 1 common holdings. Overlap is -0.36%
IBMQ's top 25 holdings weight is 22.86%. VFMF's top 25 holdings weight is 19.08%.
| Rank | IBMQ | VFMF |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.86% | NEWMONT CORP (NEM) - 0.98% |
| #2 | n/a (n/a) - 1.65% | ALTRIA GROUP INC (MO) - 0.94% |
| #3 | NEW YORK N Y 5% (n/a) - 1.18% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.91% |
| #4 | ILLINOIS ST 5% (n/a) - 1.13% | MERCK & CO INC (MRK) - 0.89% |
| #5 | WASHINGTON ST 5% (n/a) - 1.12% | HCA HEALTHCARE INC (HCA) - 0.87% |
| #6 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.07% | MCKESSON CORP (MCK) - 0.84% |
| #7 | PENNSYLVANIA ST 5% (n/a) - 1.02% | BANK OF NEW YORK MELLON CORP (BNY) - 0.84% |
| #8 | n/a (n/a) - 1.00% | GILEAD SCIENCES INC (GILD) - 0.83% |
| #9 | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 0.98% | EXXON MOBIL CORP (XOM) - 0.83% |
| #10 | MARYLAND ST 5% (n/a) - 0.90% | MICRON TECHNOLOGY INC (MU) - 0.83% |
| #11 | n/a (n/a) - 0.84% | LAM RESEARCH CORP (LRCX) - 0.80% |
| #12 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.79% | WELLS FARGO & CO (WFC) - 0.76% |
| #13 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.72% | AMGEN INC (AMGN) - 0.75% |
| #14 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.71% | QUALCOMM INC (QCOM) - 0.73% |
| #15 | DALLAS TEX 5% (n/a) - 0.70% | JPMORGAN CHASE & CO (JPM) - 0.71% |
| #16 | CONNECTICUT ST 5% (n/a) - 0.70% | ALPHABET INC CLASS A (GOOGL) - 0.71% |
| #17 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.69% | FEDEX CORP (FDX) - 0.69% |
| #18 | MICHIGAN FIN AUTH REV 5% (n/a) - 0.65% | CVS HEALTH CORP (CVS) - 0.68% |
| #19 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.64% | PFIZER INC (PFE) - 0.67% |
| #20 | n/a (n/a) - 0.63% | REGENERON PHARMACEUTICALS INC (REGN) - 0.67% |
| #21 | NEW MEXICO ST SEVERANCE TAX 5% (n/a) - 0.63% | CISCO SYSTEMS INC (CSCO) - 0.65% |
| #22 | n/a (n/a) - 0.58% | WALMART INC (WMT) - 0.64% |
| #23 | n/a (n/a) - 0.56% | CENCORA INC (COR) - 0.64% |
| #24 | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.56% | PEPSICO INC (PEP) - 0.62% |
| #25 | n/a (n/a) - 0.55% | THE TRAVELERS COMPANIES INC (TRV) - 0.60% |
| Total Holdings | 769 | 597 |
IBMQ vs VFMF - Historical Returns
Returns include dividend reinvestment.
1M
IBMQ
+0.36%
Winner
VFMF
+3.57%
3M
IBMQ
+0.22%
Winner
VFMF
+12.53%
6M
IBMQ
+1.07%
Winner
VFMF
+15.78%
1Y
IBMQ
+3.20%
Winner
VFMF
+36.25%
5Y(CAGR)
IBMQ
+0.46%
Winner
VFMF
+14.06%
10Y(CAGR)
IBMQ
N/A
VFMF
+12.19%
Max(CAGR)
IBMQ
+1.99%
Winner
VFMF
+12.19%
IBMQ vs VFMF - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBMQ | VFMF |
|---|---|---|
| 2026 | +0.75% | +15.13% |
| 2025 | +3.96% | +17.53% |
| 2024 | +0.83% | +15.63% |
| 2023 | +3.77% | +19.78% |
| 2022 | -6.60% | -5.99% |
| 2021 | -0.23% | +31.29% |
| 2020 | +6.79% | +4.57% |
| 2019 | +5.39% | +21.48% |
| 2018 | N/A | -11.28% |
IBMQ vs VFMF Drawdown Comparison
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The maximum drawdown for VFMF was -41.33%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current IBMQ drawdown is -0.25%. The current VFMF drawdown is -1.57%.
| Rank | IBMQ | VFMF |
|---|---|---|
| #1 | -15.85% Mar 9, 2020 - Jul 14, 2020 | -41.33% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -11.60% Feb 11, 2021 - Sep 4, 2025 | -23.57% Aug 29, 2018 - Jan 16, 2020 |
| #3 | -2.44% Aug 28, 2019 - Jan 14, 2020 | -20.57% Nov 25, 2024 - Aug 13, 2025 |
| #4 | -1.87% Aug 7, 2020 - Dec 10, 2020 | -19.04% Nov 16, 2021 - Jul 13, 2023 |
| #5 | -1.13% Feb 27, 2026 - Mar 24, 2026 | -10.05% Aug 1, 2023 - Dec 4, 2023 |
| #6 | -0.87% Sep 18, 2025 - Jan 5, 2026 | -8.63% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -0.56% Jan 31, 2020 - Feb 20, 2020 | -7.67% Jun 8, 2021 - Aug 27, 2021 |
| #8 | -0.40% Jan 6, 2021 - Jan 27, 2021 | -7.08% Feb 26, 2026 - Apr 14, 2026 |
| #9 | -0.38% Aug 15, 2019 - Aug 28, 2019 | -6.33% Mar 28, 2024 - Jul 15, 2024 |
| #10 | -0.26% Jun 3, 2019 - Jun 18, 2019 | -5.39% Mar 9, 2018 - May 16, 2018 |
| #11 | -0.26% Feb 27, 2020 - Mar 6, 2020 | -5.21% May 7, 2021 - Jun 8, 2021 |
| #12 | -0.23% Aug 12, 2019 - Aug 14, 2019 | -4.93% Aug 27, 2021 - Oct 18, 2021 |
| #13 | -0.22% May 17, 2019 - May 23, 2019 | -4.91% Mar 15, 2021 - Apr 5, 2021 |
| #14 | -0.20% May 7, 2019 - May 9, 2019 | -4.67% Nov 12, 2025 - Nov 25, 2025 |
| #15 | -0.19% Jul 3, 2019 - Jul 9, 2019 | -4.24% Sep 18, 2025 - Oct 27, 2025 |
Correlation
Correlation between IBMQ and VFMF is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2018 - 2026)
IBMQ vs VFMF dividend yield comparison.
| Year | IBMQ | VFMF |
|---|---|---|
| 2026 | 1.02% | 0.37% |
| 2025 | 2.43% | 1.54% |
| 2024 | 2.33% | 1.60% |
| 2023 | 1.93% | 1.78% |
| 2022 | 1.25% | 2.21% |
| 2021 | 1.05% | 1.39% |
| 2020 | 1.24% | 1.56% |
| 2019 | 1.03% | 1.61% |
| 2018 | 0.00% | 1.22% |
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