IBMR vs CVIE
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF).
IBMR vs CVIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMR
$467M
CVIE
$466M
Expense Ratio
IBMR
0.18%
CVIE
0.18%
Max Drawdown
Winner
IBMR
5.58%
CVIE
14.36%
Sharpe Ratio
IBMR
-1.25
Winner
CVIE
1.42
5Y Beta
Winner
IBMR
0.02
CVIE
0.83
IBMR vs CVIE - Holdings Comparison
IBMR and CVIE have 1 common holdings. Overlap is -0.37%
IBMR's top 25 holdings weight is 20.63%. CVIE's top 25 holdings weight is 27.95%.
| Rank | IBMR | CVIE |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.32% | n/a (n/a) - 5.51% |
| #2 | NEW YORK N Y 5% (n/a) - 1.81% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.19% |
| #3 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.68% | ASML HOLDING NV (n/a) - 2.21% |
| #4 | n/a (n/a) - 1.17% | SK HYNIX INC (n/a) - 2.10% |
| #5 | PENNSYLVANIA ST 5% (n/a) - 1.09% | HSBC HOLDINGS PLC (n/a) - 1.15% |
| #6 | ILLINOIS ST 5% (n/a) - 1.08% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.14% |
| #7 | n/a (n/a) - 0.80% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.00% |
| #8 | MASSACHUSETTS ST 5% (n/a) - 0.76% | ROYAL BANK OF CANADA (n/a) - 0.99% |
| #9 | MARYLAND ST 5% (n/a) - 0.74% | SIEMENS AG (n/a) - 0.89% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.72% | NESTLE SA (n/a) - 0.89% |
| #11 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.67% | ASTRAZENECA PLC (AZN:XLON) - 0.88% |
| #12 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.66% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.83% |
| #13 | n/a (n/a) - 0.64% | SAP SE (n/a) - 0.81% |
| #14 | UNIVERSITY CALIF REVS 5% (n/a) - 0.63% | SCHNEIDER ELECTRIC SE (n/a) - 0.74% |
| #15 | NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5% (n/a) - 0.61% | THE TORONTO-DOMINION BANK (TD) - 0.71% |
| #16 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.59% | TOYOTA MOTOR CORP (n/a) - 0.69% |
| #17 | MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.56% | ALLIANZ SE (n/a) - 0.67% |
| #18 | OHIO ST 5% (n/a) - 0.56% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.66% |
| #19 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.55% | n/a (SHOP) - 0.65% |
| #20 | WASHINGTON ST 5% (n/a) - 0.53% | BANCO SANTANDER SA (n/a) - 0.65% |
| #21 | NEW JERSEY ST 5% (n/a) - 0.52% | BARCLAYS PLC (n/a) - 0.32% |
| #22 | OREGON ST 5% (n/a) - 0.49% | REPSOL SA (n/a) - 0.32% |
| #23 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.49% | AIA GROUP LTD (n/a) - 0.32% |
| #24 | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.49% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 0.32% |
| #25 | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.47% | ZURICH INSURANCE GROUP AG (n/a) - 0.31% |
| Total Holdings | 698 | 682 |
IBMR vs CVIE - Historical Returns
Returns include dividend reinvestment.
1M
IBMR
+0.53%
Winner
CVIE
+4.94%
3M
IBMR
+0.51%
Winner
CVIE
+3.63%
6M
IBMR
-0.37%
Winner
CVIE
+8.36%
1Y
IBMR
+1.72%
Winner
CVIE
+33.10%
Max(CAGR)
IBMR
+2.70%
Winner
CVIE
+18.89%
IBMR vs CVIE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | CVIE |
|---|---|---|
| 2026 | +0.83% | +20.12% |
| 2025 | +4.28% | +33.61% |
| 2024 | +0.26% | +6.68% |
| 2023 | +3.46% | +8.49% |
IBMR vs CVIE Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The current IBMR drawdown is -0.42%. The current CVIE drawdown is -0.44%.
| Rank | IBMR | CVIE |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -13.52% Mar 5, 2025 - Apr 29, 2025 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -12.73% Jul 28, 2023 - Dec 13, 2023 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -12.71% Feb 26, 2026 - May 6, 2026 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -9.31% Sep 26, 2024 - Mar 5, 2025 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -8.37% Jul 12, 2024 - Aug 23, 2024 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -7.41% Feb 2, 2023 - Apr 13, 2023 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -7.03% Jun 22, 2026 - Aug 13, 2026 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -5.41% Nov 12, 2025 - Dec 10, 2025 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -5.23% Jun 2, 2026 - Jun 15, 2026 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -5.20% Mar 27, 2024 - May 14, 2024 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -4.42% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -4.07% Jun 15, 2023 - Jul 13, 2023 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -3.99% Aug 30, 2024 - Sep 19, 2024 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -3.49% Dec 27, 2023 - Jan 29, 2024 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -3.39% May 22, 2023 - Jun 13, 2023 |
Correlation
Correlation between IBMR and CVIE is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
IBMR vs CVIE dividend yield comparison.
| Year | IBMR | CVIE |
|---|---|---|
| 2026 | 1.46% | 0.95% |
| 2025 | 2.55% | 2.85% |
| 2024 | 2.53% | 2.78% |
| 2023 | 1.27% | 1.96% |
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