IBMR vs DJD
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF).
IBMR vs DJD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMR
$451M
Winner
DJD
$451M
Expense Ratio
IBMR
0.18%
Winner
DJD
0.07%
Max Drawdown
Winner
IBMR
5.58%
DJD
35.36%
Sharpe Ratio
IBMR
-0.04
Winner
DJD
1.86
5Y Beta
Winner
IBMR
0.02
DJD
0.53
P/E Ratio
IBMR
N/A
DJD
20.80
Forward P/E
IBMR
N/A
DJD
17.52
PEG Ratio
IBMR
N/A
DJD
0.76
5Y Dividends CAGR
IBMR
N/A
DJD
2.56%
5Y EPS CAGR
IBMR
N/A
DJD
7.18%
Debt to Equity
IBMR
N/A
DJD
-44.32%
P/S Ratio
IBMR
N/A
DJD
2.47
P/B Ratio
IBMR
N/A
DJD
4.34
IBMR vs DJD - Holdings Comparison
IBMR and DJD have 1 common holdings. Overlap is -0.31%
IBMR's top 25 holdings weight is 20.33%. DJD's top 25 holdings weight is 97.86%.
| Rank | IBMR | DJD |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.40% | VERIZON COMMUNICATIONS INC (VZ) - 9.43% |
| #2 | NEW YORK N Y 5% (n/a) - 1.75% | UNITEDHEALTH GROUP INC (UNH) - 7.07% |
| #3 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.54% | CHEVRON CORP (CVX) - 6.60% |
| #4 | ILLINOIS ST 5% (n/a) - 1.27% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.55% |
| #5 | n/a (n/a) - 0.92% | CISCO SYSTEMS INC (CSCO) - 6.13% |
| #6 | n/a (n/a) - 0.86% | MERCK & CO INC (MRK) - 4.84% |
| #7 | CONNECTICUT ST 5% (n/a) - 0.83% | THE GOLDMAN SACHS GROUP INC (GS) - 4.79% |
| #8 | UNIVERSITY CALIF REVS 5% (n/a) - 0.74% | COCA-COLA CO (KO) - 4.65% |
| #9 | MARYLAND ST 5% (n/a) - 0.71% | PROCTER & GAMBLE CO (PG) - 4.11% |
| #10 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.71% | AMGEN INC (AMGN) - 3.99% |
| #11 | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.65% | THE HOME DEPOT INC (HD) - 3.85% |
| #12 | OHIO ST 5% (n/a) - 0.65% | JPMORGAN CHASE & CO (JPM) - 3.70% |
| #13 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.60% | NIKE INC CLASS B (NKE) - 3.66% |
| #14 | MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.60% | HONEYWELL INTERNATIONAL INC (HON) - 3.40% |
| #15 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.60% | JOHNSON & JOHNSON (JNJ) - 3.40% |
| #16 | WASHINGTON ST 5% (n/a) - 0.59% | 3M CO (MMM) - 3.29% |
| #17 | PENNSYLVANIA ST 5% (n/a) - 0.59% | MCDONALD'S CORP (MCD) - 3.28% |
| #18 | NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5% (n/a) - 0.59% | THE WALT DISNEY CO (DIS) - 2.52% |
| #19 | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.59% | THE TRAVELERS COMPANIES INC (TRV) - 2.46% |
| #20 | NEW JERSEY ST 5% (n/a) - 0.55% | AMERICAN EXPRESS CO (AXP) - 1.91% |
| #21 | MASSACHUSETTS ST 5% (n/a) - 0.55% | CATERPILLAR INC (CAT) - 1.85% |
| #22 | OREGON ST 5% (n/a) - 0.54% | MICROSOFT CORP (MSFT) - 1.79% |
| #23 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 0.51% | SALESFORCE INC (CRM) - 1.65% |
| #24 | HOUSTON TEX ARPT SYS REV 5% (n/a) - 0.50% | VISA INC CLASS A (V) - 1.52% |
| #25 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.49% | SHERWIN-WILLIAMS CO (SHW) - 1.42% |
| Total Holdings | 610 | 30 |
IBMR vs DJD - Historical Returns
Returns include dividend reinvestment.
1M
IBMR
+0.66%
Winner
DJD
+4.96%
3M
IBMR
+0.03%
Winner
DJD
+5.32%
6M
IBMR
+0.99%
Winner
DJD
+12.31%
1Y
IBMR
+3.63%
Winner
DJD
+25.49%
5Y(CAGR)
IBMR
N/A
DJD
+10.95%
10Y(CAGR)
IBMR
N/A
DJD
+12.56%
Max(CAGR)
IBMR
+2.81%
Winner
DJD
+12.37%
IBMR vs DJD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | DJD |
|---|---|---|
| 2026 | +0.63% | +12.16% |
| 2025 | +4.28% | +15.83% |
| 2024 | +0.26% | +12.64% |
| 2023 | +3.46% | +9.13% |
| 2022 | N/A | -1.33% |
| 2021 | N/A | +23.83% |
| 2020 | N/A | +0.06% |
| 2019 | N/A | +22.32% |
| 2018 | N/A | -0.37% |
| 2017 | N/A | +20.68% |
| 2016 | N/A | +19.78% |
| 2015 | N/A | -0.12% |
IBMR vs DJD Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current IBMR drawdown is -0.62%. The current DJD drawdown is -0.04%.
| Rank | IBMR | DJD |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -34.64% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -19.95% Apr 20, 2022 - Dec 14, 2023 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -14.03% Oct 3, 2018 - Feb 25, 2019 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -12.29% Feb 28, 2025 - Jul 1, 2025 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -11.95% Jan 26, 2018 - Sep 14, 2018 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -9.95% Dec 29, 2015 - Mar 16, 2016 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -6.72% Jan 12, 2022 - Mar 25, 2022 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -6.72% Nov 29, 2024 - Feb 13, 2025 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -6.68% Jul 29, 2019 - Nov 1, 2019 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -6.17% Apr 23, 2019 - Jun 18, 2019 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -5.68% Nov 3, 2021 - Dec 16, 2021 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -5.65% Feb 11, 2026 - May 22, 2026 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -5.34% Jan 14, 2021 - Feb 17, 2021 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -5.30% May 10, 2021 - Nov 3, 2021 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -5.15% Jun 23, 2016 - Jul 1, 2016 |
Correlation
Correlation between IBMR and DJD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
IBMR vs DJD dividend yield comparison.
| Year | IBMR | DJD |
|---|---|---|
| 2026 | 1.04% | 0.61% |
| 2025 | 2.55% | 2.62% |
| 2024 | 2.53% | 3.00% |
| 2023 | 1.27% | 3.49% |
| 2022 | 0.00% | 3.16% |
| 2021 | 0.00% | 2.82% |
| 2020 | 0.00% | 3.47% |
| 2019 | 0.00% | 2.80% |
| 2018 | 0.00% | 2.66% |
| 2017 | 0.00% | 2.75% |
| 2016 | 0.00% | 2.46% |
| 2015 | 0.00% | 0.08% |
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