IBMS vs FAN
Comparison between ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF (IBMS, ETF) and FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF).
IBMS vs FAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMS
$282M
FAN
$281M
Expense Ratio
Winner
IBMS
0.18%
FAN
0.60%
Max Drawdown
Winner
IBMS
3.77%
FAN
80.62%
Sharpe Ratio
IBMS
0.25
Winner
FAN
1.79
5Y Beta
Winner
IBMS
0.01
FAN
0.68
5Y Dividends CAGR
IBMS
N/A
FAN
2.09%
IBMS vs FAN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMS
+0.24%
FAN
-7.49%
3M
IBMS
-0.54%
Winner
FAN
+5.56%
6M
IBMS
+0.71%
Winner
FAN
+25.14%
1Y
IBMS
+4.07%
Winner
FAN
+45.15%
5Y(CAGR)
IBMS
N/A
FAN
+4.80%
10Y(CAGR)
IBMS
N/A
FAN
+9.52%
Max(CAGR)
Winner
IBMS
+4.25%
FAN
+1.08%
IBMS vs FAN - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | IBMS | FAN |
|---|---|---|
| 2026 | +0.31% | +17.98% |
| 2025 | +4.84% | +39.24% |
| 2024 | +3.03% | -7.56% |
| 2023 | N/A | -3.92% |
| 2022 | N/A | -14.43% |
| 2021 | N/A | -14.12% |
| 2020 | N/A | +61.13% |
| 2019 | N/A | +31.68% |
| 2018 | N/A | -12.10% |
| 2017 | N/A | +15.91% |
| 2016 | N/A | +10.50% |
| 2015 | N/A | +10.74% |
| 2014 | N/A | -7.62% |
| 2013 | N/A | +62.57% |
| 2012 | N/A | -13.58% |
| 2011 | N/A | -23.42% |
| 2010 | N/A | -32.37% |
| 2009 | N/A | +19.44% |
| 2008 | N/A | -56.68% |
IBMS vs FAN Drawdown Comparison
The maximum drawdown for IBMS was -3.01%, occurring on Apr 11, 2025. Recovery took 78 trading sessions.
The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.
The current IBMS drawdown is -1.27%. The current FAN drawdown is -7.97%.
| Rank | IBMS | FAN |
|---|---|---|
| #1 | -3.01% Feb 28, 2025 - Jun 23, 2025 | -79.84% Jun 27, 2008 - Dec 23, 2020 |
| #2 | -2.29% Oct 1, 2024 - Feb 25, 2025 | -46.30% Jan 7, 2021 - Feb 25, 2026 |
| #3 | -2.25% Feb 26, 2026 - Mar 24, 2026 | -7.97% May 6, 2026 - Jun 5, 2026 |
| #4 | -0.89% Sep 17, 2025 - Jan 5, 2026 | -5.26% Mar 2, 2026 - Mar 31, 2026 |
| #5 | -0.88% Jun 14, 2024 - Jul 11, 2024 | -2.11% Apr 27, 2026 - Apr 30, 2026 |
| #6 | -0.70% Aug 5, 2024 - Aug 23, 2024 | -2.05% Apr 14, 2026 - Apr 23, 2026 |
| #7 | -0.48% May 24, 2024 - Jun 4, 2024 | -1.59% Apr 30, 2026 - May 5, 2026 |
| #8 | -0.42% Jun 6, 2024 - Jun 12, 2024 | -0.47% Apr 10, 2026 - Apr 14, 2026 |
| #9 | -0.42% Aug 26, 2024 - Sep 5, 2024 | -0.34% Dec 30, 2020 - Jan 4, 2021 |
| #10 | -0.30% Jul 16, 2024 - Jul 31, 2024 | N/A |
| #11 | -0.28% Aug 22, 2025 - Sep 5, 2025 | N/A |
| #12 | -0.24% Jul 12, 2024 - Jul 16, 2024 | N/A |
| #13 | -0.23% Jul 9, 2025 - Jul 29, 2025 | N/A |
| #14 | -0.23% Sep 16, 2024 - Sep 27, 2024 | N/A |
| #15 | -0.15% Aug 13, 2025 - Aug 22, 2025 | N/A |
Correlation
Correlation between IBMS and FAN is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2008 - 2026)
IBMS vs FAN dividend yield comparison.
| Year | IBMS | FAN |
|---|---|---|
| 2026 | 1.03% | 0.00% |
| 2025 | 2.49% | 1.35% |
| 2024 | 1.38% | 1.52% |
| 2023 | 0.00% | 1.71% |
| 2022 | 0.00% | 1.50% |
| 2021 | 0.00% | 1.79% |
| 2020 | 0.00% | 0.84% |
| 2019 | 0.00% | 2.42% |
| 2018 | 0.00% | 2.67% |
| 2017 | 0.00% | 2.59% |
| 2016 | 0.00% | 6.04% |
| 2015 | 0.00% | 2.35% |
| 2014 | 0.00% | 2.61% |
| 2013 | 0.00% | 0.71% |
| 2012 | 0.00% | 1.63% |
| 2011 | 0.00% | 0.74% |
| 2010 | 0.00% | 0.90% |
| 2009 | 0.00% | 2.14% |
| 2008 | 0.00% | 0.32% |
Select Stocks to Compare
Popular: IBMS vs SPYFAN vs SPY
More Comparisons
Compare with similar stocks