BTT vs. MUB
Compare and contrast key facts about Blackrock Municipal 2030 Target Term Trust (BTT) and iShares National AMT-Free Muni Bond ETF (MUB).
MUB is a passively managed fund by iShares that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Sep 7, 2007.
Performance
BTT vs. MUB - Performance Comparison
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BTT vs. MUB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTT Blackrock Municipal 2030 Target Term Trust | 0.08% | 13.71% | 1.64% | 0.76% | -15.16% | 3.94% | 9.51% | 21.85% | -4.63% | 6.52% |
MUB iShares National AMT-Free Muni Bond ETF | -0.37% | 3.78% | 1.26% | 5.56% | -7.34% | 1.02% | 5.12% | 7.06% | 0.93% | 4.72% |
Returns By Period
In the year-to-date period, BTT achieves a 0.08% return, which is significantly higher than MUB's -0.37% return. Over the past 10 years, BTT has outperformed MUB with an annualized return of 3.20%, while MUB has yielded a comparatively lower 1.96% annualized return.
BTT
- 1D
- 1.38%
- 1M
- -0.84%
- YTD
- 0.08%
- 6M
- 2.32%
- 1Y
- 9.64%
- 3Y*
- 4.27%
- 5Y*
- 0.51%
- 10Y*
- 3.20%
MUB
- 1D
- 0.19%
- 1M
- -2.28%
- YTD
- -0.37%
- 6M
- 1.28%
- 1Y
- 3.94%
- 3Y*
- 2.53%
- 5Y*
- 0.79%
- 10Y*
- 1.96%
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Return for Risk
BTT vs. MUB — Risk / Return Rank
BTT
MUB
BTT vs. MUB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Municipal 2030 Target Term Trust (BTT) and iShares National AMT-Free Muni Bond ETF (MUB). 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.
| BTT | MUB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.96 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.25 | +1.08 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.21 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.55 | 1.27 | +1.28 |
Martin ratioReturn relative to average drawdown | 11.97 | 4.07 | +7.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTT | MUB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.96 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.20 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.40 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.57 | -0.27 |
Correlation
The correlation between BTT and MUB is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BTT vs. MUB - Dividend Comparison
BTT's dividend yield for the trailing twelve months is around 2.45%, less than MUB's 3.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTT Blackrock Municipal 2030 Target Term Trust | 2.45% | 2.44% | 2.70% | 3.11% | 3.50% | 2.89% | 2.92% | 3.10% | 3.93% | 4.08% | 4.40% | 4.46% |
MUB iShares National AMT-Free Muni Bond ETF | 3.19% | 3.14% | 3.01% | 2.65% | 2.11% | 1.81% | 2.11% | 2.42% | 2.46% | 2.26% | 2.21% | 2.51% |
Drawdowns
BTT vs. MUB - Drawdown Comparison
The maximum BTT drawdown since its inception was -30.71%, which is greater than MUB's maximum drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for BTT and MUB.
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Drawdown Indicators
| BTT | MUB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.71% | -13.68% | -17.03% |
Max Drawdown (1Y)Largest decline over 1 year | -3.90% | -3.30% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -11.88% | -11.48% |
Max Drawdown (10Y)Largest decline over 10 years | -23.36% | -13.68% | -9.68% |
Current DrawdownCurrent decline from peak | -2.30% | -2.28% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -2.24% | -5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 1.03% | -0.20% |
Volatility
BTT vs. MUB - Volatility Comparison
Blackrock Municipal 2030 Target Term Trust (BTT) has a higher volatility of 2.14% compared to iShares National AMT-Free Muni Bond ETF (MUB) at 1.53%. This indicates that BTT's price experiences larger fluctuations and is considered to be riskier than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTT | MUB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.14% | 1.53% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 4.21% | 2.03% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.11% | 4.14% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.18% | 4.04% | +4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.75% | 4.91% | +4.84% |