IBMQ vs XVV
Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF).
5-Year PerformanceXVV has outperformed IBMQ, delivering a return of +13.0% compared to +0.5%
IBMQ vs XVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMQ
$636M
Winner
XVV
$636M
Expense Ratio
IBMQ
0.18%
Winner
XVV
0.08%
Max Drawdown
Winner
IBMQ
15.85%
XVV
27.99%
Sharpe Ratio
IBMQ
-0.13
Winner
XVV
1.44
5Y Beta
Winner
IBMQ
0.03
XVV
1.02
P/E Ratio
IBMQ
N/A
XVV
29.62
Forward P/E
IBMQ
N/A
XVV
22.87
5Y Dividends CAGR
IBMQ
14.79%
Winner
XVV
46.97%
5Y EPS CAGR
IBMQ
N/A
XVV
29.57%
Debt to Equity
IBMQ
N/A
XVV
39.47%
P/S Ratio
IBMQ
N/A
XVV
3.82
P/B Ratio
IBMQ
N/A
XVV
5.93
IBMQ vs XVV - Holdings Comparison
IBMQ and XVV have 1 common holdings. Overlap is -0.03%
IBMQ's top 25 holdings weight is 23.45%. XVV's top 25 holdings weight is 54.57%.
| Rank | IBMQ | XVV |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.43% | NVIDIA CORP (NVDA) - 9.10% |
| #2 | n/a (n/a) - 2.01% | APPLE INC (AAPL) - 7.88% |
| #3 | NEW YORK N Y 5% (n/a) - 1.90% | MICROSOFT CORP (MSFT) - 5.40% |
| #4 | ILLINOIS ST 5% (n/a) - 1.36% | AMAZON.COM INC (AMZN) - 4.52% |
| #5 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.24% | ALPHABET INC CLASS A (GOOGL) - 3.88% |
| #6 | PENNSYLVANIA ST 5% (n/a) - 1.21% | BROADCOM INC (AVGO) - 3.41% |
| #7 | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 1.06% | ALPHABET INC CLASS C (GOOG) - 3.08% |
| #8 | MARYLAND ST 5% (n/a) - 0.91% | META PLATFORMS INC CLASS A (META) - 2.32% |
| #9 | n/a (n/a) - 0.89% | TESLA INC (TSLA) - 2.08% |
| #10 | n/a (n/a) - 0.86% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% |
| #11 | MINNESOTA ST 5% (n/a) - 0.79% | MICRON TECHNOLOGY INC (MU) - 1.47% |
| #12 | WASHINGTON ST 5% (n/a) - 0.73% | ELI LILLY AND CO (LLY) - 1.47% |
| #13 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.69% | JPMORGAN CHASE & CO (JPM) - 1.44% |
| #14 | DALLAS TEX 5% (n/a) - 0.68% | INTEL CORP (INTC) - 0.98% |
| #15 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.68% | VISA INC CLASS A (V) - 0.96% |
| #16 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.67% | CISCO SYSTEMS INC (CSCO) - 0.83% |
| #17 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.66% | COSTCO WHOLESALE CORP (COST) - 0.79% |
| #18 | OHIO ST 5% (n/a) - 0.63% | CATERPILLAR INC (CAT) - 0.71% |
| #19 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.62% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #20 | CONNECTICUT ST 5% (n/a) - 0.59% | LAM RESEARCH CORP (LRCX) - 0.66% |
| #21 | NEW MEXICO FIN AUTH REV 5% (n/a) - 0.58% | INTUITIVE SURGICAL INC (ISRG) - 0.27% |
| #22 | n/a (n/a) - 0.57% | BLACKROCK INC (BLK) - 0.27% |
| #23 | n/a (n/a) - 0.57% | UNION PACIFIC CORP (UNP) - 0.27% |
| #24 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.57% | PFIZER INC (PFE) - 0.26% |
| #25 | n/a (n/a) - 0.55% | CHARLES SCHWAB CORP (SCHW) - 0.26% |
| Total Holdings | 785 | 405 |
IBMQ vs XVV - Historical Returns
Returns include dividend reinvestment.
1M
IBMQ
+0.28%
Winner
XVV
+1.81%
3M
IBMQ
+0.18%
Winner
XVV
+8.43%
6M
IBMQ
+1.23%
Winner
XVV
+6.50%
1Y
IBMQ
+3.44%
Winner
XVV
+24.53%
5Y(CAGR)
IBMQ
+0.50%
Winner
XVV
+13.05%
Max(CAGR)
IBMQ
+2.00%
Winner
XVV
+16.79%
IBMQ vs XVV - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMQ | XVV |
|---|---|---|
| 2026 | +0.75% | +7.08% |
| 2025 | +3.96% | +17.90% |
| 2024 | +0.83% | +26.84% |
| 2023 | +3.77% | +30.13% |
| 2022 | -6.60% | -21.90% |
| 2021 | -0.23% | +31.27% |
| 2020 | +6.79% | +16.13% |
| 2019 | +5.39% | N/A |
IBMQ vs XVV Drawdown Comparison
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The current IBMQ drawdown is -0.25%. The current XVV drawdown is -3.02%.
| Rank | IBMQ | XVV |
|---|---|---|
| #1 | -15.85% Mar 9, 2020 - Jul 14, 2020 | -27.20% Dec 29, 2021 - Dec 15, 2023 |
| #2 | -11.60% Feb 11, 2021 - Sep 4, 2025 | -19.59% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -2.44% Aug 28, 2019 - Jan 14, 2020 | -10.59% Jan 9, 2026 - Apr 15, 2026 |
| #4 | -1.87% Aug 7, 2020 - Dec 10, 2020 | -9.16% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -1.13% Feb 27, 2026 - Mar 24, 2026 | -7.74% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -0.87% Sep 18, 2025 - Jan 5, 2026 | -5.88% Mar 28, 2024 - May 15, 2024 |
| #7 | -0.56% Jan 31, 2020 - Feb 20, 2020 | -5.51% Sep 3, 2021 - Oct 21, 2021 |
| #8 | -0.40% Jan 6, 2021 - Jan 27, 2021 | -5.19% Oct 28, 2025 - Dec 10, 2025 |
| #9 | -0.38% Aug 15, 2019 - Aug 28, 2019 | -4.47% Feb 12, 2021 - Mar 15, 2021 |
| #10 | -0.26% Jun 3, 2019 - Jun 18, 2019 | -4.25% Dec 11, 2024 - Jan 22, 2025 |
| #11 | -0.26% Feb 27, 2020 - Mar 6, 2020 | -4.19% Nov 19, 2021 - Dec 10, 2021 |
| #12 | -0.23% Aug 12, 2019 - Aug 14, 2019 | -4.16% May 7, 2021 - Jun 10, 2021 |
| #13 | -0.22% May 17, 2019 - May 23, 2019 | -3.33% Jan 21, 2021 - Feb 4, 2021 |
| #14 | -0.20% May 7, 2019 - May 9, 2019 | -3.05% Dec 10, 2021 - Dec 23, 2021 |
| #15 | -0.19% Jul 3, 2019 - Jul 9, 2019 | -3.02% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between IBMQ and XVV is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2019 - 2026)
IBMQ vs XVV dividend yield comparison.
| Year | IBMQ | XVV |
|---|---|---|
| 2026 | 1.02% | 0.21% |
| 2025 | 2.43% | 0.94% |
| 2024 | 2.33% | 1.05% |
| 2023 | 1.93% | 1.25% |
| 2022 | 1.25% | 1.57% |
| 2021 | 1.05% | 0.81% |
| 2020 | 1.24% | 0.31% |
| 2019 | 1.03% | 0.00% |
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