IBMS vs ISVL
Comparison between ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF (IBMS, ETF) and ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF (ISVL, ETF).
IBMS vs ISVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBMS vs ISVL - Historical Returns
Returns include dividend reinvestment.
IBMS vs ISVL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBMS | ISVL |
|---|---|---|
| 2026 | +0.13% | +9.42% |
| 2025 | +4.84% | +42.77% |
| 2024 | +3.03% | +6.43% |
| 2023 | N/A | +17.25% |
| 2022 | N/A | -14.03% |
| 2021 | N/A | +7.71% |
IBMS vs ISVL Drawdown Comparison
The maximum drawdown for IBMS was -3.01%, occurring on Apr 11, 2025. Recovery took 78 trading sessions.
The maximum drawdown for ISVL was -30.43%, occurring on Sep 27, 2022. Recovery took 629 trading sessions.
The current IBMS drawdown is -1.45%. The current ISVL drawdown is -0.85%.
| Rank | IBMS | ISVL |
|---|---|---|
| #1 | -3.01% Feb 28, 2025 - Jun 23, 2025 | -30.43% Sep 3, 2021 - Mar 7, 2024 |
| #2 | -2.29% Oct 1, 2024 - Feb 25, 2025 | -12.50% Mar 19, 2025 - Apr 24, 2025 |
| #3 | -2.25% Feb 26, 2026 - Mar 24, 2026 | -12.48% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -0.89% Sep 17, 2025 - Jan 5, 2026 | -10.05% Sep 26, 2024 - Mar 7, 2025 |
| #5 | -0.88% Jun 14, 2024 - Jul 11, 2024 | -7.50% Jul 31, 2024 - Aug 21, 2024 |
| #6 | -0.70% Aug 5, 2024 - Aug 23, 2024 | -6.14% Jun 4, 2021 - Sep 2, 2021 |
| #7 | -0.48% May 24, 2024 - Jun 4, 2024 | -5.40% Oct 27, 2025 - Nov 28, 2025 |
| #8 | -0.42% Jun 6, 2024 - Jun 12, 2024 | -4.38% Apr 8, 2024 - May 9, 2024 |
| #9 | -0.42% Aug 26, 2024 - Sep 5, 2024 | -4.07% Aug 23, 2024 - Sep 19, 2024 |
| #10 | -0.30% Jul 16, 2024 - Jul 31, 2024 | -3.76% Jun 3, 2024 - Jul 12, 2024 |
| #11 | -0.28% Aug 22, 2025 - Sep 5, 2025 | -3.56% Jul 23, 2025 - Aug 8, 2025 |
| #12 | -0.24% Jul 12, 2024 - Jul 16, 2024 | -2.86% May 7, 2021 - May 24, 2021 |
| #13 | -0.23% Jul 9, 2025 - Jul 29, 2025 | -2.80% Jul 16, 2024 - Jul 31, 2024 |
| #14 | -0.23% Sep 16, 2024 - Sep 27, 2024 | -2.54% Oct 6, 2025 - Oct 23, 2025 |
| #15 | -0.15% Aug 13, 2025 - Aug 22, 2025 | -2.28% Mar 7, 2025 - Mar 14, 2025 |
Correlation
Correlation between IBMS and ISVL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2021 - 2026)
IBMS vs ISVL dividend yield comparison.
| Year | IBMS | ISVL |
|---|---|---|
| 2026 | 1.24% | 1.97% |
| 2025 | 2.49% | 2.69% |
| 2024 | 1.38% | 3.92% |
| 2023 | 0.00% | 3.82% |
| 2022 | 0.00% | 3.37% |
| 2021 | 0.00% | 2.82% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks