IBMT vs MVFD
Comparison between ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF (IBMT, ETF) and MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF).
IBMT vs MVFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMT
$112M
MVFD
$112M
Expense Ratio
Winner
IBMT
0.18%
MVFD
1.10%
Max Drawdown
Winner
IBMT
3.72%
MVFD
19.59%
Sharpe Ratio
IBMT
-0.02
Winner
MVFD
1.01
5Y Beta
Winner
IBMT
0.03
MVFD
0.78
IBMT vs MVFD - Historical Returns
Returns include dividend reinvestment.
1M
IBMT
-1.10%
Winner
MVFD
+3.01%
3M
IBMT
+0.13%
Winner
MVFD
+1.83%
6M
IBMT
-0.61%
Winner
MVFD
+2.66%
1Y
IBMT
+3.78%
Winner
MVFD
+18.37%
Max(CAGR)
IBMT
+5.53%
Winner
MVFD
+10.74%
IBMT vs MVFD - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBMT | MVFD |
|---|---|---|
| 2026 | +0.11% | +7.71% |
| 2025 | +7.23% | +10.12% |
| 2024 | N/A | +5.21% |
IBMT vs MVFD Drawdown Comparison
The maximum drawdown for IBMT was -3.18%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.
The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current IBMT drawdown is -1.69%. The current MVFD drawdown is -1.38%.
| Rank | IBMT | MVFD |
|---|---|---|
| #1 | -3.18% Apr 4, 2025 - Jun 12, 2025 | -19.07% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -3.09% Feb 26, 2026 - Mar 26, 2026 | -9.08% Feb 6, 2026 - Mar 20, 2026 |
| #3 | -0.96% Sep 18, 2025 - Oct 13, 2025 | -6.45% Mar 28, 2024 - Jul 31, 2024 |
| #4 | -0.52% Oct 13, 2025 - Dec 3, 2025 | -6.34% Jul 31, 2024 - Aug 26, 2024 |
| #5 | -0.35% Jul 9, 2025 - Aug 1, 2025 | -5.62% Nov 12, 2025 - Nov 26, 2025 |
| #6 | -0.35% Dec 3, 2025 - Dec 24, 2025 | -4.64% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -0.27% Jan 9, 2026 - Jan 28, 2026 | -3.78% Aug 30, 2024 - Sep 23, 2024 |
| #8 | -0.24% Mar 26, 2025 - Mar 28, 2025 | -2.88% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -0.23% Jan 28, 2026 - Feb 3, 2026 | -2.71% Oct 16, 2024 - Nov 6, 2024 |
| #10 | -0.22% Feb 17, 2026 - Feb 26, 2026 | -2.42% Oct 4, 2024 - Oct 16, 2024 |
| #11 | -0.21% Sep 9, 2025 - Sep 11, 2025 | -1.75% Jan 21, 2026 - Feb 4, 2026 |
| #12 | -0.18% Aug 12, 2025 - Aug 22, 2025 | -1.61% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -0.16% Jun 12, 2025 - Jun 16, 2025 | -1.51% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.14% Sep 2, 2025 - Sep 4, 2025 | -1.24% Mar 21, 2024 - Mar 27, 2024 |
| #15 | -0.12% Aug 22, 2025 - Sep 2, 2025 | -0.88% Mar 13, 2024 - Mar 19, 2024 |
Correlation
Correlation between IBMT and MVFD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2024 - 2026)
IBMT vs MVFD dividend yield comparison.
| Year | IBMT | MVFD |
|---|---|---|
| 2026 | 2.31% | 0.80% |
| 2025 | 2.98% | 1.34% |
| 2024 | 0.00% | 1.38% |
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