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IBMM vs. MINN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBMM vs. MINN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) and Mairs & Power Minnesota Municipal Bond ETF (MINN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBMM

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

MINN

1D
0.20%
1M
0.47%
YTD
0.56%
6M
1.15%
1Y
6.52%
3Y*
3.59%
5Y*
-0.27%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBMM vs. MINN - Yearly Performance Comparison


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Return for Risk

IBMM vs. MINN — Risk / Return Rank

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

IBMM

MINN
MINN Risk / Return Rank: 4646
Overall Rank
MINN Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
MINN Sortino Ratio Rank: 4747
Sortino Ratio Rank
MINN Omega Ratio Rank: 4646
Omega Ratio Rank
MINN Calmar Ratio Rank: 4848
Calmar Ratio Rank
MINN Martin Ratio Rank: 4646
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.

IBMM vs. MINN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) and Mairs & Power Minnesota Municipal Bond ETF (MINN). 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.

IBMM vs. MINN - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBMMMINNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.01

Drawdowns

IBMM vs. MINN - Drawdown Comparison

The maximum IBMM drawdown since its inception was 0.00%, smaller than the maximum MINN drawdown of -18.37%. Use the drawdown chart below to compare losses from any high point for IBMM and MINN.


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Drawdown Indicators


IBMMMINNDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-18.37%

+18.37%

Max Drawdown (1Y)

Largest decline over 1 year

-2.82%

Max Drawdown (3Y)

Largest decline over 3 years

-6.77%

Max Drawdown (5Y)

Largest decline over 5 years

-18.37%

Current Drawdown

Current decline from peak

0.00%

-2.41%

+2.41%

Average Drawdown

Average peak-to-trough decline

0.00%

-7.78%

+7.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.88%

Volatility

IBMM vs. MINN - Volatility Comparison


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Volatility by Period


IBMMMINNDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.01%

Volatility (6M)

Calculated over the trailing 6-month period

2.60%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

4.33%

-4.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

5.09%

-5.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

4.98%

-4.98%

IBMM vs. MINN - Expense Ratio Comparison

IBMM has a 0.18% expense ratio, which is lower than MINN's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IBMM vs. MINN - Dividend Comparison

IBMM has not paid dividends to shareholders, while MINN's dividend yield for the trailing twelve months is around 2.99%.


PositionTTM20252024202320222021
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
0.00%0.00%0.00%0.00%0.00%0.00%
MINN
Mairs & Power Minnesota Municipal Bond ETF
2.99%2.94%2.65%1.80%1.34%0.64%

Frequently Asked Questions


On fees, IBMM is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBMM is cheaper with a 0.18% expense ratio, compared with 0.25% for MINN.

MINN has the higher dividend yield at 2.99%, compared with 0.00% for IBMM.

They also come from different issuers: iShares and Mairs & Power. Their fees differ too: 0.18% for IBMM and 0.25% for MINN.

Portfolio Optimizer

Find the right allocation for IBMM and MINN

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