VFMF vs IBMQ
Comparison between VANGUARD U.S. MULTIFACTOR ETF ETF SHARES (VFMF, ETF) and ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF).
5-Year PerformanceVFMF has outperformed IBMQ, delivering a return of +14.1% compared to +0.5%
VFMF vs IBMQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFMF
$643M
Winner
IBMQ
$644M
Expense Ratio
VFMF
0.18%
IBMQ
0.18%
Max Drawdown
VFMF
42.80%
Winner
IBMQ
15.85%
Sharpe Ratio
Winner
VFMF
2.05
IBMQ
-0.41
5Y Beta
VFMF
0.89
Winner
IBMQ
0.03
P/E Ratio
VFMF
19.13
IBMQ
N/A
Forward P/E
VFMF
12.35
IBMQ
N/A
5Y Dividends CAGR
Winner
VFMF
19.05%
IBMQ
14.79%
5Y EPS CAGR
VFMF
14.85%
IBMQ
N/A
Debt to Equity
VFMF
26.70%
IBMQ
N/A
P/S Ratio
VFMF
1.04
IBMQ
N/A
P/B Ratio
VFMF
2.21
IBMQ
N/A
VFMF vs IBMQ - Holdings Comparison
VFMF and IBMQ have 1 common holdings. Overlap is -0.36%
VFMF's top 25 holdings weight is 19.08%. IBMQ's top 25 holdings weight is 22.86%.
| Rank | VFMF | IBMQ |
|---|---|---|
| #1 | NEWMONT CORP (NEM) - 0.98% | CALIFORNIA ST 5% (n/a) - 2.86% |
| #2 | ALTRIA GROUP INC (MO) - 0.94% | n/a (n/a) - 1.65% |
| #3 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.91% | NEW YORK N Y 5% (n/a) - 1.18% |
| #4 | MERCK & CO INC (MRK) - 0.89% | ILLINOIS ST 5% (n/a) - 1.13% |
| #5 | HCA HEALTHCARE INC (HCA) - 0.87% | WASHINGTON ST 5% (n/a) - 1.12% |
| #6 | MCKESSON CORP (MCK) - 0.84% | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.07% |
| #7 | BANK OF NEW YORK MELLON CORP (BNY) - 0.84% | PENNSYLVANIA ST 5% (n/a) - 1.02% |
| #8 | GILEAD SCIENCES INC (GILD) - 0.83% | n/a (n/a) - 1.00% |
| #9 | EXXON MOBIL CORP (XOM) - 0.83% | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 0.98% |
| #10 | MICRON TECHNOLOGY INC (MU) - 0.83% | MARYLAND ST 5% (n/a) - 0.90% |
| #11 | LAM RESEARCH CORP (LRCX) - 0.80% | n/a (n/a) - 0.84% |
| #12 | WELLS FARGO & CO (WFC) - 0.76% | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.79% |
| #13 | AMGEN INC (AMGN) - 0.75% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.72% |
| #14 | QUALCOMM INC (QCOM) - 0.73% | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.71% |
| #15 | JPMORGAN CHASE & CO (JPM) - 0.71% | DALLAS TEX 5% (n/a) - 0.70% |
| #16 | ALPHABET INC CLASS A (GOOGL) - 0.71% | CONNECTICUT ST 5% (n/a) - 0.70% |
| #17 | FEDEX CORP (FDX) - 0.69% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.69% |
| #18 | CVS HEALTH CORP (CVS) - 0.68% | MICHIGAN FIN AUTH REV 5% (n/a) - 0.65% |
| #19 | PFIZER INC (PFE) - 0.67% | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.64% |
| #20 | REGENERON PHARMACEUTICALS INC (REGN) - 0.67% | n/a (n/a) - 0.63% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.65% | NEW MEXICO ST SEVERANCE TAX 5% (n/a) - 0.63% |
| #22 | WALMART INC (WMT) - 0.64% | n/a (n/a) - 0.58% |
| #23 | CENCORA INC (COR) - 0.64% | n/a (n/a) - 0.56% |
| #24 | PEPSICO INC (PEP) - 0.62% | CYPRESS-FAIRBANKS TEX INDPT SCH DIST 5% (n/a) - 0.56% |
| #25 | THE TRAVELERS COMPANIES INC (TRV) - 0.60% | n/a (n/a) - 0.55% |
| Total Holdings | 597 | 769 |
VFMF vs IBMQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFMF
+3.57%
IBMQ
+0.36%
3M
Winner
VFMF
+12.53%
IBMQ
+0.22%
6M
Winner
VFMF
+15.78%
IBMQ
+1.07%
1Y
Winner
VFMF
+36.25%
IBMQ
+3.20%
5Y(CAGR)
Winner
VFMF
+14.06%
IBMQ
+0.46%
10Y(CAGR)
VFMF
+12.19%
IBMQ
N/A
Max(CAGR)
Winner
VFMF
+12.19%
IBMQ
+1.99%
VFMF vs IBMQ - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | VFMF | IBMQ |
|---|---|---|
| 2026 | +15.13% | +0.75% |
| 2025 | +17.53% | +3.96% |
| 2024 | +15.63% | +0.83% |
| 2023 | +19.78% | +3.77% |
| 2022 | -5.99% | -6.60% |
| 2021 | +31.29% | -0.23% |
| 2020 | +4.57% | +6.79% |
| 2019 | +21.48% | +5.39% |
| 2018 | -11.28% | N/A |
VFMF vs IBMQ Drawdown Comparison
The maximum drawdown for VFMF was -41.33%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The current VFMF drawdown is -1.57%. The current IBMQ drawdown is -0.25%.
| Rank | VFMF | IBMQ |
|---|---|---|
| #1 | -41.33% Jan 17, 2020 - Dec 4, 2020 | -15.85% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -23.57% Aug 29, 2018 - Jan 16, 2020 | -11.60% Feb 11, 2021 - Sep 4, 2025 |
| #3 | -20.57% Nov 25, 2024 - Aug 13, 2025 | -2.44% Aug 28, 2019 - Jan 14, 2020 |
| #4 | -19.04% Nov 16, 2021 - Jul 13, 2023 | -1.87% Aug 7, 2020 - Dec 10, 2020 |
| #5 | -10.05% Aug 1, 2023 - Dec 4, 2023 | -1.13% Feb 27, 2026 - Mar 24, 2026 |
| #6 | -8.63% Jul 31, 2024 - Oct 11, 2024 | -0.87% Sep 18, 2025 - Jan 5, 2026 |
| #7 | -7.67% Jun 8, 2021 - Aug 27, 2021 | -0.56% Jan 31, 2020 - Feb 20, 2020 |
| #8 | -7.08% Feb 26, 2026 - Apr 14, 2026 | -0.40% Jan 6, 2021 - Jan 27, 2021 |
| #9 | -6.33% Mar 28, 2024 - Jul 15, 2024 | -0.38% Aug 15, 2019 - Aug 28, 2019 |
| #10 | -5.39% Mar 9, 2018 - May 16, 2018 | -0.26% Jun 3, 2019 - Jun 18, 2019 |
| #11 | -5.21% May 7, 2021 - Jun 8, 2021 | -0.26% Feb 27, 2020 - Mar 6, 2020 |
| #12 | -4.93% Aug 27, 2021 - Oct 18, 2021 | -0.23% Aug 12, 2019 - Aug 14, 2019 |
| #13 | -4.91% Mar 15, 2021 - Apr 5, 2021 | -0.22% May 17, 2019 - May 23, 2019 |
| #14 | -4.67% Nov 12, 2025 - Nov 25, 2025 | -0.20% May 7, 2019 - May 9, 2019 |
| #15 | -4.24% Sep 18, 2025 - Oct 27, 2025 | -0.19% Jul 3, 2019 - Jul 9, 2019 |
Correlation
Correlation between VFMF and IBMQ is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2018 - 2026)
VFMF vs IBMQ dividend yield comparison.
| Year | VFMF | IBMQ |
|---|---|---|
| 2026 | 0.37% | 1.02% |
| 2025 | 1.54% | 2.43% |
| 2024 | 1.60% | 2.33% |
| 2023 | 1.78% | 1.93% |
| 2022 | 2.21% | 1.25% |
| 2021 | 1.39% | 1.05% |
| 2020 | 1.56% | 1.24% |
| 2019 | 1.61% | 1.03% |
| 2018 | 1.22% | 0.00% |
Select Stocks to Compare
Popular: VFMF vs SPYIBMQ vs SPY
More Comparisons
Compare with similar stocks