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AUSM vs. IBMT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AUSM vs. IBMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Ultra Short Municipal ETF (AUSM) and iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AUSM achieves a 0.98% return, which is significantly higher than IBMT's 0.19% return.


AUSM

1D
-0.02%
1M
0.21%
YTD
0.98%
6M
1.34%
1Y
3Y*
5Y*
10Y*

IBMT

1D
-0.02%
1M
0.35%
YTD
0.19%
6M
0.25%
1Y
6.34%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AUSM vs. IBMT - Yearly Performance Comparison


Correlation

The correlation between AUSM and IBMT is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 9, 2025

0.09

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Return for Risk

AUSM vs. IBMT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AUSM

IBMT
IBMT Risk / Return Rank: 6060
Overall Rank
IBMT Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
IBMT Sortino Ratio Rank: 7676
Sortino Ratio Rank
IBMT Omega Ratio Rank: 7878
Omega Ratio Rank
IBMT Calmar Ratio Rank: 4343
Calmar Ratio Rank
IBMT Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AUSM vs. IBMT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Ultra Short Municipal ETF (AUSM) and iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AUSM vs. IBMT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AUSMIBMTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.05

Sharpe Ratio (All Time)

Calculated using the full available price history

3.98

1.63

+2.35

Drawdowns

AUSM vs. IBMT - Drawdown Comparison

The maximum AUSM drawdown since its inception was -0.42%, smaller than the maximum IBMT drawdown of -3.18%. Use the drawdown chart below to compare losses from any high point for AUSM and IBMT.


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Drawdown Indicators


AUSMIBMTDifference

Max Drawdown

Largest peak-to-trough decline

-0.42%

-3.18%

+2.76%

Max Drawdown (1Y)

Largest decline over 1 year

-3.10%

Current Drawdown

Current decline from peak

-0.02%

-1.65%

+1.63%

Average Drawdown

Average peak-to-trough decline

-0.09%

-0.74%

+0.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

Volatility

AUSM vs. IBMT - Volatility Comparison


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Volatility by Period


AUSMIBMTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.78%

Volatility (6M)

Calculated over the trailing 6-month period

2.06%

Volatility (1Y)

Calculated over the trailing 1-year period

0.73%

3.11%

-2.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.73%

3.86%

-3.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.73%

3.86%

-3.13%

AUSM vs. IBMT - Expense Ratio Comparison

Both AUSM and IBMT have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

AUSM vs. IBMT - Dividend Comparison

AUSM's dividend yield for the trailing twelve months is around 2.39%, less than IBMT's 3.65% yield.


Frequently Asked Questions


AUSM and IBMT have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

AUSM and IBMT have the same expense ratio: 0.18% per year.

IBMT has the higher dividend yield at 3.65%, compared with 2.39% for AUSM.

They also come from different issuers: Allspring and iShares.

Portfolio Optimizer

Find the right allocation for AUSM and IBMT

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