IBMT vs GMOV
Comparison between ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF (IBMT, ETF) and GMO U.S. VALUE ETF (GMOV, ETF).
IBMT vs GMOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMT
$88M
GMOV
$87M
Expense Ratio
Winner
IBMT
0.18%
GMOV
0.50%
Max Drawdown
Winner
IBMT
3.33%
GMOV
17.31%
Sharpe Ratio
IBMT
0.76
Winner
GMOV
1.97
5Y Beta
Winner
IBMT
0.02
GMOV
0.69
P/E Ratio
IBMT
N/A
GMOV
14.77
Forward P/E
IBMT
N/A
GMOV
12.17
PEG Ratio
IBMT
N/A
GMOV
0.21
5Y EPS CAGR
IBMT
N/A
GMOV
9.19%
Debt to Equity
IBMT
N/A
GMOV
3.51%
P/S Ratio
IBMT
N/A
GMOV
1.20
P/B Ratio
IBMT
N/A
GMOV
2.27
IBMT vs GMOV - Holdings Comparison
IBMT and GMOV have 1 common holdings. Overlap is -0.09%
IBMT's top 25 holdings weight is 20.43%. GMOV's top 25 holdings weight is 49.92%.
| Rank | IBMT | GMOV |
|---|---|---|
| #1 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.77% | META PLATFORMS INC CLASS A (META) - 4.25% |
| #2 | CALIFORNIA ST 5% (n/a) - 1.71% | ALPHABET INC CLASS A (GOOGL) - 3.53% |
| #3 | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 1.18% | QUALCOMM INC (QCOM) - 2.95% |
| #4 | NEW YORK N Y 5% (n/a) - 1.16% | EXXON MOBIL CORP (XOM) - 2.90% |
| #5 | NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 5% (n/a) - 1.11% | UNITEDHEALTH GROUP INC (UNH) - 2.67% |
| #6 | n/a (n/a) - 0.91% | MERCK & CO INC (MRK) - 2.56% |
| #7 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.87% | JOHNSON & JOHNSON (JNJ) - 2.39% |
| #8 | WASHINGTON ST 5% (n/a) - 0.78% | VERIZON COMMUNICATIONS INC (VZ) - 2.36% |
| #9 | n/a (n/a) - 0.77% | BANK OF AMERICA CORP (BAC) - 2.31% |
| #10 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.72% | PFIZER INC (PFE) - 2.12% |
| #11 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 0.70% | JPMORGAN CHASE & CO (JPM) - 2.00% |
| #12 | MINNESOTA ST 5% (n/a) - 0.70% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.79% |
| #13 | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.67% | COMCAST CORP CLASS A (CMCSA) - 1.73% |
| #14 | n/a (n/a) - 0.66% | EOG RESOURCES INC (EOG) - 1.57% |
| #15 | MONTGOMERY CNTY MD 5% (n/a) - 0.65% | THE CIGNA GROUP (CI) - 1.55% |
| #16 | n/a (n/a) - 0.64% | TARGET CORP (TGT) - 1.55% |
| #17 | NORTH TEX TWY AUTH REV 0% (n/a) - 0.63% | AT&T INC (T) - 1.52% |
| #18 | OHIO ST 5% (n/a) - 0.62% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.48% |
| #19 | n/a (n/a) - 0.62% | CITIGROUP INC (C) - 1.37% |
| #20 | CONNECTICUT ST 5% (n/a) - 0.61% | PROCTER & GAMBLE CO (PG) - 1.35% |
| #21 | MARYLAND ST 5% (n/a) - 0.60% | PROGRESSIVE CORP (PGR) - 1.29% |
| #22 | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.60% | CVS HEALTH CORP (CVS) - 1.22% |
| #23 | CALIFORNIA ST 4% (n/a) - 0.59% | ALLSTATE CORP (ALL) - 1.21% |
| #24 | UNIVERSITY CALIF REVS 5% (n/a) - 0.58% | U.S. BANCORP (USB) - 1.13% |
| #25 | WISCONSIN ST 5% (n/a) - 0.58% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.12% |
| Total Holdings | 472 | 168 |
IBMT vs GMOV - Historical Returns
Returns include dividend reinvestment.
1M
IBMT
+0.30%
Winner
GMOV
+2.21%
3M
IBMT
-0.57%
Winner
GMOV
+5.71%
6M
IBMT
+0.47%
Winner
GMOV
+11.84%
1Y
IBMT
+6.03%
Winner
GMOV
+28.22%
Max(CAGR)
IBMT
+6.17%
Winner
GMOV
+15.10%
IBMT vs GMOV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBMT | GMOV |
|---|---|---|
| 2026 | +0.11% | +9.72% |
| 2025 | +7.23% | +14.98% |
| 2024 | N/A | -1.27% |
IBMT vs GMOV Drawdown Comparison
The maximum drawdown for IBMT was -3.18%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.
The maximum drawdown for GMOV was -16.71%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The current IBMT drawdown is -1.69%. The current GMOV drawdown is -0.82%.
| Rank | IBMT | GMOV |
|---|---|---|
| #1 | -3.18% Apr 4, 2025 - Jun 12, 2025 | -16.71% Nov 25, 2024 - Aug 13, 2025 |
| #2 | -3.09% Feb 26, 2026 - Mar 26, 2026 | -6.08% Feb 6, 2026 - Apr 23, 2026 |
| #3 | -0.96% Sep 18, 2025 - Oct 13, 2025 | -3.73% Oct 3, 2025 - Oct 27, 2025 |
| #4 | -0.52% Oct 13, 2025 - Dec 3, 2025 | -2.93% Oct 27, 2025 - Nov 25, 2025 |
| #5 | -0.35% Jul 9, 2025 - Aug 1, 2025 | -2.31% Nov 11, 2024 - Nov 22, 2024 |
| #6 | -0.35% Dec 3, 2025 - Dec 24, 2025 | -1.88% Jan 9, 2026 - Jan 22, 2026 |
| #7 | -0.27% Jan 9, 2026 - Jan 28, 2026 | -1.54% Apr 30, 2026 - May 21, 2026 |
| #8 | -0.24% Mar 26, 2025 - Mar 28, 2025 | -1.38% Oct 30, 2024 - Nov 6, 2024 |
| #9 | -0.23% Jan 28, 2026 - Feb 3, 2026 | -1.30% Sep 11, 2025 - Oct 3, 2025 |
| #10 | -0.22% Feb 17, 2026 - Feb 26, 2026 | -1.05% Dec 26, 2025 - Jan 5, 2026 |
| #11 | -0.21% Sep 9, 2025 - Sep 11, 2025 | -1.01% Dec 15, 2025 - Dec 24, 2025 |
| #12 | -0.18% Aug 12, 2025 - Aug 22, 2025 | -1.00% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -0.16% Jun 12, 2025 - Jun 16, 2025 | -0.82% Jun 4, 2026 - Jun 5, 2026 |
| #14 | -0.14% Sep 2, 2025 - Sep 4, 2025 | -0.79% Sep 4, 2025 - Sep 11, 2025 |
| #15 | -0.12% Aug 22, 2025 - Sep 2, 2025 | -0.76% May 28, 2026 - Jun 4, 2026 |
Correlation
Correlation between IBMT and GMOV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2024 - 2026)
IBMT vs GMOV dividend yield comparison.
| Year | IBMT | GMOV |
|---|---|---|
| 2026 | 1.00% | 0.56% |
| 2025 | 2.98% | 1.98% |
| 2024 | 0.00% | 0.30% |
Select Stocks to Compare
Popular: IBMT vs SPYGMOV vs SPY
More Comparisons
Compare with similar stocks