IMTB vs BSMU

Comparison between ISHARES CORE 5-10 YEAR USD BOND ETF (IMTB, ETF) and INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF).

5-Year PerformanceIMTB has outperformed BSMU, delivering a return of +0.4% compared to -0.8%

IMTB vs BSMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMTB(ETF)	BSMU(ETF)
Net Assets	$275M	$275M
Expense Ratio	0.06%	0.18%
Max Drawdown	24.27%	21.34%
Sharpe Ratio	-0.09	-0.38
5Y Beta	0.05	0.01
5Y Dividends CAGR	9.46%	11.50%

Net Assets

IMTB

$275M

BSMU

$275M

Expense Ratio

Winner

IMTB

0.06%

BSMU

0.18%

Max Drawdown

IMTB

24.27%

Winner

BSMU

21.34%

Sharpe Ratio

Winner

IMTB

-0.09

BSMU

-0.38

5Y Beta

IMTB

0.05

Winner

BSMU

0.01

5Y Dividends CAGR

IMTB

9.46%

Winner

BSMU

11.50%

IMTB vs BSMU - Historical Returns

Returns include dividend reinvestment.

Period	IMTB	BSMU
1 month	+1.03%	+0.76%
3 months	+0.41%	+0.24%
6 months	-0.97%	-1.10%
1 year	+3.48%	+3.02%
5 years(CAGR)	+0.44%	-0.76%
10 years(CAGR)	+1.87%	N/A
Max(CAGR)	+1.87%	+0.28%

Winner

IMTB

+1.03%

BSMU

+0.76%

Winner

IMTB

+0.41%

BSMU

+0.24%

Winner

IMTB

-0.97%

BSMU

-1.10%

Winner

IMTB

+3.48%

BSMU

+3.02%

5Y(CAGR)

Winner

IMTB

+0.44%

BSMU

-0.76%

10Y(CAGR)

IMTB

+1.87%

BSMU

N/A

Max(CAGR)

Winner

IMTB

+1.87%

BSMU

+0.28%

IMTB vs BSMU - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IMTB	BSMU
2026	+0.53%	+0.37%
2025	+8.72%	+4.11%
2024	+2.66%	-0.24%
2023	+5.63%	+6.13%
2022	-12.33%	-13.56%
2021	-1.30%	+1.88%
2020	+6.10%	+4.10%
2019	+8.40%	N/A
2018	+0.68%	N/A
2017	+4.88%	N/A
2016	-2.18%	N/A

IMTB vs BSMU Drawdown Comparison

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

The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current IMTB drawdown is -1.29%. The current BSMU drawdown is -4.92%.

Rank	IMTB	BSMU
#1	-18.15% Dec 31, 2020 - Sep 8, 2025	-19.48% Jul 19, 2021 - Oct 31, 2022
#2	-6.17% Mar 5, 2020 - May 21, 2020	-3.80% Feb 11, 2021 - Jun 9, 2021
#3	-4.05% Dec 13, 2017 - Jan 22, 2019	-0.96% Jun 10, 2021 - Jul 9, 2021
#4	-3.10% Nov 8, 2016 - Apr 17, 2017	-0.64% Jan 5, 2021 - Jan 25, 2021
#5	-2.86% Feb 27, 2026 - May 19, 2026	-0.29% Nov 23, 2020 - Dec 11, 2020
#6	-1.33% Sep 4, 2019 - Dec 27, 2019	-0.24% Oct 16, 2020 - Nov 19, 2020
#7	-1.24% Sep 8, 2017 - Dec 13, 2017	-0.02% Jul 15, 2021 - Jul 19, 2021
#8	-1.04% Jun 14, 2017 - Jul 18, 2017	N/A
#9	-1.01% Oct 28, 2025 - Nov 26, 2025	N/A
#10	-0.93% Sep 16, 2025 - Oct 14, 2025	N/A
#11	-0.86% Aug 7, 2020 - Nov 27, 2020	N/A
#12	-0.79% Jan 14, 2026 - Feb 5, 2026	N/A
#13	-0.69% Nov 26, 2025 - Dec 24, 2025	N/A
#14	-0.54% Mar 28, 2019 - May 1, 2019	N/A
#15	-0.53% Aug 4, 2017 - Aug 10, 2017	N/A

Correlation

Correlation between IMTB and BSMU is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2016 - 2026)

IMTB vs BSMU dividend yield comparison.

Year	IMTB	BSMU
2026	2.64%	1.90%
2025	4.40%	2.82%
2024	4.42%	2.92%
2023	4.13%	2.66%
2022	2.90%	2.16%
2021	2.49%	1.60%
2020	2.63%	0.28%
2019	2.91%	0.00%
2018	3.04%	0.00%
2017	2.75%	0.00%
2016	0.40%	0.00%