IBMR vs DCRE
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF (DCRE, ETF).
IBMR vs DCRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMR
$451M
Winner
DCRE
$451M
Expense Ratio
Winner
IBMR
0.18%
DCRE
0.39%
Max Drawdown
IBMR
5.58%
Winner
DCRE
1.55%
Sharpe Ratio
IBMR
-0.04
Winner
DCRE
0.78
5Y Beta
IBMR
0.02
Winner
DCRE
-0.00
IBMR vs DCRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMR
+0.66%
DCRE
+0.41%
3M
IBMR
+0.03%
Winner
DCRE
+0.67%
6M
IBMR
+0.99%
Winner
DCRE
+1.75%
1Y
IBMR
+3.63%
Winner
DCRE
+4.81%
Max(CAGR)
IBMR
+2.81%
Winner
DCRE
+6.15%
IBMR vs DCRE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | DCRE |
|---|---|---|
| 2026 | +0.63% | +1.59% |
| 2025 | +4.28% | +5.86% |
| 2024 | +0.26% | +6.84% |
| 2023 | +3.46% | +5.27% |
IBMR vs DCRE Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for DCRE was -0.84%, occurring on Oct 30, 2024. Recovery took 38 trading sessions.
The current IBMR drawdown is -0.62%.
| Rank | IBMR | DCRE |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -0.84% Oct 3, 2024 - Nov 26, 2024 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -0.68% Feb 27, 2026 - Apr 20, 2026 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -0.48% May 5, 2026 - Jun 11, 2026 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -0.46% Apr 3, 2025 - Apr 24, 2025 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -0.44% May 11, 2023 - Jun 20, 2023 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -0.42% Apr 4, 2024 - May 2, 2024 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -0.39% May 13, 2024 - May 15, 2024 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -0.37% Apr 18, 2023 - Apr 25, 2023 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -0.37% Apr 30, 2025 - May 30, 2025 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -0.33% Apr 25, 2023 - May 3, 2023 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -0.32% Sep 16, 2025 - Oct 13, 2025 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -0.31% Dec 31, 2024 - Jan 21, 2025 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -0.31% Apr 5, 2023 - Apr 11, 2023 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -0.26% Mar 21, 2025 - Mar 31, 2025 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -0.24% Oct 27, 2025 - Nov 10, 2025 |
Correlation
Correlation between IBMR and DCRE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2023 - 2026)
IBMR vs DCRE dividend yield comparison.
| Year | IBMR | DCRE |
|---|---|---|
| 2026 | 1.04% | 1.89% |
| 2025 | 2.55% | 4.84% |
| 2024 | 2.53% | 5.52% |
| 2023 | 1.27% | 3.47% |
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