IBMR vs ISD
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and PGIM High Yield Bond Fund Inc (ISD, ETF).
IBMR vs ISD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMR
$457M
ISD
$457M
Expense Ratio
IBMR
0.18%
ISD
N/A
Max Drawdown
Winner
IBMR
5.58%
ISD
54.27%
Sharpe Ratio
IBMR
-0.65
Winner
ISD
-0.30
5Y Beta
Winner
IBMR
0.02
ISD
0.44
5Y Dividends CAGR
IBMR
N/A
ISD
1.61%
IBMR vs ISD - Historical Returns
Returns include dividend reinvestment.
1M
IBMR
-0.08%
Winner
ISD
+0.90%
3M
Winner
IBMR
+0.18%
ISD
-2.22%
6M
Winner
IBMR
+0.01%
ISD
-8.33%
1Y
Winner
IBMR
+2.62%
ISD
-0.50%
5Y(CAGR)
IBMR
N/A
ISD
+4.84%
10Y(CAGR)
IBMR
N/A
ISD
+6.85%
Max(CAGR)
IBMR
+2.71%
Winner
ISD
+5.79%
IBMR vs ISD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | ISD |
|---|---|---|
| 2026 | +0.58% | -7.57% |
| 2025 | +4.28% | +15.09% |
| 2024 | +0.26% | +20.61% |
| 2023 | +3.46% | +13.68% |
| 2022 | N/A | -18.60% |
| 2021 | N/A | +16.81% |
| 2020 | N/A | +6.33% |
| 2019 | N/A | +26.94% |
| 2018 | N/A | -6.43% |
| 2017 | N/A | +4.23% |
| 2016 | N/A | +15.13% |
| 2015 | N/A | -2.04% |
| 2014 | N/A | +5.11% |
| 2013 | N/A | -1.11% |
| 2012 | N/A | -0.25% |
IBMR vs ISD Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for ISD was -38.83%, occurring on Mar 23, 2020. Recovery took 196 trading sessions.
The current IBMR drawdown is -0.67%. The current ISD drawdown is -9.48%.
| Rank | IBMR | ISD |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -38.83% Feb 20, 2020 - Nov 27, 2020 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -25.40% Nov 8, 2021 - Mar 27, 2024 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -15.52% Mar 28, 2013 - Jun 6, 2016 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -13.94% Mar 25, 2025 - Jun 27, 2025 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -13.51% Feb 17, 2026 - Mar 27, 2026 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -9.50% Sep 6, 2016 - Feb 7, 2017 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -9.46% Jan 2, 2018 - Jan 31, 2019 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -5.69% Nov 8, 2024 - Feb 10, 2025 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -5.42% Mar 27, 2024 - Jun 21, 2024 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -4.58% May 11, 2012 - Jul 18, 2012 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -4.57% Nov 2, 2012 - Jan 25, 2013 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -4.28% May 3, 2019 - Jun 17, 2019 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -4.26% Feb 9, 2017 - May 2, 2017 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -3.75% Sep 17, 2025 - Oct 27, 2025 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -3.29% Mar 3, 2025 - Mar 21, 2025 |
Correlation
Correlation between IBMR and ISD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2012 - 2026)
IBMR vs ISD dividend yield comparison.
| Year | IBMR | ISD |
|---|---|---|
| 2026 | 1.26% | 4.93% |
| 2025 | 2.55% | 8.71% |
| 2024 | 2.53% | 9.21% |
| 2023 | 1.27% | 10.23% |
| 2022 | 0.00% | 10.61% |
| 2021 | 0.00% | 7.85% |
| 2020 | 0.00% | 8.40% |
| 2019 | 0.00% | 7.86% |
| 2018 | 0.00% | 7.89% |
| 2017 | 0.00% | 8.46% |
| 2016 | 0.00% | 8.28% |
| 2015 | 0.00% | 9.64% |
| 2014 | 0.00% | 9.51% |
| 2013 | 0.00% | 9.19% |
| 2012 | 0.00% | 5.68% |
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