IBMT vs VETZ
Comparison between ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF (IBMT, ETF) and ACADEMY VETERAN BOND ETF (VETZ, ETF).
IBMT vs VETZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMT
$112M
Winner
VETZ
$112M
Expense Ratio
Winner
IBMT
0.18%
VETZ
0.35%
Max Drawdown
Winner
IBMT
3.33%
VETZ
7.03%
Sharpe Ratio
Winner
IBMT
0.26
VETZ
0.24
5Y Beta
Winner
IBMT
0.03
VETZ
0.03
IBMT vs VETZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMT
-0.43%
VETZ
-0.88%
3M
Winner
IBMT
+0.79%
VETZ
-1.00%
6M
Winner
IBMT
+0.10%
VETZ
+0.07%
1Y
Winner
IBMT
+4.40%
VETZ
+4.04%
Max(CAGR)
Winner
IBMT
+6.13%
VETZ
+4.80%
IBMT vs VETZ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBMT | VETZ |
|---|---|---|
| 2026 | +0.83% | +0.24% |
| 2025 | +7.23% | +8.08% |
| 2024 | N/A | +2.72% |
| 2023 | N/A | +3.96% |
IBMT vs VETZ Drawdown Comparison
The maximum drawdown for IBMT was -3.18%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.
The maximum drawdown for VETZ was -5.15%, occurring on Oct 20, 2023. Recovery took 62 trading sessions.
The current IBMT drawdown is -0.98%. The current VETZ drawdown is -1.88%.
| Rank | IBMT | VETZ |
|---|---|---|
| #1 | -3.18% Apr 4, 2025 - Jun 12, 2025 | -5.15% Aug 31, 2023 - Nov 29, 2023 |
| #2 | -3.09% Feb 26, 2026 - Mar 26, 2026 | -4.77% Sep 13, 2024 - Apr 1, 2025 |
| #3 | -0.96% Sep 18, 2025 - Oct 13, 2025 | -3.86% Dec 27, 2023 - Jun 13, 2024 |
| #4 | -0.52% Oct 13, 2025 - Dec 3, 2025 | -2.77% Apr 4, 2025 - Jun 26, 2025 |
| #5 | -0.35% Jul 9, 2025 - Aug 1, 2025 | -2.73% Feb 27, 2026 - May 19, 2026 |
| #6 | -0.35% Dec 3, 2025 - Dec 24, 2025 | -1.70% Aug 2, 2023 - Aug 29, 2023 |
| #7 | -0.27% Jan 9, 2026 - Jan 28, 2026 | -1.50% Jun 13, 2024 - Jul 11, 2024 |
| #8 | -0.24% Mar 26, 2025 - Mar 28, 2025 | -1.22% Aug 2, 2024 - Aug 20, 2024 |
| #9 | -0.23% Jan 28, 2026 - Feb 3, 2026 | -1.06% Jun 26, 2025 - Jul 21, 2025 |
| #10 | -0.22% Feb 17, 2026 - Feb 26, 2026 | -0.97% Aug 29, 2023 - Aug 31, 2023 |
| #11 | -0.21% Sep 9, 2025 - Sep 11, 2025 | -0.92% Jan 12, 2026 - Feb 10, 2026 |
| #12 | -0.18% Aug 12, 2025 - Aug 22, 2025 | -0.92% Sep 15, 2025 - Oct 15, 2025 |
| #13 | -0.16% Jun 12, 2025 - Jun 16, 2025 | -0.83% Jul 22, 2025 - Aug 1, 2025 |
| #14 | -0.14% Sep 2, 2025 - Sep 4, 2025 | -0.82% Oct 28, 2025 - Nov 11, 2025 |
| #15 | -0.12% Aug 22, 2025 - Sep 2, 2025 | -0.80% Aug 11, 2025 - Aug 26, 2025 |
Correlation
Correlation between IBMT and VETZ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2023 - 2026)
IBMT vs VETZ dividend yield comparison.
| Year | IBMT | VETZ |
|---|---|---|
| 2026 | 2.29% | 2.79% |
| 2025 | 2.98% | 6.14% |
| 2024 | 0.00% | 5.89% |
| 2023 | 0.00% | 1.88% |
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