IBMR vs NUBD
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF).
IBMR vs NUBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMR
$451M
NUBD
$451M
Expense Ratio
IBMR
0.18%
Winner
NUBD
0.12%
Max Drawdown
Winner
IBMR
5.58%
NUBD
24.85%
Sharpe Ratio
IBMR
-0.04
Winner
NUBD
0.22
5Y Beta
Winner
IBMR
0.02
NUBD
0.02
5Y Dividends CAGR
IBMR
N/A
NUBD
9.39%
IBMR vs NUBD - Historical Returns
Returns include dividend reinvestment.
1M
IBMR
+0.66%
Winner
NUBD
+1.24%
3M
IBMR
+0.03%
Winner
NUBD
+0.31%
6M
Winner
IBMR
+0.99%
NUBD
+0.73%
1Y
IBMR
+3.63%
Winner
NUBD
+4.92%
5Y(CAGR)
IBMR
N/A
NUBD
+0.12%
10Y(CAGR)
IBMR
N/A
NUBD
+1.52%
Max(CAGR)
Winner
IBMR
+2.81%
NUBD
+1.52%
IBMR vs NUBD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | NUBD |
|---|---|---|
| 2026 | +0.63% | +0.66% |
| 2025 | +4.28% | +6.82% |
| 2024 | +0.26% | +1.76% |
| 2023 | +3.46% | +5.01% |
| 2022 | N/A | -12.33% |
| 2021 | N/A | -2.19% |
| 2020 | N/A | +6.94% |
| 2019 | N/A | +8.00% |
| 2018 | N/A | +0.57% |
| 2017 | N/A | +0.26% |
IBMR vs NUBD Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current IBMR drawdown is -0.62%. The current NUBD drawdown is -3.50%.
| Rank | IBMR | NUBD |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -19.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -7.28% Mar 9, 2020 - Apr 15, 2020 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -2.73% Dec 15, 2017 - Dec 28, 2018 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -1.98% Sep 4, 2019 - Oct 4, 2019 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -1.50% Oct 4, 2019 - Jan 21, 2020 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -0.97% Apr 16, 2020 - May 29, 2020 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -0.69% Jun 1, 2020 - Jun 10, 2020 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -0.67% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -0.63% Mar 27, 2019 - May 7, 2019 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -0.61% Oct 16, 2017 - Dec 15, 2017 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -0.54% Feb 3, 2020 - Feb 18, 2020 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -0.49% Jan 3, 2019 - Jan 30, 2019 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -0.34% Oct 3, 2017 - Oct 16, 2017 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -0.33% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -0.31% Jun 15, 2020 - Jun 26, 2020 |
Correlation
Correlation between IBMR and NUBD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
IBMR vs NUBD dividend yield comparison.
| Year | IBMR | NUBD |
|---|---|---|
| 2026 | 1.04% | 1.66% |
| 2025 | 2.55% | 3.90% |
| 2024 | 2.53% | 3.51% |
| 2023 | 1.27% | 2.99% |
| 2022 | 0.00% | 2.83% |
| 2021 | 0.00% | 2.05% |
| 2020 | 0.00% | 2.21% |
| 2019 | 0.00% | 2.66% |
| 2018 | 0.00% | 3.08% |
| 2017 | 0.00% | 0.58% |
Select Stocks to Compare
Popular: IBMR vs SPYNUBD vs SPY
More Comparisons
Compare with similar stocks