SSUS vs IBMO
Comparison between DAY HAGAN SMART SECTOR ETF (SSUS, ETF) and ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF).
5-Year PerformanceSSUS has outperformed IBMO, delivering a return of +11.3% compared to +0.6%
SSUS vs IBMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SSUS
$590M
IBMO
$587M
Expense Ratio
SSUS
0.77%
Winner
IBMO
0.18%
Max Drawdown
SSUS
23.75%
Winner
IBMO
14.77%
Sharpe Ratio
Winner
SSUS
1.58
IBMO
-0.94
5Y Beta
SSUS
0.95
Winner
IBMO
0.01
5Y Dividends CAGR
SSUS
11.62%
Winner
IBMO
22.17%
SSUS vs IBMO - Holdings Comparison
SSUS and IBMO have 0 common holdings. Overlap is 0.00%
SSUS's top 25 holdings weight is 100.00%. IBMO's top 25 holdings weight is 25.38%.
| Rank | SSUS | IBMO |
|---|---|---|
| #1 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 40.84% | n/a (n/a) - 3.22% |
| #2 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 12.86% | CALIFORNIA ST 5% (n/a) - 2.07% |
| #3 | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 7.72% | n/a (n/a) - 2.02% |
| #4 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 5.84% | n/a (n/a) - 1.49% |
| #5 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 4.63% | NEW YORK N Y 5% (n/a) - 1.49% |
| #6 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 4.59% | ILLINOIS ST 5% (n/a) - 1.48% |
| #7 | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 3.80% | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% |
| #8 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 3.48% | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 2.80% | PENNSYLVANIA ST 5% (n/a) - 0.99% |
| #10 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 2.68% | CONNECTICUT ST 5% (n/a) - 0.96% |
| #11 | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 2.40% | n/a (n/a) - 0.95% |
| #12 | APPLE INC (AAPL) - 2.03% | MARYLAND ST 5% (n/a) - 0.71% |
| #13 | NVIDIA CORP (NVDA) - 2.03% | n/a (n/a) - 0.69% |
| #14 | MICROSOFT CORP (MSFT) - 1.84% | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.82% | n/a (n/a) - 0.64% |
| #16 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 0.52% | MASSACHUSETTS ST 5% (n/a) - 0.63% |
| #17 | ISHARES CORE S&P 500 ETF (IVV) - 0.11% | WASHINGTON ST 5% (n/a) - 0.61% |
| #18 | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 0.01% | n/a (n/a) - 0.61% |
| #19 | N/A | MISSISSIPPI ST 5% (n/a) - 0.60% |
| #20 | N/A | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% |
| #21 | N/A | n/a (n/a) - 0.59% |
| #22 | N/A | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% |
| #23 | N/A | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% |
| #24 | N/A | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% |
| #25 | N/A | GEORGIA ST 5% (n/a) - 0.54% |
| Total Holdings | 18 | 648 |
SSUS vs IBMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SSUS
+1.59%
IBMO
+0.26%
3M
Winner
SSUS
+14.14%
IBMO
+0.65%
6M
Winner
SSUS
+12.29%
IBMO
+1.14%
1Y
Winner
SSUS
+25.41%
IBMO
+2.76%
5Y(CAGR)
Winner
SSUS
+11.28%
IBMO
+0.63%
Max(CAGR)
Winner
SSUS
+13.68%
IBMO
+1.84%
SSUS vs IBMO - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SSUS | IBMO |
|---|---|---|
| 2026 | +11.95% | +1.09% |
| 2025 | +16.81% | +3.15% |
| 2024 | +19.61% | +2.05% |
| 2023 | +18.62% | +2.72% |
| 2022 | -18.25% | -5.31% |
| 2021 | +30.08% | -0.16% |
| 2020 | +17.44% | +5.38% |
| 2019 | N/A | +4.69% |
SSUS vs IBMO Drawdown Comparison
The maximum drawdown for SSUS was -23.75%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The current SSUS drawdown is -2.93%.
| Rank | SSUS | IBMO |
|---|---|---|
| #1 | -23.75% Feb 19, 2020 - Aug 3, 2020 | -14.77% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -23.45% Jan 4, 2022 - Feb 9, 2024 | -8.91% Feb 12, 2021 - Jun 20, 2025 |
| #3 | -17.60% Feb 19, 2025 - Jun 24, 2025 | -2.02% Aug 16, 2019 - Jan 13, 2020 |
| #4 | -9.25% Sep 2, 2020 - Nov 13, 2020 | -0.73% Aug 7, 2020 - Nov 17, 2020 |
| #5 | -9.05% Jan 28, 2026 - Apr 14, 2026 | -0.39% Jan 31, 2020 - Feb 20, 2020 |
| #6 | -8.67% Jul 16, 2024 - Sep 19, 2024 | -0.38% Sep 15, 2025 - Nov 17, 2025 |
| #7 | -5.73% Oct 27, 2025 - Dec 24, 2025 | -0.32% Jan 5, 2021 - Jan 27, 2021 |
| #8 | -5.54% Mar 28, 2024 - May 15, 2024 | -0.29% Dec 24, 2025 - Jan 21, 2026 |
| #9 | -5.51% Jun 2, 2026 - Jun 10, 2026 | -0.26% Apr 10, 2019 - Apr 24, 2019 |
| #10 | -4.93% Dec 4, 2024 - Feb 18, 2025 | -0.25% Aug 12, 2019 - Aug 14, 2019 |
| #11 | -4.67% Sep 3, 2021 - Oct 19, 2021 | -0.20% Jun 3, 2019 - Jun 18, 2019 |
| #12 | -4.57% Feb 12, 2021 - Mar 12, 2021 | -0.18% Jul 2, 2019 - Jul 9, 2019 |
| #13 | -4.19% Nov 24, 2021 - Dec 10, 2021 | -0.16% Feb 26, 2026 - Mar 13, 2026 |
| #14 | -3.80% May 7, 2021 - Jun 4, 2021 | -0.16% Apr 4, 2019 - Apr 10, 2019 |
| #15 | -3.51% Dec 10, 2021 - Dec 27, 2021 | -0.16% Feb 27, 2020 - Mar 3, 2020 |
Correlation
Correlation between SSUS and IBMO is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2019 - 2026)
SSUS vs IBMO dividend yield comparison.
| Year | SSUS | IBMO |
|---|---|---|
| 2026 | 0.00% | 0.99% |
| 2025 | 0.52% | 2.37% |
| 2024 | 0.68% | 2.15% |
| 2023 | 1.07% | 1.65% |
| 2022 | 0.63% | 0.89% |
| 2021 | 0.55% | 0.62% |
| 2020 | 0.50% | 1.03% |
| 2019 | 0.00% | 1.01% |
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