IMTB vs UWM
Comparison between ISHARES CORE 5-10 YEAR USD BOND ETF (IMTB, ETF) and PROSHARES ULTRA RUSSELL2000 (UWM, ETF).
5-Year PerformanceUWM has outperformed IMTB, delivering a return of +3.9% compared to +0.3%
IMTB vs UWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IMTB
$279M
UWM
$279M
Expense Ratio
IMTB
0.06%
UWM
N/A
Max Drawdown
Winner
IMTB
24.27%
UWM
88.54%
Sharpe Ratio
IMTB
0.20
Winner
UWM
1.41
5Y Beta
Winner
IMTB
0.04
UWM
2.19
P/E Ratio
IMTB
N/A
UWM
-244.60
Forward P/E
IMTB
N/A
UWM
14.26
5Y Dividends CAGR
IMTB
10.60%
Winner
UWM
149.02%
Debt to Equity
IMTB
N/A
UWM
31.49%
P/S Ratio
IMTB
N/A
UWM
1.42
P/B Ratio
IMTB
N/A
UWM
2.15
IMTB vs UWM - Holdings Comparison
IMTB and UWM have 1 common holdings. Overlap is -13.24%
IMTB's top 25 holdings weight is 52.30%. UWM's top 25 holdings weight is 19.00%.
| Rank | IMTB | UWM |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS INSTL SL AGENCY (n/a) - 14.10% | CTE PROSHARES TRUST M (n/a) - 6.30% |
| #2 | n/a (n/a) - 8.04% | RUSSELL 2000 INDEX SWAP (n/a) - 3.22% |
| #3 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 3.63% | CASH (n/a) - 2.66% |
| #4 | n/a (n/a) - 2.93% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62% |
| #5 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.68% | BLOOM ENERGY CORP CLASS A (BE) - 0.53% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.65% | FABRINET (FN) - 0.46% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.35% | IONQ INC CLASS A (IONQ) - 0.43% |
| #8 | UNITED STATES TREASURY NOTES 4.375% (n/a) - 1.33% | ECHOSTAR CORP CLASS A (SATS) - 0.41% |
| #9 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.32% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35% |
| #10 | UNITED STATES TREASURY NOTES 4.625% (n/a) - 1.28% | NEXTPOWER INC CLASS A (NXT) - 0.35% |
| #11 | UNITED STATES TREASURY NOTES 4% (n/a) - 1.23% | GUARDANT HEALTH INC (GH) - 0.34% |
| #12 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.09% | HECLA MINING CO (HL) - 0.34% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.08% | BRIDGEBIO PHARMA INC (BBIO) - 0.33% |
| #14 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 1.08% | COEUR MINING INC (CDE) - 0.32% |
| #15 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 1.07% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30% |
| #16 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 1.05% | RAMBUS INC (RMBS) - 0.28% |
| #17 | UNITED STATES TREASURY NOTES 2.875% (n/a) - 1.02% | ENSIGN GROUP INC (ENSG) - 0.28% |
| #18 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.02% | SPX TECHNOLOGIES INC (SPXC) - 0.27% |
| #19 | n/a (n/a) - 1.01% | JOBY AVIATION INC (JOBY) - 0.18% |
| #20 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.95% | SEMTECH CORP (SMTC) - 0.18% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 0.94% | AXSOME THERAPEUTICS INC (AXSM) - 0.17% |
| #22 | n/a (n/a) - 0.94% | ESSENT GROUP LTD (ESNT) - 0.17% |
| #23 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.92% | TERRENO REALTY CORP (TRNO) - 0.17% |
| #24 | UNITED STATES TREASURY NOTES 1.375% (n/a) - 0.85% | PIPER SANDLER COS (PIPR) - 0.17% |
| #25 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 0.74% | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17% |
| Total Holdings | 1882 | 1773 |
IMTB vs UWM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMTB
-0.30%
UWM
-1.52%
3M
IMTB
-0.66%
Winner
UWM
+14.72%
6M
IMTB
-0.20%
Winner
UWM
+18.25%
1Y
IMTB
+4.28%
Winner
UWM
+67.29%
5Y(CAGR)
IMTB
+0.30%
Winner
UWM
+3.88%
10Y(CAGR)
IMTB
+1.82%
Winner
UWM
+12.06%
Max(CAGR)
IMTB
+1.82%
Winner
UWM
+7.39%
IMTB vs UWM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IMTB | UWM |
|---|---|---|
| 2026 | -0.14% | +36.52% |
| 2025 | +8.72% | +13.30% |
| 2024 | +2.66% | +12.80% |
| 2023 | +5.63% | +24.03% |
| 2022 | -12.33% | -45.05% |
| 2021 | -1.30% | +27.27% |
| 2020 | +6.10% | +16.54% |
| 2019 | +8.40% | +46.76% |
| 2018 | +0.68% | -27.28% |
| 2017 | +4.88% | +25.67% |
| 2016 | -2.18% | +48.22% |
| 2015 | N/A | -11.30% |
| 2014 | N/A | +8.63% |
| 2013 | N/A | +75.97% |
| 2012 | N/A | +26.65% |
| 2011 | N/A | -21.20% |
| 2010 | N/A | +43.30% |
| 2009 | N/A | +37.44% |
| 2008 | N/A | -65.83% |
| 2007 | N/A | -12.78% |
IMTB vs UWM Drawdown Comparison
The maximum drawdown for IMTB was -18.15%, occurring on Oct 20, 2022. Recovery took 1175 trading sessions.
The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.
The current IMTB drawdown is -1.94%. The current UWM drawdown is -2.83%.
| Rank | IMTB | UWM |
|---|---|---|
| #1 | -18.15% Dec 31, 2020 - Sep 8, 2025 | -88.21% Jun 4, 2007 - Oct 24, 2013 |
| #2 | -6.17% Mar 5, 2020 - May 21, 2020 | -71.47% Aug 31, 2018 - Dec 15, 2020 |
| #3 | -4.05% Dec 13, 2017 - Jan 22, 2019 | -61.62% Nov 8, 2021 - Jun 15, 2026 |
| #4 | -3.10% Nov 8, 2016 - Apr 17, 2017 | -46.62% Jun 23, 2015 - Nov 18, 2016 |
| #5 | -2.86% Feb 27, 2026 - May 19, 2026 | -24.56% Mar 4, 2014 - Dec 26, 2014 |
| #6 | -1.33% Sep 4, 2019 - Dec 27, 2019 | -19.71% Mar 15, 2021 - Nov 3, 2021 |
| #7 | -1.24% Sep 8, 2017 - Dec 13, 2017 | -17.72% Jan 23, 2018 - May 17, 2018 |
| #8 | -1.04% Jun 14, 2017 - Jul 18, 2017 | -16.78% Feb 22, 2007 - Apr 26, 2007 |
| #9 | -1.01% Oct 28, 2025 - Nov 26, 2025 | -14.31% Jan 22, 2014 - Feb 27, 2014 |
| #10 | -0.93% Sep 16, 2025 - Oct 14, 2025 | -13.43% Feb 9, 2021 - Mar 11, 2021 |
| #11 | -0.86% Aug 7, 2020 - Nov 27, 2020 | -12.52% Jul 25, 2017 - Sep 25, 2017 |
| #12 | -0.79% Jan 14, 2026 - Feb 5, 2026 | -10.36% Dec 29, 2014 - Feb 13, 2015 |
| #13 | -0.69% Nov 26, 2025 - Dec 24, 2025 | -9.22% Mar 1, 2017 - Apr 26, 2017 |
| #14 | -0.54% Mar 28, 2019 - May 1, 2019 | -9.12% Apr 15, 2015 - Jun 18, 2015 |
| #15 | -0.53% Aug 4, 2017 - Aug 10, 2017 | -8.72% Jan 22, 2021 - Feb 4, 2021 |
Correlation
Correlation between IMTB and UWM is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2007 - 2026)
IMTB vs UWM dividend yield comparison.
| Year | IMTB | UWM |
|---|---|---|
| 2026 | 2.26% | 0.20% |
| 2025 | 4.40% | 1.05% |
| 2024 | 4.42% | 1.16% |
| 2023 | 4.13% | 0.34% |
| 2022 | 2.90% | 0.40% |
| 2021 | 2.49% | 0.00% |
| 2020 | 2.63% | 0.07% |
| 2019 | 2.91% | 0.55% |
| 2018 | 3.04% | 0.41% |
| 2017 | 2.75% | 0.11% |
| 2016 | 0.40% | 0.27% |
| 2015 | 0.00% | 0.23% |
| 2014 | 0.00% | 0.11% |
| 2012 | 0.00% | 0.02% |
| 2010 | 0.00% | 0.02% |
| 2009 | 0.00% | 0.21% |
| 2008 | 0.00% | 1.23% |
| 2007 | 0.00% | 2.39% |
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