FNF vs. IBMO
FNF (Fidelity National Financial, Inc.) is a stock, while IBMO (iShares iBonds Dec 2026 Term Muni Bond ETF) is Municipal Bonds fund tracking the S&P AMT-Free Municipal Series Callable-Adjusted Dec 2026 Index. Over the past 5 years, FNF returned 8.57%/yr vs 0.62%/yr for IBMO. Their 0.07 correlation means their historical movements had little consistent relationship.
Performance
FNF vs. IBMO - Performance Comparison
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Returns By Period
In the year-to-date period, FNF achieves a -3.41% return, which is significantly lower than IBMO's 1.22% return.
FNF
- 1D
- 0.00%
- 1M
- 5.63%
- 6M
- -4.38%
- YTD
- -3.41%
- 1Y
- -1.66%
- 3Y*
- 14.88%
- 5Y*
- 8.57%
- 10Y*
- 11.80%
- ALL TIME*
- 9.47%
IBMO
- 1D
- -0.04%
- 1M
- 0.16%
- 6M
- 1.09%
- YTD
- 1.22%
- 1Y
- 2.34%
- 3Y*
- 3.01%
- 5Y*
- 0.62%
- 10Y*
- —
- ALL TIME*
- 1.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $84.95M | $74.32M | $79.12M | |
| $1.89M | $1.94M | $1.71M |
FNF vs. IBMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FNF Fidelity National Financial, Inc. | -3.41% | 4.35% | 14.02% | 42.18% | -21.64% | 38.04% | -10.34% | 23.55% |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | 1.22% | 3.11% | 1.97% | 2.90% | -5.36% | -0.16% | 5.48% | 4.69% |
Correlation
The correlation between FNF and IBMO is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.10 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.10 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2019 | 0.07 |
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Return for Risk
FNF vs. IBMO — Risk / Return Rank
FNF
IBMO
FNF vs. IBMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity National Financial, Inc. (FNF) and iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FNF | IBMO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.13 | ||
| Sortino ratioReturn per unit of downside risk | -3.16 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.41 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | 6.22 | -6.29 |
| Martin ratioReturn relative to average drawdown | -0.15 | 18.35 | -18.51 |
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Drawdowns
FNF vs. IBMO - Drawdown Comparison
The maximum FNF drawdown since its inception was -72.49%, which is greater than IBMO's maximum drawdown of -14.77%. Use the drawdown chart below to compare losses from any high point for FNF and IBMO.
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Drawdown Indicators
| FNF | IBMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.49% | -14.77% | -57.72% |
Max Drawdown (1Y)Largest decline over 1 year | -24.43% | -0.38% | -24.05% |
Max Drawdown (3Y)Largest decline over 3 years | -30.06% | -1.21% | -28.85% |
Max Drawdown (5Y)Largest decline over 5 years | -36.69% | -8.77% | -27.92% |
Max Drawdown (10Y)Largest decline over 10 years | -56.21% | — | — |
Current DrawdownCurrent decline from peak | -15.68% | -0.04% | -15.64% |
Average DrawdownAverage peak-to-trough decline | -17.14% | -2.27% | -14.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.75% | 0.13% | +10.62% |
Volatility
FNF vs. IBMO - Volatility Comparison
Fidelity National Financial, Inc. (FNF) has a higher volatility of 9.90% compared to iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) at 0.36%. This indicates that FNF's price experiences larger fluctuations and is considered to be riskier than IBMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNF | IBMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.90% | 0.36% | +9.54% |
Volatility (6M)Calculated over the trailing 6-month period | 20.38% | 0.72% | +19.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.12% | 1.14% | +24.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.17% | 2.14% | +24.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.25% | 4.47% | +23.78% |
Dividends
FNF vs. IBMO - Dividend Comparison
FNF's dividend yield for the trailing twelve months is around 3.96%, more than IBMO's 2.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNF Fidelity National Financial, Inc. | 3.96% | 3.60% | 3.46% | 3.59% | 4.57% | 2.99% | 3.45% | 2.78% | 3.82% | 37.01% | 2.59% | 2.31% |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | 2.40% | 2.37% | 2.15% | 1.65% | 0.89% | 0.62% | 1.03% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FNF and IBMO have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FNF has higher volatility (9.90%) compared to IBMO (0.36%). In terms of maximum drawdown, FNF dropped -72.49% vs IBMO's -14.77%.
IBMO currently has the higher Sharpe Ratio (2.06 vs -0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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