IBMS vs BSMQ
Comparison between ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF (IBMS, ETF) and INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF (BSMQ, ETF).
IBMS vs BSMQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMS
$297M
BSMQ
$295M
Expense Ratio
IBMS
0.18%
BSMQ
0.18%
Max Drawdown
Winner
IBMS
3.77%
BSMQ
13.32%
Sharpe Ratio
Winner
IBMS
0.09
BSMQ
-0.50
5Y Beta
Winner
IBMS
0.01
BSMQ
0.02
5Y Dividends CAGR
IBMS
N/A
BSMQ
14.20%
IBMS vs BSMQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMS
+0.30%
BSMQ
+0.24%
3M
IBMS
-0.04%
Winner
BSMQ
+0.51%
6M
IBMS
+0.69%
Winner
BSMQ
+1.43%
1Y
Winner
IBMS
+3.82%
BSMQ
+2.99%
5Y(CAGR)
IBMS
N/A
BSMQ
+0.20%
Max(CAGR)
Winner
IBMS
+4.21%
BSMQ
+1.19%
IBMS vs BSMQ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMS | BSMQ |
|---|---|---|
| 2026 | +0.31% | +0.95% |
| 2025 | +4.84% | +2.81% |
| 2024 | +3.03% | +2.05% |
| 2023 | N/A | +3.36% |
| 2022 | N/A | -7.56% |
| 2021 | N/A | +0.85% |
| 2020 | N/A | +5.15% |
| 2019 | N/A | +0.24% |
IBMS vs BSMQ Drawdown Comparison
The maximum drawdown for IBMS was -3.01%, occurring on Apr 11, 2025. Recovery took 78 trading sessions.
The maximum drawdown for BSMQ was -13.18%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
The current IBMS drawdown is -1.27%. The current BSMQ drawdown is -0.04%.
| Rank | IBMS | BSMQ |
|---|---|---|
| #1 | -3.01% Feb 28, 2025 - Jun 23, 2025 | -13.18% Mar 9, 2020 - Nov 19, 2020 |
| #2 | -2.29% Oct 1, 2024 - Feb 25, 2025 | -11.50% Jul 19, 2021 - Dec 31, 2025 |
| #3 | -2.25% Feb 26, 2026 - Mar 24, 2026 | -1.99% Feb 11, 2021 - Jun 8, 2021 |
| #4 | -0.89% Sep 17, 2025 - Jan 5, 2026 | -0.87% Oct 21, 2019 - Dec 3, 2019 |
| #5 | -0.88% Jun 14, 2024 - Jul 11, 2024 | -0.81% Jun 11, 2021 - Jul 19, 2021 |
| #6 | -0.70% Aug 5, 2024 - Aug 23, 2024 | -0.37% Jan 31, 2020 - Feb 18, 2020 |
| #7 | -0.48% May 24, 2024 - Jun 4, 2024 | -0.31% Jan 5, 2021 - Jan 25, 2021 |
| #8 | -0.42% Jun 6, 2024 - Jun 12, 2024 | -0.25% Mar 5, 2026 - Apr 2, 2026 |
| #9 | -0.42% Aug 26, 2024 - Sep 5, 2024 | -0.24% Mar 2, 2020 - Mar 9, 2020 |
| #10 | -0.30% Jul 16, 2024 - Jul 31, 2024 | -0.24% May 13, 2026 - May 29, 2026 |
| #11 | -0.28% Aug 22, 2025 - Sep 5, 2025 | -0.24% Apr 9, 2026 - May 13, 2026 |
| #12 | -0.24% Jul 12, 2024 - Jul 16, 2024 | -0.23% Jan 26, 2026 - Feb 24, 2026 |
| #13 | -0.23% Jul 9, 2025 - Jul 29, 2025 | -0.20% Dec 13, 2019 - Jan 2, 2020 |
| #14 | -0.23% Sep 16, 2024 - Sep 27, 2024 | -0.17% Nov 30, 2020 - Dec 7, 2020 |
| #15 | -0.15% Aug 13, 2025 - Aug 22, 2025 | -0.16% Nov 24, 2020 - Nov 30, 2020 |
Correlation
Correlation between IBMS and BSMQ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2019 - 2026)
IBMS vs BSMQ dividend yield comparison.
| Year | IBMS | BSMQ |
|---|---|---|
| 2026 | 1.03% | 1.16% |
| 2025 | 2.49% | 2.74% |
| 2024 | 1.38% | 2.75% |
| 2023 | 0.00% | 2.47% |
| 2022 | 0.00% | 1.60% |
| 2021 | 0.00% | 1.14% |
| 2020 | 0.00% | 1.57% |
| 2019 | 0.00% | 0.44% |
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