IBMR vs IDGT
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF).
IBMR vs IDGT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMR
$451M
IDGT
$451M
Expense Ratio
Winner
IBMR
0.18%
IDGT
0.39%
Max Drawdown
Winner
IBMR
5.58%
IDGT
77.95%
Sharpe Ratio
IBMR
-0.04
Winner
IDGT
2.04
5Y Beta
Winner
IBMR
0.02
IDGT
0.95
P/E Ratio
IBMR
N/A
IDGT
23.51
Forward P/E
IBMR
N/A
IDGT
27.35
PEG Ratio
IBMR
N/A
IDGT
0.12
5Y Dividends CAGR
IBMR
N/A
IDGT
25.06%
5Y EPS CAGR
IBMR
N/A
IDGT
16.68%
Debt to Equity
IBMR
N/A
IDGT
219.77%
P/S Ratio
IBMR
N/A
IDGT
3.76
P/B Ratio
IBMR
N/A
IDGT
7.38
IBMR vs IDGT - Holdings Comparison
IBMR and IDGT have 1 common holdings. Overlap is -0.31%
IBMR's top 25 holdings weight is 20.33%. IDGT's top 25 holdings weight is 99.82%.
| Rank | IBMR | IDGT |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.40% | EQUINIX INC (EQIX) - 8.12% |
| #2 | NEW YORK N Y 5% (n/a) - 1.75% | AMERICAN TOWER CORP (AMT) - 7.55% |
| #3 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.54% | DIGITAL REALTY TRUST INC (DLR) - 7.00% |
| #4 | ILLINOIS ST 5% (n/a) - 1.27% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 6.65% |
| #5 | n/a (n/a) - 0.92% | NOKIA OYJ ADR (NOK) - 6.26% |
| #6 | n/a (n/a) - 0.86% | CIENA CORP (CIEN) - 5.68% |
| #7 | CONNECTICUT ST 5% (n/a) - 0.83% | CISCO SYSTEMS INC (CSCO) - 5.54% |
| #8 | UNIVERSITY CALIF REVS 5% (n/a) - 0.74% | NETAPP INC (NTAP) - 5.43% |
| #9 | MARYLAND ST 5% (n/a) - 0.71% | SUPER MICRO COMPUTER INC (SMCI) - 5.30% |
| #10 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.71% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 5.28% |
| #11 | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.65% | QUALCOMM INC (QCOM) - 4.80% |
| #12 | OHIO ST 5% (n/a) - 0.65% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.78% |
| #13 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.60% | UNITI GROUP INC (UNIT) - 4.65% |
| #14 | MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.60% | CROWN CASTLE INC (CCI) - 4.40% |
| #15 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.60% | ARISTA NETWORKS INC (ANET) - 3.69% |
| #16 | WASHINGTON ST 5% (n/a) - 0.59% | EXTREME NETWORKS INC (EXTR) - 3.30% |
| #17 | PENNSYLVANIA ST 5% (n/a) - 0.59% | TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 2.60% |
| #18 | NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5% (n/a) - 0.59% | FASTLY INC CLASS A (FSLY) - 2.03% |
| #19 | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.59% | UBIQUITI INC (UI) - 1.60% |
| #20 | NEW JERSEY ST 5% (n/a) - 0.55% | MOTOROLA SOLUTIONS INC (MSI) - 1.45% |
| #21 | MASSACHUSETTS ST 5% (n/a) - 0.55% | CALIX INC (CALX) - 1.43% |
| #22 | OREGON ST 5% (n/a) - 0.54% | A10 NETWORKS INC (ATEN) - 0.86% |
| #23 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 0.51% | VISTANCE NETWORKS INC (VISN) - 0.76% |
| #24 | HOUSTON TEX ARPT SYS REV 5% (n/a) - 0.50% | ADTRAN HOLDINGS INC (ADTN) - 0.48% |
| #25 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.49% | CLEARFIELD INC (CLFD) - 0.18% |
| Total Holdings | 610 | 30 |
IBMR vs IDGT - Historical Returns
Returns include dividend reinvestment.
1M
IBMR
+0.66%
Winner
IDGT
+6.04%
3M
IBMR
+0.03%
Winner
IDGT
+24.57%
6M
IBMR
+0.99%
Winner
IDGT
+45.78%
1Y
IBMR
+3.63%
Winner
IDGT
+54.99%
5Y(CAGR)
IBMR
N/A
IDGT
+12.10%
10Y(CAGR)
IBMR
N/A
IDGT
+13.93%
Max(CAGR)
IBMR
+2.81%
Winner
IDGT
+5.20%
IBMR vs IDGT - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | IDGT |
|---|---|---|
| 2026 | +0.63% | +45.27% |
| 2025 | +4.28% | +7.04% |
| 2024 | +0.26% | +26.98% |
| 2023 | +3.46% | -6.44% |
| 2022 | N/A | -17.90% |
| 2021 | N/A | +44.01% |
| 2020 | N/A | +7.70% |
| 2019 | N/A | +17.03% |
| 2018 | N/A | -2.45% |
| 2017 | N/A | +11.55% |
| 2016 | N/A | +20.87% |
| 2015 | N/A | +0.90% |
| 2014 | N/A | +17.10% |
| 2013 | N/A | +10.91% |
| 2012 | N/A | +3.56% |
| 2011 | N/A | -19.79% |
| 2010 | N/A | +22.26% |
| 2009 | N/A | +55.41% |
| 2008 | N/A | -49.23% |
| 2007 | N/A | +5.29% |
| 2006 | N/A | +1.80% |
| 2005 | N/A | +3.09% |
| 2004 | N/A | +7.72% |
| 2003 | N/A | +89.11% |
| 2002 | N/A | -57.26% |
| 2001 | N/A | -22.65% |
IBMR vs IDGT Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.
The current IBMR drawdown is -0.62%. The current IDGT drawdown is -6.51%.
| Rank | IBMR | IDGT |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -77.95% Jul 13, 2001 - Feb 19, 2015 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -36.88% Apr 24, 2019 - Dec 28, 2020 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -35.83% Dec 29, 2021 - Dec 4, 2024 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -24.88% Jun 18, 2015 - Sep 21, 2016 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -22.76% Jan 23, 2025 - Jul 23, 2025 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -21.49% Aug 31, 2018 - Feb 20, 2019 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -10.13% Feb 12, 2021 - Jun 2, 2021 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -9.02% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -8.45% Oct 31, 2025 - Feb 9, 2026 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -8.31% Feb 21, 2017 - Jul 25, 2017 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -8.00% Mar 12, 2018 - Jul 12, 2018 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -7.46% Dec 6, 2024 - Jan 23, 2025 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -7.31% Jul 25, 2017 - Nov 21, 2017 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -6.97% Jun 11, 2021 - Nov 2, 2021 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -6.80% Nov 3, 2021 - Dec 10, 2021 |
Correlation
Correlation between IBMR and IDGT is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2007 - 2026)
IBMR vs IDGT dividend yield comparison.
| Year | IBMR | IDGT |
|---|---|---|
| 2026 | 1.04% | 0.25% |
| 2025 | 2.55% | 1.17% |
| 2024 | 2.53% | 1.64% |
| 2023 | 1.27% | 0.37% |
| 2022 | 0.00% | 0.30% |
| 2021 | 0.00% | 0.28% |
| 2020 | 0.00% | 0.60% |
| 2019 | 0.00% | 0.42% |
| 2018 | 0.00% | 0.65% |
| 2017 | 0.00% | 0.57% |
| 2016 | 0.00% | 0.75% |
| 2015 | 0.00% | 0.72% |
| 2014 | 0.00% | 0.50% |
| 2013 | 0.00% | 0.38% |
| 2012 | 0.00% | 2.46% |
| 2011 | 0.00% | 0.30% |
| 2010 | 0.00% | 0.08% |
| 2009 | 0.00% | 0.33% |
| 2008 | 0.00% | 0.26% |
| 2007 | 0.00% | 0.00% |
Select Stocks to Compare
Popular: IBMR vs SPYIDGT vs SPY
More Comparisons
Compare with similar stocks