IBMS vs BUSA
Comparison between ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF (IBMS, ETF) and BRANDES U.S. VALUE ETF (BUSA, ETF).
IBMS vs BUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMS
$297M
BUSA
$293M
Expense Ratio
Winner
IBMS
0.18%
BUSA
0.60%
Max Drawdown
Winner
IBMS
3.77%
BUSA
14.89%
Sharpe Ratio
IBMS
0.09
Winner
BUSA
1.57
5Y Beta
Winner
IBMS
0.01
BUSA
0.68
P/E Ratio
IBMS
N/A
BUSA
19.93
Forward P/E
IBMS
N/A
BUSA
12.93
PEG Ratio
IBMS
N/A
BUSA
0.39
5Y EPS CAGR
IBMS
N/A
BUSA
7.58%
Debt to Equity
IBMS
N/A
BUSA
35.16%
P/S Ratio
IBMS
N/A
BUSA
0.92
P/B Ratio
IBMS
N/A
BUSA
2.08
IBMS vs BUSA - Historical Returns
Returns include dividend reinvestment.
1M
IBMS
+0.30%
Winner
BUSA
+4.14%
3M
IBMS
-0.04%
Winner
BUSA
+8.76%
6M
IBMS
+0.69%
Winner
BUSA
+10.27%
1Y
IBMS
+3.82%
Winner
BUSA
+23.31%
Max(CAGR)
IBMS
+4.21%
Winner
BUSA
+20.74%
IBMS vs BUSA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBMS | BUSA |
|---|---|---|
| 2026 | +0.31% | +9.18% |
| 2025 | +4.84% | +17.82% |
| 2024 | +3.03% | +15.31% |
| 2023 | N/A | +10.65% |
IBMS vs BUSA Drawdown Comparison
The maximum drawdown for IBMS was -3.01%, occurring on Apr 11, 2025. Recovery took 78 trading sessions.
The maximum drawdown for BUSA was -14.19%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current IBMS drawdown is -1.27%.
| Rank | IBMS | BUSA |
|---|---|---|
| #1 | -3.01% Feb 28, 2025 - Jun 23, 2025 | -14.19% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -2.29% Oct 1, 2024 - Feb 25, 2025 | -7.61% Feb 6, 2026 - Jun 4, 2026 |
| #3 | -2.25% Feb 26, 2026 - Mar 24, 2026 | -6.29% Jul 30, 2024 - Aug 29, 2024 |
| #4 | -0.89% Sep 17, 2025 - Jan 5, 2026 | -6.02% Oct 17, 2023 - Nov 14, 2023 |
| #5 | -0.88% Jun 14, 2024 - Jul 11, 2024 | -5.66% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -0.70% Aug 5, 2024 - Aug 23, 2024 | -4.53% Jul 23, 2025 - Aug 22, 2025 |
| #7 | -0.48% May 24, 2024 - Jun 4, 2024 | -3.80% Oct 27, 2025 - Nov 25, 2025 |
| #8 | -0.42% Jun 6, 2024 - Jun 12, 2024 | -3.78% Aug 30, 2024 - Oct 11, 2024 |
| #9 | -0.42% Aug 26, 2024 - Sep 5, 2024 | -3.49% Oct 3, 2025 - Oct 24, 2025 |
| #10 | -0.30% Jul 16, 2024 - Jul 31, 2024 | -2.77% Oct 16, 2024 - Nov 6, 2024 |
| #11 | -0.28% Aug 22, 2025 - Sep 5, 2025 | -2.44% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -0.24% Jul 12, 2024 - Jul 16, 2024 | -2.32% Jul 3, 2025 - Jul 23, 2025 |
| #13 | -0.23% Jul 9, 2025 - Jul 29, 2025 | -2.15% Jan 8, 2024 - Jan 24, 2024 |
| #14 | -0.23% Sep 16, 2024 - Sep 27, 2024 | -2.03% Jul 17, 2024 - Jul 26, 2024 |
| #15 | -0.15% Aug 13, 2025 - Aug 22, 2025 | -1.91% Sep 11, 2025 - Oct 1, 2025 |
Correlation
Correlation between IBMS and BUSA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2023 - 2026)
IBMS vs BUSA dividend yield comparison.
| Year | IBMS | BUSA |
|---|---|---|
| 2026 | 1.03% | 0.33% |
| 2025 | 2.49% | 1.53% |
| 2024 | 1.38% | 1.37% |
| 2023 | 0.00% | 0.22% |
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