IBMQ vs VMO

Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and Invesco Municipal Opportunity Trust (VMO, ETF).

5-Year PerformanceIBMQ has outperformed VMO, delivering a return of +0.5% compared to -1.0%

IBMQ vs VMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBMQ(ETF)	VMO(ETF)
Net Assets	$661M	$658M
Expense Ratio	0.18%	N/A
Max Drawdown	15.85%	59.97%
Sharpe Ratio	-1.41	1.17
5Y Beta	0.04	0.19
5Y Dividends CAGR	13.61%	4.97%

Net Assets

Winner

IBMQ

$661M

VMO

$658M

Expense Ratio

IBMQ

0.18%

VMO

N/A

Max Drawdown

Winner

IBMQ

15.85%

VMO

59.97%

Sharpe Ratio

IBMQ

-1.41

Winner

VMO

1.17

5Y Beta

Winner

IBMQ

0.04

VMO

0.19

5Y Dividends CAGR

Winner

IBMQ

13.61%

VMO

4.97%

IBMQ vs VMO - Historical Returns

Returns include dividend reinvestment.

Period	IBMQ	VMO
1 month	+0.42%	+2.42%
3 months	+0.75%	+3.09%
6 months	+0.34%	+1.62%
1 year	+2.11%	+14.70%
5 years(CAGR)	+0.50%	-0.96%
10 years(CAGR)	N/A	+1.62%
Max(CAGR)	+2.01%	+5.32%

IBMQ

+0.42%

Winner

VMO

+2.42%

IBMQ

+0.75%

Winner

VMO

+3.09%

IBMQ

+0.34%

Winner

VMO

+1.62%

IBMQ

+2.11%

Winner

VMO

+14.70%

5Y(CAGR)

Winner

IBMQ

+0.50%

VMO

-0.96%

10Y(CAGR)

IBMQ

N/A

VMO

+1.62%

Max(CAGR)

IBMQ

+2.01%

Winner

VMO

+5.32%

IBMQ vs VMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IBMQ	VMO
2026	+1.29%	+7.21%
2025	+3.96%	+5.81%
2024	+0.83%	+7.97%
2023	+3.77%	+2.47%
2022	-6.60%	-24.59%
2021	-0.23%	+12.34%
2020	+6.79%	+8.49%
2019	+5.39%	+13.99%
2018	N/A	-4.38%
2017	N/A	+2.74%
2016	N/A	+2.27%
2015	N/A	+9.28%
2014	N/A	+16.12%
2013	N/A	-15.83%
2012	N/A	+7.92%
2011	N/A	+21.08%
2010	N/A	+4.57%
2009	N/A	+45.00%
2008	N/A	-28.05%
2007	N/A	-3.14%
2006	N/A	+12.22%
2005	N/A	+7.50%
2004	N/A	-5.69%
2003	N/A	+13.75%
2002	N/A	+13.87%
2001	N/A	+13.09%
2000	N/A	+13.93%
1999	N/A	-4.09%

IBMQ vs VMO Drawdown Comparison

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

The maximum drawdown for VMO was -50.02%, occurring on Dec 16, 2008. Recovery took 599 trading sessions.

The current VMO drawdown is -5.54%.

Rank	IBMQ	VMO
#1	-15.85% Mar 9, 2020 - Jul 14, 2020	-50.02% Apr 23, 2007 - Sep 4, 2009
#2	-11.60% Feb 11, 2021 - Sep 4, 2025	-37.68% Jan 3, 2022 - Oct 25, 2023
#3	-2.44% Aug 28, 2019 - Jan 14, 2020	-26.16% Oct 8, 2012 - Dec 10, 2015
#4	-1.87% Aug 7, 2020 - Dec 10, 2020	-25.48% Feb 20, 2020 - Aug 17, 2020
#5	-1.13% Feb 27, 2026 - Jun 25, 2026	-19.84% Dec 3, 2010 - Nov 15, 2011
#6	-0.87% Sep 18, 2025 - Jan 5, 2026	-19.20% Mar 8, 2004 - Mar 24, 2006
#7	-0.56% Jan 31, 2020 - Feb 20, 2020	-17.50% Jul 8, 2016 - Jul 31, 2019
#8	-0.43% Jul 10, 2026 - Aug 10, 2026	-11.93% Nov 5, 2010 - Dec 3, 2010
#9	-0.40% Jan 6, 2021 - Jan 27, 2021	-11.09% Jun 13, 2003 - Jan 6, 2004
#10	-0.38% Aug 15, 2019 - Aug 28, 2019	-10.05% Oct 6, 2009 - Mar 5, 2010
#11	-0.26% Jun 3, 2019 - Jun 18, 2019	-9.94% Feb 1, 2012 - Jul 5, 2012
#12	-0.26% Feb 27, 2020 - Mar 6, 2020	-9.79% Nov 5, 1999 - Jul 26, 2000
#13	-0.23% Aug 12, 2019 - Aug 14, 2019	-9.37% Oct 3, 2002 - Feb 21, 2003
#14	-0.22% May 17, 2019 - May 23, 2019	-8.51% Apr 28, 2006 - Dec 4, 2006
#15	-0.20% May 7, 2019 - May 9, 2019	-7.13% Feb 15, 2002 - Jun 4, 2002

Correlation

Correlation between IBMQ and VMO is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

IBMQ vs VMO dividend yield comparison.

Year	IBMQ	VMO
2026	1.44%	5.12%
2025	2.43%	7.84%
2024	2.33%	6.44%
2023	1.93%	4.47%
2022	1.25%	5.69%
2021	1.05%	4.64%
2020	1.24%	4.66%
2019	1.03%	4.94%
2018	0.00%	5.95%
2017	0.00%	5.98%
2016	0.00%	6.73%
2015	0.00%	6.33%
2014	0.00%	6.12%
2013	0.00%	7.43%
2012	0.00%	7.03%
2011	0.00%	7.13%
2010	0.00%	7.91%
2009	0.00%	6.78%
2008	0.00%	8.60%
2007	0.00%	5.55%
2006	0.00%	5.17%
2005	0.00%	8.69%
2004	0.00%	7.20%
2003	0.00%	8.66%
2002	0.00%	9.81%
2001	0.00%	7.59%
2000	0.00%	2.56%