IBMT vs FCUS
Comparison between ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF (IBMT, ETF) and PINNACLE FOCUSED OPPORTUNITIES ETF (FCUS, ETF).
IBMT vs FCUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMT
$94M
FCUS
$94M
Expense Ratio
Winner
IBMT
0.18%
FCUS
0.80%
Max Drawdown
Winner
IBMT
3.33%
FCUS
42.84%
Sharpe Ratio
IBMT
0.62
Winner
FCUS
1.87
5Y Beta
Winner
IBMT
0.02
FCUS
1.45
P/E Ratio
IBMT
N/A
FCUS
-126.78
Forward P/E
IBMT
N/A
FCUS
16.09
5Y EPS CAGR
IBMT
N/A
FCUS
19.25%
Debt to Equity
IBMT
N/A
FCUS
20.13%
P/S Ratio
IBMT
N/A
FCUS
2.98
P/B Ratio
IBMT
N/A
FCUS
5.31
IBMT vs FCUS - Holdings Comparison
IBMT and FCUS have 1 common holdings. Overlap is -1.70%
IBMT's top 25 holdings weight is 24.85%. FCUS's top 25 holdings weight is 86.71%.
| Rank | IBMT | FCUS |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 2.40% | HECLA MINING CO (HL) - 4.37% |
| #2 | n/a (n/a) - 2.11% | MONGODB INC CLASS A (MDB) - 4.33% |
| #3 | NEW YORK N Y 5% (n/a) - 1.91% | OPENDOOR TECHNOLOGIES INC ORDINARY SHARES CLASS A (OPEN) - 4.25% |
| #4 | n/a (n/a) - 1.41% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.23% |
| #5 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 1.12% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 4.18% |
| #6 | n/a (n/a) - 1.08% | MICRON TECHNOLOGY INC (MU) - 4.17% |
| #7 | MARYLAND ST 5% (n/a) - 1.08% | COGENT BIOSCIENCES INC (COGT) - 4.05% |
| #8 | WASHINGTON ST 5% (n/a) - 1.07% | ECHOSTAR CORP CLASS A (SATS) - 4.04% |
| #9 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 1.01% | CIENA CORP (CIEN) - 3.97% |
| #10 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.91% | LUMENTUM HOLDINGS INC (LITE) - 3.78% |
| #11 | CALIFORNIA ST 4% (n/a) - 0.82% | ALCOA CORP (AA) - 3.50% |
| #12 | ILLINOIS ST 5% (n/a) - 0.81% | BLOOM ENERGY CORP CLASS A (BE) - 3.40% |
| #13 | n/a (n/a) - 0.78% | TERADYNE INC (TER) - 3.39% |
| #14 | CONNECTICUT ST 5% (n/a) - 0.76% | APPLIED DIGITAL CORP (APLD) - 3.37% |
| #15 | LOUISIANA ST 5% (n/a) - 0.76% | NEWMONT CORP (NEM) - 3.31% |
| #16 | NORTH CAROLINA ST GRANT ANTIC REV 5% (n/a) - 0.76% | WESTERN DIGITAL CORP (WDC) - 3.24% |
| #17 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.74% | WAYFAIR INC CLASS A (W) - 3.17% |
| #18 | CENTRAL TEX REGL MOBILITY AUTH REV 5% (n/a) - 0.72% | PTC THERAPEUTICS INC (PTCT) - 3.16% |
| #19 | PENNSYLVANIA ST 5% (n/a) - 0.69% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.14% |
| #20 | NEW JERSEY ST 4% (n/a) - 0.68% | SITIME CORP ORDINARY SHARES (SITM) - 2.85% |
| #21 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.68% | VALERO ENERGY CORP (VLO) - 2.68% |
| #22 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 0.66% | COEUR MINING INC (CDE) - 2.59% |
| #23 | MINNESOTA ST 5% (n/a) - 0.66% | IRHYTHM TECHNOLOGIES INC (IRTC) - 2.54% |
| #24 | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.62% | ALBEMARLE CORP (ALB) - 2.52% |
| #25 | BLACKROCK LIQUIDITY MUNICASH INSTL (MCSXX) - 0.61% | GENERAL MOTORS CO (GM) - 2.48% |
| Total Holdings | 482 | 50 |
IBMT vs FCUS - Historical Returns
Returns include dividend reinvestment.
1M
IBMT
+0.16%
Winner
FCUS
+0.52%
3M
IBMT
-0.28%
Winner
FCUS
+26.53%
6M
IBMT
+0.39%
Winner
FCUS
+44.61%
1Y
IBMT
+5.47%
Winner
FCUS
+88.16%
Max(CAGR)
IBMT
+5.91%
Winner
FCUS
+31.59%
IBMT vs FCUS - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBMT | FCUS |
|---|---|---|
| 2026 | -0.06% | +36.91% |
| 2025 | +7.23% | +12.74% |
| 2024 | N/A | +33.88% |
| 2023 | N/A | +23.29% |
| 2022 | N/A | +0.00% |
IBMT vs FCUS Drawdown Comparison
The maximum drawdown for IBMT was -3.18%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.
The maximum drawdown for FCUS was -39.89%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The current IBMT drawdown is -1.86%. The current FCUS drawdown is -4.61%.
| Rank | IBMT | FCUS |
|---|---|---|
| #1 | -3.18% Apr 4, 2025 - Jun 12, 2025 | -39.89% Feb 18, 2025 - Oct 28, 2025 |
| #2 | -3.09% Feb 26, 2026 - Mar 26, 2026 | -17.70% Nov 3, 2025 - Jan 6, 2026 |
| #3 | -0.96% Sep 18, 2025 - Oct 13, 2025 | -15.54% May 28, 2024 - Sep 23, 2024 |
| #4 | -0.52% Oct 13, 2025 - Dec 3, 2025 | -14.99% Feb 25, 2026 - Apr 22, 2026 |
| #5 | -0.35% Jul 9, 2025 - Aug 1, 2025 | -13.36% Mar 25, 2024 - May 15, 2024 |
| #6 | -0.35% Dec 3, 2025 - Dec 24, 2025 | -13.32% Dec 6, 2024 - Feb 4, 2025 |
| #7 | -0.27% Jan 9, 2026 - Jan 28, 2026 | -13.01% Sep 1, 2023 - Dec 1, 2023 |
| #8 | -0.24% Mar 26, 2025 - Mar 28, 2025 | -10.70% Mar 3, 2023 - Jul 12, 2023 |
| #9 | -0.23% Jan 28, 2026 - Feb 3, 2026 | -10.11% Jun 3, 2026 - Jun 10, 2026 |
| #10 | -0.22% Feb 17, 2026 - Feb 26, 2026 | -7.53% May 11, 2026 - Jun 2, 2026 |
| #11 | -0.21% Sep 9, 2025 - Sep 11, 2025 | -7.20% Jul 31, 2023 - Sep 1, 2023 |
| #12 | -0.18% Aug 12, 2025 - Aug 22, 2025 | -6.98% Jan 28, 2026 - Feb 11, 2026 |
| #13 | -0.16% Jun 12, 2025 - Jun 16, 2025 | -6.03% Dec 27, 2023 - Jan 22, 2024 |
| #14 | -0.14% Sep 2, 2025 - Sep 4, 2025 | -5.07% Feb 15, 2024 - Feb 26, 2024 |
| #15 | -0.12% Aug 22, 2025 - Sep 2, 2025 | -4.21% Feb 15, 2023 - Mar 3, 2023 |
Correlation
Correlation between IBMT and FCUS is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2024 - 2026)
IBMT vs FCUS dividend yield comparison.
| Year | IBMT | FCUS |
|---|---|---|
| 2026 | 1.00% | 0.00% |
| 2025 | 2.98% | 4.33% |
| 2024 | 0.00% | 11.19% |
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