IBMO vs. QQQ
Compare and contrast key facts about iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) and Invesco QQQ (QQQ).
IBMO and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBMO is a passively managed fund by iShares that tracks the performance of the S&P AMT-Free Municipal Series Callable-Adjusted Dec 2026 Index. It was launched on Apr 2, 2019. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both IBMO and QQQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBMO or QQQ.
Correlation
The correlation between IBMO and QQQ is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IBMO vs. QQQ - Performance Comparison
Key characteristics
IBMO:
1.59
QQQ:
1.40
IBMO:
2.39
QQQ:
1.90
IBMO:
1.31
QQQ:
1.25
IBMO:
0.62
QQQ:
1.88
IBMO:
8.24
QQQ:
6.51
IBMO:
0.31%
QQQ:
3.92%
IBMO:
1.59%
QQQ:
18.23%
IBMO:
-14.77%
QQQ:
-82.98%
IBMO:
-1.10%
QQQ:
-0.42%
Returns By Period
In the year-to-date period, IBMO achieves a 0.34% return, which is significantly lower than QQQ's 5.09% return.
IBMO
0.34%
0.26%
0.79%
2.49%
0.52%
N/A
QQQ
5.09%
2.37%
13.48%
26.98%
19.29%
18.32%
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IBMO vs. QQQ - Expense Ratio Comparison
IBMO has a 0.18% expense ratio, which is lower than QQQ's 0.20% 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%.
Risk-Adjusted Performance
IBMO vs. QQQ — Risk-Adjusted Performance Rank
IBMO
QQQ
IBMO vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) and Invesco QQQ (QQQ). 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
IBMO vs. QQQ - Dividend Comparison
IBMO's dividend yield for the trailing twelve months is around 2.18%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | 2.18% | 2.14% | 1.65% | 0.89% | 0.62% | 1.03% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
IBMO vs. QQQ - Drawdown Comparison
The maximum IBMO drawdown since its inception was -14.77%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for IBMO and QQQ. For additional features, visit the drawdowns tool.
Volatility
IBMO vs. QQQ - Volatility Comparison
The current volatility for iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) is 0.65%, while Invesco QQQ (QQQ) has a volatility of 4.70%. This indicates that IBMO experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.