IBMT vs NUAG
Comparison between ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF (IBMT, ETF) and NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF (NUAG, ETF).
IBMT vs NUAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMT
$94M
Winner
NUAG
$94M
Expense Ratio
IBMT
0.18%
Winner
NUAG
0.16%
Max Drawdown
Winner
IBMT
3.33%
NUAG
25.52%
Sharpe Ratio
Winner
IBMT
0.70
NUAG
0.61
5Y Beta
Winner
IBMT
0.02
NUAG
0.07
5Y Dividends CAGR
IBMT
N/A
NUAG
5.79%
IBMT vs NUAG - Historical Returns
Returns include dividend reinvestment.
1M
IBMT
+0.16%
Winner
NUAG
+0.53%
3M
IBMT
-0.28%
Winner
NUAG
+0.85%
6M
IBMT
+0.39%
Winner
NUAG
+1.13%
1Y
Winner
IBMT
+5.47%
NUAG
+5.21%
5Y(CAGR)
IBMT
N/A
NUAG
+0.42%
10Y(CAGR)
IBMT
N/A
NUAG
+1.72%
Max(CAGR)
Winner
IBMT
+5.91%
NUAG
+1.72%
IBMT vs NUAG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IBMT | NUAG |
|---|---|---|
| 2026 | -0.06% | +0.86% |
| 2025 | +7.23% | +7.32% |
| 2024 | N/A | +2.57% |
| 2023 | N/A | +6.94% |
| 2022 | N/A | -13.34% |
| 2021 | N/A | -2.21% |
| 2020 | N/A | +7.09% |
| 2019 | N/A | +9.99% |
| 2018 | N/A | -1.43% |
| 2017 | N/A | +4.06% |
| 2016 | N/A | -2.69% |
IBMT vs NUAG Drawdown Comparison
The maximum drawdown for IBMT was -3.18%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.
The maximum drawdown for NUAG was -19.79%, occurring on Oct 24, 2022. Recovery took 1388 trading sessions.
The current IBMT drawdown is -1.86%. The current NUAG drawdown is -0.97%.
| Rank | IBMT | NUAG |
|---|---|---|
| #1 | -3.18% Apr 4, 2025 - Jun 12, 2025 | -19.79% Aug 4, 2020 - Feb 12, 2026 |
| #2 | -3.09% Feb 26, 2026 - Mar 26, 2026 | -11.39% Mar 6, 2020 - Jun 10, 2020 |
| #3 | -0.96% Sep 18, 2025 - Oct 13, 2025 | -4.12% Sep 28, 2016 - Aug 3, 2017 |
| #4 | -0.52% Oct 13, 2025 - Dec 3, 2025 | -4.02% Sep 7, 2017 - Mar 8, 2019 |
| #5 | -0.35% Jul 9, 2025 - Aug 1, 2025 | -2.54% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -0.35% Dec 3, 2025 - Dec 24, 2025 | -1.89% Sep 4, 2019 - Jan 3, 2020 |
| #7 | -0.27% Jan 9, 2026 - Jan 28, 2026 | -0.86% Jun 15, 2020 - Jul 2, 2020 |
| #8 | -0.24% Mar 26, 2025 - Mar 28, 2025 | -0.72% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -0.23% Jan 28, 2026 - Feb 3, 2026 | -0.63% Jun 10, 2020 - Jun 15, 2020 |
| #10 | -0.22% Feb 17, 2026 - Feb 26, 2026 | -0.56% Feb 3, 2020 - Feb 18, 2020 |
| #11 | -0.21% Sep 9, 2025 - Sep 11, 2025 | -0.49% Mar 28, 2019 - Apr 26, 2019 |
| #12 | -0.18% Aug 12, 2025 - Aug 22, 2025 | -0.36% Aug 3, 2017 - Aug 17, 2017 |
| #13 | -0.16% Jun 12, 2025 - Jun 16, 2025 | -0.36% Jan 3, 2020 - Jan 15, 2020 |
| #14 | -0.14% Sep 2, 2025 - Sep 4, 2025 | -0.33% May 15, 2019 - May 24, 2019 |
| #15 | -0.12% Aug 22, 2025 - Sep 2, 2025 | -0.30% Aug 16, 2019 - Aug 26, 2019 |
Correlation
Correlation between IBMT and NUAG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
IBMT vs NUAG dividend yield comparison.
| Year | IBMT | NUAG |
|---|---|---|
| 2026 | 1.00% | 1.80% |
| 2025 | 2.98% | 4.43% |
| 2024 | 0.00% | 4.44% |
| 2023 | 0.00% | 3.95% |
| 2022 | 0.00% | 3.60% |
| 2021 | 0.00% | 2.27% |
| 2020 | 0.00% | 2.93% |
| 2019 | 0.00% | 3.54% |
| 2018 | 0.00% | 3.79% |
| 2017 | 0.00% | 3.38% |
| 2016 | 0.00% | 0.48% |
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