TOPT vs IBMQ
Comparison between ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF) and ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF).
TOPT vs IBMQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TOPT
$657M
IBMQ
$653M
Expense Ratio
TOPT
0.20%
Winner
IBMQ
0.18%
Max Drawdown
TOPT
21.30%
Winner
IBMQ
15.85%
Sharpe Ratio
Winner
TOPT
1.06
IBMQ
-0.89
5Y Beta
TOPT
1.10
Winner
IBMQ
0.03
P/E Ratio
TOPT
32.68
IBMQ
N/A
Forward P/E
TOPT
22.52
IBMQ
N/A
PEG Ratio
TOPT
0.33
IBMQ
N/A
5Y Dividends CAGR
TOPT
N/A
IBMQ
15.19%
5Y EPS CAGR
TOPT
37.09%
IBMQ
N/A
Debt to Equity
TOPT
34.57%
IBMQ
N/A
P/S Ratio
TOPT
7.07
IBMQ
N/A
P/B Ratio
TOPT
8.24
IBMQ
N/A
TOPT vs IBMQ - Holdings Comparison
TOPT and IBMQ have 1 common holdings. Overlap is -0.73%
TOPT's top 25 holdings weight is 99.99%. IBMQ's top 25 holdings weight is 23.88%.
| Rank | TOPT | IBMQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.76% | CALIFORNIA ST 5% (n/a) - 2.65% |
| #2 | APPLE INC (AAPL) - 14.68% | ILLINOIS ST 5% (n/a) - 1.76% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.77% | n/a (n/a) - 1.59% |
| #4 | ALPHABET INC CLASS C (GOOG) - 5.41% | NEW YORK N Y 5% (n/a) - 1.44% |
| #5 | MICROSOFT CORP (MSFT) - 5.07% | PENNSYLVANIA ST 5% (n/a) - 1.17% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.59% | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 1.13% |
| #7 | BROADCOM INC (AVGO) - 4.54% | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.08% |
| #8 | TESLA INC (TSLA) - 4.49% | n/a (n/a) - 0.92% |
| #9 | AMAZON.COM INC (AMZN) - 4.45% | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.90% |
| #10 | MICRON TECHNOLOGY INC (MU) - 4.37% | MARYLAND ST 5% (n/a) - 0.89% |
| #11 | ELI LILLY AND CO (LLY) - 3.93% | WASHINGTON ST 5% (n/a) - 0.87% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.71% | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.87% |
| #13 | JPMORGAN CHASE & CO (JPM) - 3.62% | CONNECTICUT ST 5% (n/a) - 0.84% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 3.45% | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.76% |
| #15 | JOHNSON & JOHNSON (JNJ) - 2.59% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.71% |
| #16 | EXXON MOBIL CORP (XOM) - 2.39% | n/a (n/a) - 0.69% |
| #17 | VISA INC CLASS A (V) - 2.36% | TEXAS WTR DEV BRD REV 5% (n/a) - 0.66% |
| #18 | INTEL CORP (INTC) - 2.13% | INDIANA ST FIN AUTH REV 5% (n/a) - 0.64% |
| #19 | WALMART INC (WMT) - 2.03% | DALLAS TEX 5% (n/a) - 0.64% |
| #20 | CISCO SYSTEMS INC (CSCO) - 1.84% | n/a (n/a) - 0.63% |
| #21 | COSTCO WHOLESALE CORP (COST) - 1.73% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.62% |
| #22 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.06% | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.62% |
| #23 | USD CASH (n/a) - 0.02% | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.62% |
| #24 | MICRO E-MINI NASDAQ 100 INDEX FUTURE SEPT 26 (n/a) - 0.00% | CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 0.60% |
| #25 | N/A | CLARK CNTY NEV SCH DIST 5% (n/a) - 0.58% |
| Total Holdings | 24 | 779 |
TOPT vs IBMQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOPT
+0.94%
IBMQ
+0.09%
3M
Winner
TOPT
+7.10%
IBMQ
+0.50%
6M
Winner
TOPT
+10.61%
IBMQ
+0.72%
1Y
Winner
TOPT
+19.71%
IBMQ
+2.71%
5Y(CAGR)
TOPT
N/A
IBMQ
+0.39%
Max(CAGR)
Winner
TOPT
+18.99%
IBMQ
+2.00%
TOPT vs IBMQ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | TOPT | IBMQ |
|---|---|---|
| 2026 | +7.52% | +1.00% |
| 2025 | +20.76% | +3.96% |
| 2024 | +5.03% | +0.83% |
| 2023 | N/A | +3.77% |
| 2022 | N/A | -6.60% |
| 2021 | N/A | -0.23% |
| 2020 | N/A | +6.79% |
| 2019 | N/A | +5.39% |
TOPT vs IBMQ Drawdown Comparison
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The current TOPT drawdown is -2.98%. The current IBMQ drawdown is -0.14%.
| Rank | TOPT | IBMQ |
|---|---|---|
| #1 | -21.21% Dec 24, 2024 - Jun 26, 2025 | -15.85% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -13.13% Oct 29, 2025 - Apr 27, 2026 | -11.60% Feb 11, 2021 - Sep 4, 2025 |
| #3 | -7.40% May 14, 2026 - Jun 26, 2026 | -2.44% Aug 28, 2019 - Jan 14, 2020 |
| #4 | -3.19% Oct 29, 2024 - Nov 6, 2024 | -1.87% Aug 7, 2020 - Dec 10, 2020 |
| #5 | -3.16% Dec 16, 2024 - Dec 24, 2024 | -1.13% Feb 27, 2026 - Jun 25, 2026 |
| #6 | -2.92% Oct 9, 2025 - Oct 24, 2025 | -0.87% Sep 18, 2025 - Jan 5, 2026 |
| #7 | -2.80% Nov 8, 2024 - Dec 2, 2024 | -0.56% Jan 31, 2020 - Feb 20, 2020 |
| #8 | -2.54% Aug 14, 2025 - Aug 28, 2025 | -0.40% Jan 6, 2021 - Jan 27, 2021 |
| #9 | -1.97% Jul 28, 2025 - Aug 6, 2025 | -0.38% Aug 15, 2019 - Aug 28, 2019 |
| #10 | -1.78% Aug 28, 2025 - Sep 4, 2025 | -0.26% Jun 3, 2019 - Jun 18, 2019 |
| #11 | -1.51% Sep 22, 2025 - Oct 1, 2025 | -0.26% Feb 27, 2020 - Mar 6, 2020 |
| #12 | -1.05% Jul 3, 2025 - Jul 10, 2025 | -0.23% Aug 12, 2019 - Aug 14, 2019 |
| #13 | -0.88% Jun 30, 2025 - Jul 2, 2025 | -0.22% May 17, 2019 - May 23, 2019 |
| #14 | -0.60% Dec 11, 2024 - Dec 13, 2024 | -0.20% May 7, 2019 - May 9, 2019 |
| #15 | -0.55% Sep 4, 2025 - Sep 9, 2025 | -0.19% Jul 3, 2019 - Jul 9, 2019 |
Correlation
Correlation between TOPT and IBMQ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2019 - 2026)
TOPT vs IBMQ dividend yield comparison.
| Year | TOPT | IBMQ |
|---|---|---|
| 2026 | 0.19% | 1.23% |
| 2025 | 0.38% | 2.43% |
| 2024 | 0.08% | 2.33% |
| 2023 | 0.00% | 1.93% |
| 2022 | 0.00% | 1.25% |
| 2021 | 0.00% | 1.05% |
| 2020 | 0.00% | 1.24% |
| 2019 | 0.00% | 1.03% |
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