IBTQ vs APMU
Comparison between ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF) and ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF (APMU, ETF).
IBTQ vs APMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTQ
$236M
APMU
$235M
Expense Ratio
Winner
IBTQ
0.07%
APMU
0.35%
Max Drawdown
Winner
IBTQ
5.12%
APMU
5.20%
Sharpe Ratio
Winner
IBTQ
-0.12
APMU
-0.42
5Y Beta
IBTQ
0.01
Winner
APMU
0.01
IBTQ vs APMU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTQ
-0.47%
APMU
-0.62%
3M
IBTQ
-1.23%
Winner
APMU
-0.36%
6M
IBTQ
-0.67%
Winner
APMU
-0.57%
1Y
Winner
IBTQ
+2.71%
APMU
+2.67%
Max(CAGR)
Winner
IBTQ
+3.00%
APMU
+2.04%
IBTQ vs APMU - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBTQ | APMU |
|---|---|---|
| 2026 | -0.98% | -0.09% |
| 2025 | +5.09% | +4.41% |
| 2024 | N/A | +1.04% |
| 2023 | N/A | +1.24% |
IBTQ vs APMU Drawdown Comparison
The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for APMU was -4.39%, occurring on Oct 6, 2023. Recovery took 150 trading sessions.
The current IBTQ drawdown is -3.29%. The current APMU drawdown is -1.60%.
| Rank | IBTQ | APMU |
|---|---|---|
| #1 | -4.26% Feb 27, 2026 - May 19, 2026 | -4.39% May 3, 2023 - Dec 6, 2023 |
| #2 | -3.90% Apr 4, 2025 - Aug 28, 2025 | -2.46% Feb 28, 2025 - Jun 24, 2025 |
| #3 | -1.60% Nov 26, 2025 - Feb 12, 2026 | -2.40% Feb 26, 2026 - Mar 24, 2026 |
| #4 | -1.45% Oct 22, 2025 - Nov 25, 2025 | -1.99% Feb 1, 2024 - Jul 31, 2024 |
| #5 | -1.09% Sep 11, 2025 - Oct 10, 2025 | -1.68% Oct 2, 2024 - Feb 25, 2025 |
| #6 | -0.52% Aug 28, 2025 - Sep 4, 2025 | -0.98% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -0.29% Sep 8, 2025 - Sep 10, 2025 | -0.87% Nov 11, 2025 - Jan 7, 2026 |
| #8 | -0.23% Feb 13, 2026 - Feb 23, 2026 | -0.80% Sep 17, 2025 - Nov 11, 2025 |
| #9 | -0.14% Oct 16, 2025 - Oct 20, 2025 | -0.54% Aug 2, 2024 - Aug 21, 2024 |
| #10 | -0.12% Apr 1, 2025 - Apr 3, 2025 | -0.26% Aug 23, 2024 - Sep 4, 2024 |
| #11 | -0.11% Mar 26, 2025 - Mar 28, 2025 | -0.20% Dec 7, 2023 - Dec 13, 2023 |
| #12 | -0.10% Oct 14, 2025 - Oct 16, 2025 | -0.20% Sep 16, 2024 - Sep 27, 2024 |
| #13 | -0.10% Feb 23, 2026 - Feb 26, 2026 | -0.20% Jan 15, 2026 - Jan 27, 2026 |
| #14 | N/A | -0.18% Jul 9, 2025 - Jul 29, 2025 |
| #15 | N/A | -0.18% Aug 18, 2025 - Aug 27, 2025 |
Correlation
Correlation between IBTQ and APMU is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
IBTQ vs APMU dividend yield comparison.
| Year | IBTQ | APMU |
|---|---|---|
| 2026 | 1.94% | 1.33% |
| 2025 | 2.80% | 2.63% |
| 2024 | 0.00% | 2.42% |
| 2023 | 0.00% | 1.32% |
Select Stocks to Compare
Popular: IBTQ vs SPYAPMU vs SPY
More Comparisons
Compare with similar stocks