IMTB vs BSMT

Comparison between ISHARES CORE 5-10 YEAR USD BOND ETF (IMTB, ETF) and INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF).

5-Year PerformanceIMTB has outperformed BSMT, delivering a return of +0.3% compared to -0.4%

IMTB vs BSMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMTB(ETF)	BSMT(ETF)
Net Assets	$279M	$279M
Expense Ratio	0.06%	0.18%
Max Drawdown	24.27%	17.74%
Sharpe Ratio	0.20	-0.05
5Y Beta	0.04	0.01
5Y Dividends CAGR	10.60%	9.38%

Net Assets

Winner

IMTB

$279M

BSMT

$279M

Expense Ratio

Winner

IMTB

0.06%

BSMT

0.18%

Max Drawdown

IMTB

24.27%

Winner

BSMT

17.74%

Sharpe Ratio

Winner

IMTB

0.20

BSMT

-0.05

5Y Beta

IMTB

0.04

Winner

BSMT

0.01

5Y Dividends CAGR

Winner

IMTB

10.60%

BSMT

9.38%

IMTB vs BSMT - Historical Returns

Returns include dividend reinvestment.

Period	IMTB	BSMT
1 month	-0.30%	-0.56%
3 months	-0.66%	-0.08%
6 months	-0.20%	+0.24%
1 year	+4.28%	+3.63%
5 years(CAGR)	+0.30%	-0.43%
10 years(CAGR)	+1.82%	N/A
Max(CAGR)	+1.82%	+0.90%

Winner

IMTB

-0.30%

BSMT

-0.56%

IMTB

-0.66%

Winner

BSMT

-0.08%

IMTB

-0.20%

Winner

BSMT

+0.24%

Winner

IMTB

+4.28%

BSMT

+3.63%

5Y(CAGR)

Winner

IMTB

+0.30%

BSMT

-0.43%

10Y(CAGR)

IMTB

+1.82%

BSMT

N/A

Max(CAGR)

Winner

IMTB

+1.82%

BSMT

+0.90%

IMTB vs BSMT - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IMTB	BSMT
2026	-0.14%	+0.57%
2025	+8.72%	+3.62%
2024	+2.66%	+0.36%
2023	+5.63%	+5.16%
2022	-12.33%	-10.94%
2021	-1.30%	+1.42%
2020	+6.10%	+6.96%
2019	+8.40%	-0.35%
2018	+0.68%	N/A
2017	+4.88%	N/A
2016	-2.18%	N/A

IMTB vs BSMT Drawdown Comparison

The maximum drawdown for IMTB was -18.15%, occurring on Oct 20, 2022. Recovery took 1175 trading sessions.

The maximum drawdown for BSMT was -16.19%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current IMTB drawdown is -1.94%. The current BSMT drawdown is -2.42%.

Rank	IMTB	BSMT
#1	-18.15% Dec 31, 2020 - Sep 8, 2025	-16.19% Jul 19, 2021 - Oct 31, 2022
#2	-6.17% Mar 5, 2020 - May 21, 2020	-15.09% Feb 27, 2020 - Jul 23, 2020
#3	-4.05% Dec 13, 2017 - Jan 22, 2019	-3.42% Feb 11, 2021 - Jun 9, 2021
#4	-3.10% Nov 8, 2016 - Apr 17, 2017	-2.88% Aug 10, 2020 - Dec 8, 2020
#5	-2.86% Feb 27, 2026 - May 19, 2026	-2.14% Oct 9, 2019 - Jan 9, 2020
#6	-1.33% Sep 4, 2019 - Dec 27, 2019	-0.72% Jun 10, 2021 - Jul 6, 2021
#7	-1.24% Sep 8, 2017 - Dec 13, 2017	-0.53% Jan 6, 2021 - Jan 26, 2021
#8	-1.04% Jun 14, 2017 - Jul 18, 2017	-0.52% Sep 25, 2019 - Oct 9, 2019
#9	-1.01% Oct 28, 2025 - Nov 26, 2025	-0.47% Jan 31, 2020 - Feb 18, 2020
#10	-0.93% Sep 16, 2025 - Oct 14, 2025	-0.25% Jul 31, 2020 - Aug 4, 2020
#11	-0.86% Aug 7, 2020 - Nov 27, 2020	-0.15% Dec 28, 2020 - Dec 30, 2020
#12	-0.79% Jan 14, 2026 - Feb 5, 2026	-0.14% Jan 27, 2020 - Jan 31, 2020
#13	-0.69% Nov 26, 2025 - Dec 24, 2025	-0.13% Dec 21, 2020 - Dec 28, 2020
#14	-0.54% Mar 28, 2019 - May 1, 2019	-0.13% Aug 4, 2020 - Aug 10, 2020
#15	-0.53% Aug 4, 2017 - Aug 10, 2017	-0.10% Jul 28, 2020 - Jul 31, 2020

Correlation

Correlation between IMTB and BSMT is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2016 - 2026)

IMTB vs BSMT dividend yield comparison.

Year	IMTB	BSMT
2026	2.26%	1.60%
2025	4.40%	2.78%
2024	4.42%	2.80%
2023	4.13%	2.62%
2022	2.90%	1.65%
2021	2.49%	1.31%
2020	2.63%	1.82%
2019	2.91%	0.48%
2018	3.04%	0.00%
2017	2.75%	0.00%
2016	0.40%	0.00%