IBTM vs REM
Comparison between ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).
IBTM vs REM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTM
$547M
Winner
REM
$548M
Expense Ratio
Winner
IBTM
0.07%
REM
0.48%
Max Drawdown
Winner
IBTM
16.81%
REM
92.91%
Sharpe Ratio
IBTM
-0.25
Winner
REM
0.45
5Y Beta
Winner
IBTM
-0.02
REM
0.69
P/E Ratio
IBTM
N/A
REM
14.52
Forward P/E
IBTM
N/A
REM
7.66
PEG Ratio
IBTM
N/A
REM
0.08
5Y Dividends CAGR
IBTM
N/A
REM
-2.47%
5Y EPS CAGR
IBTM
N/A
REM
-22.63%
Debt to Equity
IBTM
N/A
REM
53.93%
P/S Ratio
IBTM
N/A
REM
4.62
P/B Ratio
IBTM
N/A
REM
0.87
IBTM vs REM - Historical Returns
Returns include dividend reinvestment.
1M
IBTM
-0.10%
Winner
REM
+2.87%
3M
Winner
IBTM
-1.00%
REM
-1.89%
6M
Winner
IBTM
-0.35%
REM
-4.30%
1Y
IBTM
+2.40%
Winner
REM
+10.24%
5Y(CAGR)
Winner
IBTM
+1.39%
REM
-1.34%
10Y(CAGR)
IBTM
N/A
REM
+2.57%
Max(CAGR)
Winner
IBTM
+1.39%
REM
-1.15%
IBTM vs REM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IBTM | REM |
|---|---|---|
| 2026 | -0.66% | +0.00% |
| 2025 | +7.99% | +12.79% |
| 2024 | +0.25% | -0.45% |
| 2023 | +2.94% | +12.51% |
| 2022 | -4.63% | -28.84% |
| 2021 | N/A | +19.82% |
| 2020 | N/A | -20.73% |
| 2019 | N/A | +20.48% |
| 2018 | N/A | -2.01% |
| 2017 | N/A | +16.54% |
| 2016 | N/A | +21.07% |
| 2015 | N/A | -10.85% |
| 2014 | N/A | +15.97% |
| 2013 | N/A | -5.63% |
| 2012 | N/A | +20.36% |
| 2011 | N/A | -9.86% |
| 2010 | N/A | +15.98% |
| 2009 | N/A | +13.09% |
| 2008 | N/A | -42.43% |
| 2007 | N/A | -36.35% |
IBTM vs REM Drawdown Comparison
The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The current IBTM drawdown is -2.58%. The current REM drawdown is -21.05%.
| Rank | IBTM | REM |
|---|---|---|
| #1 | -13.59% Aug 1, 2022 - Aug 1, 2025 | -74.76% Jun 4, 2007 - Nov 20, 2008 |
| #2 | -3.26% Feb 27, 2026 - May 19, 2026 | -3.84% May 9, 2007 - May 31, 2007 |
| #3 | -1.12% Nov 26, 2025 - Feb 10, 2026 | -0.38% May 4, 2007 - May 9, 2007 |
| #4 | -1.07% Oct 21, 2025 - Nov 24, 2025 | N/A |
| #5 | -1.05% Jul 13, 2022 - Jul 22, 2022 | N/A |
| #6 | -0.97% Sep 11, 2025 - Oct 13, 2025 | N/A |
| #7 | -0.54% Aug 4, 2025 - Aug 22, 2025 | N/A |
| #8 | -0.40% Jul 22, 2022 - Jul 28, 2022 | N/A |
| #9 | -0.24% Aug 29, 2025 - Sep 3, 2025 | N/A |
| #10 | -0.22% Feb 10, 2026 - Feb 12, 2026 | N/A |
| #11 | -0.21% Feb 13, 2026 - Feb 23, 2026 | N/A |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | N/A |
| #13 | -0.19% Sep 8, 2025 - Sep 11, 2025 | N/A |
| #14 | -0.17% Aug 22, 2025 - Aug 26, 2025 | N/A |
| #15 | -0.13% Feb 23, 2026 - Feb 26, 2026 | N/A |
Correlation
Correlation between IBTM and REM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
IBTM vs REM dividend yield comparison.
| Year | IBTM | REM |
|---|---|---|
| 2026 | 1.97% | 3.02% |
| 2025 | 3.87% | 8.70% |
| 2024 | 3.96% | 9.61% |
| 2023 | 3.39% | 9.46% |
| 2022 | 1.38% | 11.13% |
| 2021 | 0.00% | 7.29% |
| 2020 | 0.00% | 7.72% |
| 2019 | 0.00% | 8.16% |
| 2018 | 0.00% | 9.99% |
| 2017 | 0.00% | 9.97% |
| 2016 | 0.00% | 10.03% |
| 2015 | 0.00% | 11.99% |
| 2014 | 0.00% | 14.53% |
| 2013 | 0.00% | 16.12% |
| 2012 | 0.00% | 12.60% |
| 2011 | 0.00% | 12.20% |
| 2010 | 0.00% | 9.10% |
| 2009 | 0.00% | 8.14% |
| 2008 | 0.00% | 22.08% |
| 2007 | 0.00% | 8.95% |
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