IBMO vs. FNF

In the year-to-date period, IBMO achieves a 1.20% return, which is significantly higher than FNF's -1.68% return.

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This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) and Fidelity National Financial, Inc. (FNF). 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.

The current IBMO Sharpe Ratio is 2.14, which is higher than the FNF Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of IBMO and FNF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IBMO's dividend yield for the trailing twelve months is around 2.24%, less than FNF's 3.58% yield.

The maximum IBMO drawdown since its inception was -14.77%, smaller than the maximum FNF drawdown of -75.24%. Use the drawdown chart below to compare losses from any high point for IBMO and FNF.

The current volatility for iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) is 0.22%, while Fidelity National Financial, Inc. (FNF) has a volatility of 10.03%. This indicates that IBMO experiences smaller price fluctuations and is considered to be less risky than FNF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.