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IBMN vs. IBMM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBMN and IBMM is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.00.0

Performance

IBMN vs. IBMM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) and iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM). The values are adjusted to include any dividend payments, if applicable.

0.00%0.20%0.40%0.60%0.80%1.00%1.20%SeptemberOctoberNovemberDecember2025February
1.25%
0
IBMN
IBMM

Key characteristics

Returns By Period


IBMN

YTD

0.54%

1M

0.30%

6M

1.25%

1Y

3.05%

5Y*

0.66%

10Y*

N/A

IBMM

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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IBMN vs. IBMM - Expense Ratio Comparison

Both IBMN and IBMM 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%.


IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
Expense ratio chart for IBMN: current value at 0.18% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.18%
Expense ratio chart for IBMM: current value at 0.18% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.18%

Risk-Adjusted Performance

IBMN vs. IBMM — Risk-Adjusted Performance Rank

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

IBMN
The Risk-Adjusted Performance Rank of IBMN is 8686
Overall Rank
The Sharpe Ratio Rank of IBMN is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of IBMN is 9898
Sortino Ratio Rank
The Omega Ratio Rank of IBMN is 9797
Omega Ratio Rank
The Calmar Ratio Rank of IBMN is 4343
Calmar Ratio Rank
The Martin Ratio Rank of IBMN is 9797
Martin Ratio Rank

IBMM
The Risk-Adjusted Performance Rank of IBMM is 8282
Overall Rank
The Sharpe Ratio Rank of IBMM is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of IBMM is 8787
Sortino Ratio Rank
The Omega Ratio Rank of IBMM is 9191
Omega Ratio Rank
The Calmar Ratio Rank of IBMM is 5656
Calmar Ratio Rank
The Martin Ratio Rank of IBMM is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBMN vs. IBMM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) and iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM). 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.


Sharpe ratio
The chart of Sharpe ratio for IBMN, currently valued at 3.33, compared to the broader market0.002.004.003.33
The chart of Sortino ratio for IBMN, currently valued at 5.39, compared to the broader market0.005.0010.005.39
The chart of Omega ratio for IBMN, currently valued at 1.74, compared to the broader market0.501.001.502.002.503.001.74
The chart of Calmar ratio for IBMN, currently valued at 1.01, compared to the broader market0.005.0010.0015.001.01
The chart of Martin ratio for IBMN, currently valued at 24.89, compared to the broader market0.0020.0040.0060.0080.00100.0024.89
IBMN
IBMM


Rolling 12-month Sharpe Ratio2.002.503.003.50SeptemberOctoberNovemberDecember2025February
3.33
IBMN
IBMM

Dividends

IBMN vs. IBMM - Dividend Comparison

IBMN's dividend yield for the trailing twelve months is around 2.04%, while IBMM has not paid dividends to shareholders.


TTM2024202320222021202020192018
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
2.04%2.03%1.71%0.97%0.70%1.10%1.78%0.22%
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IBMN vs. IBMM - Drawdown Comparison


-1.40%-1.20%-1.00%-0.80%-0.60%-0.40%-0.20%0.00%SeptemberOctoberNovemberDecember2025February
-0.03%
0
IBMN
IBMM

Volatility

IBMN vs. IBMM - Volatility Comparison

iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) has a higher volatility of 0.22% compared to iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) at 0.00%. This indicates that IBMN's price experiences larger fluctuations and is considered to be riskier than IBMM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%0.10%0.20%0.30%0.40%SeptemberOctoberNovemberDecember2025February
0.22%
0
IBMN
IBMM
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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