IBMT vs FFTY
Comparison between ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF (IBMT, ETF) and INNOVATOR IBD(R) 50 ETF (FFTY, ETF).
IBMT vs FFTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMT
$88M
Winner
FFTY
$88M
Expense Ratio
Winner
IBMT
0.18%
FFTY
0.80%
Max Drawdown
Winner
IBMT
3.33%
FFTY
60.64%
Sharpe Ratio
IBMT
0.76
Winner
FFTY
0.81
5Y Beta
Winner
IBMT
0.02
FFTY
1.38
P/E Ratio
IBMT
N/A
FFTY
3.13
Forward P/E
IBMT
N/A
FFTY
30.80
P/S Ratio
IBMT
N/A
FFTY
3.15
P/B Ratio
IBMT
N/A
FFTY
10.54
IBMT vs FFTY - Holdings Comparison
IBMT and FFTY have 1 common holdings. Overlap is -1.22%
IBMT's top 25 holdings weight is 20.43%. FFTY's top 25 holdings weight is 76.56%.
| Rank | IBMT | FFTY |
|---|---|---|
| #1 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.77% | MICRON TECHNOLOGY INC (MU) - 4.11% |
| #2 | CALIFORNIA ST 5% (n/a) - 1.71% | HUT 8 CORP (HUT) - 3.92% |
| #3 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 1.18% | ASTERA LABS INC (ALAB) - 3.73% |
| #4 | NEW YORK N Y 5% (n/a) - 1.16% | ROCKET LAB CORP (RKLB) - 3.59% |
| #5 | NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 5% (n/a) - 1.11% | ARGAN INC (AGX) - 3.58% |
| #6 | n/a (n/a) - 0.91% | SITIME CORP ORDINARY SHARES (SITM) - 3.58% |
| #7 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.87% | VERTIV HOLDINGS CO CLASS A (VRT) - 3.45% |
| #8 | WASHINGTON ST 5% (n/a) - 0.78% | COMFORT SYSTEMS USA INC (FIX) - 3.44% |
| #9 | n/a (n/a) - 0.77% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 3.27% |
| #10 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.72% | ADVANCED MICRO DEVICES INC (AMD) - 3.24% |
| #11 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 0.70% | MARVELL TECHNOLOGY INC (MRVL) - 3.21% |
| #12 | MINNESOTA ST 5% (n/a) - 0.70% | OKEANIS ECO TANKERS CORP (n/a) - 3.17% |
| #13 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.67% | BLOOM ENERGY CORP CLASS A (BE) - 3.09% |
| #14 | n/a (n/a) - 0.66% | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 3.04% |
| #15 | MONTGOMERY CNTY MD 5% (n/a) - 0.65% | LUMENTUM HOLDINGS INC (LITE) - 3.02% |
| #16 | n/a (n/a) - 0.64% | AXSOME THERAPEUTICS INC (AXSM) - 2.93% |
| #17 | NORTH TEX TWY AUTH REV 0% (n/a) - 0.63% | INNODATA INC (INOD) - 2.92% |
| #18 | OHIO ST 5% (n/a) - 0.62% | SSR MINING INC (SSRM) - 2.90% |
| #19 | n/a (n/a) - 0.62% | ALPHABET INC CLASS A (GOOGL) - 2.88% |
| #20 | CONNECTICUT ST 5% (n/a) - 0.61% | THE VITA COCO CO INC (COCO) - 2.83% |
| #21 | MARYLAND ST 5% (n/a) - 0.60% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.33% |
| #22 | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.60% | MDA SPACE LTD (MDA) - 2.14% |
| #23 | CALIFORNIA ST 4% (n/a) - 0.59% | LAM RESEARCH CORP (LRCX) - 2.12% |
| #24 | UNIVERSITY CALIF REVS 5% (n/a) - 0.58% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 2.09% |
| #25 | WISCONSIN ST 5% (n/a) - 0.58% | FABRINET (FN) - 1.98% |
| Total Holdings | 472 | 53 |
IBMT vs FFTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMT
+0.30%
FFTY
-2.83%
3M
IBMT
-0.57%
Winner
FFTY
+3.46%
6M
IBMT
+0.47%
Winner
FFTY
+12.47%
1Y
IBMT
+6.03%
Winner
FFTY
+30.32%
5Y(CAGR)
IBMT
N/A
FFTY
-1.91%
10Y(CAGR)
IBMT
N/A
FFTY
+6.81%
Max(CAGR)
Winner
IBMT
+6.17%
FFTY
+4.65%
IBMT vs FFTY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IBMT | FFTY |
|---|---|---|
| 2026 | +0.11% | +12.25% |
| 2025 | +7.23% | +21.65% |
| 2024 | N/A | +21.83% |
| 2023 | N/A | +13.71% |
| 2022 | N/A | -50.77% |
| 2021 | N/A | +12.94% |
| 2020 | N/A | +16.35% |
| 2019 | N/A | +26.94% |
| 2018 | N/A | -18.28% |
| 2017 | N/A | +37.17% |
| 2016 | N/A | +11.70% |
| 2015 | N/A | -11.36% |
IBMT vs FFTY Drawdown Comparison
The maximum drawdown for IBMT was -3.18%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.
The maximum drawdown for FFTY was -59.47%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current IBMT drawdown is -1.69%. The current FFTY drawdown is -20.77%.
| Rank | IBMT | FFTY |
|---|---|---|
| #1 | -3.18% Apr 4, 2025 - Jun 12, 2025 | -59.47% Sep 23, 2021 - Oct 27, 2023 |
| #2 | -3.09% Feb 26, 2026 - Mar 26, 2026 | -35.43% Sep 28, 2018 - Aug 26, 2020 |
| #3 | -0.96% Sep 18, 2025 - Oct 13, 2025 | -29.68% Jun 18, 2015 - Apr 25, 2017 |
| #4 | -0.52% Oct 13, 2025 - Dec 3, 2025 | -14.52% Feb 12, 2021 - Sep 1, 2021 |
| #5 | -0.35% Jul 9, 2025 - Aug 1, 2025 | -13.84% Jan 23, 2018 - Jun 5, 2018 |
| #6 | -0.35% Dec 3, 2025 - Dec 24, 2025 | -10.56% Sep 2, 2020 - Oct 13, 2020 |
| #7 | -0.27% Jan 9, 2026 - Jan 28, 2026 | -9.99% Oct 13, 2020 - Dec 8, 2020 |
| #8 | -0.24% Mar 26, 2025 - Mar 28, 2025 | -8.46% Nov 21, 2017 - Jan 9, 2018 |
| #9 | -0.23% Jan 28, 2026 - Feb 3, 2026 | -8.11% Jun 18, 2018 - Aug 27, 2018 |
| #10 | -0.22% Feb 17, 2026 - Feb 26, 2026 | -6.69% Jan 22, 2021 - Feb 5, 2021 |
| #11 | -0.21% Sep 9, 2025 - Sep 11, 2025 | -6.32% Jun 8, 2017 - Jul 14, 2017 |
| #12 | -0.18% Aug 12, 2025 - Aug 22, 2025 | -6.27% Apr 23, 2015 - Jun 3, 2015 |
| #13 | -0.16% Jun 12, 2025 - Jun 16, 2025 | -4.55% Jul 26, 2017 - Aug 16, 2017 |
| #14 | -0.14% Sep 2, 2025 - Sep 4, 2025 | -4.45% Oct 20, 2017 - Nov 16, 2017 |
| #15 | -0.12% Aug 22, 2025 - Sep 2, 2025 | -4.44% Sep 3, 2021 - Sep 16, 2021 |
Correlation
Correlation between IBMT and FFTY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2017 - 2026)
IBMT vs FFTY dividend yield comparison.
| Year | IBMT | FFTY |
|---|---|---|
| 2026 | 1.00% | 0.00% |
| 2025 | 2.98% | 1.35% |
| 2024 | 0.00% | 0.91% |
| 2023 | 0.00% | 0.65% |
| 2022 | 0.00% | 2.75% |
| 2021 | 0.00% | 0.22% |
| 2017 | 0.00% | 0.17% |
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