IBMN vs. VWAHX
Compare and contrast key facts about iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) and Vanguard High-Yield Tax-Exempt Fund Investor Shares (VWAHX).
IBMN is a passively managed fund by iShares that tracks the performance of the S&P AMT-Free Municipal Series Dec 2025 Index. It was launched on Nov 13, 2018. VWAHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBMN or VWAHX.
Correlation
The correlation between IBMN and VWAHX is 0.46, 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.
Performance
IBMN vs. VWAHX - Performance Comparison
Key characteristics
IBMN:
3.33
VWAHX:
0.92
IBMN:
5.39
VWAHX:
1.25
IBMN:
1.74
VWAHX:
1.19
IBMN:
1.01
VWAHX:
0.61
IBMN:
24.89
VWAHX:
2.94
IBMN:
0.13%
VWAHX:
1.25%
IBMN:
0.93%
VWAHX:
4.00%
IBMN:
-12.41%
VWAHX:
-17.82%
IBMN:
-0.03%
VWAHX:
-1.89%
Returns By Period
In the year-to-date period, IBMN achieves a 0.54% return, which is significantly higher than VWAHX's 0.09% return.
IBMN
0.54%
0.30%
1.25%
3.05%
0.66%
N/A
VWAHX
0.09%
0.47%
0.36%
3.50%
0.94%
2.94%
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IBMN vs. VWAHX - Expense Ratio Comparison
IBMN has a 0.18% expense ratio, which is higher than VWAHX's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IBMN vs. VWAHX — Risk-Adjusted Performance Rank
IBMN
VWAHX
IBMN vs. VWAHX - 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 Vanguard High-Yield Tax-Exempt Fund Investor Shares (VWAHX). 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.
Dividends
IBMN vs. VWAHX - Dividend Comparison
IBMN's dividend yield for the trailing twelve months is around 2.04%, less than VWAHX's 3.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
VWAHX Vanguard High-Yield Tax-Exempt Fund Investor Shares | 3.44% | 3.75% | 3.53% | 3.37% | 2.86% | 3.09% | 3.36% | 3.79% | 3.69% | 3.75% | 3.69% | 3.78% |
Drawdowns
IBMN vs. VWAHX - Drawdown Comparison
The maximum IBMN drawdown since its inception was -12.41%, smaller than the maximum VWAHX drawdown of -17.82%. Use the drawdown chart below to compare losses from any high point for IBMN and VWAHX. For additional features, visit the drawdowns tool.
Volatility
IBMN vs. VWAHX - Volatility Comparison
The current volatility for iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) is 0.22%, while Vanguard High-Yield Tax-Exempt Fund Investor Shares (VWAHX) has a volatility of 1.16%. This indicates that IBMN experiences smaller price fluctuations and is considered to be less risky than VWAHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.