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TAXF vs IBMP

Comparison between AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF (TAXF, ETF) and ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF).

5-Year PerformanceTAXF has outperformed IBMP, delivering a return of +1.1% compared to +0.6%

TAXF vs IBMP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TAXF
$627M
Winner
IBMP
$632M
Expense Ratio
TAXF
0.27%
Winner
IBMP
0.18%
Max Drawdown
TAXF
15.69%
Winner
IBMP
15.24%
Sharpe Ratio
Winner
TAXF
1.36
IBMP
-0.57
5Y Beta
TAXF
0.03
Winner
IBMP
0.01
5Y Dividends CAGR
TAXF
11.45%
Winner
IBMP
17.99%

TAXF vs IBMP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TAXF
+0.74%
IBMP
+0.25%
3M
Winner
TAXF
+0.42%
IBMP
+0.27%
6M
Winner
TAXF
+2.25%
IBMP
+1.30%
1Y
Winner
TAXF
+7.91%
IBMP
+3.05%
5Y(CAGR)
Winner
TAXF
+1.07%
IBMP
+0.61%
Max(CAGR)
Winner
TAXF
+2.88%
IBMP
+1.90%

TAXF vs IBMP - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearTAXFIBMP
2026+1.68%+0.91%
2025+3.92%+3.36%
2024+2.02%+1.36%
2023+6.98%+3.22%
2022-9.59%-5.93%
2021+2.77%-0.14%
2020+5.37%+6.10%
2019+8.75%+4.88%
2018+0.64%N/A

TAXF vs IBMP Drawdown Comparison

The maximum drawdown for TAXF was -13.94%, occurring on Oct 26, 2022. Recovery took 1041 trading sessions.

The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.

The current TAXF drawdown is -0.48%.

RankTAXFIBMP
#1-13.94%
Jul 19, 2021 - Sep 10, 2025
-15.24%
Mar 9, 2020 - Jul 14, 2020
#2-13.39%
Mar 9, 2020 - Nov 23, 2020
-10.10%
Feb 11, 2021 - Aug 1, 2025
#3-2.93%
Feb 27, 2026 - Mar 24, 2026
-2.24%
Aug 15, 2019 - Jan 10, 2020
#4-2.03%
Feb 12, 2021 - May 25, 2021
-1.27%
Aug 7, 2020 - Nov 20, 2020
#5-1.58%
Sep 4, 2019 - Dec 27, 2019
-0.59%
Sep 18, 2025 - Dec 19, 2025
#6-0.97%
Sep 12, 2018 - Dec 4, 2018
-0.55%
Mar 2, 2026 - Jun 4, 2026
#7-0.55%
Jun 10, 2021 - Jul 7, 2021
-0.44%
Jan 6, 2021 - Jan 27, 2021
#8-0.47%
Jan 15, 2026 - Jan 30, 2026
-0.42%
Jan 31, 2020 - Feb 19, 2020
#9-0.43%
Nov 11, 2025 - Nov 26, 2025
-0.32%
Apr 11, 2019 - Apr 24, 2019
#10-0.41%
Nov 26, 2025 - Dec 23, 2025
-0.25%
Feb 27, 2020 - Mar 6, 2020
#11-0.32%
Aug 15, 2019 - Aug 28, 2019
-0.24%
Jun 3, 2019 - Jun 19, 2019
#12-0.32%
Sep 18, 2025 - Oct 1, 2025
-0.21%
Jul 2, 2019 - Jul 9, 2019
#13-0.30%
Oct 24, 2025 - Nov 11, 2025
-0.20%
Aug 8, 2019 - Aug 13, 2019
#14-0.28%
Jan 7, 2019 - Jan 14, 2019
-0.20%
Jan 9, 2026 - Jan 20, 2026
#15-0.27%
Jan 31, 2020 - Feb 14, 2020
-0.16%
Jun 19, 2019 - Jun 27, 2019

Correlation

Correlation between TAXF and IBMP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2018 - 2026)

TAXF vs IBMP dividend yield comparison.

YearTAXFIBMP
20261.60%1.05%
20253.68%2.47%
20243.38%2.35%
20232.93%2.05%
20222.05%1.26%
20211.58%0.86%
20202.13%1.16%
20192.64%1.06%
20180.69%0.00%

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