IBMR vs FTMU
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and Franklin Municipal Income ETF (FTMU, ETF).
IBMR vs FTMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMR
$467M
FTMU
$465M
Expense Ratio
Winner
IBMR
0.18%
FTMU
0.30%
Max Drawdown
IBMR
5.58%
Winner
FTMU
3.38%
Sharpe Ratio
IBMR
-1.25
Winner
FTMU
-0.53
5Y Beta
Winner
IBMR
0.02
FTMU
0.09
IBMR vs FTMU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMR
+0.53%
FTMU
-0.05%
3M
Winner
IBMR
+0.51%
FTMU
-0.23%
6M
Winner
IBMR
-0.37%
FTMU
-1.09%
1Y
Winner
IBMR
+1.72%
FTMU
+1.48%
Max(CAGR)
Winner
IBMR
+2.70%
FTMU
+1.78%
IBMR vs FTMU - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | FTMU |
|---|---|---|
| 2026 | +0.83% | +1.37% |
| 2025 | +4.28% | -0.02% |
| 2024 | +0.26% | N/A |
| 2023 | +3.46% | N/A |
IBMR vs FTMU Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for FTMU was -3.06%, occurring on Mar 24, 2026. Recovery took 66 trading sessions.
The current IBMR drawdown is -0.42%. The current FTMU drawdown is -1.98%.
| Rank | IBMR | FTMU |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -3.06% Feb 27, 2026 - Jun 3, 2026 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -2.43% Jun 29, 2026 - Jul 23, 2026 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -0.87% Oct 27, 2025 - Dec 30, 2025 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -0.44% Jan 14, 2026 - Feb 3, 2026 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -0.32% Jun 4, 2026 - Jun 22, 2026 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -0.19% Jan 7, 2026 - Jan 14, 2026 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -0.13% Feb 10, 2026 - Feb 12, 2026 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -0.13% Feb 17, 2026 - Feb 23, 2026 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -0.06% Dec 30, 2025 - Jan 2, 2026 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | N/A |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | N/A |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | N/A |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | N/A |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | N/A |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | N/A |
Correlation
Correlation between IBMR and FTMU is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
IBMR vs FTMU dividend yield comparison.
| Year | IBMR | FTMU |
|---|---|---|
| 2026 | 1.46% | 2.49% |
| 2025 | 2.55% | 0.75% |
| 2024 | 2.53% | 0.00% |
| 2023 | 1.27% | 0.00% |
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