IBTM vs NUMV
Comparison between ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF) and NUVEEN ESG MID-CAP VALUE ETF (NUMV, ETF).
IBTM vs NUMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTM
$541M
NUMV
$540M
Expense Ratio
Winner
IBTM
0.07%
NUMV
0.31%
Max Drawdown
Winner
IBTM
16.81%
NUMV
44.05%
Sharpe Ratio
IBTM
0.18
Winner
NUMV
1.40
5Y Beta
Winner
IBTM
-0.02
NUMV
0.73
P/E Ratio
IBTM
N/A
NUMV
22.84
Forward P/E
IBTM
N/A
NUMV
15.42
PEG Ratio
IBTM
N/A
NUMV
0.81
5Y Dividends CAGR
IBTM
N/A
NUMV
1.50%
5Y EPS CAGR
IBTM
N/A
NUMV
11.51%
Debt to Equity
IBTM
N/A
NUMV
-110.97%
P/S Ratio
IBTM
N/A
NUMV
1.35
P/B Ratio
IBTM
N/A
NUMV
2.63
IBTM vs NUMV - Historical Returns
Returns include dividend reinvestment.
1M
IBTM
+0.07%
Winner
NUMV
+4.39%
3M
IBTM
-0.54%
Winner
NUMV
+12.45%
6M
IBTM
-0.07%
Winner
NUMV
+10.64%
1Y
IBTM
+3.34%
Winner
NUMV
+23.94%
5Y(CAGR)
IBTM
N/A
NUMV
+6.94%
10Y(CAGR)
IBTM
N/A
NUMV
+8.96%
Max(CAGR)
IBTM
+1.52%
Winner
NUMV
+8.96%
IBTM vs NUMV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IBTM | NUMV |
|---|---|---|
| 2026 | -0.31% | +10.07% |
| 2025 | +7.99% | +14.54% |
| 2024 | +0.25% | +12.48% |
| 2023 | +2.94% | +8.51% |
| 2022 | -4.63% | -14.99% |
| 2021 | N/A | +33.46% |
| 2020 | N/A | +1.04% |
| 2019 | N/A | +29.86% |
| 2018 | N/A | -12.01% |
| 2017 | N/A | +13.87% |
| 2016 | N/A | -0.84% |
IBTM vs NUMV Drawdown Comparison
The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.
The maximum drawdown for NUMV was -43.46%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The current IBTM drawdown is -2.24%.
| Rank | IBTM | NUMV |
|---|---|---|
| #1 | -13.59% Aug 1, 2022 - Aug 1, 2025 | -43.46% Jan 17, 2020 - Jan 6, 2021 |
| #2 | -3.26% Feb 27, 2026 - May 19, 2026 | -25.62% Jan 4, 2022 - Jul 16, 2024 |
| #3 | -1.12% Nov 26, 2025 - Feb 10, 2026 | -20.08% Jan 29, 2018 - Jun 20, 2019 |
| #4 | -1.07% Oct 21, 2025 - Nov 24, 2025 | -19.48% Nov 29, 2024 - Aug 13, 2025 |
| #5 | -1.05% Jul 13, 2022 - Jul 22, 2022 | -8.71% Feb 27, 2026 - May 5, 2026 |
| #6 | -0.97% Sep 11, 2025 - Oct 13, 2025 | -7.49% Jul 24, 2019 - Sep 11, 2019 |
| #7 | -0.54% Aug 4, 2025 - Aug 22, 2025 | -7.35% Nov 16, 2021 - Jan 4, 2022 |
| #8 | -0.40% Jul 22, 2022 - Jul 28, 2022 | -6.77% May 7, 2021 - Aug 11, 2021 |
| #9 | -0.24% Aug 29, 2025 - Sep 3, 2025 | -5.34% Jul 31, 2024 - Aug 21, 2024 |
| #10 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -4.77% Jan 20, 2021 - Feb 5, 2021 |
| #11 | -0.21% Feb 13, 2026 - Feb 23, 2026 | -4.76% Sep 2, 2021 - Oct 14, 2021 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -4.71% Feb 21, 2017 - Jun 13, 2017 |
| #13 | -0.19% Sep 8, 2025 - Sep 11, 2025 | -4.25% Nov 12, 2025 - Nov 26, 2025 |
| #14 | -0.17% Aug 22, 2025 - Aug 26, 2025 | -4.19% Sep 12, 2019 - Oct 21, 2019 |
| #15 | -0.13% Feb 23, 2026 - Feb 26, 2026 | -4.01% Aug 8, 2017 - Oct 2, 2017 |
Correlation
Correlation between IBTM and NUMV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2017 - 2026)
IBTM vs NUMV dividend yield comparison.
| Year | IBTM | NUMV |
|---|---|---|
| 2026 | 1.63% | 0.00% |
| 2025 | 3.87% | 1.53% |
| 2024 | 3.96% | 1.81% |
| 2023 | 3.39% | 2.20% |
| 2022 | 1.38% | 5.78% |
| 2021 | 0.00% | 6.62% |
| 2020 | 0.00% | 1.38% |
| 2019 | 0.00% | 2.40% |
| 2018 | 0.00% | 4.01% |
| 2017 | 0.00% | 0.83% |
Select Stocks to Compare
Popular: IBTM vs SPYNUMV vs SPY
More Comparisons
Compare with similar stocks