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IDGT vs IBMR

Comparison between ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF) and ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF).

IDGT vs IBMR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IDGT
$451M
Winner
IBMR
$451M
Expense Ratio
IDGT
0.39%
Winner
IBMR
0.18%
Max Drawdown
IDGT
77.95%
Winner
IBMR
5.58%
Sharpe Ratio
Winner
IDGT
2.04
IBMR
-0.04
5Y Beta
IDGT
0.95
Winner
IBMR
0.02
P/E Ratio
IDGT
23.51
IBMR
N/A
Forward P/E
IDGT
27.35
IBMR
N/A
PEG Ratio
IDGT
0.12
IBMR
N/A
5Y Dividends CAGR
IDGT
25.06%
IBMR
N/A
5Y EPS CAGR
IDGT
16.68%
IBMR
N/A
Debt to Equity
IDGT
219.77%
IBMR
N/A
P/S Ratio
IDGT
3.76
IBMR
N/A
P/B Ratio
IDGT
7.38
IBMR
N/A

IDGT vs IBMR - Holdings Comparison

IDGT and IBMR have 1 common holdings. Overlap is -0.31%

IDGT's top 25 holdings weight is 99.82%. IBMR's top 25 holdings weight is 20.33%.

RankIDGTIBMR
#1
EQUINIX INC (EQIX) - 8.12%
CALIFORNIA ST 5% (n/a) - 2.40%
#2
AMERICAN TOWER CORP (AMT) - 7.55%
NEW YORK N Y 5% (n/a) - 1.75%
#3
DIGITAL REALTY TRUST INC (DLR) - 7.00%
NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.54%
#4
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 6.65%
ILLINOIS ST 5% (n/a) - 1.27%
#5
NOKIA OYJ ADR (NOK) - 6.26%
n/a (n/a) - 0.92%
#6
CIENA CORP (CIEN) - 5.68%
n/a (n/a) - 0.86%
#7
CISCO SYSTEMS INC (CSCO) - 5.54%
CONNECTICUT ST 5% (n/a) - 0.83%
#8
NETAPP INC (NTAP) - 5.43%
UNIVERSITY CALIF REVS 5% (n/a) - 0.74%
#9
SUPER MICRO COMPUTER INC (SMCI) - 5.30%
MARYLAND ST 5% (n/a) - 0.71%
#10
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 5.28%
CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.71%
#11
QUALCOMM INC (QCOM) - 4.80%
INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.65%
#12
COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.78%
OHIO ST 5% (n/a) - 0.65%
#13
UNITI GROUP INC (UNIT) - 4.65%
HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.60%
#14
CROWN CASTLE INC (CCI) - 4.40%
MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.60%
#15
ARISTA NETWORKS INC (ANET) - 3.69%
LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.60%
#16
EXTREME NETWORKS INC (EXTR) - 3.30%
WASHINGTON ST 5% (n/a) - 0.59%
#17
TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 2.60%
PENNSYLVANIA ST 5% (n/a) - 0.59%
#18
FASTLY INC CLASS A (FSLY) - 2.03%
NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5% (n/a) - 0.59%
#19
UBIQUITI INC (UI) - 1.60%
CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.59%
#20
MOTOROLA SOLUTIONS INC (MSI) - 1.45%
NEW JERSEY ST 5% (n/a) - 0.55%
#21
CALIX INC (CALX) - 1.43%
MASSACHUSETTS ST 5% (n/a) - 0.55%
#22
A10 NETWORKS INC (ATEN) - 0.86%
OREGON ST 5% (n/a) - 0.54%
#23
VISTANCE NETWORKS INC (VISN) - 0.76%
METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 0.51%
#24
ADTRAN HOLDINGS INC (ADTN) - 0.48%
HOUSTON TEX ARPT SYS REV 5% (n/a) - 0.50%
#25
CLEARFIELD INC (CLFD) - 0.18%
CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.49%
Total Holdings30610

IDGT vs IBMR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IDGT
+6.04%
IBMR
+0.66%
3M
Winner
IDGT
+24.57%
IBMR
+0.03%
6M
Winner
IDGT
+45.78%
IBMR
+0.99%
1Y
Winner
IDGT
+54.99%
IBMR
+3.63%
5Y(CAGR)
IDGT
+12.10%
IBMR
N/A
10Y(CAGR)
IDGT
+13.93%
IBMR
N/A
Max(CAGR)
Winner
IDGT
+5.20%
IBMR
+2.81%

IDGT vs IBMR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearIDGTIBMR
2026+45.27%+0.63%
2025+7.04%+4.28%
2024+26.98%+0.26%
2023-6.44%+3.46%
2022-17.90%N/A
2021+44.01%N/A
2020+7.70%N/A
2019+17.03%N/A
2018-2.45%N/A
2017+11.55%N/A
2016+20.87%N/A
2015+0.90%N/A
2014+17.10%N/A
2013+10.91%N/A
2012+3.56%N/A
2011-19.79%N/A
2010+22.26%N/A
2009+55.41%N/A
2008-49.23%N/A
2007+5.29%N/A
2006+1.80%N/A
2005+3.09%N/A
2004+7.72%N/A
2003+89.11%N/A
2002-57.26%N/A
2001-22.65%N/A

IDGT vs IBMR Drawdown Comparison

The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.

The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.

The current IDGT drawdown is -6.51%. The current IBMR drawdown is -0.62%.

RankIDGTIBMR
#1-77.95%
Jul 13, 2001 - Feb 19, 2015		-4.83%
May 11, 2023 - Nov 29, 2023
#2-36.88%
Apr 24, 2019 - Dec 28, 2020		-3.25%
Dec 27, 2023 - Aug 6, 2024
#3-35.83%
Dec 29, 2021 - Dec 4, 2024		-2.44%
Feb 26, 2025 - Jun 26, 2025
#4-24.88%
Jun 18, 2015 - Sep 21, 2016		-2.11%
Oct 2, 2024 - Feb 26, 2025
#5-22.76%
Jan 23, 2025 - Jul 23, 2025		-1.55%
Feb 24, 2026 - Mar 24, 2026
#6-21.49%
Aug 31, 2018 - Feb 20, 2019		-0.88%
Sep 17, 2025 - Dec 24, 2025
#7-10.13%
Feb 12, 2021 - Jun 2, 2021		-0.57%
Aug 6, 2024 - Aug 21, 2024
#8-9.02%
Jun 2, 2026 - Jun 10, 2026		-0.43%
Jul 23, 2025 - Jul 28, 2025
#9-8.45%
Oct 31, 2025 - Feb 9, 2026		-0.35%
Aug 23, 2024 - Sep 6, 2024
#10-8.31%
Feb 21, 2017 - Jul 25, 2017		-0.23%
Jan 9, 2026 - Jan 15, 2026
#11-8.00%
Mar 12, 2018 - Jul 12, 2018		-0.20%
Aug 7, 2025 - Aug 11, 2025
#12-7.46%
Dec 6, 2024 - Jan 23, 2025		-0.18%
Dec 24, 2025 - Jan 6, 2026
#13-7.31%
Jul 25, 2017 - Nov 21, 2017		-0.18%
Aug 19, 2025 - Aug 26, 2025
#14-6.97%
Jun 11, 2021 - Nov 2, 2021		-0.16%
Sep 6, 2024 - Sep 10, 2024
#15-6.80%
Nov 3, 2021 - Dec 10, 2021		-0.16%
Sep 10, 2024 - Sep 16, 2024

Correlation

Correlation between IDGT and IBMR is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2007 - 2026)

IDGT vs IBMR dividend yield comparison.

YearIDGTIBMR
20260.25%1.04%
20251.17%2.55%
20241.64%2.53%
20230.37%1.27%
20220.30%0.00%
20210.28%0.00%
20200.60%0.00%
20190.42%0.00%
20180.65%0.00%
20170.57%0.00%
20160.75%0.00%
20150.72%0.00%
20140.50%0.00%
20130.38%0.00%
20122.46%0.00%
20110.30%0.00%
20100.08%0.00%
20090.33%0.00%
20080.26%0.00%
20070.00%0.00%

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