IBMR vs CDX
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and SIMPLIFY HIGH YIELD ETF (CDX, ETF).
IBMR vs CDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMR
$440M
CDX
$440M
Expense Ratio
Winner
IBMR
0.18%
CDX
0.25%
Max Drawdown
Winner
IBMR
5.58%
CDX
17.00%
Sharpe Ratio
Winner
IBMR
0.09
CDX
-0.91
5Y Beta
Winner
IBMR
0.02
CDX
0.42
IBMR vs CDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMR
+0.25%
CDX
-0.63%
3M
Winner
IBMR
-0.20%
CDX
-1.54%
6M
Winner
IBMR
+1.05%
CDX
-2.51%
1Y
Winner
IBMR
+3.76%
CDX
-1.54%
5Y(CAGR)
IBMR
N/A
CDX
+4.25%
Max(CAGR)
IBMR
+2.81%
Winner
CDX
+4.25%
IBMR vs CDX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | CDX |
|---|---|---|
| 2026 | +0.55% | -1.86% |
| 2025 | +4.28% | +8.81% |
| 2024 | +0.26% | +7.75% |
| 2023 | +3.46% | +12.25% |
| 2022 | N/A | -8.08% |
IBMR vs CDX Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for CDX was -13.23%, occurring on Oct 20, 2022. Recovery took 429 trading sessions.
The current IBMR drawdown is -0.70%. The current CDX drawdown is -7.15%.
| Rank | IBMR | CDX |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -13.23% Mar 2, 2022 - Nov 14, 2023 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -8.88% Apr 9, 2025 - Apr 11, 2025 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -6.73% Apr 2, 2025 - Apr 9, 2025 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -3.14% Oct 3, 2024 - Jan 21, 2025 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -2.41% Mar 19, 2024 - May 15, 2024 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -1.65% May 15, 2024 - Jun 12, 2024 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -1.64% Mar 3, 2025 - Mar 20, 2025 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -1.47% Mar 20, 2025 - Apr 2, 2025 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -1.28% Dec 27, 2023 - Jan 10, 2024 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -1.13% Jun 18, 2024 - Jul 8, 2024 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -1.05% Aug 5, 2024 - Aug 13, 2024 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -1.05% Nov 14, 2023 - Nov 27, 2023 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -0.96% Feb 1, 2024 - Feb 22, 2024 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -0.85% Jan 21, 2025 - Feb 3, 2025 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -0.80% Jan 12, 2024 - Feb 1, 2024 |
Correlation
Correlation between IBMR and CDX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2022 - 2026)
IBMR vs CDX dividend yield comparison.
| Year | IBMR | CDX |
|---|---|---|
| 2026 | 1.04% | 3.37% |
| 2025 | 2.55% | 7.18% |
| 2024 | 2.53% | 12.60% |
| 2023 | 1.27% | 5.26% |
| 2022 | 0.00% | 7.51% |
Select Stocks to Compare
Popular: IBMR vs SPYCDX vs SPY
More Comparisons
Compare with similar stocks