LMUB vs IBTI
Comparison between ISHARES LONG-TERM NATIONAL MUNI BOND ETF (LMUB, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).
LMUB vs IBTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LMUB
$1.60B
Winner
IBTI
$1.70B
Expense Ratio
LMUB
0.09%
Winner
IBTI
0.07%
Max Drawdown
Winner
LMUB
5.81%
IBTI
20.83%
Sharpe Ratio
Winner
LMUB
1.26
IBTI
-0.24
5Y Beta
LMUB
0.01
Winner
IBTI
-0.02
5Y Dividends CAGR
LMUB
N/A
IBTI
36.89%
LMUB vs IBTI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LMUB
+2.23%
IBTI
+0.18%
3M
Winner
LMUB
+1.82%
IBTI
+0.19%
6M
Winner
LMUB
+2.93%
IBTI
+0.36%
1Y
Winner
LMUB
+9.09%
IBTI
+3.32%
5Y(CAGR)
LMUB
N/A
IBTI
+0.15%
Max(CAGR)
Winner
LMUB
+5.04%
IBTI
+0.21%
LMUB vs IBTI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | LMUB | IBTI |
|---|---|---|
| 2026 | +2.45% | +0.27% |
| 2025 | +3.52% | +6.24% |
| 2024 | N/A | +2.84% |
| 2023 | N/A | +4.22% |
| 2022 | N/A | -10.75% |
| 2021 | N/A | -3.53% |
| 2020 | N/A | +3.65% |
LMUB vs IBTI Drawdown Comparison
The maximum drawdown for LMUB was -5.51%, occurring on Apr 11, 2025. Recovery took 109 trading sessions.
The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current IBTI drawdown is -3.91%.
| Rank | LMUB | IBTI |
|---|---|---|
| #1 | -5.51% Apr 4, 2025 - Sep 11, 2025 | -18.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -3.11% Feb 27, 2026 - Jun 2, 2026 | -4.63% Mar 9, 2020 - Apr 1, 2020 |
| #3 | -1.93% Mar 20, 2025 - Apr 4, 2025 | -1.69% Apr 21, 2020 - Jul 17, 2020 |
| #4 | -1.03% Nov 11, 2025 - Jan 7, 2026 | -0.94% Apr 3, 2020 - Apr 15, 2020 |
| #5 | -0.71% Jan 9, 2026 - Feb 2, 2026 | -0.21% Apr 16, 2020 - Apr 20, 2020 |
| #6 | -0.68% Oct 28, 2025 - Nov 11, 2025 | -0.19% Jul 23, 2020 - Jul 28, 2020 |
| #7 | -0.52% Sep 17, 2025 - Oct 3, 2025 | -0.12% Jul 31, 2020 - Aug 4, 2020 |
| #8 | -0.30% Feb 18, 2026 - Feb 25, 2026 | -0.04% Mar 3, 2020 - Mar 5, 2020 |
| #9 | -0.29% Feb 2, 2026 - Feb 6, 2026 | -0.04% Apr 1, 2020 - Apr 3, 2020 |
| #10 | -0.24% Oct 8, 2025 - Oct 13, 2025 | N/A |
| #11 | -0.22% Jun 4, 2026 - Jun 18, 2026 | N/A |
| #12 | -0.22% Oct 22, 2025 - Oct 27, 2025 | N/A |
| #13 | -0.15% Oct 3, 2025 - Oct 8, 2025 | N/A |
| #14 | -0.15% Feb 10, 2026 - Feb 12, 2026 | N/A |
| #15 | -0.01% Oct 16, 2025 - Oct 20, 2025 | N/A |
Correlation
Correlation between LMUB and IBTI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2020 - 2026)
LMUB vs IBTI dividend yield comparison.
| Year | LMUB | IBTI |
|---|---|---|
| 2026 | 1.45% | 1.54% |
| 2025 | 3.14% | 3.87% |
| 2024 | 0.00% | 3.92% |
| 2023 | 0.00% | 3.26% |
| 2022 | 0.00% | 1.70% |
| 2021 | 0.00% | 0.90% |
| 2020 | 0.00% | 0.56% |
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