IBMR vs KIE
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).
IBMR vs KIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMR
$457M
Winner
KIE
$457M
Expense Ratio
Winner
IBMR
0.18%
KIE
0.35%
Max Drawdown
Winner
IBMR
5.58%
KIE
76.17%
Sharpe Ratio
IBMR
-0.65
Winner
KIE
0.56
5Y Beta
Winner
IBMR
0.02
KIE
0.52
P/E Ratio
IBMR
N/A
KIE
12.57
Forward P/E
IBMR
N/A
KIE
10.75
5Y Dividends CAGR
IBMR
N/A
KIE
6.24%
5Y EPS CAGR
IBMR
N/A
KIE
11.12%
Debt to Equity
IBMR
N/A
KIE
33.46%
P/S Ratio
IBMR
N/A
KIE
1.19
P/B Ratio
IBMR
N/A
KIE
1.61
IBMR vs KIE - Holdings Comparison
IBMR and KIE have 1 common holdings. Overlap is -0.07%
IBMR's top 25 holdings weight is 20.21%. KIE's top 25 holdings weight is 49.14%.
| Rank | IBMR | KIE |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.38% | THE BALDWIN INSURANCE GROUP INC CLASS A (BWIN) - 2.33% |
| #2 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.59% | LEMONADE INC ORDINARY SHARES (LMND) - 2.08% |
| #3 | NEW YORK N Y 5% (n/a) - 1.57% | RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 2.06% |
| #4 | ILLINOIS ST 5% (n/a) - 1.23% | PALOMAR HOLDINGS INC (PLMR) - 2.05% |
| #5 | n/a (n/a) - 1.04% | SKYWARD SPECIALTY INSURANCE GROUP INC (SKWD) - 2.05% |
| #6 | PENNSYLVANIA ST 5% (n/a) - 0.88% | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.01% |
| #7 | n/a (n/a) - 0.83% | LINCOLN NATIONAL CORP (LNC) - 1.99% |
| #8 | n/a (n/a) - 0.71% | ARTHUR J. GALLAGHER & CO (AJG) - 1.98% |
| #9 | CONNECTICUT ST 5% (n/a) - 0.71% | GLOBE LIFE INC (GL) - 1.97% |
| #10 | MARYLAND ST 5% (n/a) - 0.69% | BROWN & BROWN INC (BRO) - 1.96% |
| #11 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.68% | AXIS CAPITAL HOLDINGS LTD (AXS) - 1.95% |
| #12 | MASSACHUSETTS ST 5% (n/a) - 0.67% | PRIMERICA INC (PRI) - 1.94% |
| #13 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.66% | KEMPER CORP (KMPR) - 1.94% |
| #14 | UNIVERSITY CALIF REVS 5% (n/a) - 0.65% | PRUDENTIAL FINANCIAL INC (PRU) - 1.93% |
| #15 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.61% | OSCAR HEALTH INC CLASS A (OSCR) - 1.93% |
| #16 | MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.58% | GENWORTH FINANCIAL INC (GNW) - 1.92% |
| #17 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.56% | ASSURED GUARANTY LTD (AGO) - 1.91% |
| #18 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.56% | THE TRAVELERS COMPANIES INC (TRV) - 1.91% |
| #19 | OHIO ST 5% (n/a) - 0.56% | WILLIS TOWERS WATSON PLC (WTW) - 1.90% |
| #20 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.53% | ARCH CAPITAL GROUP LTD (ACGL) - 1.90% |
| #21 | NEW JERSEY ST 5% (n/a) - 0.53% | EVEREST GROUP LTD (EG) - 1.90% |
| #22 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.53% | ALLSTATE CORP (ALL) - 1.89% |
| #23 | NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5% (n/a) - 0.51% | RLI CORP (RLI) - 1.89% |
| #24 | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.50% | METLIFE INC (MET) - 1.88% |
| #25 | INDIANA ST FIN AUTH REV 5% (n/a) - 0.45% | ASSURANT INC (AIZ) - 1.87% |
| Total Holdings | 702 | 54 |
IBMR vs KIE - Historical Returns
Returns include dividend reinvestment.
1M
IBMR
-0.08%
Winner
KIE
+9.32%
3M
IBMR
+0.18%
Winner
KIE
+9.48%
6M
IBMR
+0.01%
Winner
KIE
+9.96%
1Y
IBMR
+2.62%
Winner
KIE
+13.79%
5Y(CAGR)
IBMR
N/A
KIE
+12.75%
10Y(CAGR)
IBMR
N/A
KIE
+12.31%
Max(CAGR)
IBMR
+2.71%
Winner
KIE
+8.28%
IBMR vs KIE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | KIE |
|---|---|---|
| 2026 | +0.58% | +7.96% |
| 2025 | +4.28% | +8.86% |
| 2024 | +0.26% | +26.14% |
| 2023 | +3.46% | +12.19% |
| 2022 | N/A | +3.60% |
| 2021 | N/A | +26.07% |
| 2020 | N/A | -3.57% |
| 2019 | N/A | +27.82% |
| 2018 | N/A | -4.78% |
| 2017 | N/A | +12.51% |
| 2016 | N/A | +23.48% |
| 2015 | N/A | +6.62% |
| 2014 | N/A | +9.60% |
| 2013 | N/A | +42.28% |
| 2012 | N/A | +19.51% |
| 2011 | N/A | -14.08% |
| 2010 | N/A | +23.40% |
| 2009 | N/A | +26.36% |
| 2008 | N/A | -45.50% |
| 2007 | N/A | -5.95% |
| 2006 | N/A | +10.22% |
| 2005 | N/A | +0.20% |
IBMR vs KIE Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.
The current IBMR drawdown is -0.67%. The current KIE drawdown is -1.21%.
| Rank | IBMR | KIE |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -75.31% May 16, 2007 - May 15, 2013 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -44.30% Feb 14, 2020 - Mar 10, 2021 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -17.87% Sep 21, 2018 - Apr 16, 2019 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -15.69% Mar 29, 2022 - Nov 25, 2022 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -15.21% Dec 1, 2015 - May 24, 2016 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -15.10% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -12.66% Nov 27, 2024 - Dec 22, 2025 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -11.81% Dec 24, 2025 - Jun 26, 2026 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -9.40% Aug 18, 2015 - Dec 1, 2015 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -9.37% Dec 31, 2013 - May 12, 2014 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -9.05% Oct 25, 2021 - Jan 11, 2022 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -8.86% Aug 4, 2017 - Oct 13, 2017 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -8.77% Jun 2, 2016 - Aug 8, 2016 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -8.74% Jan 11, 2022 - Mar 22, 2022 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -8.45% Jan 11, 2006 - Sep 25, 2006 |
Correlation
Correlation between IBMR and KIE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2005 - 2026)
IBMR vs KIE dividend yield comparison.
| Year | IBMR | KIE |
|---|---|---|
| 2026 | 1.26% | 0.77% |
| 2025 | 2.55% | 1.57% |
| 2024 | 2.53% | 1.48% |
| 2023 | 1.27% | 1.45% |
| 2022 | 0.00% | 1.90% |
| 2021 | 0.00% | 1.95% |
| 2020 | 0.00% | 1.85% |
| 2019 | 0.00% | 1.76% |
| 2018 | 0.00% | 1.83% |
| 2017 | 0.00% | 1.56% |
| 2016 | 0.00% | 1.55% |
| 2015 | 0.00% | 1.65% |
| 2014 | 0.00% | 1.81% |
| 2013 | 0.00% | 1.38% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 1.67% |
| 2010 | 0.00% | 1.60% |
| 2009 | 0.00% | 1.42% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 1.83% |
| 2006 | 0.00% | 1.36% |
| 2005 | 0.00% | 0.21% |
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