MVFD vs IBMT
Comparison between MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF) and ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF (IBMT, ETF).
MVFD vs IBMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MVFD
$112M
Winner
IBMT
$112M
Expense Ratio
MVFD
1.10%
Winner
IBMT
0.18%
Max Drawdown
MVFD
19.59%
Winner
IBMT
3.72%
Sharpe Ratio
Winner
MVFD
1.01
IBMT
-0.02
5Y Beta
MVFD
0.78
Winner
IBMT
0.03
MVFD vs IBMT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MVFD
+3.01%
IBMT
-1.10%
3M
Winner
MVFD
+1.83%
IBMT
+0.13%
6M
Winner
MVFD
+2.66%
IBMT
-0.61%
1Y
Winner
MVFD
+18.37%
IBMT
+3.78%
Max(CAGR)
Winner
MVFD
+10.74%
IBMT
+5.53%
MVFD vs IBMT - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MVFD | IBMT |
|---|---|---|
| 2026 | +7.71% | +0.11% |
| 2025 | +10.12% | +7.23% |
| 2024 | +5.21% | N/A |
MVFD vs IBMT Drawdown Comparison
The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The maximum drawdown for IBMT was -3.18%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.
The current MVFD drawdown is -1.38%. The current IBMT drawdown is -1.69%.
| Rank | MVFD | IBMT |
|---|---|---|
| #1 | -19.07% Nov 25, 2024 - Oct 24, 2025 | -3.18% Apr 4, 2025 - Jun 12, 2025 |
| #2 | -9.08% Feb 6, 2026 - Mar 20, 2026 | -3.09% Feb 26, 2026 - Mar 26, 2026 |
| #3 | -6.45% Mar 28, 2024 - Jul 31, 2024 | -0.96% Sep 18, 2025 - Oct 13, 2025 |
| #4 | -6.34% Jul 31, 2024 - Aug 26, 2024 | -0.52% Oct 13, 2025 - Dec 3, 2025 |
| #5 | -5.62% Nov 12, 2025 - Nov 26, 2025 | -0.35% Jul 9, 2025 - Aug 1, 2025 |
| #6 | -4.64% Dec 11, 2025 - Jan 6, 2026 | -0.35% Dec 3, 2025 - Dec 24, 2025 |
| #7 | -3.78% Aug 30, 2024 - Sep 23, 2024 | -0.27% Jan 9, 2026 - Jan 28, 2026 |
| #8 | -2.88% Nov 11, 2024 - Nov 25, 2024 | -0.24% Mar 26, 2025 - Mar 28, 2025 |
| #9 | -2.71% Oct 16, 2024 - Nov 6, 2024 | -0.23% Jan 28, 2026 - Feb 3, 2026 |
| #10 | -2.42% Oct 4, 2024 - Oct 16, 2024 | -0.22% Feb 17, 2026 - Feb 26, 2026 |
| #11 | -1.75% Jan 21, 2026 - Feb 4, 2026 | -0.21% Sep 9, 2025 - Sep 11, 2025 |
| #12 | -1.61% Oct 27, 2025 - Nov 10, 2025 | -0.18% Aug 12, 2025 - Aug 22, 2025 |
| #13 | -1.51% Jan 15, 2026 - Jan 21, 2026 | -0.16% Jun 12, 2025 - Jun 16, 2025 |
| #14 | -1.24% Mar 21, 2024 - Mar 27, 2024 | -0.14% Sep 2, 2025 - Sep 4, 2025 |
| #15 | -0.88% Mar 13, 2024 - Mar 19, 2024 | -0.12% Aug 22, 2025 - Sep 2, 2025 |
Correlation
Correlation between MVFD and IBMT is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2024 - 2026)
MVFD vs IBMT dividend yield comparison.
| Year | MVFD | IBMT |
|---|---|---|
| 2026 | 0.80% | 2.31% |
| 2025 | 1.34% | 2.98% |
| 2024 | 1.38% | 0.00% |
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